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            Example: Period Then Sub Periods

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            Example: Period Then Sub Periods

            Here’s an example to explain how rounding is done for period then sub periods.

            Required Editions

            Available in: Lightning Experience

            Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled
            Example
            Example Sample data for period with subperiod

            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:

            • Sub period 1: 1.9 – 2 = -0.10
            • Sub period 2: 2.54 - 2 = 0.54. The carry is discarded for the last sub period of the week.

            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:

            • Sub period 1: 2.
            • Sub period 2: 4 – 2 = 2.

            Similarly, the system calculates the values for W2 and W3.
            Note
            Note For Period then Subperiods (without carry), the only difference is that period values are rounded without carry and sub period values are rounded with local carry.
             
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