How to realize special scenario with FOX formula - FOREACH, variables

Question

Hello,
we want to use the integrated planning for the following thing within the portal:
A salesman should add manual values (planned turnover) for his top 10 customers. The rest of his yearly budget should be distributed automatically and equally to the rest of his customers.
I thought a lot about it and arrived at the conclusion that:
- we have somehow to put the salesman number into a variable maybe also the year for which the planning should be done -- Which possibilities are given to do this?
- We need an additional flag that tells if this customer has to be planned / was planned manually.
After the manual planning a planning function (FOX formula) has to be executed in order to
1. get the budget that was already planned manually
    use of FOREACH in combination with an IF clause
    -- Which kind of FOREACH do I have to use?
2. calculated total budget - manual planned budget = budget that has to be distributed
    after FOREACH
3. count on how many customers the distribution has to be done and calculate the
    turnover per customer (rest budget / counted customers)
    use of another FOREACH loop which counts every value that hasn't got the flag set
4. distribute the remaining budget on the customers that weren't planned manually
    -- Can it be done with something like turnover=value that should be assigned ?
Maybe it's simple to realize this scenario but I'm a absolute "newbie" on that theme.
Thanks
Bettina

Answer 1

Hi,
I have been following this thread for quite long, here's my take on this
1. Please create all the master data like sales man, customers in BI. for the key customers  add an attribute to key customer which can be a single character field.
2. Add Sales man as an attribute to customer master and maintain values for each customer.
3. Create an exit variable for customer number, this should read value from the sales man variable and populate all the key customers.
4. Create an agg level with the above 2 and the required time characteristic. There will be 3 variables on the input ready query a. sales man number b. key customer exit variable c. some time period variable.
5. Create a planning function of type generate combination for the agg level created in the above step. Add this function to the work book or the web template.
6. Now salesman will be able to go in and create his budget for the key customers.
Annual budget entry
1. Create an agg level without customer, add salesman and time characteristics.
2. create a query which will allow to enter data (yearly budget) for the salesman.
Allocation to non key customers
1. Create an agg level that should create the missing combinations sales man and non key customers. If designed properly the first agg level can also be used for this function.
2. Create a fox function which with foreach loop for customer and sales man if the amount is 0 add 1 to counter, also read the value wtih customer as blank (yearly budget), lastly if the amount is not blank sum up the amount. This will help in getting the balance amount.
3. get balance figure as total - allocated. One more foreach loop same as above if the amount is blank then amount = balance / counter.
Tried to answer
thanks