Siebel Consumer Goods Guide > Sales Volume Planning > About the SVP Aggregate Action Process >

Performing the Initial Aggregation

The SVP Aggregate action executes and builds the account-category relationships defined earlier in the physical database. After this process is complete, SVP users can navigate the associated account-category hierarchy to understand or change periodic product movement data.

You can specify that the Aggregate action aggregate baseline data and roll up incremental volume from any level of the hierarchy across the entire account-category-product hierarchy. You can also choose to aggregate particular source fields (such as incremental volume) rather than the entire source table.

The SVP Aggregate action must be run independently for each product movement table: baseline, target, consumption, and shipment. For example, a planning administrator who wants to establish targets and a baseline basis must run the Aggregate action twice; once to establish the targets and a second time to establish a baseline basis. You use the same SVP hierarchy when performing the Aggregate action for targets and a baseline basis.

NOTE:  Before performing aggregation, make sure that products are associated with their respective account's authorized product distribution list. For more information, see About Creating and Modifying Distribution Lists.

This task is a step in Process of Sales Volume Planning.

To perform an aggregation

  1. Navigate to the Administration - Sales Volume Planning screen.
  2. In the Aggregate view, create a new record.
  3. From the Action Type field drop-down list, select Aggregate.
  4. Complete the necessary fields.

    Some fields are described in the following table.



    The name of the sales volume plan.

    Source Table

    The complete data set (baseline, shipment, consumption, or target) that you want to aggregate. Select a source table if you want to aggregate the entire data set.

    Source Field

    The subset of data that you want to aggregate (for example, incremental quantity or shipped quantity). Select a source field if you want to limit the aggregation to a specific column of SVP data.

    Start Period

    The starting period of the source field or table.

    End Period

    The ending period of the source field or table.

    Starting Account Level

    The level of the hierarchy from which you want to begin the aggregation. If left blank, aggregation starts at the lowest level of the account hierarchy.

  5. Click Execute Action.

    In the SVP Action list, the status of Pending appears in the Status field.

    NOTE:  If you are preparing sales volume data for multiple periods and want to track the progress of the action, click the Sub Actions tab to view the status of the periods as they are processed.

    After the aggregation is built, the Status field changes to Complete and a dialog box appears, confirming that the action was successful.

Related Topics

(Optional) Process of Running Aggregation Processing in Parallel

Siebel Consumer Goods Guide