Create Generic Plan Component and Performance Measure References in Expressions
In certain expressions like predefined functions or user-defined queries, you refer to an attribute of a plan component or performance measure.
Instead of choosing a specific component or a measure before choosing its attributes like Period ID or Participant ID, make the expression generic by choosing the same attributes from the generic section under Attributes. Enable these attributes in Configure Tables and Columns, and they appear under Attributes in these groups:
|
Group |
Attribute |
|---|---|
|
Participant |
Participant Plan ID |
|
Participant |
Participant ID |
|
Measure |
Formula ID (refers to the formula ID of the measure) |
|
Measure |
Period ID |
|
Plan Component |
Plan Component ID |
|
Plan Component |
Formula ID (refers to the formula ID of the plan component) |
|
Plan Component |
Period ID |
You can create generic expressions using these attributes, which makes the expressions reusable and reduces plan configuration effort. Here's an example expression:
Plan.Target_Incentive * Prorated
Plan Component Participation (Participant.Participant Plan ID, Plan
Component.Plan Component ID, Plan Component.Period ID)
This expression can be used in any plan component since all the attributes are generic. Calculation uses the IDs of the participant, plan component, or measure being calculated.