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Calculated Values as Reference for Top-Down Distribution

In this activity, you define a key figure (a formula based on value fields) for use as the reference values for distributing planning data or actual data using top-down distribution.

Example

You defined a key figure "Net revenue = Revenue - Discounts" and enter this as the reference value in top-down distribution. The system distributes the data in proportion to the net revenue according to the reference data of the profitability segments at the lowest level.

Activities

Define the desired key figures

• If you want to use the key figure as the tracing factor in automatic top-down planning, select the key figure in the parameter set under Reference value field.

• If you want to use the key figure for top-down manual planning, you need to assign it to the value fields you want to use it for. You do this in Customizing.

• If you want to use the key figure as a tracing factor for actual top-down planning, select the option "Fixed value field" under "Tracing factor" when you execute it and enter the key figure in the field "Value field".