Creating views/"child-modules" with a calculation layer?

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visivasa
visivasa Member, ALL USERS, Community Member Posts: 5 Contributor
in Planning & Modeling

I have a master warehouse budget model which has several modules but let's consider the following modules for example: Shipments, Freight Charges, Headcount, Inventory etc. All are inter-linked by formulas and the setup is complete.

 

I now wish to create child warehouse budgets with the entire set of modules as the master as follows:

 

Warehouse A = 50% of Master

Warehouse B = 30% of Master

Warehouse C = 20% of Master

 

I have already set up the model /modules at the master level and I have the above % split in an assumptions module.

 

I wish to create complete list of child warehouse budget models/modules so I can hand it over to different warehouse leads to maintain their budgets/plans independently.

 

Every line item will be 50% of Master modules for warehouse A, for example. 

Shipments = 500, Freight = 2500$ and so on. 

 

I do not want to create a duplicate set of all modules for each and every warehouse, and then change each and every line item to 50% * Master.Shipments or 50% * Master.Freight $ and so on. 

 

Can someone help me do this more easily? I have about 15 core modules each with atleast 15-20 line items so replicating every line item/formula is cumbersome.

 

In SQL we can create views and add our own calculations on top of the table we are selecting from as we create the view query. I wish there was a calculation layer between views and modules in Anaplan.

 

I hypothesizing of a solution where we use Line item subsets and select all line items needed from master modules and when we do a COLLECT() we do a COLLECT() * 50% for warehouse A. Not sure if that will work.

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  • visivasa
    visivasa Member, ALL USERS, Community Member Posts: 5 Contributor

    @DavidSmith 

     

    I wanted to avoid creating the list with warehouses and making it in the "Pages" of the master modules because: 1) The warehouse budgets may be allocated to different managers and every warehouse manager should be able to see only his budget / allocations etc.

    2) I will have to edit every line item of the master to have a logic wherein if the selected warehouse is X then take the % split of X from the assumptions module. Not sure if we can just do:

    Master module line item * Assumptions.% split

     

    Something more like: Assumptions.% Split[SELECT: Warehouse A] if the page selector has Warehouse A 

     

    Do you think the COLLECT() approach with line items subsets work? And we can do COLLECT() * Assumptions.% Split of Warehouse A in the formula, for Warehouse A modules, and replicate it for other warehouses?

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