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EPM - SAP IBP - Subtotals & Total of Subtotals (knowing there are filters in planning view)

total-of-subtotals-when-filter.jpg

Hi there,

I'm actually helping a client building his Planning Views (IBP excel) and I have an issue with creating a Local Member (Total of Subtotals) that would sum another local member (Subtotals) that I did.

Business wise, I have a Local Member that sums values by "Director" for one specific KeyFigure out of 2 (see KeyFigure 2 in attached image).To do that we entered the formula for the Subtotals in "EPM Member Sorting & Grouping" Section on Dimension "DIRECTOR" as follow:

=SUMIF(OFFSET(EPM_SAME_PROPERTY(DIRECTOR,47932f46-b7b1-4207-b693-d9f7a18aaaed),0,-COLUMN()+10),"KeyFigure2",EPM_SAME_PROPERTY(DIRECTOR,47932f46-b7b1-4207-b693-d9f7a18aaaed))

This formula works perfectly and allow us to subtotal only values from KeyFigure 2, or else it would sum values of KeyFigure 1 and 2.

First Question: Is there another way to do that? Instead of going through "Member Sorting & Grouping" ...Is there a formula that would work in regular Local Member section that would sum values only for a specific Key Figure per Director (like a subtotal)?

Second Question: How can I do a Total of those Subtotals per PLANT, meaning sum the different Subtotals per Director per Plant. See image to understand better my question?

N.B: I tried doing it the simpliest way, which is having a Total per PLANT but it gave me a value that doesn't match what I see in the planning view.....maybe because there are filters! For exemple the sum of Subtotals should be 300 000, I was seing 350 000...I assume it was summing also the rest of the values even if they are filtered ?!?

Thank you very much for your help!

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=> Or else please give me the best/simpliest way to have Subtotals of a specific KeyFigure per a specific Dimension/Attribut in a IBP planning view. (ex: sum of KeyFigure 2 per Director). Knowing there's multiple KeyFigures showing in the Planning View.

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the total of those subtotals (ex: sum of (sum of Key Figure 2 per Director)).


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1 Answer

  • Best Answer
    Jun 21, 2017 at 05:38 PM

    May be instead of local members to sum by property it's better to use customer parent node?

    Like:

    Plant1 Stephan P. CustomerTotal Key Figure 2

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