Input at each level of Hierarchy get aggregated view

Highlighted
Contributor

Input at each level of Hierarchy get aggregated view

Hi

I have Project 5 level of hierarchy list(P1,P2,P3,P4,P5) , Expense list ,versions, time as dimensions 

User can enter expenses for each expense list item at P3, P4, P5 levels

Suppose

                 At  P4 level entered 20 

                 At  P5 level entered 10 but for P4 I should able to see 20 + 10 =30

Hope this is clear

Please help me on this.

 

Thanks

Tejaswini

 

5 REPLIES 5
Highlighted
Super Contributor

Re: Input at each level of Hierarchy get aggregated view

Hi @tejaswini,

my best idea is that you should create 3 different modules with different dimensions, you can let people input data on different levels and summarize the input from other modules. Something like the simplified example below:

p.jpg

 

 

 

 

 

Highlighted
Certified Master Anaplanner

Re: Input at each level of Hierarchy get aggregated view

@tejaswini 

 

Looking at @filip.sypniewski screenshots, you could enhance this further for the end user by having all the inputs in the same module, so there's just one input/output table. See attached an example!

Highlighted
Contributor

Re: Input at each level of Hierarchy get aggregated view

Hi @Noemi.andres 

 

tejaswini_0-1604581067260.png

Entering values at each level(p3,P4,P5)

Final line item for Module 3.1 showing value 30(10+20) but it should show that 30 value + P4 Entry value(10) =40

Is there any Solution

 

Thanks 

Tejaswini

 

Highlighted
Super Contributor

Re: Input at each level of Hierarchy get aggregated view

@tejaswini 

Your challenge here is that the module is dimensioned at the lowest level in the hierarchy and you are allowing users to enter data at higher levels. 

You need to bring all the inputs in line with the same dimensionality. 

 

Create a systems module for the lowest level and a series of line items formatted by the parent, grand parent and great grand parent lists. Using the PARENT function populate each line item with the corresponding list items. 

In your target module create a line item at the P5 dimension for all other P levels. For example, a line item for P3 dimensioned at P5 and a separate line item for P4 dimensioned at P5.

For each of these reference the line items P5 and LOOKUP the P5 line item in the new system module. Do the same for P4.

Add these new line items into the Final line item.

 

Highlighted
Regular Contributor

Re: Input at each level of Hierarchy get aggregated view

Hi @tejaswini 

 

You can use Breakback functionality here if the data has to also get disaggregated when input is done at a higher level.

Using this function, data will be automatically disaggregated and aggregated at all levels based on the existing data.

It has some limitation/shortcomings. You could explore in details about this function in the below link.

https://help.anaplan.com/anapedia/Content/Modeling/Working_with_Data/Breakback.html?_ga=2.252189897....

 

Hope this helps.

~Abhi