IBP - Last Value in Period when Mid-Period

[willsuus]

We are trying to show the last value in a period and this works for all but the current period - example attached of what we are trying to achieve.

The KF is stored at a technical week level and is being reported at a month level. The issue we are having is that for the current month, nothing is reported as the last technical week of that period is still NULL when we are mid-month. During the current month, we would like to report the current technical week's value.

We tried using IBP_LPA, but this resulted in a NULL current month as described above.

We also tried using IBP_LAST_VALUE, but due to having to choose an aggregation level for the REQUEST level, we could not get the result to be correct (for example, if we used MAX, it chose the MAX value over the period rather than the actual last populated value).

Has anyone been able to successfully make this situation work?

Thank you, in advance, for any assistance you can provide.

[Andrei_Lupu]

Back with the example : 

Comments : 

- in order to use the LPA (of past periods),  I had to make the LPA calculation static (technical week -> month)

- in order to avoid aggregation of LVA (of current month) as sum , I have calculated the LPA of the LVA of the current month 

- in order to use multiple lines of calculations within the LPA/LVA KF's I have created copies of existing planning levels, as it is easier to troubleshoot when developing. However, I suggest the other option : to create helper KF's.

Calculated KF's used and their config:

1. Static LPA of Original KF  - will be displayed in the previous months values in the final KF:

2. LVA of current month of the original KF. It is aggregated as LPA in the final KF, at the month level, and will populate the values of the current month within the final KF: 

3. Final KF : 

Hope this helps ! 

[willsuus]

Thank you. I will give your suggestions a try and let you know if they work.

[Andrei_Lupu]

Hi @willsuus ,

Perhaps you can try creating a third calculated key figure that:

- displays the LPA key figure if the month is in the past

- displays the LAST_VALUE key figure during the current month. Aggregation should be Sum.

Regards,

Andrei