Loading
Salesforce now sends email only from verified domains. Read More
Set Up Trade Promotion Management
Table of Contents
Select Filters

          No results
          No results
          Here are some search tips

          Check the spelling of your keywords.
          Use more general search terms.
          Select fewer filters to broaden your search.

          Search all of Salesforce Help
          Special Cases

          Special Cases

          Here are the special cases that are applicable in all scenarios.

          Required Editions

          Available in: Lightning Experience

          Available in: Enterprise and Unlimited Editions where Consumer Goods Cloud is enabled

          Zero or Null values

          The following configurations are considered:

          Configuration KPI
          Rounding Type With carry
          Rounding Order Period then subperiod
          Rounding Precision 0
          Time Granularity Subperiod

          For zero or null values, rounding for that period or sub period is skipped and moved to the next period or sub period. W2 is skipped during calculation as it has zero value.

          Sample with skipped period or subperiod

          Similarly, the first sub period of W1 and last sub period of W3 have null values, and are skipped during calculations.

          Sample with skipped period or subperiod

          If the aggregation rule of the KPI is Formula, then the value is rounded without considering carry (using the monthly values of the referenced KPIs).

          Note
          Note For Default (without carry) – value type Price and %, there’s no carry, and so period and sub period carry values are zero.

          Aggregation Rule = Formula

          There are two rounding order instances:

          • Subperiods then Period
          • Period then Subperiods

          Subperiods then Period

          Example for subperiods then periods

          The following configurations are considered:

          Configuration KPI
          Rounding Type With carry
          Rounding Order Subperiod then period
          Rounding Precision 0
          Time Granularity Subperiod

          If Aggregation Rule = Formula:

          • Calculated KPI obtained using Formula = return 3.33.
          • The values from the product level are aggregated at Tactic level, using the formula specified in the calculated KPI. So, the value 3.33 is rounded to 3 for all period values at the Tactic level.

          Period then Subperiods

          If Aggregation Rule = Formula, then values are aggregated without carry for rounding order Period then Subperiod.

           
          Loading
          Salesforce Help | Article