Migrated content for measure extensibility – Format and edit calculations

Standard IBP measures in the content are migrated to define default formats and edit calculations in the Measure configuration, as applicable. This simplifies the ability to extend measures: one format definition or edit calculation rule for all occurrences.

This feature has been first introduced in v20.8, however the standard templates are migrated for complete utilization. This removes the requirement to define the format or edit calculation parameter in each worksheet, while also supporting overrides to the default worksheet format and worksheet edit calculation without having to customize or copy standard measures, or worksheets. Overrides are maintained when appending standard content.

Some measures may not have a format defined if no specific properties are specified outside of the Format on the Details tab (the numeric or date type), or no specific edit calculation rule. For example, measures which are not displayed in worksheets, therefore, not editable; or require no specific formatting.

All worksheet parameters are maintained for reference, however, the parameters are mostly disabled, therefore , the measure definitions are used, as applicable. A number of worksheets have rv_measure_calc parameters enabled where worksheet specific overrides are required for a subset of measures:

  • SOP_Item & Locations.
    • Measures: TUPLE_EXISTS_D, TUPLE_EXISTS_S.

Formats defined in a worksheet through rv_measure_format that include a measure that takes precedence over that measure's values. The order for applying format is:

  • rv_measure_format override value
  • rv_measure_format default value
  • Measure definition Format Override value
  • Measure definition Default Worksheet format value
  • Basic format defined in the Format field from measure definition Details tab.

Any edit calculations defined in a worksheet via rv_measure_calc that include a measure that takes precedence over that measure's values. The order for applying edit calculation is:

  • rv_measure_calc override value
  • rv_measure_calc default value
  • Measure definition Calculation Override value
  • Measure definition Default Worksheet calculation value
  • rv_measure_spreadlike

Measure configuration is versioned, changes are effective on creation of the next cycle period or with pause and resume with refresh for any related, running cycle periods.

Note: This feature is available after loading the integrated business planning (xpress.zip) template for this release. You are not required a new role or privilege access to use this feature.