Here’s an example to explain how rounding is done for period then sub periods.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Manual input 13.33 at KPI total level is distributed across plan and time hierarchy. The following configurations are also considered:
| Configuration | KPI |
|---|---|
| Rounding Type | With carry |
| Rounding Order | Period then Subperiods |
| Rounding Precision | 0 |
| Time Granularity | Subperiod |
Here’s the sequence of execution.
| Step No. | Calculation step | Description |
|---|---|---|
| 1 | Period values | Period values are calculated by applying merge rule on the bucket values. For Week (W)1, 1.9 + 2.54 = 4.44. Similarly, for W2 and W3. |
| 2 | Rounded values | Period values are rounded using global carry. For W1, round 4.44 = 16. Similarly, for W2 and W3. |
| 3 | Period Carry |
The carry values are determined based on the global carry used. The system obtains a global carry based on the following logic: (Value of the period before rounding) - (Value of the period after rounding) For W1, 4.44 – 4 = 0.44. Similarly, for W2 and W3. . |
| 4 | Rounded sub period values |
The rounded sub period values are obtained by rounding the sub period values with local carry. For W1, 1.9 rounded to 2. 2.54 + (-0.10) = 2.44, rounded to 2. |
| 5 | Subperiod Carry |
The system obtains a local carry based on the logic: (Actual sub period values) – (Rounded sub period values) For W1:
Similarly, the system calculates the values for W2 and W3. |
| 6 | Correction factor |
Correction factor is calculated for the first and last timeframes of a requested time range to improve the precision of calculation results. The sub periods and weeks are aligned such that the aligned value = sub period value. Value of the last sub period value = Rounded period value – Sum of aligned values of the other sub periods of the week. For W1:
Similarly, the system calculates the values for W2 and W3. |
