SAP BW-kenmerken en kerncijfers

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Characteristics and key figures in SAP BW define the structure of every query, where characteristics describe business dimensions and key figures hold the measurable values that formulas, calculated key figures, and restricted key figures refine for reporting.

  • 📊 kenmerken: Characteristics describe business dimensions such as customer, product, or time in a query.
  • 🔢 Sleutel figuren: Key figures hold the measurable values such as revenue, quantity, or cost.
  • Beeldscherminstellingen: Display name, properties, and record options control how data appears to the user.
  • 💱 conversies: Currency translation and unit conversion let key figures combine across currencies and units.
  • 🧮 Formulas, CKF and RKF: Local formulas, calculated key figures, and restricted key figures refine reporting.
  • 🤖 AI-assistentie: SAP Analytics Cloud and Joule add natural-language queries and augmented insights.

SAP BW Characteristics and Key Figures

What Are Characteristics and Key Figures in SAP Zwart-wit?

In SAP BW, a query is built from characteristics and key figures. Kenmerken describe the business dimensions of the data, such as customer, product, or fiscal period. Sleutel figuren hold the measurable values, such as revenue, quantity, or cost.

The settings below control how characteristics and key figures are displayed and calculated, and how formulas, calculated key figures, and restricted key figures refine the results.

Kenmerken Instellingen – Weergavenaam

Wanneer een kenmerk aan de query wordt toegevoegd, wordt standaard de beschrijving weergegeven die is opgegeven in SAP BW. It is possible to replace this with customized text as follows:

  1. Klik op Eigenschappen.
  2. Selecteer het tabblad Algemeen.
  3. Voer de Description.

SAP Characteristics Settings Display Name

Kenmerken Instellingen – Weergave-eigenschappen

  1. Selecteer het tabblad Weergave van het eigenschappenvenster van het geselecteerde kenmerk.
  2. The “Display as” option is used to display either only the Key, only the Text, or both Key and Text.
  3. If a characteristic has two or more of Short / Medium / Long Text populated, “Text View” is used to display the corresponding text.
  4. It is possible to sort data ascending or descending either by the characteristic or any of its attributes.
  5. The “Result Rows” option is used to show or hide the sub-total for the underlying characteristic.

Characteristics Settings Display Properties

Kenmerken Instellingen – Records weergeven

The display option is used to define what data is viewed by the user during data selection (in filters) and after report execution.

  1. Selecteer het tabblad Geavanceerd van het eigenschappenvenster van het geselecteerde kenmerk.
  2. Toegangstype voor resultaatwaarden. Kies een van deze waarden.
  • “Posted values” shows only records that have some transactions associated with them.
  • “Master Data” displays all master data records irrespective of whether a transaction exists for them. It is ineffective if used with zero suppression.
  1. Filterwaardeselectie. Kies een van deze waarden.
  • Only Posted Values for Navigation: the system displays only posted values from the current navigational state.
  • Only Values in InfoProvider: the system displays only values contained in the InfoProvider.
  • Values in Master Data Table: faster, but may result in zero records matching the selection criteria.

Characteristics Settings Display Records

Key Figure-instellingen – Weergavenaam

Wanneer een Kerncijfer aan de query wordt toegevoegd, wordt standaard de beschrijving weergegeven die is opgegeven in SAP BW. It is possible to replace this with customized text as follows:

  1. Klik op Eigenschappen.
  2. Selecteer het tabblad Algemeen.
  3. Voer de Description.

SAP Key Figure Settings Display Name

Key Figure-instellingen – Weergave-eigenschappen

  1. Selecteer het tabblad Weergave van het eigenschappenvenster van het geselecteerde kengetal.
  2. Zich verstoppen:
  • The options “Always Show” and “Always Hide” are self-explanatory.
  • “Hide (Can be Shown)” keeps a key figure hidden in the default output, but the user can later display it using filters.
  1. Number of Decimal places can be used to restrict the decimals displayed in the report.
  2. Scaling factor is used to show data in thousands, hundreds, and so on.
  3. The sign of key figures can be reversed if required. For example, Sales Quantity is a negative movement from the inventory perspective but positive from the sales perspective.

SAP Key Figure Settings Display Properties

Kerncijferinstellingen – Valuta- of eenheidconversie

BW does not allow cumulating amounts in different units, for example one rupee to one dollar or one kilogram to one yard. When data exists in multiple currencies or units, all records must be converted to a single currency or unit using Currency Translation or Unit Conversion. The translation can be dynamic (using a selection screen variable) or static (with the target currency or unit hardcoded). The advantage of doing this in SAP BW is dat het direct de conversiefactoren importeert die beschikbaar zijn in SAP ERP.

