Revaluation
Use
When revaluating your plan data you specify a percentage by which the key figures of a planning package are to be increased or decreased.
This enables you, for example, to have your plan values for 2005 based on the actual values from 2004 plus 10%.
Features
Revaluation for selected key figures
The standard setting for revaluation functions is that the revaluation is carried out for all key figures that were included in the planning level. You can, however, select specific key figures from the total amount and have only these revaluated. To do this you must include the generic entry "key figure name" in the list of condition fields when you are defining the revaluation function. When you create parameter groups for the function, an additional column appears. Here, you enter those key figures for which the revaluation is to be carried out.
Revaluation for selected characteristic value combinations
You can perform revaluation either for all data records or only for those data records for which a particular characteristic value combination exists. You define these combinations by including the characteristic affected as a condition field for the formula function. When you create a parameter group for the function, a column appears for each of these characteristics and you can enter the values here.
This means that within the parameter group of a revaluation function, you can specify a percentage rate for each combination of values of all characteristics that were included as condition fields, and (if applicable) for each key figure that exists in the planning level. Then, when you carry out the planning function, all these percentage rates become effective.
Example
The planning level contains the key figures revenue and sales. You create a revaluation function that contains the generic entry "key figure name" and also the characteristics country and division as condition fields. You also define a parameter group for this function. The parameter group contains the following entries:
Parameter group
Key figure |
Country |
Division |
Revaluation |
Revenue |
DE |
Pharmaceuticals |
10 |
Revenue |
DE |
Plastics |
8 |
Revenue |
G.B. |
Pharmaceuticals |
12 |
Revenue |
G.B. |
Plastics |
2– |
Sales |
DE |
Pharmaceuticals |
8 |
Sales |
DE |
Plastics |
15 |
Sales |
G.B. |
Pharmaceuticals |
10 |
Sales |
G.B. |
Plastics |
5 |
In this way you define plan data that results in differing sales growths for both divisions in both countries, and a drop in profits for the German plastics division. In addition, an increasing return on sales can be derived from the planned figures for the pharmaceuticals division, whereas it is decreasing in the plastics division
See also: