Hi, Anaplan Community,
I have a question about the Waterfall Chart in the UX.I'd like to have the positive values start from 0 instead of the previous line item. I would appreciate your input/assistance.
Backend:
Hi @sosunkwo ,
It looks like the setup does not have formulas for sub-totals and totals. In this case, I believe Gross Margin should be derived from previous line items which will assign relationships to display the waterfall.
Please check if the below helps you:
Regards,
vinayvm
@Vinay VaradarajMplease can you elaborate.
Waterfall charts need summaries defined by way of formulas. Below is the same example with blueprint view:
Sub-total = sum of the first 4 line items
Total = Sub-total + copay + Other costs
By doing this, the system assigns parents and summaries to line items which help in displaying waterfall charts:
So effectively, you need to have sub-totals/totals line items which aggregate the underlying information to display waterfall chart. These columns for sub-totals/totals start from zero unlike the rest.
Hope this helps!
@Vinay VaradarajMWhere are your Net Demand & Gross Margin Line items?
Basically, the line items which you would want to start from zero should be your sub-totals/totals, which in this case are Net Demand and Gross Margin.
regards,
There was an error rendering this rich post.
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
