Rollup and SUM with own value

CommunityMember126793
Regular Contributor

Rollup and SUM with own value

Friends, need help & suggestion in achieving the below

CommunityMember126793_0-1641907141029.png

Above table clearly shows the Parent and Child combination but the catch is to consider own cost and child to show the rollup.. We have discovered a long method by introducing multiple line items (10 bare minimum; since the depth may be of 10 levels) but looking for more viable solution around the issue.

 

Help will be appreciated!

1 ACCEPTED SOLUTION

Accepted Solutions
M.Kierepka
Certified Master Anaplanner

Re: Rollup and SUM with own value

Hi,

 

As far as I know, there is no easy solution. What usually works for business is to introduce "dummy" items in order to always store and input data at lowest levels (so into items without children) and then simple sum works just fine. So your example would look like:

#IDParent IDOwn CostRolled Up Cost
11234  700
2   1234_Own1234100100
3   12351234100100
4   12361234100100
5   12371234 400
6       1237_Own1237200200
7       12391237 200
8          1239_Own1239100100
9          12401239100100

View solution in original post

3 REPLIES 3
KirillKuznetsov
Certified Master Anaplanner

Re: Rollup and SUM with own value

@CommunityMember126793 

Have you checked Break-back feature? https://help.anaplan.com/1b7aa87d-aa13-49f6-8f7d-d893fb8bccbe

It can allow you to enter numbers on higher levels. But note it will distribute proportionally to the last entered values on the lowest levels.

 

M.Kierepka
Certified Master Anaplanner

Re: Rollup and SUM with own value

Hi,

 

As far as I know, there is no easy solution. What usually works for business is to introduce "dummy" items in order to always store and input data at lowest levels (so into items without children) and then simple sum works just fine. So your example would look like:

#IDParent IDOwn CostRolled Up Cost
11234  700
2   1234_Own1234100100
3   12351234100100
4   12361234100100
5   12371234 400
6       1237_Own1237200200
7       12391237 200
8          1239_Own1239100100
9          12401239100100
CommunityMember126793
Regular Contributor

Re: Rollup and SUM with own value

Thanks @M.Kierepka .. indeed a smart way to handle 🙂