Customized Drill Down
Anaplanners,
We have a module (Module A) that displays the monthly income for each department across various locations.
Module A includes the following dimensions: Department, Location, Time, and Value (Line Item)
We are presenting this data at a higher granularity in another module (Module B):Module B includes the dimensions: Condensed Department, Region, Time, and Value (Line Item).
In Module B, we aggregate values using a predefined mapping, where multiple departments roll up into specific condensed departments, and multiple locations roll up into specific regions.
Challenge: To display the breakdown of values in Module B within a separate grid, allowing users to see the detailed granular items that roll up to each value in Module B.
Attempt 1: I attempted to create a super filter, but the four dimensions in a single module were not accepted. I managed to achieve the data in two separate modules—one for Department and Condensed Department, and another for Locations and Regions. However, the ideal solution would be to consolidate this information into a single module.
We are seeking a solution based on the attempted approach or a completely different method that can effectively display the breakdown of values in Module B within a single grid. Any tips or suggestions would be welcome.
Thank you