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Setting Up Breakback Methods

Breakback is spreading a value entered in a time rollup back to the months that make up that time rollup. When users enter a value into a rollup period on a sheet, they're asked to select a breakback. For example, a value entered into a cell for Q1 may be spread proportionally into the three months of that quarter, or evenly across the months, or in a pattern such as 4-4-5. 4-4-5 refers to the number of weeks in the months within a quarter. The first month of the quarter has four weeks, the second month has four weeks, and the third month has five weeks. Other choices include 4-5-4 and 5-4-4. 

There are several breakback methods available for your users. You can set a default breakback method from the General Setup page by selecting a method from the Auto-Breakback dropdown and you can create one or more custom breakback methods to be offered as options. 

Create Custom Global Breakback Methods

To create a custom breakback method: 

  1. Disable Auto-Breakback.
  2. Create an assumption to use for the breakback method.
  3. Create a sheet to hold the assumption.
  4. Set weighting numbers on the assumption sheet.

Enable/Disable Auto-Breakback

To enable or disable auto-breakback:

  1. Go to Administration > General Setup.
  2. Select an option from the Auto-breakback dropdown. Select None to create a custom method. 
  3. Click Save.

Create an Assumption

To create an assumption to use for the breakback method:

  1. Go to Modeling > Model Management and click Assumptions.
  2. Click New Assumption.
  3. Fill in the Account Details box.
  4. Click the Use in Breakback checkbox.
  5. Click Save.

Create a Sheet

  1. Launch the sheet wizard:
    1. Go to Modeling > Model Management and click User Assigned Sheets.
    2. Click New Sheet.
    3. Give the sheet a name you will remember.
    4. Click Next.
  2. For the Select Account step: 
    1. Click New Group and give the new group a name, such as Breakback Assumptions. 
    2. Click Save.
    3. In the Select Accounts box, select your breakback assumption account.
    4. Click Add to Group.
    5. Click Next.
  3. For the Select Dimensions step, do not complete any fields. Click Next
  4. For the Specify Display Options step, de-select the checkbox next to Suppress rows if all zeroes or blank and Click Next.
  5. For the Edit Sheet Accessibility step, make sure you can edit the sheet:
    1. Find your username and use the arrow button to move it to the Selected Users box.
    2. Click Excluded from Workflow.
    3. Click Next.
  6. For the Specify Level Availability step, select the levels that will have this breakback method available: 
    1. Click Total Company, or the topmost level in your organization structure.
    2. Click Create Sheet

Set Weighting Numbers

To enter the weighting numbers for the breakback method:

  1. Go to Assumptions > your sheet’s name to load the new sheet. 
  2. Check that you are in the correct version.
  3. Scroll to the current year and enter the breakback weights you want to use.
  4. Click Save.
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