Sales Mid-Term Planning Report

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This report shows financial data and amounts for sales processes that are stored in the Sales Planning cube. It focuses on planning figures for several years (mid-term planning) and can perform the following planning functions:

  • Copy the most recent planning version
  • Increase or decrease figures by self-selected percentage values
  • Delete existing values online

Amounts can be shown in local currency or converted into one of the target currencies. Data entry requires the selection of a single legal entity and the local currency.

Report Heading

The screenshot below shows the heading area of the Sales Mid-Term Planning report.The report heading updates dynamically as various reporting options are selected. The logo can be changed in Administration; see Configuring Design Elements for more on report design.

The heading area of the report displays the following fields:

Field

Description

Implementation

Title

Name of the report

Localized name of the report in Report Designer

Subtitle

Current PoV selection

 Subtitle will update as PoV selections are made

Arrow

Toggle PoV widget

Click on the arrow to display or hide point-of-view selections

Point of View (PoV) Options

The content of the report can be customized using the PoV options, which can be viewed by clicking the blue arrow at the top of the report.   

The available options are described below: 

PoV Option

Description

Implementation

Version (combobox)

Select a version

Version dimension

Year (combobox)

Select a reporting period

Elements matching the pattern yyyy or FYyyyy of Month dimension

Legal Entity (combobox)

Select one single legal entity or any consolidated element

Legal Entity dimension

Currency (combobox)

Select local currency or one of the target currencies. The selection of local currency is only available if the selected Legal Entity element has a common local currency.

Elements of Currency dimension matching the pattern LC and elements starting with a >  (e.g. > EUR).

LC is only available if a local currency is stored (not empty) in the Currency attribute for the selected element of the Legal Entity dimension.

Article (combobox)

Article shown as localized name

Article dimension descendants of a preselected element, implemented with hierarchy filter and data filter.

Customer (combobox)

Customer shown as localized name.

Customer dimension descendants of a preselected element, implemented with hierarchy filter and data filter.

Show Percentage Basis (checkbox)

Show input area for percentage value to increase or decrease planning data.

Input field will be locked or unlocked depending on checkbox selection.

Report Columns

The columns displayed in the report depend on the selections made in the PoV area. The screenshot below shows a report displaying Forecast 3+9, with the Percentage Basis Row enabled and the planning helper functions expanded. 

Below are descriptions of the columns in the Sales Mid-Term Planning Report.

Column Description Implementation

Row label

Account shown as localized name

Preselected global subset SalesPlanningMidTermPlanningSales of Sales Planning_measure dimension, implemented with hierarchy filter and pick list manager.

Area visualization of version

Fill and border style for version

Stylesheet attribute of Version dimension. 

PY

Previous year value

Previous Year element of Version dimension

FC x+y

Forecast x+y value, the most recent forecast

Element of the Version dimension selected in the Version combobox

Input  cell percentage value

Manual input for percentage value

Input field for self-selected percentage value (planning helper functions)

yyyy

Manual input, including planning helper functions. 

Input element of Sales Planning_measure dimension

yyyy-~ or  FYyyyy-~ element of Month dimension related to settings of Year combobox

Data validation with planning helper functions:

  • Copy-Function: copy most recent planning versions
  • Increase/Decrease of values: increase or decrease by percentage value defined in input cell
  • Delete Values

ΔFC x+y%

Percentage change of Forecast x+y to Previous Year (FC x+yPrevious Year) / Previous Year

Δyyyy YOY%

Percentage change Mid-Term Planning yyyy+1 to FC x+y

(Mid-Term Planning yyyy+1 – FC x+y) / FC x+y

Δyyyy YOY%

Percentage change of Mid-Term Planning II to Mid-Term Planning I

(Mid-Term Planning yyyy+2 – Mid-Term Planning yyyy+1) / Mid-Term Planning yyyy+1

Δyyyy YOY%

Percentage change of Mid-Term Planning III to Mid-Term Planning II

(Mid-Term Planning yyyy+3 – Mid-Term Planning yyyy+2) / Mid-Term Planning yyyy+2

 Cell Locking

Cell locking prevents the entry of data in fields that draw on multiple sources. For all planning reports, data entry is only possible when a single legal entity and the local currency are selected. 

Every account in the Sales Planning_measure dimension contains the PCalculation attribute, which defines the rule that is implemented on the element. When information is deposited in these attributes in the form of a B Rule, or the selected element is a C Element, cell locking is activated in the planning reports and data cannot be entered.

In the Sales Sales Mid-Term Planning report, it is possible to input data in years. Columns where data can be input are indicated with horizontal stripes:    The area where data entry is possible is indicated by a gray box  as indicated in the screenshot below:

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