Parent-level Commenting with Line Items Pulled from One Module to Another

I have a question about parent-level commenting with line items pulled from one module to another. There are line items in module 1, which are pulled into module 2 via subset and transposed into rows. In the screenshot, you’ll see ‘Salaries & Wages’ is the sum of ‘Salaries’, ‘Overtime’, etc. There’s a ‘Key Highlights’ line item in module 2. But with this architecture, ‘Key Highlights’ is editable for ‘Salaries’, ’Overtime, etc., but not ‘Salaries & Wages.’ Any recommendations on how to change this architecture so that the ‘Key Highlights’ line item is editable at all levels in Module 2?

 

Screenshot 2020-02-21 16.49.42.png

Answers

  • Hi @dock 

     

    If List A is the parent of List B, then you cannot modify texts for any members in List A in a module which applies List B.

     

    However, do see if the following works:

    1. Parent COA is the parent of Child COA.

    Screen Shot 2020-02-24 at 22.00.42.png

     

    2. The members created are similar to the ones you created, where 'Salaries & Bonus' and 'Bonus' are members of Parent COA, while the others are members of Child COA.

    Screen Shot 2020-02-24 at 22.00.53.png

    3. 'Parent COA Comment' module is created, where it applies 'Parent COA'. You can enter comments at Parent COA level.

    Screen Shot 2020-02-24 at 22.01.02.png

    4. 'Child COA Comment' module is created, where it applies 'Child COA' You can enter comments at Child COA level.

    Screen Shot 2020-02-24 at 22.01.08.png

    5. Publish both modules in the same dashboard. Activate 'Synchronization' for 'Child COA' in the second module, such that the selection of a Parent COA will show only the relevant Child COA in the second module.

    Screen Shot 2020-02-24 at 22.01.25.png

     

    Thanks,

    LipChean

  • Hi, @dock 

     

    Is this similar to yours?

     

    Getting a comments (editable text line item) at summarized level

    https://community.anaplan.com/t5/Anaplan-Platform/Getting-a-comments-editable-text-line-item-at-summarized-level/m-p/61226

     

    Sorry, if I misunderstood your intention.

     

    Regards,
    Taichi