Understanding How KPIs are Calculated Based on Custom Calendars

When a custom calendar is activated for a sales org, the P&L and account plan views reflect values for the periods in the custom calendar. To retrieve and show values for a custom calendar, the system:

• Uses custom periods to create weekly sub periods.
• Uses standard calendar months to create monthly sub periods.
• Uses object scope and time scope of a KPI and its conditions to determine timeframes.
• Considers customer category profile or weekday share profile to calculate the share for the days of the custom week. If the share of a period is zero, then the system equally distributes the values to all sub periods.

Note For custom periods, the system doesn’t consider the First Day of Week and First Week of Year. But, considers the first period with the start date in the new year as period 1 of the year.

• Example: Values in Custom Calendar
  Here’s an example to explain how values are read for custom calendars.
• Example: Values for Custom Periods
  Here’s an example to explain how values are read from weekly measure tables for custom periods with time scopes.
• Special Case
  Understand this special case with promotion border correction activated.