Top down allocation

Hi,

We have a requirement where we need to capture macro-economic demand % at Region (Parent level) and the same % should be allocated to its children.

Eg : We have list Region with UK as parent and UK-MSO and UK-FS as zero level (child) members.

We need capture macro-economic demand % at UK (parent) and same should be directly allocated to its children.

Any suggestions how we could achive this in Anaplan.

Currently we cannot enter any data at Parent level.

Thanks in Advance.

Samir

Accepted answers

LipChean_Soh

Hi,

Let me see if i understand your requirement.

You want to enter macro-economic demand % at Region (Parent level) and the same % should be referred by its children.

Note that i have replaced "Allocated to" in your question to "Referred by", because "allocation" normally carries a "Total Amount split to many components" kind of meaning.

If my understanding above is correct, then you can do the following:

1. Create list called "Region"

2. Create a different list called "Country"

3. Set "Region" as "Parent Hierarchy" of "Country".

4. Create module A using "Region", and a line item where you enter "demand %".

5. Create a different module B using "Country", and a line item called "Parent" where formula = parent(item(country)), and a line item called "demand %" where formula = module A.demand %[lookup:parent]

Thanks

All comments

LipChean_Soh

Hi,

Let me see if i understand your requirement.

You want to enter macro-economic demand % at Region (Parent level) and the same % should be referred by its children.

Note that i have replaced "Allocated to" in your question to "Referred by", because "allocation" normally carries a "Total Amount split to many components" kind of meaning.

If my understanding above is correct, then you can do the following:

1. Create list called "Region"

2. Create a different list called "Country"

3. Set "Region" as "Parent Hierarchy" of "Country".

4. Create module A using "Region", and a line item where you enter "demand %".

Thanks

yagna_mahadevan

hi There,

Try using Breakback option in the dataentry module of child locations - UK FS & UK-MSO. https://community.anaplan.com/t5/Modeling/Breakback/ta-p/12322

also pls clarify same should be allocated to children, you mean if parent is 64% then child too 64%?

samir.karpe

Thanks for the reply.

Yes , same should be allocated to child.

samir.karpe

Hi,

Thanks alot this solution works for my case. 🙂

Regards,

Samir

Quick Links

Can you help?

Unanswered questions

How to create Anaplan formula MTD with Input Date
Hi, I'm trying to create a month to date line that is based on a specific input date, not the actual date. Is this possible?
How to create identical child items for multiple parents
The data I'm trying to import is as follows Parent-Code A B A C B D C D D E I want to generate the following list from this data: L1 L2 L3 L4 A A-B A-B-D A-B-D-E A A-C A-C-D A-C-D-E You can create up to L3.However, L4 has multiple parents for one row of data When I try to create L4 from D-E, only one list row is generated…
Predefaulting A Feild in ANAPLAN
Hello Anaplan Community, I have a special requirement from a customer and would appreciate your input. Let me explain the situation: We have a hierarchy with three levels: Level 1, Level 2, and Level 3. Screen 1: Creation of Level 1 Items On this screen, the user selects a team. Based on their selection, an action runs to…