Examples: KPI Value Distribution Based on Time Granularity

Period Time Granularity

For period type time granularity, the calculation and distribution of weekly values remain the same regardless of the number of days in a week (periods or custom periods). The calculation is the same for all periods because the values are distributed by weeks and not days.

The editable KPI in this example has this configuration.

KPI Definition Field	Value
Distribution Order	Planning Hierarchy-> Time
Distribution Type (Planning Hierarchy)	Copy
Distribution Type (Time)	Equal
Aggregation Rule	Avg
Total Calculation Rule	Avg
Merge Rule	Sum
Time Granularity	Period

The total manual input for Tactic 1 and Tactic 2 is 100. Here’s how the values are distributed.

• The distribution across the planning hierarchy is Copy, and the time hierarchy is Equal. The manual inputs are copied to the product total levels. The product total levels are further equally divided by the total number of weeks. Weekly values at the product level are 25 (100/4).
• The total value at the product level is calculated by applying the KPI’s total calculation rule to the weekly values.
• The total values at the higher levels of the hierarchy (tactic) are calculated by applying the KPI’s aggregation rule to the total values at the lower levels.

Here’s how the values are distributed.

	Total	Week 47	Week 48	Week 49	Week 50
KPI	100	25	25	25	25
Tactic1	100	25	25	25	25
Product1	100	25	25	25	25
Product2	100	25	25	25	25
Product3	100	25	25	25	25
Tactic2	100	25	25	25	25
Product1	100	25	25	25	25
Product2	100	25	25	25	25

Period Time Granularity

The ABC calculated KPI has this configuration.

	Total	Week 47	Week 48	Week 49	Week 50
KPI ABC	400	39	67	126	168
Tactic1	323	28	45	100	150
Product1	98	8	20	30	40
Product2	109	4	15	30	60
Product3	116	16	10	40	50
Tactic2	77	11	22	26	18
Product1	38	8	10	10	10
Product2	39	3	12	16	8

The editable KPI has this configuration.

KPI Definition Field	Value
Distribution Order	Planning Hierarchy -> Time
Distribution Type (Planning Hierarchy)	Equal
Distribution Type (Time)	Metric (KPI ABC)
Aggregation Rule	Sum
Total Calculation Rule	Sum
Merge Rule	Sum
Round	2
Time Granularity	Period

The total manual input for Tactic1 and Tactic2 is 100. Here’s how the values are distributed.

• The distribution across the planning hierarchy is equal, so the tactic total values are first equally distributed for product total levels.
  • Total values at the product level for Tactic1 are 33.33 (100/3).
  • Total values at the product level for Tactic2 are 50 (100/2).
• The values are distributed across weeks using KPI ABC as the metric. The factor is calculated by dividing the corresponding weekly value in KPI ABC with the total value at the product level in KPI ABC. The respective weekly values are calculated by multiplying the total value at the product level with the factor. For example, for week 47, the value at the Product1 level for Tactic2 is calculated as (8/ 38) × 50 = 10.53. Similarly, for week 47, the value at the Product1 level for Tactic1 is calculated as (8 / 98) × 33.33 = 2.72. All the weekly values are calculated in a similar manner.
• The total values at the higher levels of the hierarchy (tactic) are calculated by applying the KPI’s aggregation rule to the total values at the lower levels.

Here’s how the values are distributed.

	Total	Week 47	Week 48	Week 49	Week 50
KPI	200	22.91	42.81	64.54	69.74
Tactic1	100	8.54	14.26	30.87	46.32
Product1	33.33	2.72	6.80	10.20	13.61
Product2	33.33	1.22	4.59	9.17	18.35
Product3	33.33	4.60	2.87	11.49	14.37
Tactic2	100	14.37	28.54	33.67	23.41
Product1	50	10.53	13.16	13.16	13.16
Product2	50	3.85	15.38	20.51	10.26

Subperiod Time Granularity

The editable KPI has this configuration.

KPI Definition Field	Value
Distribution Order	Planning Hierarchy -> Time
Distribution Type (Planning Hierarchy)	Equal
Distribution Type (Time)	Equal
Aggregation Rule	Sum
Total Calculation Rule	Sum
Time Granularity	Sub Period
Object Scope	Promotion
Time Scope	Shipment

Here’s the time frame of the promotion.

Week29			Week30							Week31									Week32
1	2	3	1	2	3	4	5	6	7	1	2	3	4	5	6	7	8	9	1
Complete
							Shipment
			Instore

The promotion has two tactics, Tactic1 and Tactic2, with the same shipment time frame as the promotion. The total manual input for Tactic1 and Tactic2 is 100. Here’s how the values are distributed.

• Distribution across the planning hierarchy is equal, so the tactic total values are equally distributed for product total levels.
  • Total values at the product level for Tactic1 are 33.33 (100/3).
  • Total values at the product level for Tactic2 are 50 (100/2).
• Distribution across the time hierarchy is equal, so the product total values are equally distributed across the participating weeks, considering the time frame of the KPI and the number of participating days in a week. The factor is calculated by dividing the product’s total value with the total number of days in the KPI time frame. This factor is then multiplied with the number of participating days in that week.
  • For week 30, the value at the Product1 level for Tactic1 is calculated as (33.33 /12) × 2 = 5.56.
  • For week 31, the value at the Product1 level for Tactic1 is calculated as (33.33 /12) × 9 = 25.00.
  • For week 32, the value at the Product1 level for Tactic1 is calculated as (33.33 /12) × 1 = 2.78.

  All the weekly values for Tactic1 and Tactic2 are calculated similarly, but week 29 isn’t considered because it’s not in the KPI time frame.

• The total values at the higher levels of the hierarchy (tactic) are calculated by applying the KPI’s aggregation rule to the total values at the lower levels.

Here’s how the values are distributed.

	Total	Week 29	Week 30	Week 31	Week 32
KPI	200	—	33.33	150.00	16.67
Tactic1	100	—	16.67	75.00	8.33
Product1	33.33	—	5.56	25.00	2.78
Product2	33.33	—	5.56	25.00	2.78
Product3	33.33	—	5.56	25.00	2.78
Tactic2	100	—	16.67	75.00	8.33
Product1	50	—	8.33	37.50	4.17
Product2	50	—	8.33	37.50	4.17