Break Back Data in Time Rollups

Know the rollup calculation to understand how the breakback method works.

To change values on a version scenario, create a scenario version in

Model Management

Ensure that you have access to any versions or scenario versions where you want to change data.

Security: Editable Sheet Access
permission.

Time rollups sum or average the values of entries according to preset calendar structures. In sheets, time rollups are blue. Entering data in time rollups automatically populates the contributing cells, even hidden cells, according to breakback patterns.

Enter data in time rollups when the desired total is more important than the contributing factors. Example: You know that the annual budget for dining expenses is 10,000. Instead of entering values in each month, you can enter 10,000 in the year rollup. Then, you can let the breakback method calculate the details for the monthly expense.

Open Sheets.

(Optional) To propose changes to the base data using a scenario version, from the version prompt, select the base version to expand it.

(Optional) Select the scenario version that’s nested inside the base version.

(Optional) From the toolbar, click

Display Options

. Then, click the check boxes next to the time rollups that you intend to use.

For cube sheets, click

Change Dimensions

and select Time
for 1 of the following:

Columns.

Rows and remove all other dimensions from the rows.

The last nested row.

When you display Time on rows with multiple tiers of nested rows that use different account time rollups, we:

Display f(x) for outer tier rollup rows.

Lock outer tier rollup rows.

Only enable breakback on the innermost tier rollup row.

Enter a value in a blue time rollup cell and press

Enter

When you press

Enter

, we prompt you to select a breakback method.

You might receive no breakback prompt because either:

The rollup calculation is Last
for the account. For Last
rollups, the rollup value distributes to the last cell only and leaves other contributing cells as-is.

Your instance uses auto-breakback for time rollups. Pressing Enter
populates the contributing cells according to the method set up by your admin.

As you select a breakback method, consider:

選項	說明
Proportionally	Distributes in proportion to existing values in visible contributing cells.
Evenly	Divides the rollup evenly or copies the average into all contributing cells.
Proportionally using prior year's values	Uses the value of the prior year for each contributing cell and distributes proportionally.
Weighted 4-4-5	Heaviest weight goes to every third cell.
Weighted 4-5-4	Heaviest weight goes to the second cell and every third cell thereafter.

The contributing cells populate with values.

Enter values:

Cell 1: 100
.

Cell 2: 200
.

Cell 3: 300
.

After you save the sheet, enter 1000
in the rollup. Depending on the time rollup calculation and the breakback method, the contributing cell values change:

Method	For Sum Rollups	For Average Rollups
Proportionally	Cell 1: 167 Cell 2: 333 Cell 3: 500	Cell 1: 500 Cell 2: 1000 Cell 3: 1500
Proportionally using prior year's values	Similar to Proportionally except uses the prior year rather than the current values in the cells.	Similar to Proportionally except uses the prior year rather than the current values in the cells.
Evenly	Cell 1: 333 Cell 2: 333 Cell 3: 333	Cell 1: 1000 Cell 2: 1000 Cell 3: 1000
Weighted 4-4-5	Cell 1: 308 Cell 2: 308 Cell 3: 385	Cell 1: 923 Cell 2: 923 Cell 3: 1,154
Weighted 4-5-4	Cell 1: 308 Cell 2: 385 Cell 3: 308	Cell 1: 923 Cell 2: 1154 Cell 3: 923
Weighted 5-4-4	Cell 1: 385 Cell 2: 308 Cell 3: 308	Cell 1: 1154 Cell 2: 923 Cell 3: 923