About smithevan18

Hi @lps   A best practice for saved views for exports is removing all upper levels of hierarchies. This might help with your export as you're missing codes for all your summary levels. I have created the following saved view in my Supply Chain model.   1. I hide all levels in the SKU and Location lists except the lowest level. You can do this by pivoting your dimensions to the rows and manually reselecting only the lowest level of each dimension. Then I pivoted the locations back up to page selectors.      2. Put a filter on time to only show the months 3. Put a filter on the P3 SKU dimension to only show anything not equal to 0    Now when I try and import into the FP&A model this is what the import screen looks like:   As you can see it is bringing in more than what is shown in the saved view as it is including all locations and months as well. This import ran successfully for me and imported all the necessary data.    ... View more

Hi @JenniferMontgomery    Here is a way you can do it based on holding certain values constant and overriding others. In this example the East region is held constant, the South region is overridden, and the Central and West regions are allocated the remaining amount of the total initial target based on a percentage of their values to the total region. Therefore, your initial target total for USA is the same as the total for the region target. I'm assuming you could recreate this same functionality utilizing percentages instead of dollars.      You could also try and utilize the breakback functionality but that doesn't work for percentages.    ... View more

Hi @Star,   Post and Offset are very similar functions, however, they are going to give you very different results. Offset is going to give you the value from your selected line item x number of periods in the future or in the past. For example, in your line item Confirmed PO Delivery, week 6 is looking back 1 period (Final Shipping Time Weeks = -1) and resulting in your value of 1 since there is a 1 value in Confirmed PO Delivery in week 5.    Post, on the other hand, is going to push the value from your selected line item x number of periods in the future or in the past. For example, in your module, the 1 value in week 5 in your Confirmed PO Delivery line is being pushed 2 periods into the future because that is value in your second argument in your function (Final Shipping Time Weeks = 2). This function also allows you to sum values if they point to the same period. For example, if you also had a 1 in the Confirmed PO Delivery line item for week 6 it would be pushed forward 1 week into your week 7 and combine with your 1 value from week 5 to give you a value of 2 in week 7. Offset will not let you combine values in the same way.    ... View more