How can I permanently HOLD the TOTAL figure and let the Breakback happen?

Hi Community, Need your help if you have a smart solution to HOLD / LOCK the Top/Total of certain dimensions of a line item which is Breakback enabled! Example screens is given below:

So, all I want is to HOLD the yellow circle i.e. 1849 amount and let the below gets change which is 4 levels hierarchy..

We know the HOLD option on UX but this needs to be applied every time the context selector changes..

In other words, Total at (a*b*c*d) dimensions to be frozen and let the breakback does its job to distribute the splits in proposition.

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Answers

  • Hey, you have to do it item by item, to all the list which is there in Context.

    I don't think there is any other option.

  • So, @Dikshant are u saying that to the said requirement, the only option is to use "NUX Lock option" for each context selector selection every time. Did I understand u correctly?

    Ain't any more user friendly way to achieve it? Tagging Rob Marshall also.. @rob_marshall if there is any superior way

  • Dikshant
    edited November 6

    I've not used it too much myself, but based on my understanding - I am not able to think of any way to this Hold item by item. You can try to play with the pivot, it that helps but i can see too many dimensions in same module, so that's the ideal behavior I think.

  • Since HOLD is confined to current user and session, I am afraid you can't leverage breakback and hold combo for your requirement. I have 'import, edit and recalculate' approach in mind, but it gets complicated with multiple dimensions in-hand.

  • @AjayM you are right, HOLD retains only to current user and session but it also considers the selected filters.

    I think HOLD functionality needs more maturity.. It should be restricted to the selected till not released!!

    Open for more ideas / suggestions to handle the case more smartly. thanks!!