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Set Up Trade Promotion Management
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            Example: Referencing Variables

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            Example: 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 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
            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, you can use the Tactic object as the input parameter in a formula. Define fields of the Tactic object in the Tactic__c.CalculationVariables fieldset.

            Tactic as Variable
            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"
    },
    ...
}

            Here are the values for the tactic variable:

            • amount: 3500
            • lift: 7.5
            • datefrom: 1493210282611

            Here’s how the KPIs are calculated.

            KPI Aggregation Level Total Period1 Period2 Period3
            myReferencedKPI Promotion 930 130 140 660
            myReferencedKPI Tactic 1 750 100 50 600
            myReferencedKPI Product 1 500 100 0 400
            myReferencedKPI Product 2 250 null 50 200
            myReferencedKPI Tactic 2 330 90 120 120
            myReferencedKPI Product 1 180 30 90 60
            myReferencedKPI Product 3 150 60 30 60
             
            myExampleKPI Promotion 7.5 1 0.5 6
            myExampleKPI Tactic 1 1 0.1333 0.0666 0.8
            myExampleKPI Product 1 0.6666 0.1333 0 0.5333
            myExampleKPI Product 2 0.3333 0 0.0666 0.2666
            myExampleKPI Tactic 2 1 0.2727 0.3636 03636
            myExampleKPI Product 1 0.5454 0.0909 0.2727 0.1818
            myExampleKPI Product 3 0.4545 0.1818 0.0909 0.1818
             
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