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Author's profile photo Lingaiah Vanam

How to add Local Member in IBP Planning Template

Step 1: Log on to SAP IBP Excel Add-in

Step 2: Open the existing template or open new template.


Step 3: Create the local member for as following scenario

= Actuals Qty – Actuals Qty Prior Yr

Navigate to Planning Template “Advanced” -> Click on “EPM Editor Report”

Select the “Local members”

Local member Properties

Select Enable Option

Name: Enter Local Member Name

Description: Enter the description


Select radio button Insert After

Attached to

Select Member


After added member, click on Add button in Actions.



Click on “OK” button. Created local member added to planning template.


Save as new template or update the existing template.


Note: Formula is based on the business requirement. This process to enable Local Member only.

Best Regards,

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      Author's profile photo Former Member
      Former Member

       Hi Lingaiah, 

      Thanks for sharing this interesting approach to do calculations between Key Figures having Planning Levels with periods transformed. (PERPRODCUST vs PRIORPERPRODCUST). I would like to know if there is any creative way, to do this without using EPM Local Member feature. My scenario is as follows :-

      1. Sales Budget for Next year (same month) is to be defaulted to either of the Current Year Actual Sales (if available) or Current Year Sales Budget (if Actual Sales is not yet avaiable. E.g If i am doing Sales Budget Planning for July 2018 in April 2017, i only have Sales Budget of July 2017 and no actual sales qty as July 2017 period is yet to be reached) 
      2. I am using period transformation to show Actual Sales and Sales Budget in next year same month (different Key Figures: Last Year Actual Sales, Last Year Sales Budget) 
      3. Now, if i put the formula to default 'Sales Budget' using 'Last Year Sales Budget' and 'Last Year Actual Sales' ; system is not able to do this - most probably considering that this is a some sort of nested loop . 
        1. Calculation Graph reads like this : Sales Budget -> Last Year Sales Budget -> Sales Budget  (without recognising the period transformations)

      Also, using the EPM local member feature, i cant find a way to calculate values for IBP configured KF based on Local Member value. Is there any standard/creative way to achieve this ? Kindly suggest. 


      Many Thanks & Regards,