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Adaptive Planning
Last Updated: 2023-06-23
Steps: Set Up Custom Breakback Methods

Steps: Set Up Custom Breakback Methods

When you enter data on rollup cells on your sheets, you can use a breakback method to automatically distribute that value to the contributing cells according to that weighting. Depending on how you configure your sheets, we automatically provide these breakback methods:
  • Proportionally
  • Proportionally using prior year's values
  • Evenly
  • Weighted 4-4-5
  • Weighted 4-5-4
  • Weighted 5-4-4
  • Custom breakback methods that you create.
To set the weighting for custom breakback methods, you create an assumptions account specifically for this breakback method. You add this assumptions account to a standard sheet, then edit the sheet cells for this account to set the weighting. Your planners can use this custom breakback method on any sheet, including sheets where you don't add the custom breakback assumptions account.
  1. Select
    Administration
     from the main menu.
    Security:
    Admin Access
     permission.
  2. Select
    General Setup
    .
    Security:
    General Setup
     permission.
  3. From the
    Auto-breakback
     prompt, select
    None
    .
  4. Select
    Modeling
    Model Management
     from the main menu.
    Security:
    Model Management Access
     permission.
  5. In the
    Accounts
     section, select
    Assumptions
    .
    Security:
    Assumptions
     permission.
  6. Select the
    Create new account
     icon on the toolbar.
  7. As you create your new assumptions account to use for your custom breakback, consider:
    Option Description
    Name
    We display this account name to your planners when they select which breakback method to use on their sheet.
    Use in Breakback
    Select this check box.
  8. Select
    Save
    .
  9. Select
    Modeling
    Model Management
     from the main menu.
    Security:
    Model Management Access
     permission.
  10. Depending on how you assign access to the standard sheet where you want to set the weighting for your custom breakback method, select either:
    • Level Assigned Sheets
    • User Assigned Sheets
    When you add your custom breakback account to a user-assigned sheet, you can more easily restrict access to who can change the weighting values.
    Security:
    Model includes: sheets, accounts, dimensions, and formulas
     permission.
  11. Select
    Edit
     next to your standard sheet.
  12. Select
    Account Groups
    .
  13. (Optional) Select
    New Group
     to categorize your breakback assumptions account separately from other accounts on this sheet.
  14. Select an account group to add your breakback assumptions account to.
  15. Find your breakback assumptions account in the
    Select Accounts
     section.
  16. Select
    Add to Group
    .
  17. Select
    Done
    .
  18. If you added the breakback assumptions account to a user-assigned sheet, select
    Accessibility
     to ensure that you can access the sheet.
  19. Open the sheet where you added your breakback assumptions account.
  20. On the cells for your breakback assumptions account, enter weighting values.
    Security:
    Editable Sheet Access
     permission.
  21. Select
    Save
    .
You can still change the weighting values after your planners already use this custom breakback method to enter data. When you change the weighting values after the method has already been used:
  • We don't automatically apply the new weighting values to cells where your planners already used the custom breakback method.
  • We apply the new weighting values the next time your planners use the custom breakback method.
Cells populated using the old weighting and cells populated using the new weighting can exist on the same sheet.