  1. Selecteer het tabblad Conversies.
  2. Voor valutaomrekening kan deze optie worden gebruikt.
  3. Voor eenheidconversie kan deze optie worden gebruikt.

Valuta- of eenheidsconversie

Kerncijferinstellingen – Aggregatie

Zoekopdrachtontwerper gives the flexibility of calculating aggregates such as average, summation, and minimum. Similar calculations can also be performed on row-level data.

  1. Selecteer het tabblad Berekeningen.
  2. Select from the different options available under the drop-down of “Calculate Results As”.

SAP Key Figure Settings Aggregation

Kerncijfers – Lokale formule

BW allows the use of formulas on data coming from the InfoProvider to provide calculated values to the user, for example subtracting Kosten vanaf Revenue to calculate Profit.

Steps to Create a Formula

Stap 1)

  1. Right click on the structure “Key Figure”.
  2. Click on “New Formula”.

SAP Steps to Create Formula

Stap 2) Click on the edit button of the properties box to create or edit a local formula.

SAP Steps to Create Formula

Stap 3) Enkele veelgebruikte operatoren in BW zijn:

  • Optellen, Aftrekkentraction, Multiplication, and Division.
  • NODIM displays key figures without their corresponding unit.
  • NOERR displays zero instead of an error message, for example zero instead of a division-by-zero error.
  • %GT shows the value of a key figure as a percentage of the total value.
  1. In the “Detail View” box, enter the formula.
  2. Gebruik de operatoren van de “Opera“tors” doos.

SAP Steps to Create Formula

Kerncijfers – Berekend kerncijfer

If the same calculation is required for multiple reports, it can be mapped to the InfoProvider instead of being created individually in each query. Such a key figure is called a “Calculated Key Figure” or CKF.

Once defined, it can be dragged into a query like any other key figure. The biggest advantage of this approach is that it enables global definitions of common calculated KPIs.

Stappen om een ​​berekend kengetal te maken:

  1. Navigate to the InfoProvider section.
  2. Right click on the Key Figures folder.
  3. Kies voor de optie “Nieuw Berekend Kengetal”.

SAP Key Figures Calculated Key Figure

Kerncijfers – Beperkt kerncijfer

Restricted Key Figures (RKF) can be used to selectively apply filters to a specific KPI in the report, but not to the entire report, for example splitting sales into columns such as YTD (Year To Date) Sales and PYTD (Previous Year To Date) Sales.

Stap 1)

  1. Navigate to the InfoProvider section.
  2. Right click on the Key Figures folder.
  3. Kies de optie “Nieuw beperkt kengetal”.

SAP Key Figures Restricted Key Figure

Stap 2) Click on the edit button of the properties box to create or edit an RKF.

SAP Key Figures Restricted Key Figure

Stap 3) In het vervolgscherm moet minimaal één kengetal en één kenmerk worden ingevuld om een ​​betekenisvolle RKF te maken.

  1. The key figure which is to be restricted.
  2. The characteristic may be restricted by a selection screen variable to make it a “Dynamic” RKF.
  3. It may also be restricted by a constant, for example year = 2008. In the screenshot, version is restricted with the constant value “1”.

SAP Key Figures Restricted Key Figure

Net als CKF zijn RKF's ook globaal voor de InfoProvider en kunnen ze opnieuw worden gebruikt in meerdere zoekopdrachten met dezelfde InfoProvider.

Veelgestelde vragen

A calculated key figure applies a formula to existing key figures, such as revenue minus cost. A restricted key figure filters a single key figure by a characteristic value, such as year-to-date sales. Both are global to the InfoProvider.

A free characteristic is included in a query but not shown in the initial result. Users can drag it into rows or columns during navigation to drill down, giving flexible analysis without changing the query definition.

Exception aggregation defines how a key figure is summarized differently from standard summation, for example showing a counter, a last value, or an average per characteristic such as headcount per month rather than a running total.

AI binnen SAP Analytics Cloud adds augmented analytics: Smart Insights explains figures, Smart Discovery finds drivers, and the Just Ask feature answers natural-language questions, helping users explore BW data without building queries manually.

Increasingly, yes. Machine learning and the SAP Joule AI copilot can suggest key figures, propose calculated and restricted key figures, and recommend query structures, helping report designers build and optimize BW queries faster.

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