SAP IBP limit key figure value

[ydyulgerov]

Hello everyone,

I have the following question. I would like let's say define rules to restrict a key figure values so that they have a maximum value for a particular period. I am referring to the following example:

Let's say that I would like to have a limit of 1000 for the first combination - Product A / Customer C / Location L for Key Figure1 and a limit of 200 for the second combination Product A / Customer D / Location L.

Any suggestions will be appreciated. Currently, I only have an idea of using EPM formatting in Excel, but I guess it will not be that precise to go into Product/Location/Customer level and I would be able to provide a general KF limit like 1000 or 200.

BR,
Julian

[AyanBishnu]

Hi yuliyand

yuliyandThe only way to do it is to use VBA codes and put a data validation logic so that if anyone inputs more than the max limit the excel itself will throw an error and will not allow it to save.

[ydyulgerov]

Hi Ayan,

Thank you very much for your comment.

What I have already tested is to use a Data Validation on a key figure level by defining the data validation rule from the planning view formatting page. I put a data validation for a KF (e.g. Consensus Demand) which has a base planning level of week / product / location / customer and my rule was 'lower than or equal to 1000'. The result was that all the values for this KF cannot have greater values than 1000 (if I tried to change the value to more than 1000 and save it, I got the error message). But in case I use a copy operator to copy values from one KF to my Consensus Demand, the rule was not respected and a value higher than 1000 was allowed, which is an issue.

And the other issue was that rule 'lower than or equal to 1000' is valid for the dedicated KF without respecting different planning objects. What I need is that for some product-location-customer combinations for Consensus Demand I would have one type of rule and for another product-location-customer combination I would have another rule, and so on. Hence, I do not know how a possible excel macro could help here?

BR,
Yuliyan