SAP IBP actual YTD comparison for different years

[Daniele_Cuozzo]

Good evening,
I need on SAP IBP to create a KF YTD to compare the data of the YTD months of the current year with the same months of the previous year, in order to display an aggregate figure per year that sums up only those months selected over the different years.

I have tried the solution proposed on the web by the operator "IBP_CAGGR" but this solution only allows me to calculate the YTD of the current year but not the same month of the past years.

Does exist a solution on IBP that allows me to obtain the desired result?

Example:
Current date: July 2024
YTD 2024 = sum from January 2024 to June 2024
YTD 2023 = sum from January 2023 to June 2023

The current situation with the operator IBP_AGGR looks like this: 

The desired solution looks like this: 

[grecha861]

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@Daniele_Cuozzomcdvoice wrote:

Good evening,
I need on SAP IBP to create a KF YTD to compare the data of the YTD months of the current year with the same months of the previous year, in order to display an aggregate figure per year that sums up only those months selected over the different years.

I have tried the solution proposed on the web by the operator "IBP_CAGGR" but this solution only allows me to calculate the YTD of the current year but not the same month of the past years.

Does exist a solution on IBP that allows me to obtain the desired result?

Example:
Current date: July 2024
YTD 2024 = sum from January 2024 to June 2024
YTD 2023 = sum from January 2023 to June 2023

The current situation with the operator IBP_AGGR looks like this: 

The desired solution looks like this: 

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Hello, @Daniele_Cuozzomcdvoice 

To achieve the desired Year-to-Date (YTD) comparison in SAP IBP, where you can compare the YTD data of the current year with the same months of the previous year, you can use a combination of key figures and custom calculations. Here’s a step-by-step approach to set this up:

Steps to Create YTD Comparison Key Figures
Create Cumulative Key Figures:
Define cumulative key figures for the current year and the previous year using the IBP_CAGGR function. This function will help you aggregate the data from January to the current month.
Define Key Figures for Each Year:
Create separate key figures for the current year and the previous year. For example, YTD_Current_Year and YTD_Previous_Year.
Use Custom Calculations:
Use custom calculations to sum up the data for the desired months. You can use the SUM function to aggregate the data for the specified period.
Example Formulas
Cumulative Key Figure for Current Year:
SQL

YTD_Current_Year = IBP_CAGGR("YourKeyFigure@PERIOD", 'SUM', 'FORWARD', 'PASTCURRENT', 6)

Cumulative Key Figure for Previous Year:
SQL

YTD_Previous_Year = IBP_CAGGR("YourKeyFigure@PERIOD", 'SUM', 'FORWARD', 'PASTCURRENT', 18) - IBP_CAGGR("YourKeyFigure@PERIOD", 'SUM', 'FORWARD', 'PASTCURRENT', 12)

Comparison Key Figure:
Create a key figure to compare the current year’s YTD with the previous year’s YTD.
SQL

YTD_Comparison = YTD_Current_Year - YTD_Previous_Year

Additional Tips
Time Periods: Ensure that your time periods are correctly defined in your planning area. This will help in accurately aggregating the data.
Validation: Validate the key figures by checking the aggregated values for different months to ensure accuracy.
Documentation: Refer to the SAP IBP documentation for detailed information on using the IBP_CAGGR function and other aggregation methods See here: https://community.sap.com/t5/supply-chain-management-q-a/sap-ibp-actual-ytd-comparison-for-different....

I hope this info is helpful to you.

Best Regard,
Gregory Chavez

[Daniele_Cuozzo]

Hi Gregory,

thanks for your response, but the calculation that you talk about is not permitted from the ibp system:

IBP doesn't accept the operator IBP_CAGGR in other calculation expession. 

And also i need to better undersand the meaning of latest value in calculation (18 and 12).

Kind regards,

Daniele