Blend measures by using Infobridge

Blend measures to combine measures maintained in different planning sheets or available from Infobridge queries. You can use a measure from another planning sheet directly or use an Infobridge query to make a measure available to another planning sheet.

A blend measure can combine values from multiple sources while keeping each source measure connected to its planning data.

Prerequisites#

Before you begin, ensure you have:

• A Unit Price planning sheet with a Forecast UnitPrice measure.
• A Sales Plan planning sheet with a Forecast Quantity measure.
• A COGS Plan planning sheet with a Forecast UnitCost measure.
• Common dimensions that allow the measures to be evaluated at the required planning level, such as Account, ProductCategory, ProductID, ProductName, and Date.

[!NOTE] You can blend measures from one planning sheet with measures from another planning sheet when both sheets have the same dimensions. The common dimensions allow the measures to be evaluated at the same planning level.

Create the source measures#

Create or verify the measures that you want to use in the blend calculation.

1. Go to the Unit Price planning sheet and verify that the Forecast UnitPrice measure is available.
   

   

2. Go to the Sales Plan planning sheet and verify that the Forecast Quantity measure contains the values that you want to use.
   

   

Add a measure from another planning sheet#

Use From Sheets to add a measure that's maintained in another planning sheet.

1. In the Sales Plan sheet, in the Data pane, expand From Sheets.
2. Expand Unit Price, and add Forecast UnitPrice to Values.

The measure is available in the Sales Plan sheet and you can use it with the existing measures.

Create a query for a measure#

Use Queries to add a measure from an Infobridge query to another planning sheet. You can use the query to prepare and transform the data before using the measure in a planning sheet.

To create a query that contains Forecast Quantity:

1. In the Infobridge ribbon, select Create Query.

2. In Create Query, select Forecast Quantity.

3. Select Create.
   

   

   When you create the query, Infobridge opens so you can join, append, merge, pivot, and transform the data.
   

   

4. Review the query results to verify that the required dimensions and Forecast Quantity are available.

5. Select Close to return to the planning sheet.

Add the query measure to a planning sheet#

Use the query measure in the COGS Plan sheet.

1. Go to the COGS Plan planning sheet and verify that UnitCost and Forecast UnitCost are available.
   

   

2. In the Data pane, expand Queries.

3. Expand Query 1 - Sales Plan.

4. Add Forecast Quantity to Values.

   The COGS Plan sheet now has Forecast Quantity from the Infobridge query and Forecast UnitCost from the COGS Plan sheet.

   

Create a blend measure#

Create a visual measure that combines forecast quantity with forecast unit cost.

1. In the Planning ribbon, select Formula.
2. In Title, enter Forecast COGS.
3. For Insert as, select Visual Measure.
4. For Data type, select Number.

5. In Formula, enter:

   [Sum of Forecast Quantity]*[Forecast UnitCost]

6. For Column aggregation type, select Sum.
7. For Row aggregation type, select Formula.

8. Select Create.
   

   

   The Forecast COGS measure combines Forecast Quantity from the Infobridge query with Forecast UnitCost maintained in the COGS Plan sheet.

   

Use this approach when a calculation depends on measures maintained in different planning processes. The source measures remain connected to their respective planning data, and the blend measure uses those values in the calculation.