Characteristic relationships with derivation. I don't quite understand...

Hi, experts!
I'm trying to figure out all about using derivation in characteristic relationships and even though I seem to generally understand what it's for, some moments are still unclear.
Let me describe the task: I have, for example, 10 item categories, all of them are in the real time info-cube. I have unique combinations for them, which are loaded into the DSO and I'm trying to create char. rel-ps based on that DSO.
In the first aggregation level I'm using only the first 3 levels of item categories. The other 7 are not included.
Let's assume I've planned my key figures for those 3 levels, and saved the plan. I need the system to distribute (disaggregate) the values among the remaining 7 category levels, so when I open another plan, based on an aggregation level that includes all 10 item categories, I would see all the data correctly and all the necessary combinations.
As I understand, in that case I need to have characteristic relationships with derivation.
But SAP demands that all the "target" characteristics should be held in the "Data Fields" section of DSO. And therefore they won't be key fields.
I don't really get it - why should they be "data fields"? If I use them as "Data Fields" in the DSO, I won't be able to load all the possible combinations, because in some cases these 3 item categories that are the keys of the DSO, will match, only the remaining 7 will be different...
How do I solve the described task?
Thanks.
Best regards,
Andrey

Hi Andrey,
derivation is a function, given the source fields the derive functions fills the target fields. In other words, given a relation with two characteristics A, B with A source and B target the derive function F modeled in the relation 'calculates'  F(a) = b with a, b members of A,B, respecitvely. Since F is a function for a given a there are not two differen b1, b2 with F(a) = b1 and F(a) = b2.
Using a derivation relation modeled in a data store the function F is defined by the active table of the data store. So A has to be the key and B has to be a an attribute (non-key). If this is not the case and A, B are key fields you can have the combinations
A    B
a    b1
a    b2
and this is by defintion not a derivation relation, but an n:m relation.
On other words derivation fills redundant fields.
It seems that you want to do just the opposite. It is a common problem to plan on a 'higher level' and to disaggregate from the higher level to lower levels, but of course only valid combinations should get values. You can use planning functions or the disaggregation feature in the query. Characteristic relationships are used to model the valid combinations.
An example is as follows: We have Product -> Product Group -> Product line, the arrows indicate a derivation relation. The query uses all three characteristics in the aggregation level but has only Product Line and Product Group in the rows. Using disaggregation in the query changed key figure values will be disaggregated to Product (and maybe other characteristics used in the aggregation level). The system uses characteristic relationships that can be applied for the aggregation level to check the consistency of the records. Observe that a derivation relations can also be used to check the consistency of a combinations if both source and target fields are filled. Observe that for disaggregation of the above mentiond fields are filled and thus can and have to be checked using the derivation relations (and maybe other modeled relations).If 'access mode for result values' based on characteristic relationships is used in the query the relations can also be used to create all valid combinations needed for disaggregation.
So you have to check whether the constraints you need are really of type n:m, then all fields have to be key in the data store or whether you have a derivation relation. By the way, derivations can be combined as in the Product -> Product Group (first relation) and Product Group -> Product Line (secdond relation) example.
Regards,
Gregor

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    Moving into 2015, HP is working to bring more social media sites into its CRM environment. The integration makes it possible to have blended channel agents: phone, chat, and social media. As social media grows, we can improve trained agents effectiveness by expanding from phone into online communities and social networking sites as the volume shifts over a day or month.
    As Forrester noted**, “In the past 12 months, 68% of customers used the phone, 60% used help or frequently asked questions (FAQs), 54% used email, 37% used chat, 20% used SMS, and 19% used Twitter. Customer service agents supporting these media types need access to the same information in order to ensure consistent service.”
    Getting all agents on the same CRM environment for all support channels globally is the challenge HP tackled in 2014 and continues to innovate and enhance the support experience for customers.
    * Customer Service on Twitter
    **Transform The Contact Center: Forrester's Playbook For Customer Service Excellence
    I work for HP, supporting the HP Experts who volunteer their time and technical knowledge to help others.

    Having used HP/Compaq products for a number of years now we must agree that HP Customer Support is #1 in all areas.
    From the data stored for all models, to the HP Support Forums we find excellence in all we search for.
    Congradulations Katie_H in all you do in providing help sources for our clients.
    "Hoping I have assisted you, George"

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