Key Figure Formulae and Formula Groups (SAP Library - Merchandise and Assortment Planning)

Key Figure Formulae and Formula Groups

Use

Key figure formulae are formulae defined at key figure level for a planning step and are therefore independent of the planning layout. This is not the case for formula columns (for more information, see Defining Planning Layouts). Due to this, key figure formulae can be used in different planning layouts.

In contrast to formulae in planning layouts, key figure formulae can be used to:

Calculate formulae that require key figure values from previous or future periods.
Calculate data once when the data creation screen is displayed (overview screen or period screen) for manual planning

Key figure formulae are grouped into formula groups.

Features

Formula groups are defined within planning steps (in Basic Settings) and are assigned to a planning layout (in Customizing for manual planning). One formula group can be assigned to a single planning layout. You can reuse a formula group in additional planning layouts for the same planning step.

If an assignment has been made, the formulae from the formula group are used automatically to calculate the appropriate key figures during the planning session.

When calculating data, you can use all key figures and additional key figures for a planning step. In particular, Additional Key Figures can be the results field for running calculations. The additional key figure is not supplied with data by a user exist (customer enhancement).

You can determine when data is calculated as follows:

During data selection, meaning at a time in which you switch from the characteristics screen to the data entry screen (overview or period screen) for manual planning.
After data has been entered and you are already on the data entry screen. Enter the planning data. Formulae are calculated when data is released.

The following formulae categories can be used:

Mathematical formulae: key figures are calculated using mathematical formulae as is the case with formulae for planning layouts. The formula for the key figure is created using the formula editor.
Values from previous time periods: You can select this formula category if you require values from previous periods in your calculations. In addition, you can enter the source key figure that is to provide the required values.
Calculating range of coverage: Use this formula category when you want to calculate the range of coverage. In addition, you can also define which key figure represents stock and which key figure represents removal from stock.

The calculation sequence for mathematical formulae and values from previous periods can be freely defined for each individual calculation period.

Examples

Example 1:

When you enter the data entry screen, you want to calculate key figure "Initial Purchasing Quota in %". This key figure is calculated using key figure "Budget Already Released" and "Additional Purchases" using the formula: Budge already released * 100 / additional purchases.

Proceed as follows:

Select target key figure "Initial Purchasing Quota in %".
Calculation period is "during data selection".
Formula category is "mathematical formula".
Define the formula in the formula editor.

Example 2:

You want to calculate the initial stock at purchasing prices. Initial stock is calculated based on the closing stock from the previous period.

Proceed as follows:

Select target key figure "Initial Stock at Purchasing Prices".
Calculations are run after data has been entered.
The formula category is "Value from Previous Period".
Source key figure is "Stock at Purchasing Prices".

Example 3:

You want to calculate the range of coverage based on the initial stock at purchasing price and the business volume at purchasing price.

Proceed as follows:

Select target key figure "Range of Coverage in Value".
Calculation period is "after data selection".
Formula category is "range of coverage calculation".
The stock key figure is "Initial Stock in Purchasing Prices" and the issued key figure is "Business Volume in Purchasing Prices". A formula has been defined for the key figure "Initial Stock in Purchasing Prices" (for more information, see example 2.)