Referencing Variables

Depending on the scope of a KPI, you can reference a promotion or a tactic variable in a formula.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

If the scope of a KPI is Promotion, Promotion Tactic, or Payment Tactic, the KPI can reference the Promotion object. Define the fields of the Promotion object in the Promotion__c.CalculationVariables fieldset. For example, if you have a Phase__c field, then you can add the Promotion object as the input parameter in a formula.

Promotion as Variable

{
    "name": "myExampleKPI",
    “scope”: “promotion”,
    "type": "calculated",
    "formula": "(MyKpi1, MyKpi2, Promotion) => { if Promotion.phase === 'Planning') return MyKpi1; else return MyKpi2}",
}

(MyKpi1, MyKpi2, Promotion) => { if Promotion.phase === 'Planning') returns MyKpi1; else return MyKpi2}

If the scope of a KPI is Promotion Tactic or Payment Tactic, use the Tactic object as the input parameter in a formula. Define the fields of the Tactic object in the Tactic__c.CalculationVariables fieldset.

Tactic as Variable

{
    "name": "myReferencedKPI",
    "type": "read",
    "aggregation": {
        "rule": "sum"
    },
    "totalcalculation": {
        "rule": "sum"
    },
    ...
}, {
    "name": "myExampleKPI",
    “scope”: “promotiontactic”,
    "type": "calculated",
    "formula": "(myReferencedKPI, Tactic) => { return myReferencedKPI / Tactic.lift;}",
    "aggregation": {
        "rule": "sum"
    },
    "totalcalculation": {
        "rule": "sum"
    },
    ...
}