Question:
Hi,
I need to set up the planning book so that last years sales are visible along side current years information in the planning book
I am assuming I can use a macro to do this, any suggestions on the logic needed in the macro to get this to work?
We have a key figure which holds sales deleveries and I was going to use this one as the basis for the macro. So it needs to look at sales last year and then put the data from that period into the current year...
Obviously the dates will not match up as sales last year will appear under current year dates in planning book but that is ok.
We are using 3.1 (but will be going live with 4.0)
Thanks
Mary
Answer:
I hope since then you could solve this easy issue...
Define an auxiliary (not a TimeSeries keyfigure in the Planning Area) keyfigure in your planning book. Called "Last Year Sales".
You suggested well: define a macro, where you copy with one year time shift the sales to your LastYearsales keyfigure. Define this macro as Start and Level change (not recommended as Default, because your historical sales data do not depend on interactive changes...).
Let's have fun with APO!