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Data Entry in Hierarchical Dimensions

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The cBI Focus Planner supports the representation of hierarchically structured dimensions (hierarchies), which simplify calculations for planning methods. Rows and columns each form a hierarchical level with nodes and leaves. When using hierarchies in the row view, planning can be conducted in two different ways.

Bottom-up Planning #

The first calculation method is the bottom-up calculation, where the val-ues of the leaf nodes are aggregated to the parent nodes.

The visual automatically performs these calculations after each change to a leaf, ensuring that the node values are dynamically updated.

Top-down Planning #

The second calculation method is the top-down calculation (“Splashing”).

When values at a higher hierarchy lev-el are changed, the visual automatical-ly adjusts the leaf values below the affected node.

Three different splashing methods are offered:

  1. Equally Weighted Distribution: Assigns equal values to the selected leaves, the sum of which equals the node value.
  2. Same Value Distribution: Assigns the entered value to the selected leaves.
  3. Per-Quota Distribution: A distribution based on the value ratio of a specific column, which the user must determine in the subsequent step.

After selecting the distribution type, the planner is prompted to decide whether to overwrite the existing leaf nodes:

  • Overwrite Existing Values: Cells with values will be overwritten.
  • Keep Existing Values: All cells with values remain unchanged, while empty cells will be overwritten.

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