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Implementing Disaggregation

Objective

After completing this lesson, you will be able to incorporate disaggregation methods in SAP Integrated Business Planning for Supply Chain

Aggregation and Disaggregation

Aggregation is the automatic function by which key figure values on the lowest level of detail are summed at run time and displayed or planned on a high level. For example, if you display the forecasted demand for a region in the interactive planning table, you see the forecasted demand for all of the different sales channels, product families, brands, products, and customers in that region, which the system has added together.

Disaggregation is the automatic function by which a key figure value on a high level is broken down to the detailed level. For example, if you forecast demand in a particular region, the system instantly splits this number among the different sales channels, product families, brands, products, customers, and so on, in this region.

Aggregation and disaggregation ensure a consistent planning approach throughout your organization. The sum of the details on the low level always equals the total on the high level. Key figure values are always saved at the lowest level of detail. If aggregates exist, the data is also saved on the aggregate level.

Aggregation and Disaggregation Features

Aggregation and disaggregation mode is defined in the configuration settings for each key figure. Additional configuration settings (the Proportionality field) define the proportional factors.
Disaggregation in SAP IBP happens real time (no pre-aggregation, no hidden "batch" disaggregation)
Aggregation is very flexible (any expression, including weighted average for price, and so on)
There are two disaggregation modes: Equal Distribution and Copy Values.
Disaggregation mode Equal Distribution distributes the value from the higher planning level equally among the lower planning levels. When this mode is chosen it implies that the proportionality is set to No Proportional Disaggregation or the selected proportional factors aggregate to 0 or null.
Disaggregation mode Copy Values copies the aggregated value to each target bucket.
Possible setting in the Proportionality field include No Proportional Disaggregation , Same Key Figure – Stored Values, Same Key Figure – Calculated Values, Other Key Figure – Stored Values, Disaggregation Expression

Disaggregation Based on User-Defined Expression

Business Scenario:

John, the Demand Planner, wants to promote certain product families for the month of January.
John wants to enter a promotional lift for that month at product family level and would like to disaggregate the promotional lift quantity to individual products in that product family proportionally based on Marketing Forecast Qty.
For example, product family PF1 comprises two products, P1 and P2, and the following values are at the base planning level.

For example, product family PF1 comprises two products, P1 and P2, and the following values are at the base planning level.

One key figure can be set up to be disaggregated in the same proportion as a different key figure. The previous two figures show this example, where Promotional Lift Qty is set up to disaggregate from higher family level to product customer level using the same proportions as MAREKETINGFORECASTQTY.

Disaggregation Expression Facts

SAP Integrated Business Planning on the SAP HANA platform provides the flexibility to define custom disaggregation expressions. Beyond the disaggregation methods of proportional, even split and copy, you can also choose to disaggregate the values entered for the key figure with respect to a mathematical expression that you define with other attributes and key figures. You define this expression in the Disaggregation Expression field on the Key Figures tab in the Configuration UI.

Note the following points:

All of the key figures in the expression must be stored and have the same base planning level as the key figure for which the expression is defined.
All of the attributes are from the base planning level of the key figure for which the expression is defined.

The following are examples of values in a disaggregation expression:

KEYFIGURE1
KEYFIGURE1 + KEYFIGURE2
KEYFIGURE1 + ATTRIBUTE
IF(ATTRIBUTE=＜value＞, KEYFIGURE1,KEYFIGURE2)

Disaggregation Based on Calculated Key Figure

Background

Planners and planning processes change key figure values on different planning levels in SAP IBP. Values entered for example for a product group can then be disaggregated by different rules to the corresponding products on lower level.

It was already possible to disaggregate key figure values based on another key figure, but this other key figure had to be stored on the same base planning level.

Starting with SAP IBP 2208 version a new option is available to disaggregate key figure values based on calculated values of another key figure.

There are obvious gains for the system configurators and end users:

Enhanced real-time planning capabilities as key figure changes can directly be considered while disaggregating values of other key figures.
Simplified planning area setup, as some key figures used to store proportional factors may no longer be required.
Simplified SAP IBP processes as Advanced Simulation Operators and jobs to copy values from calculated to stored key figures may not be required anymore.

Key facts about the Key Figure for Proportionality:

It can be defined on the same or a different base planning level as the key figure to which it is assigned as proportionality.
It must be possible to read its values at the base planning level of the key figure to which it is assigned as proportionality.
It must contain the same value in the Convert Using ' field as the key figure to which it is assigned as proportionality.
It must not be an alert key figure, a helper key figure, an external key figures, an attribute transformation or a generated key figure.

To use the new disaggregation option, select the proportionality Other Key Figure – Calculated Values and the calculated key figure as Key Figure for Proportionality in the key figure configuration UI of the planning area.

