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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.

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