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SAP IBP how to move Baseline to Actuals on the 2nd day of the month instead of the 1st day?

raf_lim
Explorer
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298

Hello IBP Experts,

I am new in IBP and apologies if this is a noob question. We have a current solution where baseline forecast will be shifted to actuals by the time the month has changed. Example: On Feb 1st, baseline forecast of January will be wiped out and by the current design, every 3rd of the month the actuals will be loaded for January. With this, on Feb 1st and 2nd, January Baseline is empty. The relevant calculation is as below:

IF("PERIODID3"<"$$PERIODID3CU$$", "ZACTUALCARS@MTHMOVEKEY", "ZBASEFCSTCARS@MTHMOVEKEY")

However, the requirement is to adjust the month rollover to the 2nd day of the month. Meaning, on Feb 1st, the baseline of January should still be there. On Feb 2nd, its okay to get the baseline forecast of January to be wiped out. So basically, we need to move the month rollover by 1 day. I understand that PERIODID3 is monthly, may I know if there is a way to add 1 day on this current calculation? Thank you in advance.

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Answers (1)

Praveen_Jadhav
Participant
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Hi raf_lim,

There might be multiple ways to achieve this requirement and lot easier if you can have KF calculations at Day level. However, on Month level you can follow below steps to achieve the rollover on 2nd of month.

1. Create a new KF: "NoRollover" and "Source_NoRollover" (2nd KF is optional)

2. Schedule a CI-DS job on 1st of the current month to update the "NoRollover" KF = X in Current -1 month. Alternately - You can also use combination of Copy operator and Schedule job to update the "NoRollover" KF with X in current -1 month. The "Source_NoRollover" KF has X on every month and with copy operator you only copy for current - 1 month from "Source_NoRollover" to "NoRollover" KF.

3. Update your current KF logic as - IF ("NoRollover@MTHMOVEKEY" = X, "ZBASEFCSTCARS@MTHMOVEKEY", IF ("PERIODID3"<"$$PERIODID3CU$$", "ZACTUALCARS@MTHMOVEKEY", "ZBASEFCSTCARS@MTHMOVEKEY"))

4. Schedule a job to Clear the KF "NoRollover" for complete horizon (past & Future) on 2nd of current month.


By following these steps, the rollover from Baseline to Actuals for last month will happen only on 2nd day of current month.

Regards,

Praveen