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          Determination of Prior Year Values with Year Offset

          Determination of Prior Year Values with Year Offset

          Understand how prior year values are determined when a year offset is applied to the Read KPI.

          Required Editions

          Available in: Lightning Experience

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

          If a Read KPI is configured to read daily data in the Data Source Monthly Table with a year offset, here’s how the system calculates the daily, weekly, and monthly data.

          Daily Data
          To determine the daily measure work of a prior year, the system fetches the values from the previous year. The tables used for reading daily data is:
          • Daily Measure Real
          • Daily Measure Int
          • Promotion Tactic Daily Measure Real
          If the year offset is set to 1 and the selected date range for the promotion is 01.02.2019 to 28.02.2019, the system fetches the data directly with an exact one year offset.
          Note
          Note

          If the current year is a leap year, then the value for February 29 is added to the sub period that contains February 28.

          If the previous year is a leap year, then for February 29, value isn’t assigned to the sub period that contains February 29.

          Weekly Data
          If the year offset is set to 2 and the selected date range for the promotion is 01.02.2019 to 28.02.2019. The time range starts from the first day of the month. So, the system fetches the weekly values directly from the corresponding weeks of the current year with an exact two-year offset.

          If a promotion spans week 5 to week 9 of 2019, then the system reads the values of week 5 to week 9 of the year 2017. The values for weeks 6–8 are copied as is. The values of the first and the last week are adjusted to get the values of the same calendar days.

          For example, in 2017, week 5 starts from January 30. If the current promotion starts from February 1, the system fetches the week 5 value of 2019. And to find the adjusted week 5 value, the system applies the week day share profile for February 1 to 5. The total week day share for Wednesday to Sunday is 300. So, the adjusted value is calculated as 60% of 300 = 180. February 4 and 5 have the week day share value as 0. So, the adjusted values from February 1 to 5 of 2017 is 60% of 300 = 180. Similarly, week 9 data is calculated as 40% of 600 = 240.

          Here are two possible scenarios.

          • Case 1: If the start date of the promotion lies in the earlier week of the prior year, then the values of all such days are considered and added to the next week.
          • Case 2: If the end date of the promotion lies in the earlier week of the prior year, then the values of all such days are considered and added to the previous week.
          Monthly Data
          If the year offset is set to 2 and the selected date range for the promotion is 01.02.2019 to 28.02.2019. The time range starts from the first day of the month. So, values for February 2017 are fetched from February 2019.
          Note
          Note If the selected time range doesn’t start at the first day of the month, week day share profile is applied to calculate the monthly values.
          Here are two possible leap year scenarios.
          • If the start date of the promotion or view period is February 28 or February 29, then the following values are considered:
            Start Date of the Current YearIs Leap Year (Current Year)Is Leap Year (Prior Year)Start Date of the Prior Year
            February 29 Yes No February 28
            Yes Yes February 29
          • If the end date of the promotion or view period is February 28 or February 29, then the following values are considered:
            End Date of the Current YearIs Leap Year (Current Year)Is Leap Year (Prior Year)End Date of the Prior Year
            February 28 No No February 28
            Yes No
            Yes Yes
            No Yes February 29
            February 29 Yes No February 28
            Yes Yes February 29
           
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