Hi Anaplan Community,
I want to leverage line item subset to create a summary view of headcount data for the total company.
The way headcount is disaggregated varies depending on the business unit (sites, center, SCL)
- Site headcount is divided into facility non-enabling functions and facility enabling functions.
- Center headcount is divided into leadership, HR, finance,...
- SCL headcount is divided into company employees and contractors.
To capture actuals and budget for each BU I have created separate modules, one for each, using the headcount division list of each BU as a dimension and with line items (Actuals, Budget, Actuals vs Budget, Actuals vs Budget %).
I now want to create a total summary across BU of total headcount for the full company.
However, only for the Site BU I still need the detailed disaggregation as part of the total, for Center and SCL I just need the total without any disaggregation.
I created a line item subset which holds line items Actual, Budget, Actual vs Budget from the Sites module. I created a Staging headcount module in which I use COLLECT and Select to retrieve the data I need and for Center and SCL I have another formula referring to the Center or SCL module. Everything is working fine except that I cannot change the format from number to percentage for the Actual vs Budget % LIS item.
My solution to this was to create another module "MOS Headcount Summary" . This module has Actual, Budget, Budget vs Actual as line items and the disaggregation of headcount as LIS ("LIS - Headcount Categories) based on the staging module as another dimension.
In my Data line item, I would need to use the COLLECT() formula and have Quarter, "LIS - Headcount Categories" and "LIS - Staging Headcount Act/Budget" as Applies To. Unfortunately I get the error message "Only one line item subset is allowed".
How can I solve this issue? Which workaround could I use?
(see print screens attached for more details)
Kind regards,
Louise
