Update Region Prices template

Objective

Use the recommendations in this template to update region factors, including product discounts and overrides, and to review the impact to the region price list.

Example flow

Edit data

1. Open the Update Region Prices scenario workbook.

When you created the scenario, this workbook was loaded with data from base and decision support workbooks.

2. Open the Region Price Updates worksheet.
3. In the Proposed Price column, enter a value manually or upsert data from a CSV file.
4. In the Proposed Start Date column, select a start date.

The following information shows how other columns, column groups, and KPI cards in this worksheet are calculated. Use this information for additional decision support.

Current Region Price

{CountryPrice} * (1 - COALESCE({Discount}, 0))

Current Region Margin

CASE
    WHEN COALESCE({Current Region Price}, 0) = 0 THEN NULL
    ELSE ({Current Region Price} - {Region Cost}) / {Current Region Price}
END

Price after Category Discount

{ Country Price} * (1 - COALESCE({Category Discount}, 0))

Discounted Price

{CountryPrice} * (1 - COALESCE({DiscountOverride}, {Discount}))

Proposed Price

COALESCE({PriceatCategoryDiscount}
{PriceatMarginOverride},
{PriceOverride},
{DiscountedPrice},
{CurrentRegionPrice})

New Margin

CASE
    WHEN COALESCE({ProposedPrice}, 0) = 0 THEN NULL
    ELSE ({ProposedPrice} - {Region Cost}) / {ProposedPrice}
END

Proposed Discount

{NewDiscount}

Price Change

CASE
    WHEN COALESCE({CurrentRegionPrice}, 0) = 0 THEN NULL
    ELSE ({ProposedPrice} - {CurrentRegionPrice}) / {CurrentRegionPrice}
END

Publish data

1. In the Region Price Updates worksheet, select the Publish checkbox for records that represent updated and final data. These records will be published back to the base and master data workbooks.

2. From the Actions menu, select Publish.

   The selected records are synchronized with the Region Prices base workbook.