Here’s an example to explain how rounding is done for sub period then period.
Required Editions
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Available in: Lightning Experience Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled |
Here are a few considerations for the example.
- KPI spans across three weeks (W1 - W3), and each week contains different sub periods. W1 consists of two sub periods, W2 consists of four sub periods, and W3 consists of a single sub period.
- 16 is entered as manual input at the KPI total level, and is distributed across plan and time hierarchy.
The following configurations are also considered:
| Configuration | KPI |
|---|---|
| Rounding Type | With carry |
| Rounding Order | Subperiod then period |
| Rounding Precision | 0 |
| Time Granularity | Subperiod |
Here’s the sequence of execution.
| Step No. | Calculation step | Description |
|---|---|---|
| 1 | Rounded subperiod values |
Period values are calculated by rounding the sub period values with global carry. For Week (W) 1, round 2.29 = 2. Round (0.29 + 3.05) = Round (3.34) = 3 Similarly, period values are calculated for other weeks. |
| 2 | Subperiod Carry |
Carry values are determined based on the global carry used. The system obtains a global carry based on the following logic: (Carry of the previous period + value of the period before rounding) - value of the period after rounding For W1: 2.29 - 2 = 0.29, and similarly for the remaining weeks. Similarly, carry values are calculated for other weeks. For Subperiods then Period (without carry), the values for W1, W2, and W3 are zero. |
| 3 | Period values | Period values are calculated by applying merge rule on the sub period values. For W1, 2+3=5, and similarly for the remaining weeks. |
| 4 | Rounded period values | Rounded period values are obtained by rounding the period values without carry. For W1, Round (5) = 5, and similarly for the remaining weeks. |
| 5 | Period Carry | The period carry isn’t considered and hence the value is zero. |
