Understanding How Edited KPI Values are Distributed

The distribution order options are:

• Time -> Planning Hierarchy
• Planning Hierarchy ->Time

The distribution type options for time and planning hierarchy are:

• Metric (KPI)—The edited total or weekly value is distributed across all the planning hierarchy nodes based on the values of the KPI that is set as the metric for distribution. For the time hierarchy, the distribution is based on the values of the KPI that is set as the metric for distribution. The KPI values are redistributed whenever the value of a metric KPI changes.
• Copy—The edited total or weekly value is copied across all the planning hierarchy nodes.
• Equal—The edited total or weekly value is distributed equally to all the immediate lower-level nodes in the planning hierarchy. Across the time hierarchy, the edited total value is distributed proportionally based on the number of days of each week that are included in the promotion.
• WDSP—This distribution type is applicable only for distributing values along the time dimension. The entered values are distributed using the week day share profile.

Note

• For distribution across the planning hierarchy, tactics without products aren’t considered. When distributing across weeks, the weeks that aren’t relevant to a product or tactic aren’t considered.
• For distribution across a time hierarchy, the edited total value is distributed across all the weeks that have at least one day as part of the time scope of the KPI definition.

• Examples: KPI Value Distribution
  These example show how KPI values are distributed over planning hierarchy and time.
• Examples: KPI Value Distribution Based on Time Granularity
  These examples show how time granularity affects a calculation.
• Example: KPI Value Distribution When Edits For Months and Quarters is Enabled
  When manual inputs are entered at a month, week, or quarter level, the values for edited KPIs are distributed down to the sub-period level. The system uses the merge rule to combine values on the sub-period level to week, month, or quarter levels. The time aggregation rule won't be used when edits for months and quarters is enabled