Example 3
The previous two examples deal with different plan objects for one organization unit. You can also review how different units contribute to a single plan object. A plan object can be associated with several units.
Consider the case where the tactic, Discount Policy, is associated with all units under Sales. Discount Policy is measured by a percentage which represents the average discount rate. Note in this case that the desired direction for values is decreasing because the lower the rate the better. For each of the units under Sales, different data sources for the actual and targets (Expected and Best Case) are defined. But the actual and target values for Sales, because it has children, are consolidated values from its children unit values, and the consolidation was selected to be an average and not a sum.
Thus the value for Sales is the average of its children. To calculate the activity value when decreasing is the desired direction, the calculation is 1-((Actual -Target)/Target) which for Corporate is 101.96%.
Calculating activity by unit
With plan object assigned to Corporate, Sales, North America, South America, Europe, and Asia and consolidation for unit set to use average:
Object=Discount Sales, Period=Quarter 1, Accumulation
Method=Current, Scenario=Expected
| Unit | Actual | Target | Activity | Activity calculation |
|---|---|---|---|---|
| Corporate | 11.28% | 11.50% | 101.96% | 1-((11.28-11.5)/11.5)= 101.91% |
| Marketing | ||||
| Production | ||||
| Sales | 11.28% | 11.50% | 101.96% | 101.91% |
| North America | 10.50% | 11.50% | 108.70% | 108.70% |
| South America | 11.20% | 11.50% | 102.61% | 102.61% |
| Europe | 11.30% | 11.50% | 101.74% | 101.74% |
| Asia | 12.10% | 11.50% | 94.78% | 94.78% |
| Human Resources | ||||
| Finance |