Bring line item value from parent to child, distributed equally, from one module to another.

ddamerji

Hello, 

I have a list hierarchy that looks something like this: 

• Department A (Parent)
  • Office 1 (Child)
  • Office 2
  • Office 3
• Department B
  • Office 4
  • Office 5
• Department C
  • Office 6

I have now created two modules, one where Department list is a dimension (Module Department) and one where Office list is a dimension (Module Office). 

In the Department module I have a line item called "Other revenues", which is basically an input from the end-user on that level. What I now would like to do is to bring that line item value from Module Department into a line item in the Office module by either:

1. Distributing it equally, or

2. Distributing it based on another line item in the Office Module (for example Head counts). 

 

If we go for option 1 (equally distributed), then it should look something like this: 

 

• Department A (Input: 9Millions)
  • Office 1 (3 Millions)
  • Office 2 (3 Millions)
  • Office 3 (3 Millions)
• Department B (Input: 10 Millions)
  • Office 4 (5 Millions)
  • Office 5 (5 Millions)
• Department C (Input: 3 Millions)
  • Office 6 (3 Millions)

Thanks in advance! 

 

Best regards,

Daniel

ddamerji

Hi @M.Kierepka,

 

Thanks for your solution, it worked very well! 

 

One other note: I just stumpled upon the breakback functionality in Anaplan. In the case of option 1, where we would just simply distribute it equally, would enabling breakback be a valid solution, or could that lead to other problems?

 

The only difference I see, is that now the input to the line item "other revenues" would be done in the Office module, however on the department level (since breakback is enabled), and in the Department module the line item "Other revenues" would just be a reference to the line item in the Office module. 

 

Best regards,

Daniel