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.

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	Name of the report in Report Designer
Subtitle	Current PoV selection	Localized 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 and having a value in attributes `PreviousYear` and `NextYear`
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+y` – `Previous 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:

Updated November 4, 2024