3 Replies Latest reply on Feb 25, 2013 4:56 PM by 888732

    Input data on parent

      I'd like to input data on parent account and then allocate the amount on child account with allocation keys. Can I do that with hyperion planning? I'd like to do the same thing with parent and child entities.

      Best regards,
        • 1. Re: Input data on parent
          Jake Turrell
          Yes - this is possible. In order to do this in Hyperion Planning, your version must be setup as a "Target" version, and not a "Bottom-up" Version.

          If you don't want to use a "target" version, designers will sometimes create "proxy" members that represent an upper-level member in a hierarchy (but are actually level 0). These can be used to hold amounts to be allocated. The benefit of this approach is that the amount to be allocated doesn't actually get overwritten with the results of the allocation. This can make testing and validations easier. With that said, these proxy members can be difficult to manage, especially if you need to allocate from many upper-level points in a hierarchy.

          Hope this helps,
          - Jake
          • 2. Re: Input data on parent
            Unless there are many parents that needed to open for data input, it is I think good practice to create a lvl0 bucket as Jake suggested. Using target version in planning apps can be very confusing with data lvl0 maintenance and custom/hierarchical aggregations.

            -Ram Reddy
            • 3. Re: Input data on parent
              thanks for your answer. that's helpful.