Simple formula question for extra dimension

jmiyagis

Hi Anaplan Community,

I was wondering if any one can help me out with a simple formula issue. I am linking a field from one module to another module (within the same model).  The problem is that the destination module has an extra dimension.  When I create the formula to link to the other module (using a sum function on a shared dimension) the number is spread even in all the extra dimensions. Do you guys know how I can modify the formula so that the data just goes into one of the "levels" in the extra dimension, instead of it spreading out evenly in all levels?

 

As you guys can tell i don't have much experience in modeling in Anaplan so its difficult to describe.  I have included a graph below.  Any help would be greatly appreciated.  Thank you!

 

 

rob_marshall

@jmiyagis 

 

Absolutely, no worries, please ask all the questions you have, this is exactly what the community is all about.  Let's see if we can get you a solution.

 

I have a module with two dimensions with data:

 

 

But now, I need to sum the data to another module, but the 2nd module shares the two dimensions in the first module, but has an extra:

 

 So the data will not be spread evenly across the 3rd dimension, create a SYS Global module (no dimensionality with a line item formatted as that 3rd list, in my case Regions and enter a List member in it (this is tell the sum where you want the data to go or land)

now, you can use the SYS Global line item for your sum formula:

 

If I change my SYS Global to Central, the data will move to Central.

 

Hope this helps,

 

Rob

jmiyagis

Rob,

It worked.  Thank you very much!  There is no way i would have figured this out myself.  

 

Thanks again.

 

Jason

ChrisAHeathcote

@jmiyagis 

An alternative approach is to use the properties module of additional dimension by adding a boolean formatted line item which can be used to allocate the allocation to the desired target dimension. 

Then use an IF THEN ELSE function to query which dimension has been checked and only run the formula for that list item. 

 

IF SYSxx List Properties.Allocation THEN ADD FORMULA ELSE 0

 

If the allocation dependant on another dimension then create a new systems module contain all the required dimensions and use a boolean line item from this new module to confirm the target list item to be allocated against. Note that the additional dimensions must be present in the target module. 

 

Chris 

jmiyagis

Chris,

Thank you. I will also give this a try.  I appreciate everyone's help and expertise!