Break Back

1636583
Occasional Contributor

Break Back

How can we apply break back to the line item that is having filter, for example I have one list with list items 1,2,3,4. In a module I will use this list as a dimension and will apply filter which will show only 1,2. now if i enter a value on parent then it has to split between 1 and 2, but it  is happening like splitting between 1,2,3,4.

 

Please help with this.

5 REPLIES 5
Misbah
Moderator

Re: Break Back

@1636583 

 

I don't think Breakback works the way you want it to work . It will distribute the numbers to all children even if you have applied the filters or even if you have selective access/DCA applied to it. 

Sathya
Certified Master Anaplanner

Re: Break Back

Hi @1636583,

 

Kindly check this for more details.

https://help.anaplan.com/e30a69cf-1f0c-446a-b598-d5f96bc169bd-Breakback

 

PFA the test module screenshot. You cannot control Breakback  based on Filters.

 

Thanks

Sathya.

Ingilavicus
Certified Master Anaplanner

Re: Break Back

Hi @1636583 , @Sathya , @Misbah ,

 

You can use breakback and DCA to control which cells are used when distributing the value. Essentially mimicking the "hold" feature. This is a workaround for using brakback in NUX, where we can't select the cells which should hold their value when doing adjustments. You should just use the filter item as the DCA write input.

Ingilavicus_0-1616067327269.pngIngilavicus_1-1616067343989.png

Ingilavicus_2-1616067370131.pngIngilavicus_3-1616067395269.png

 

But If I understand correctly, depending on the filter you would like the break back to split the total only in the available cells irrespective of the value of the other items, that it indeed can't do, because the sum of all the values have to equal to what you put in the total. The only workaround I can think of is always having a total of 0 before you input in your cells, but don't think it's practical. 

 

Andris

1636583
Occasional Contributor

Re: Break Back

@Ingilavicus 

 

Thank you, it is helpfull.

ChrisHeathcote
Community Boss

Re: Break Back

@1636583 

Perhaps it would be useful to introduce a hierarchy where each combination of filter views is determined to be the parent. 

You could then use the parent item to filter the view and successfully apply breakback to the parent. 

This will then successfully distribute the change to the correct items as it will only apply to the children of each summary view.

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA