Input at multiple levels and view the Roll-up
Well, this is something really 'Out of the Box' ask from one of our requirements. And upon first look, I really think that It's kinda out of scope of anaplan. Here's the ask:
So if you have a look at the below snap, we tried to replicate a part of our existing Sales hierarchy :
Let's say that in one of our proposed dashboards a user has selected 'Global Sales' (top most level) from the drop down in the dashboard
Our ask is:
- Be it any region (here, Global Sales) we are asked to show the rollup be of Sub-regions and its customers i.e; GS:H1 thru Tim Burrow's MCN and GS:S2 and "Michael Lyden" and its Customers and "John C Christ" (and its Customers)
- Input numbers at any level of employee's customer; ie.; if Global Sales is selected, then you can input at Tim Burrow/ Michael/John's customers, But if GS:H1-D3 is selected, then you can ONLY input at Tim Burrow's customer.
Please let me know for any follow-up questions or any kinda alternatives in this regard. TYIA!!