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            Control KPI Distribution with Custom Settings

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            Control KPI Distribution with Custom Settings

            To define how the system distributes totals for editable calculated KPIs and editable KPIs across time periods, use the Fix_EditableCalculatedDistribution and Fix_DistributionMetricZeroNullBehavior custom settings. These settings are available as of March 25, 2026. These settings apply to each KPI set. After you change these settings, sync your data and update the KPI set configuration.

            Required Editions

            Available in: Lightning Experience

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

            Fix_EditableCalculatedDistribution

            The Fix_EditableCalculatedDistribution custom setting is applicable to editable calculated KPIs.

            Use a distribution metric KPI and a fallback formula to control how the system distributes an editable calculated KPI's values across time periods.

            Default Behavior

            When there's no manual input, the editable calculated KPI's values default to a fallback formula.

            When you manually enter a total for the editable calculated KPI, the distribution metric KPI defines each period's proportional share: (total entered) × (metric period value and sum of metric values in the relevant range). For periods where the distribution metric KPI is 0 or null, the editable calculated cell uses the fallback formula value instead.

            Overall total = (sum of fallback formula values for 0 and null distribution metric periods) + (entered total manual input).

            Example
            Example This example demonstrates how the system distributes a manually entered total across time periods for an editable calculated KPI (EditableCalculated). In this example, the formula returns base KPI (basekpi) values. The system uses a distribution metric KPI (distributionkpi) to determine the distribution proportion, but for periods where this metric is 0 or null, the system uses the fallback formula instead.
            • Manual Input: When you enter a value, for example, 200, for the EditableCalculated total and then override it to 664.28, the system stores 664.28 as the total.
            • Fallback Periods (P09, P10): Because the distributionkpi is 0 or null for these periods, the EditableCalculated cells fall back to the basekpi values of 214.28 and 250.00. These periods don't receive a share of the manual portion.
            • Distributed Periods (P11, P12, P13): distributionkpi has values of 30, 30, and 40 for these periods. The system calculates the distribution ratio as 30:30:40 (sum = 100) and distributes the remaining manual input portion (664.28 – 214.28 – 250.00 = 200.00) as follows:  
              • P11: 200.00 * (30 / 100) = 60.00
              • P12: 200.00 * (30 / 100) = 60.00
              • P13: 200.00 * (40 / 100) = 80.00
                 
            • Final Total: 214.28 + 250.00 + 60.00 + 60.00 + 80.00 = 664.28
            KPI total value period values (p09, p10, p11, p12, p13 notes
            EditableCalculated 664.28 214.28, 250.00, 60.00, 60.00, 80.00 The total is overridden to 664.28.
            distributionkpi 100.00 0, null, 30.00, 30.00, 40.00 Used only to define proportions for distribution.
            basekpi 1000.00 214.28, 250.00, 250.00, 250.00, 35.72 Fallback values.

            The Fix_EditableCalculatedDistribution custom setting can be set to:

            true: When there's no manual input, the EditableCalculated value defaults to a fallback formula. If a manual input exists, the system preserves the intentional 0 or null value and doesn't execute the formula.

            Example
            Example This example demonstrates how the system distributes a manually entered total across time periods for an editable calculated KPI (EditableCalculated). In this example, the Fix_EditableCalculatedDistribution setting is set to true. The system uses distributionkpi to determine the distribution proportion, but for periods where this metric is 0 or null, the system preserves the intentional 0 or null value.
            • Manual Input:When you enter a value, for example, 200, for the EditableCalculated total, the system stores 200 as the total.
            • Fallback Periods (P09, P10): Because distributionkpi is 0 or null for these periods, the EditableCalculated cells preserve the values. These periods don't receive a share of the manual portion.
            • Distributed Periods (P11, P12, P13): distributionkpi has values of 30, 30, and 40 for these periods. The system calculates the distribution ratio as 30:30:40 (sum = 100).
              • P11: 200.00 * (30 / 100) = 60.00
              • P12: 200.00 * (30 / 100) = 60.00
              • P13: 200.00 * (40 / 100) = 80.00
                 
