Thank you very much Raghav,
I have done further experiment on this topic, please allow me to ask a couple of follow-up questions:
1) Step 2 Aggregate KF value to Yr from Month, you suggested the follow
HKF1@YRPROD = SUM(HKF1@MTHPROD)
I tried another variation - it seems to be possible to also use time independent planning level @PROD to do the aggregation, and that would allow Step 3 to use just NULL at the end without creating a helper HNULL@PERPROD
For this aggregation step, between using @YRPROD and @PROD, does one better than the other?
2) Step 3 is to put aggregated Yr value to the current month
it seems that the YR comparison part (i.e. "PERIODID1" = "$$PERIODID1CU$$" ) can be omitted as long as PERIODID0 check is there, would your agree?
Thank you.
Yee Ann