Performance Aspects:

Use the new option only if really needed, as disaggregation based on the stored key figure will always be faster.
Do not use very complex calculation rules for the Key Figure for Proportionality to avoid performance issues.

Demonstration: How to Incorporate Disaggregation Methods in SAP Integrated Business Planning for Supply Chain

ExerciseStart Exercise

Incorporate Disaggregation Methods in SAP Integrated Business Planning for Supply Chain

Steps

Using the Planning Areas Model Configuration app, create the PROMOTIONLIFTQTY key figure, which disaggregates in proportion to the MARKETINGFORECASTQTY.
1. On the SAP Fiori launchpad home page, in the Model Configuration group, choose the Planning Areas Model Configuration tile, and then choose your T## planning area ID.
  Result
  The T## planning area configuration screen appears.
2. Go to the Key Figures tab.
3. Choose New → Key Figure.
  Result
  The New Key Figure screen appears.
4. In the Key Figure ID field, enter PROMOTIONLIFTQTY, in the Base Planning Level field, choose PERPRODCUST in the dropdown list, in the Name field type Promotion Lift Qty.
5. Select the Stored option, and choose Editable in the Current and Future Period in the Edit Allowed field.
6. Leave Aggregation Mode as Sum.
7. In the Disaggregation Mode field, choose Equal Distribution.
8. In the Proportionality field, choose Other Key Figure - Stored Values.
9. In the Key Figure for Proportionality field, select MARKETINGFORECASTQTY.
10. Choose Save.
11. Return to Edit Mode and hyperlink to the Calculation Definitions screen area, choose Edit and then Inputs to view the inputs for the calculation. Select the Stored Value from the dropdown for the PROMOTIONLIFTQTY@PERPRODCUST key figure and choose OK.
12. Choose Save.
13. Hyperlink to your T## Planning Area on the top left, and choose Activate → Full Scope with Dependencies to activate your planning area, confirm this action in the popup.
14. Return to the SAP Fiori launchpad home page.
Using Planner Workspaces app, create a workspace with the name 300_## to evaluate the results of the configuration.
1. Choose Planner Workspaces app in the General Planner group.
2. Choose Create.
  Result
  The Create Planner Workspace dialog box appears.
3. Enter the name of the workspace as 300_## and the same description.
4. Choose your T## planning area.
5. Choose Create.
  Result
  You now have a blank workspace that you can design as necessary.
Using the 300_## Planner Workspace, enter the sequence 1, 2, 3... for the Marketing Forecast Qty key figure in the next month at the base planning level to have a recognizable pattern for disaggregation.
1. Select Add Workbook and then select Create, and specify the name and the variant name as 300_##.
2. On your 300_## workbook, ensure you are working in the Design Mode, and choose Add Component (the + sign), and choose Create.
3. Name your planning view as Disagg W-Ref Key Figure.
4. Validate that the Base Version appears as default in Versions/Scenarios.
5. In the Time Levels select Add and select Time Period → Monthly.
6. Using the Period List on the right, select current month and the next 11 months, for a total of 12 periods.
7. Choose Apply.
8. In the Attributes, select Add and choose Product ID and Customer ID.
9. Choose Select.
10. In the Key Figures, choose Marketing Forecast Qty as the key figure and choose Select.
11. In the Filter tab, choose Attribute-Based Filter → Adapt Filters and select attribute Product Family and set the value to x Phone.
12. Also, set the filter for attribute Product ID, using value x100 Phone.
13. Choose OK.
14. Choose Apply to view the planning view.
15. On the top right, choose Workspace → Plan.
16. In the next month column, for each customer, enter data for marketing forecast quantity in a sequence, for example, 1, 2, 3.
  This is done to create a recognizable pattern for disaggregation. Existing values of the Marketing Forecast Qty can be overwritten. The aim is to ensure that the Marketing Forecast Qty is being used when the Promotion Lift Qty values are disaggregated.
17. Choose Save Data. No reason code is necessary.
  Result
  Remain in the report.
Validate the results for PROMOTIONLIFTQTY to ensure that it disaggregates as expected.
1. On the top right of your planning grid, choose Settings.
2. In the Attributes, make a change to only have Product ID.
3. In the Key Figures, choose Add and select the Promotion Lift Qty key figure.
4. Choose Select and then Apply to view the planning view.
5. Enter 10000 for the Promotion Lift Qty key figure in the current month and for the next 2 months.
6. In the Data Input area on the top, choose Save Data. No reason code is necessary.
Check the results of the disaggregation at the base planning level.
1. On the top right of your planning grid, choose Settings.
2. In the Attributes, select Add and choose Customer ID.
3. Choose Select and then Apply to view the planning view.
  Result
  Verify that the Promotion Lift Qty disaggregated in the same proportion as the Marketing Forecast Qty.
Save your new Planner Workspace 300_## .
1. On the top right, choose Workspace → Save.

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