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Example: Value Type Volume, Money, and None

Here’s an example with value type Volume, Money, and None.

Required Editions

Available in: Lightning Experience

Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
Example
Example Worked example showing PeriodCarry and PeriodCarryHelper values across three weeks, with period values, rounded values, and carry for the Volume, Money, and None value types

Period values in Editable PeriodCarry KPI are distributed to calculate sub period values of PeriodCarryHelper KPI using the week day share profile. The value type considered is Volume, Money, and None. The table shows the additional configurations that are considered:

Configuration PeriodCarry KPI PeriodCarryHelper KPI
Rounding Type With carry With carry
Rounding Order Default Default
Rounding Precision 0 0
Time Granularity Period Subperiod

Here’s the sequence of execution.

Step No. Calculation step Description
1 Rounded values The manual inputs for period values are rounded to the nearest value by considering carry. Week(W) 1 > Round (6.66) = 7, and similarly for W2 and W3.
2 Period Carry The carry values are determined based on the global carry used. The system obtains a global carry based on the logic: (Value of the period before rounding) - (value of the period after rounding). W1 > Round (6.66) = 7, and similarly for W2 and W3.
3 Sub period values

For W1:

  • Sub period 1: (Sum of the values of the first three days of the week as per wee day share profile (WDSP)/Total value of WDSP) * Rounded period value of the week = [(10+10+20) / 100] * 7 = 2.8
  • Sub period 2: (Sum of the values of the last four days of the week as per WDSP/ Total value of WDSP) * Rounded period value of the week = [(10+20+20+10) / 100] * 7 = 4.2

Similarly, the system calculates the values for W2 and W3.
4 Rounded sub period values

The rounded sub period values are obtained by simply rounding the sub period values. 2.8 is rounded to 3 for W1, 3.2 to 3 for W2, and 8 to 8 for W3.

For the other cells, the values are calculated by considering the carry, and then adding it with the sub period value. Carry (-0.2) of the first segment is added with the sub period value (4.2) to determine the rounded value of the sub period (-0.2 + 4.2 = 4, which is rounded to 4).
5 Sub period Carry

The system obtains a local carry based on the logic: (Actual sub period values) – (Rounded sub period values)

For W1:

  • Sub period 1: 2.8 – 3 = -0.2
  • Sub period 2: 4.2 – 4 = 0.2. This carry is discarded for the last sub period of the week.

Similarly, the system calculates values for W2 and W3.