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
Answers
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Hi, Did you find a solution ?
If i understand :
Module A : Module B :
Department Condensed Department
Location Region
Time Time
The list Department and Condensed Department are different, Department is not the lower level of Condensed Department. Same for Location and Region ? Why ?
And your main goal is to see the information of the module B at the Department and Location Level ?
1 -
We did find a solution when we create a parent child hierarchy of the two department list and Location-Region Lists.
However, we wanted to avoid that since such granular details may not be required at all times and wanted to consider the size impact of having hierarchical list.
Yes goal is to see the granular details when selecting something at a parent level: Basically grid A would have condensed department and region…while user selects a specific combination, grid below should show the granular break up (department and location) @ClauN0