            • Final Total: 0 + null + 60.00 + 60.00 + 80.00 = 200
            KPI total value period values (p09, p10, p11, p12, p13 notes
            EditableCalculated 200 0, null, 60.00, 60.00, 80.00 The total is 200.
            distributionkpi 100.00 0, null, 30.00, 30.00, 40.00 Used only to define proportions for distribution.
            basekpi 1000.00 214.28, 250.00, 250.00, 250.00, 35.72 Fallback values. The system ignores these values when you manually enter a total for the editable calculated KPI.

            Fix_DistributionMetricZeroNullBehavior

            The Fix_DistributionMetricZeroNullBehavior custom setting applies to editable calculated KPIs and editable KPIs and controls how the system treats 0 and null values in the distribution metric KPI.

            Default Behavior

            If the distribution metric KPI cell contains 0 or null, the system sets the editable calculated or editable KPI's values to null.

            Example
            Example This example demonstrates how the system distributes a manually entered total across time periods for an editable calculated (EditableCalculated) or editable (Editable) KPI. It uses a distribution metric (distributionkpi) to determine the distribution proportion. For periods where the distributionkpi is 0 or null, the system uses null.
            • Manual Input: When you enter a value, for example, 200, for the EditableCalculated or Editable total, the system stores 200 as the total.
            • Zero or Null Periods (P09, P10): Because distributionkpi is 0 or null for these periods, the EditableCalculated or Editable cells are null. These periods don't receive a share of the manual portion.
            • Distributed Periods (P11, P12, P13): distributionkpi has values of 30, 30, and 40 for these periods. The system calculates the distribution ratio as 30:30:40 (sum = 100) and distributes the manual input portion as follows:
              • P11: 200.00 * (30 / 100) = 60.00
              • P12: 200.00 * (30 / 100) = 60.00
              • P13: 200.00 * (40 / 100) = 80.00
                 
            • Final Total: null + null+ 60.00 + 60.00 + 80.00 = 200
            KPI total value period values (p09, p10, p11, p12, p13 notes
            EditableCalculated or Editable 200 null, null, 60.00, 60.00, 80.00 The total is 200.
            distributionkpi 100.00 0, null, 30.00, 30.00, 40.00 Used only to define proportions for distribution.

            The Fix_DistributionMetricZeroNullBehavior custom setting can be set to:

            true: When the distributionkpi cell is 0 or null, the distribution value retains that exact 0 or null value.

            Example
            Example This example demonstrates how the system distributes a manually entered total across time periods for an EditableCalculatedor Editable KPI. In this example, the Fix_DistributionMetricZeroNullBehavior setting is set to true. The system uses the distributionkpi to determine the proportions, but for periods where the metric is 0 or null, the system retains that exact 0 or null value.
            • Manual Input: When you enter a value, for example, 200, for the EditableCalculated or Editable, the system stores 200 as the total.
            • Zero or Null Periods (P09, P10): Because the distributionkpi is 0 or null for these periods, the EditableCalculated or Editable cells retain the exact value. These periods don't receive a share of the manual portion.
            • Distributed Periods (P11, P12, P13): distributionkpi has values of 30, 30, and 40 for these periods. The system calculates the distribution ratio as 30:30:40 (sum = 100) and distributes the manual input portion as follows:
              • P11: 200.00 * (30 / 100) = 60.00
              • P12: 200.00 * (30 / 100) = 60.00
              • P13: 200.00 * (40 / 100) = 80.00
                 
            • Final Total: 0 + null + 60.00 + 60.00 + 80.00 = 200
            KPI total value period values (p09, p10, p11, p12, p13 notes
            EditableCalculated or Editable 200 0, null, 60.00, 60.00, 80.00 The total is 200.
            distributionkpi 100.00 0, null, 30.00, 30.00, 40.00 Used only to define proportions for distribution.
             
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