axmo: "1.0"
name: Top-down budget split
description: >-
  Recipe — a figure entered at a total and split down. Each region's sales target is entered once, for the
  quarter and for all products. Axmo splits it to products in proportion to last year's sales (PROPORTIONAL,
  with the driver series), and to months equally (EQUAL).
dimensions:
  Products:
    type: categorical
    layers: [Top_Products, Product]
    tree:
      All_Products:
        - Kettles
        - Toasters
        - Blenders
  Regions:
    type: categorical
    layers: [Top_Regions, Region]
    tree:
      All_Regions:
        - North
        - South
  Time:
    type: sequential
    sequentialType: axmo_time
    parameters:
      selected_levels: [month, quarter]
      start: "2027-01"
      end_mode: end_point
      end: "2027-03"
series:
  Prior Year Sales:
    type: input
    description: Last year's sales by product and region, EUR. The driver of the split.
    dimensions: [Products, Regions]
  Sales Target:
    type: input
    description: >-
      Sales target, EUR. Entered per region for the quarter and all products; split to products by last year's
      sales and to months equally.
    dimensions:
      - Products:
          rollUp: SUM
          splitDown: PROPORTIONAL
          driverSeries: Prior Year Sales
      - Regions:
          rollUp: SUM
          splitDown: PROPORTIONAL
          driverSeries: Prior Year Sales
      - Time:
          rollUp: SUM
          splitDown: EQUAL
dataSources:
  Prior year:
    sourceType: excel-range
    rangeRef: Inputs!A1:C7
    hasHeaders: true
    shape: table
  Targets:
    sourceType: excel-range
    rangeRef: Inputs!E1:G3
    hasHeaders: true
    shape: table
dataLoaders:
  Load prior year:
    type: seriesLoader
    source: Prior year
    target: Prior Year Sales
    loadMode: table
    valueColumn: Sales
    duplicateHandling: BLOCK
    dimensionMappings:
      Products: { column: Product }
      Regions: { column: Region }
  Load targets:
    type: seriesLoader
    source: Targets
    target: Sales Target
    loadMode: table
    valueColumn: Target
    duplicateHandling: BLOCK
    dimensionMappings:
      Regions: { column: Region }
      Time: { column: Quarter }
    fixedCoordinates:
      Products: All_Products
outputRanges:
  Target by month:
    cell: Report!A1
    rowDef:
      blocks:
        - dimension: Regions/Region
        - dimension: Products/Product
        - dimension: Products/Top_Products
    colDef:
      blocks:
        - dimension: Time/Month
        - dimension: Time/Quarter
        - series: Sales Target
          format: "#,##0.00"
          newLine: true
data:
  Inputs!A1:C7:
    values:
      - [Product, Region, Sales]
      - [Kettles, North, 120000]
      - [Toasters, North, 60000]
      - [Blenders, North, 20000]
      - [Kettles, South, 50000]
      - [Toasters, South, 30000]
      - [Blenders, South, 70000]
  Inputs!E1:G3:
    values:
      - [Region, Quarter, Target]
      - [North, 2027-Q1, 90000]
      - [South, 2027-Q1, 60000]