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Actuals data into selective plan entity

in Planning 12 comments

Dear Experts,

I have a scenario where I need your suggestions:

In the below screenshotEntity1 is a dynamic calc parent, and it has three level 0 stored members: Sub_Ent1, Sub_Ent2, and Sub_Ent3.

When actuals are loaded from the source, the values automatically roll up to the parent Entity1 (since it's dynamic) in the below example the total at the parent level is correctly shown as $125, which is expected and working fine.

Requirement is:

Users want to copy actuals data into the Plan scenario — but they only want to plan at the Sub_Ent1 level.

  • Displaying only Sub_Ent1

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