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

CommunityMember126793 · 2024-11-05T16:13:05+00:00

There was an error rendering this rich post.

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.

Accepted answers

All comments

Dikshant

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.

CommunityMember126793

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

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.

AjayM

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.

CommunityMember126793

@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!!

Quick Links

Can you help?

Unanswered questions

ADO File Upload - Semicolon Delimiter
Hi, Based on the regional settings, my default delimiter/separator for CSV files is a Semicolon. In the classic way of uploading a csv file, I was able to select the delimiter. When using ADO, I don't have the option to select a delimiter. Uploading a Semicolon delimited file returns an error, or an upload with only one…
Request for Workflow Design: End-User Report Finalization & Stakeholder Notification with Version Co
Hi everyone, I'm looking to design a workflow and would appreciate your input or guidance on how to set this up effectively in Anaplan. So, the goal is: Once end users complete their data input, they should be able to trigger a process that: Notifies stakeholders via email with a link to a report. The report includes: A…
OAUTH 2.0 vs Google Sheets Extension
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…