Add a new level that does not roll up to the corporate level for reporting
This article includes suggestions and workarounds. Content may not be accurate for all use cases or represent best practices for the latest release.
Question
I have 13 levels (cost centers) that roll up to the Corporate Level. I want to create a new parent level that does not roll up to the Corporate Level. I want the new parent Level to be by itself for reporting purposes. How can I do this?
Answer
Every Level in Adaptive Planning must roll up to the Corporate Level. However, you can build multiple levels into the tree to accommodate this. Your structure may look something like this:
Corporate Level
Cost Center Rollup
Cost Center 1
Cost Center 2
New Parent Level Rollup
New sub-level 1
New sub-level 2
You can then generate reports at the Cost Center Rollup level, which does not include the values from the New Parent Rollup level.