Evenly Spread Amounts

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Occasional Contributor

Evenly Spread Amounts

Hello-

We have two modules one for planning miscellaneous revenue and other for planning for OTPS. When a user enters an amount in the FY21 column the amount is not spreading evening for the forecast period. The forecast period is 6 months. Please see the attachment. I am not sure what I need to do to fix this. 

5 REPLIES 5
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Community Boss

Re: Evenly Spread Amounts

Attachment is missing.

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Occasional Contributor

Re: Evenly Spread Amounts

I have attached the .jpg

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Master Anaplanner/Community Boss

Re: Evenly Spread Amounts

@davraes,

I could assume that you are using break-back functionality. Lets say the child item has some entries and if you are trying to override the top level item, Break-back uses the existing entries for the ratio to spread. So this could be the reason why system is not equally splitting but technically speaking that is how the functionality should work.

Regards,
Kavin.

Regards,
Kavin.
Master Anaplanner/Community Boss

Re: Evenly Spread Amounts

@davraes ,

 

As @kavinkumar pointed out, the breakback functionality should be working the way you are wanting.  Take a look at the below:

 

I believe I have the module setup the way you do, but just to make sure, I am using Real Time, not a fake time dimension:

2019-12-11_10-49-08.png

 

Since I already have values in for Mar -> Jun and I override the FY20 number from 50 to 1000, the results are:

2019-12-11_10-49-27.png

 

If I wipe out all of the values with 0 and then put in a new number at the FY20 number, it will evenly spread the data:

2019-12-11_10-50-09.png2019-12-11_10-50-25.png

 

One thing to look for is when your switchover date is set (can be found in the Settings for Version).

 

Hope this helps,

 

Rob

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Master Anaplanner/Community Boss

Re: Evenly Spread Amounts

@davraes ,

 

Also, I would question, from a modeling standpoint, why you have an additional list defined with Line 2.  Will every account/intersection be entering information at these intersections or just some of the accounts?  If just some, I would remove that as a list and then create a numbered list rolling up to the dimension it belongs to and then allow people to create the detail information using Create Action.  That way, the overall module footprint (size) is much smaller (the Line 2 dimension will not be dimensionalized by all of the dimensions).

 

Hope this helps,

 

Rob