Rollup and SUM with own value

CommunityMember126793

Friends, need help & suggestion in achieving the below

Above table clearly shows the Parent and Child combination but the catch is to consider own cost and child to show the rollup.. We have discovered a long method by introducing multiple line items (10 bare minimum; since the depth may be of 10 levels) but looking for more viable solution around the issue.

 

Help will be appreciated!

M.Kierepka

Hi,

 

As far as I know, there is no easy solution. What usually works for business is to introduce "dummy" items in order to always store and input data at lowest levels (so into items without children) and then simple sum works just fine. So your example would look like:

#	ID	Parent ID	Own Cost	Rolled Up Cost
1	1234			700
2	1234_Own	1234	100	100
3	1235	1234	100	100
4	1236	1234	100	100
5	1237	1234		400
6	1237_Own	1237	200	200
7	1239	1237		200
8	1239_Own	1239	100	100
9	1240	1239	100	100

KirillKuznetsov

@CommunityMember126793 

Have you checked Break-back feature? https://help.anaplan.com/1b7aa87d-aa13-49f6-8f7d-d893fb8bccbe

It can allow you to enter numbers on higher levels. But note it will distribute proportionally to the last entered values on the lowest levels.

 

CommunityMember126793

Thanks @M.Kierepka .. indeed a smart way to handle 🙂