Identify and resolve a loop

A loop is a circular reference or dependency where a formula refers to its own calculation, either directly or indirectly, which results in incorrect calculations. You might encounter a loop while you work with models, derived expenses, or employee expenses in Planning, similar to a loop in Excel.

Example of when a loop is detected in a model.

Types of loops

The following types of loops can occur in Planning:

Model loop

A model loop occurs when the formula in a budget line contains a calculation from another model line that simultaneously refers to itself.

Model/budget line loop

A loop between a model line and a budget line occurs when the formula in a budget line type, such as Expense from model, is based on the calculation of a model line that has been added to the same budget line.

Employee type per headcount loop

When an employee type expense is calculated, you can choose to allocate the expense by dimensions, such as Department. For example, if you choose to allocate the expense to departments by headcount, the expense is calculated first by the budget headcount and then allocated to the departments by the relevant headcount percentage.

Resolve a loop

In Planning, although a loop might be detected, additional activity isn’t restricted even when the calculation of the budget or model line eventually fails. While in Excel loops are hard to detect, in Planning you can click the Show map icon to detect the origin of the loop.

Indicates where to find the Show map icon which helps you resolve the loop.

Show map shows the budget lines and model lines that are in use in a specific model or budget line, as well as where that respective model or budget line is being used. You might have to go through multiple steps, like Go to or Show map from different budget or model lines, until you find the cause of the loop.

Example of how to identify the  loop from the budget map.