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:
- Equally Weighted Distribution: Assigns equal values to the selected leaves, the sum of which equals the node value.
- Same Value Distribution: Assigns the entered value to the selected leaves.
- 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.
