Waterfall chart doesn't work well with LineItem Subset

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Occasional Contributor

Waterfall chart doesn't work well with LineItem Subset

Hi, everyone, 

 

I'm having some trouble with creating a waterfall chart to analyze the all the factors of ups and downs between actual and forecast. First of all, I created a module (A) with all the factors as lineItems including star, subtotal, and end summary, and then, because I have to do some filtering and other sum-up mapping basing on other logic like refering to flag, I created another module (B) that applied a lineitem subset  and collect the data from which I created (A) before. And then I have to publish the waterfall chart from Module B, but I couldn't get what I wanted, due to that the waterfall igores the start, subtotal and end I already included in the lineItem Subset.

 

Module A (simple version):

1.PNG2.PNG3.PNG

* The waterfall looks like what we want, but we have to do let users customize the mapping and filter the items dynamically so we have to change the lineitem into lineitem subset.

 

Module B (simple version):

4.PNG5.PNG
6.PNGThis doesn't look right....It takes the subtotal and end summary as factor items while adding another end total by itself.... I can exclude the end summary from the lineitem subset, but I have to keep the Subtotal ones.

 

Does the waterfall only work with lineitem or list but can't work with lineitem subset? I regard the lineitem subset as the same thing as list though.

Really appreciate if anyone could help!

 

Thanks in advance.

1 REPLY 1
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Contributor

Re: Waterfall chart doesn't work well with LineItem Subset

Hi PopCC,

 

This has been raised as an idea in the Idea Exchange by another user. Please see this link:

 

https://community.anaplan.com/t5/Idea-Exchange/Ability-to-use-subset-summaries-with-waterfall-charts...

 

In order to be notified as this idea progresses, please go to the link below and click the “thumbs up” icon to kudos the idea. This not only helps you track its status, but also helps increase the priority for our Product team to consider.

 

You will need to be logged into your Community account to access the Idea Exchange. For guidance on how to submit other ideas in the future, see here: https://community.anaplan.com/t5/Idea-Exchange-FAQ/Idea-Exchange-Guidelines-Terminology-and-Evaluati....

 

I’m afraid we haven’t been able to find a workaround for your issue as there is simply no way around it. Please accept my apologies for the inconvenience this is causing.

 

Thanks,

Charles