WEBVTT

1
00:00:04.800 --> 00:00:07.911
Top-down planning or break back using CCH Tagetik. 

2
00:00:07.912 --> 00:00:17.792
So, what is break back? With CCH Tagetik, like with most systems, we allow you to save your numbers at the most granular level. For example: if we pre-save numbers at Mexico, USA, Canada-level, 

3
00:00:17.793 --> 00:00:26.969
we can see them rolled up in our hierarchies, in this case, at the North America level. What break back allows you to do is save your numbers at that node-level, in any node, in any hierarchy

4
00:00:26.970 --> 00:00:37.307
that you currently have in the system. It will then proportionally spread that number across all of the children and any of the numbers they may have in them at that time. So once you incorporate break back,

5
00:00:37.308 --> 00:00:46.123
you expand your ability to do budgeting and planning. You can do target setting, top-down planning, pre-seeding a set of periods, or even flash planning. Let me show you an example.

6
00:00:47.749 --> 00:00:53.240
In this example, we're planning New York and Chicago's operating expenses for the entire year. 


8
00:00:54.927 --> 00:00:59.327
The system makes it clear to me where I can update numbers. In this case, only in the yellow cells. 

9
00:00:59.328 --> 00:01:05.278
If I tried to change it in these white cells that are totals, they're blocked. The cell cannot be edited.

10
00:01:05.696 --> 00:01:10.024
But I can update yellow cells, so I'll make this 300 and I'll make this 50.  

11
00:01:10.025 --> 00:01:19.156
Because we use Excel as the pallet for developing our data entry forms and our reports, I can copy this across the entire first quarter and save the changes.

12
00:01:20.894 --> 00:01:27.799
With this number successfully changed, let's change perspective and go from USA up to the North America-level and refresh the form. 

13
00:01:27.800 --> 00:01:36.827
You can see that totals for USA for January, February and March are 350, and 200 for the remainder of the year.

14
00:01:36.672 --> 00:01:46.000
I can make a change directly on the USA level. It indicates I can do this because the cell is in yellow. I'll go ahead and save this.
 

16
00:01:46.001 --> 00:01:51.558
CCH Tagetik has broken it back for me. I can even investigate this by selecting, analyzing, and by going anywhere. 

17
00:01:52.534 --> 00:01:56.430
As you can see, it took that six hundred and proportionally spread it across New York and Chicago.

18
00:01:57.668 --> 00:02:05.701
We can take it one step further and do budget pre-seeding. If I use the spreading here and change the number of the total for the year to 4000,

20
00:02:05.702 --> 00:02:17.201
CCH Tagetik will then spread the number across the entire year. I can go back in, save it again, and incorporate break back to then save it back to New York and Chicago for every month. 

21
00:02:17.202 --> 00:02:26.815
Once complete, I just change my perspective back to the USA and refresh. We've now planned for the entire year with just a handful of clicks.


23
00:02:27.387 --> 00:02:30.162
Break back and top-down planning using CCH Tagetik.