Ways to Aggregate and Disaggregate in Consistent P (SAP Library - Sales & Operations Planning (LO-LIS-PLN))

Ways to Aggregate and Disaggregate in Consistent Planning

For a brief outline of aggregation and disaggregation, see Concepts of Aggregation and Disaggregation.

The way a key figure is aggregated and disaggregated depends on its aggregation type. This is defined in Customizing for Sales & Operations Planning (in Set parameters for info structures and key figures). The following graphic summarizes the principles by which data is aggregated and disaggregated in consistent planning. The only exception to these principles is aggregation and disaggregation in Characteristics Planning (see Aggregation and Disaggregation in Characteristics Planning).

Aggregation Type "Total Created"

The default aggregation type for planned key figures is Total created.

The system performs aggregation by adding together the key figure values at the detailed level and displaying the results on the total level at run time.

The system performs disaggregation as follows.

If you are...	And...	Then...
Creating a planning version and entering data for the first time.	You have already calculated the constant proportional factors for this planning hierarchy.	The data is distributed using the constant proportional factors.
Creating a planning version and entering data for the first time.	You have not already calculated the constant proportional factors for this planning hierarchy.	The data is distributed evenly.
Creating a planning version and overwriting data that you have entered during this planning session.	You have NOT applied the function Edit ® Disaggregate line to a key figure.	The data is distributed in accordance with the proportions that the system derives from the existing planned data.
Creating a planning version and overwriting data that you have entered during this planning session.	You have applied the function Edit ® Disaggregate line to a particular line and key figure.	The data is distributed using the constant proportional factors.
Changing a planning version.	You have NOT applied the function Edit ® Disaggregate line to a key figure.	The data is distributed in accordance with the proportions that the system derives from the existing planned data.
Changing a planning version.	You have applied the function Edit ® Disaggregate line to a particular line and key figure.	The data is distributed using the constant proportional factors.

Calculating the Proportional Factors Automatically

Aggregation Type "Average Calculated"

The second option available for the aggregation and disaggregation of a key figure in consistent planning is the calculation of an average. It works like this:

If you are in Create mode and enter or overwrite data at the aggregate level, this data is copied to the detailed level.

If you are in Change mode and overwrite data at the aggregate level, the values at the detailed level change so that each one represents the same proportion of the aggregate value as before.

If you create or change data at the detailed level, the new value at the aggregate level is calculated as the mean average of the values at the detailed level.

This option is designed for key figures that represent prices (for example, sales price per unit) or percentages (for example, percentage of purchasing budget already released).

Aggregation Type "No Aggregation"

This option is designed for key figures which do not need to be aggregated or disaggregated, such as text lines or auxiliary lines.

It is the default aggregation type for actual data.

Aggregation costs system performance, so select this option for lines that you do not need to aggregate.

Disaggregation in Consistent Planning