Examples: KPI Value Distribution

Example

An editable KPI has this configuration:

KPI Definition Field	Value
Distribution Order	Planning Hierarchy -> Time
Distribution Type (Planning Hierarchy)	Copy
Distribution Type (Time)	Copy
Edit Mode	Total
Aggregation Rule	Avg
Total Calculation Rule	Avg
Merge Rule	Avg
Object Scope	Promotion
Time Scope	Complete
Round	1

When 20 is entered in the Total column at the KPI level, here's how the values are distributed.

• The values are copied to the Total column at the product hierarchy levels.
• The total values at the product level are copied to the subweeks included in the promotion.
• The values of subweeks within each promotion week are merged based on the KPI’s merge rule to arrive at the weekly values at the product level.
• The total value is calculated at the product level by applying the KPI’s total calculation rule to the weekly values.
• The weekly values are aggregated to the higher levels of the product hierarchy using the KPI’s aggregation rule.
• The total values at the higher levels of hierarchy are calculated by applying the KPI’s aggregation rule to the total values at the lower levels.

	Total	Week 1						Week 2							Week 3							Week 4
Days		1	2	3	4	5	6	1	2	3	4	5	6	7	1	2	3	4	5	6	7	1	2	3	4	5	6	7
KPI	20	20						20							20							20
Category 1	20	20						20							20							20
Product 1	20	20						20							20							20
		20	20					20	20						20				20			20			20
Product 2	20	20						20							20							20
		20						20	20						20							20			20
Category 2	20	20						20							20							20
Product 3	20	20						20							20							20
		20	20					20							20							20			20

In this example, if the merge rule is set to Sum, the distributed weekly values are overwritten by the sum of the subperiod values. Ensure that the merge rule, total calculation rule, and aggregation rule are configured appropriately to avoid undesirable results.

Example

An editable KPI has this configuration:

KPI Definition Field	Value
Distribution Order	Planning Hierarchy -> Time
Distribution Type (Planning Hierarchy)	Equal
Distribution Type (Time)	Equal
Edit Mode	Total
Aggregation Rule	Sum
Total Calculation Rule	Sum
Merge Rule	Sum
Object Scope	Promotion
Time Scope	Complete
Round	1

When 400 is entered in the Total column at the KPI level, here's how the values are distributed.

• The values are equally distributed across the planning hierarchy, so each category has a total value of 200. From the category, the total value is equally distributed to the category’s products.
• The total values at the product level are distributed to the subweeks using the equal distribution method. Each subweek gets a value calculated as (Total value at the product level / Total number of days in the promotion) × Number of days in the subweek included in the promotion. For example, from the total value of 200 that is distributed to Product 3, the value of the second split of week 1 is calculated as (200 / 27) × 5 = 37.0.
• The values of subweeks within each promotion week are merged based on the KPI’s merge rule to calculate the weekly values at the product levels.
• The total value is calculated at the product level by applying the KPI’s total calculation rule to the weekly values.
• The weekly values are aggregated to the higher levels of the product hierarchy using the KPI’s aggregation rule.
• The total values at the higher levels of hierarchy are calculated by applying the KPI’s aggregation rule to the total values at the lower levels.

	Total	Week 1						Week 2							Week 3							Week 4
Days		1	2	3	4	5	6	1	2	3	4	5	6	7	1	2	3	4	5	6	7	1	2	3	4	5	6	7
KPI	(4-0-0)	88.8						103.7							103.7							103.8
Category 1	20-0	44.4						51.8							51.8							52
Product 1	10-0	22.2						25.9							25.9							26
		3-.7	18.5					3-.7	22.2						14.8				11.1			11.2			14.8
Product 2	10-0	22.2						25.9							25.9							26
		22.2						3-.7	22.2						25.9							11.2			14.8
Category 2	20-0	44.4						51.9							51.9							51.8
Product 3	20-0	44.4						51.9							51.9							51.8
		7.-4	37					51.9							51.9							22.2			29.6

The subweek values aren’t visible in the Promotion Summary Sheet but are shown here to illustrate how values are distributed.

Example

An editable KPI has this configuration:

KPI Definition Field	Value
Distribution Order	Planning Hierarchy -> Time
Distribution Type (Planning Hierarchy)	Metric
Distribution Type (Time)	Metric
Distribution (Time)	Base Price
Distribution (Planning Hierarchy)	Incremental Volume
Edit Mode	Total
Aggregation Rule	Sum
Total Calculation Rule	Sum
Merge Rule	Sum
Object Scope	Promotion
Time Scope	Complete
Round	1

Here are the values of the metric KPIs.

	Total	Week 1						Week 2							Week 3							Week 4
Days		1	2	3	4	5	6	1	2	3	4	5	6	7	1	2	3	4	5	6	7	1	2	3	4	5	6	7
Base Price	36	10						8							12							6
Category 1	36	10						8							12							6
Brand	36	10						8							12							6
Product 1	17	3						5							6							3
		1	2					1	4						4				2			1			2
Product 2	19	7						3							6							3
		7						1	2						6							1			2
Category 2	0	0						0							0							0
Product 3	0	0						0							0							0

	Total	Week 1						Week 2							Week 3							Week 4
Days		1	2	3	4	5	6	1	2	3	4	5	6	7	1	2	3	4	5	6	7	1	2	3	4	5	6	7
Incremental Volume	80-0	200						200							200							200
Category 1	80-0	200						200							200							200
Brand	80-0	200						200							200							200
Product 1	40-0	100						100							100							100
		14-.3	85.7					14-.3	85.7						57.1			42.9				42.9			57.1
Product 2	40-0	100						100							100							100
		100						14-.3	85.7						100							42.9			57.1
Category 2	0	0						0							0							0
Product 3	0	0						0							0							0

When 5760 is entered in the Total column at the KPI level, here's how the values are distributed.

• The values are distributed across weeks using Base Price as a metric. Factor is calculated by dividing the manual input (5760) by the corresponding value in the Base Price KPI (36). The weekly values are calculated by multiplying the weekly values of the Base Price KPI with this factor. For example, the value of the week 1 cell at the KPI level is calculated as (5760 / 36) × 10 = 1600.
• After the total value is distributed across weeks, each weekly value is distributed across the planning hierarchy using Incremental Volume as the metric.
• The weekly value of each week is further distributed to subweeks using Base Price as the metric.
• The values of subweeks within each promotion week are merged based on the KPI’s merge rule to calculate the weekly values at the product levels.
• The total value is calculated at the product level by applying the KPI’s total calculation rule to the weekly values.
• The weekly values are aggregated to the higher levels of the product hierarchy using the KPI’s aggregation rule.
• The total values at the higher levels of the hierarchy are calculated by applying the KPI’s aggregation rule to the total values at the lower levels.

	Total	Week 1						Week 2							Week 3							Week 4
Days		1	2	3	4	5	6	1	2	3	4	5	6	7	1	2	3	4	5	6	7	1	2	3	4	5	6	7
KPI	57–60	1600						1280							1920							960
Category 1	57–60	1600						1280							1920							960
Brand	57–60	1600						1280							1920							960
Product 1	28–80	800						640							960							480
		26–6.7	533.3					12-8	512						640				320			160			320
Product 2	28–80	800						640							960							480
		800						21-3.-3	426.7						960							160			320
Category 2	0	0						0							0							0
Product 3	0	0						0							0							0

The subweek values aren’t visible in the Promotion Summary Sheet but are shown here to illustrate how values are distributed.