Copy % inputs to children (within a module)

SR
SR
in User Experience

Hi,

Is there any functionality similar to breakback, but instead breaking the values (%s) equally accross children, i want to copy the value accross childres. I am trying to enter growth % at company level on a line item in a module, and i want that % to be copied accross departments (departments roll upto companies) instead of breaking evenly.

 

Thanks in advance

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Answers

  • DavidSmith
    DavidSmith

    As departments roll up into companies, and assuming Companies is a separate lists, you can bring in the %s from company using the LOOKUP function

     

    1. Set up a module dimensioned by the Departments list (let's call it Department Details)

    2. Add a line item called Company and format it as the Companies list

    3. Add the formula PARENT(ITEM(Departments))

     

    In the source model, you will have the % entered at Company level, so in the target module the formula will be something like:

    Company Growth Assumptions.Growth%[LOOKUP:Department Details.Company]

     

    Hope that helps

    David

     

  • SR
    SR
    Thank you Dave, it worked.

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