Contributor

## Waterfall chart 1 litem using different versions as starting point and increase/decrease

Hi

Can anyone advise if the below is possible to do with waterfall?

Taking Forecast total figure & clusters variance to end up to the Total Actuals

So as an example sales:

Total forecast: 100

Europe -10

Asia +40

US -20

Total actual: 110

I have actuals and variance to forecast as versions in Anaplan & sales is a line item. We have a hierarchy 1. total 2. cluster.

See picture how I structed the data source.

I wasn't sure if the total actual is needed or should the start & changes automatically sum up to it.

Kinga

1 ACCEPTED SOLUTION

Accepted Solutions
Contributor

Hi all

I've solved this myself, and thought to share how.

(1) I created line items for the variances with module applying the entity hierarchy.

(2) After this, I created another module:

(2.1) where I made 1 line item for 1 cluster - for 5 clusters, Net Sales and EBIT variance were a total of 10 line items. In practice my formula looked like this: ACT Net Sales of Cluster 1 - Forecasted Net Sales of Cluster 1

(2.2.) In this module, I also added a Forecasted Net Sales for total segment

(2.3) I created Actual Net Sales for total segment, using a formula to sum up the Forecasted net sales + sum of cluster variances. (so this formula did not refer to any other module, just line items in the same module)..

Contributor

Hi all

I've solved this myself, and thought to share how.

(1) I created line items for the variances with module applying the entity hierarchy.

(2) After this, I created another module:

(2.1) where I made 1 line item for 1 cluster - for 5 clusters, Net Sales and EBIT variance were a total of 10 line items. In practice my formula looked like this: ACT Net Sales of Cluster 1 - Forecasted Net Sales of Cluster 1

(2.2.) In this module, I also added a Forecasted Net Sales for total segment

(2.3) I created Actual Net Sales for total segment, using a formula to sum up the Forecasted net sales + sum of cluster variances. (so this formula did not refer to any other module, just line items in the same module)..