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SAP BI/BW/BusinessObjects
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Knowledgebase » Volume 8 (2010) » Update 2 Quick Tip
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Here’s a simple solution to avoid excess records in BI-Integrated Planning when you have multiple currencies in your plan. Unlike other processes, these four steps enable you to handle currency translation without coding. |
Categories: BI/BW, Currency, Data Management, Financials
BI-Integration Planning (BI-IP) offers a variety of planning functions. Among them, currency conversion is often used in financial planning. For example, say a planner works with two different currencies (e.g., GBP and USD). The planner might want to have the original currency and the converted currency in their real-time InfoCube. However, this function can lead to unexpected results when validating the content of the InfoCube.
The problem arises after you save the translated data. In addition to the original records, the planning function generates new records with converted currency. It can lead to excessive volume of records and misinterpretation of results. Also, because the conversion affects only the Amount key figure related with currency unit, the other key figures (such as quantity) are shown as zero. The standard BI-IP currency conversion function is related with Amount key figure.
These two issues can lead to a misinterpretation of conversion, which results in problems with subsequent development. I will show a simple solution for avoiding this problem in SAP NetWeaver BW 7.0 and later. The described process can be helpful when the planner or financial analyst needs to keep only the records with converted currency. This proposed approach doesn’t require any programming skills. Of course, another solution is to use the custom planning function using formula extension (FOX) or the custom planning function using ABAP. However, these options require developing the programming code.
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