Create and use a custom Breakback pattern
Question
How do I create and use a custom Breakback pattern?
Answer
In some scenarios, it is necessary to Breakback a value with a method other than proportionately or evenly. In those cases, an Assumption can be utilized to create a custom Breakback pattern than can be used throughout the model.
To create a custom Breakback method, take the following steps:
1. Create the new Assumption
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Go to Admin > General Setup.
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Under Setup Details, make sure that Auto-breakback is set to "None"
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Go to Modeling > Assumptions
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Click the new Assumption button to enter the details for the new Assumption
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Make sure to check the "Use in Breakback" box
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Save the Assumption
2. Once the Assumption is saved, add the Assumption to a sheet (if it is not already included on one).
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Go to Modeling > User Assigned Sheets
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Click Edit next to the sheet name
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Edit Account Groups
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Highlight the group to which the Assumption will be added and select Assumptions in the drop down selector
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Select the Assumption and click Add To Group
3. Add data to the Assumption to establish a pattern
4. Select the Assumption as the Breakback method after entering a value in a time rollup period
