3581354 - How to Exclude Taxes from Net Sales Value in Sales Analytics Apps in SAP S/4HANA Cloud Public Edition?

This KBA explains how to exclude taxes from the net sales value in sales analytics apps without affecting the billing process.

SAP S/4HANA Cloud Public Edition

It is a standard design of the "Sales Volume - Flexible Analysis" app, which includes taxes in the calculation of the net sales value.

To define KPIs like Net Value excluding tax, which differs from SAP standard logic, use a custom CDS view in the "Custom Analytical Queries" app. The steps are as follows: 

1. Use CDS view I_BillingDocumentItem as a data source. Configure the pricing procedure to ensure the net value in the billing document item is correct, and expose this net value in a custom analytical query. 
2. Use CDS view I_BillingDocumentItemPrcgElmnt as a data source. Exclude unnecessary condition types in the custom CDS view. The custom analytical report can aggregate amounts in selected condition types by dimensions.

Note: The logic of KPIs (e.g. sales volume, credit memo, cancellations, profit margin) defined by SAP needs to be defined manually in the custom CDS view.

SAP S/4HANA Cloud Public Edition, Net sales value, Sales analytics, Sales volume, Flexible analysis apps, Exclude, Tax, CDS view, Custom analytical queries, I_BillingDocumentItem, I_BillingDocumentItemPrcgElmnt , KBA , SD-FIO-HBA-2CL , Analytical Apps (Public Cloud) , SD-SLS-EXT-2CL , Extensibility (Public Cloud) , SD-BF-PR-2CL , Pricing (Public Cloud) , SD-BIL-2CL , Billing (Public Cloud) , How To