Configuring Period Shift

Objective

After completing this lesson, you will be able to configure Period Shift

Period Shift in One Step

IBP _PERIODSHIFT function allows to configure period shift in one step, instead of using complicated attribute transformations.

The following are types of period shift:

  • Shifting by a fixed number:

    Key Figure values are shifted by time periods.

    Use a constant to define the number of periods by which you want to shift the input key figure.

    The number has to be either a positive integer (you shift into the future) or a negative integer (you shift into the past).

    The most common usage will be to shift the value of actual quantity into the future by 12 months, to enable year-over-year view.

  • Shifting by an attribute (attribute is a time profile attribute):

    In this case, the attribute is assigned to the time profile for each period. You may consider creating an aggregation calculation on top of the IBP_PERIODSHIFT function to define how the key figure value is calculated from the multiple values of the given time buckets.

    The value of the attribute has to be an integer.

    Example: LAG is a time profile attribute, part of the MTHPRODLOC. It can be one value during one year and another value next year.

  • Shifting by an attribute (not a time profile attribute):

    LEADTIME is an attribute to indicate lead times for supply planning for shifting key figures. Different products can have different lead times in terms of shipping depending on the product characteristics. For example, in a case of actual quantity shift, value can be shifted by 1 for Product, by 2 for Product 2, and so on depending on the master data.

  • Shifting by a key figure:

    Key figure is used to define the number of periods by which you want to shift the input key figure. If you shift a key figure by another key figure, you might end up with multiple values in some of the time buckets and aggregation calculation will be required.

    In case of decimals, the default rounding method is used.

Demonstration: How to Configure Period Shift

ExerciseStart Exercise

Perform Period Shift

Business Example

In your role as a project manager, you need to configure period shift to facilitate year-over-year comparison in SAP IBP planning views.

Model Configuration in S&OP includes a number of functions. Function IBP_PERIODSHIFT, allows to shift key figure values by time periods. We will use the example of previous year sales.

When the values include ##, replace the characters with the number that your instructor has assigned to you.

Task 1: Set Up Period Shift

Steps

  1. Create a new key figure called ACTUALSQTYOFFSET1YR using the following data.

    FieldValue
    Key Figure IDACTUALSQTYOFFSET1YR
    NamePrevious Year Sales
    DescriptionPrevious Year Sales
    Base Planning LevelPERPRODCUST
    Calculated√
    Edit AllowedNot editable

    1. In the Planning Areas Model Configuration app select your planning area, T##, at the left.

    2. Choose Key Figures tab.

    3. Choose New.

    4. Select Key Figure in the dropdown.

    5. Enter the Key Figure ID and all the remaining data from the table.

    6. Choose Save, if a warning appears, choose Proceed Anyway.

  2. Ensure that the Request level calculation for ACTUALSQTYOFFSET1YR is such that it is the sum of the PERPRODCUST level:

    ACTUALSQTYOFFSET1YR@REQUEST = SUM("ACTUALSQTYOFFSET1YR@PERPRODCUST")
    Key FigureSelect as InputStored
    ACTUALSQTYOFFSET1YR@PERPRODCUST√ 

    1. In the Previous Year Sales Key Figure choose Edit.

    2. In the Request level calculation area, select Edit.

    3. Validate the planning level for ACTUALSQTYOFFSET1YR on the right side of the calculation.

    4. Select Inputs and in the dialog box that displays, ensure that ACTUALSQTYOFFSET1YR is selected as an input but is not selected as Stored.

    5. Choose Validate.

  3. Add the following calculation definition for ACTUALSQTYOFFSET1YR key figure:

    ACTUALSQTYOFFSET1YR@PERPRODCUST = IBP_PERIODSHIFT("ACTUALSQTY@PERPRODCUST", 12)

    Key FigureSelect as InputStored
    ACTUALSQTY@PERPRODCUST√√

    1. Click to Add a Calculation Definition.

    2. Enter the calculation shown in the step.

    3. Select Inputs and validate that Input Key Figure is selected as Stored.

    4. Validate the calculation.

    5. Choose Save.

Task 2: Activate the Planning Area

Steps

  1. Activate your T## planning area, by selecting the Full Scope No Dependencies option and confirm activation in the popup.

    1. Hyperlink to your T## planning area on the top left.

    2. Choose Activate.

    3. Refer to the activation logs to ensure that your planning area is activated.

Task 3: Test the Solution Using Planner Workspaces

Steps

  1. Test your solution by creating a Planner Workspace using the information provided in the table.

    Use the following Values for Time:

    FieldValue
    Time PeriodMonthly
    FromCurrent Month – 12
    ToCurrent Month + 12
    RollingYes
    Use the following Values for Attributes:
    FieldValue
    AttributesPRDFAMILY

    Use the following Values for Key Figures:

    FieldValue
    Actuals QtySelected
    Previous Year SalesSelected

    Filter by Product Family xPhone.

    1. Choose Planner Workspaces app in the General Planner group.

    2. Open the workspace 300_##.

    3. On the top right, choose Workspace → Design.

    4. Choose Settings on the top right of your existing planning view.

    5. Choose Save → Save As.

      Accept the option for the copied content and Save.

    6. Name your new planning view as Period Shift.

    7. Select the copied content (you might need to refresh the workspace).

    8. Complete the dialog box with the information provided in the table.

    9. To display the planning view, choose Apply.

    10. Observe the effects of the calculation.

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