DAT02 PY Revenue to CY module

jjconn13
jjconn13
in Modeling

Hi, I am having trouble with the formula in the DAT02 PY Revenue to CY module.

Steps I have performed thus far:

1. Pulled from the Historical Data in the Data Hub into the DAT01 module in the Sales Planning model (dimensioned by A1 Accounts, P2 Products and F19 Time Range)

jjconn13_0-1616479862468.png

 

2. Created DAT02 module in the Sales Planning model to pull data into future quarters (dimensioned by A2 Accounts>Product# and Time)

3. Inputted a lookup formula to reference the DAT01 module (source) and the SYS03 and SYS00 modules and below is the result. Seems to be aggregating at the account level for each product. Any guidance would be greatly appreciated!

jjconn13_1-1616480101032.png

 

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Best Answer

  • Misbah
    Misbah
    Answer ✓

    @jjconn13 

     

    Aren't you missing one more LOOKUP? You have P2 Product, A1 Accounts and Quarters Fy19 in Source module as dimensions whereas in Target Module you have Account- Product and Quarters Fy20 as dimensions. 

     

Answers

  • jjconn13
    jjconn13

    Ok, got it. So should I populate the below column and then pull this into the formula? 

    jjconn13_0-1616492091132.png

     

  • Misbah
    Misbah

    @jjconn13 Shhhh! This is Level 3, we are not supposed to do hand holding but yes you know what I was talking about. All you need is that LOOKUP.

     

    Good Luck and let me know if you need any help. Will be happy to assist

    Misbah

  • jjconn13
    jjconn13

    Ok, understood. Thank you!

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