User Story 1.6 Module

Hello, I just built a module for User Story 1.6 and wanted to make sure I am on the right track before I proceed to User Story 1.7. The validation criteria for the story is, "I will know this is complete when I can see the Final Account Sales Targets aggregated for each country’s small, medium and large segments." Any guidance would be much appreciated!

Accepted answers

All comments

Misbah

@jjconn13

Numbers looks off.

ChrisAHeathcote

@jjconn13

The numbers are not summing correctly.

Check that there are no gaps in the mapping table line item and all are allocated to a segment.

Check that the summary options are set to SUM.

Chris

jjconn13

Thank you for your replies. I'm currently pulling the Initial Account Sales Target number from the TAR01 Detailed Sales Target module and summing it by country and segment. Is this not the correct approach? The numbers I'm pulling seem to reconcile to source module but yet are not the correct numbers.

ChrisAHeathcote

@jjconn13

Check the summary settings in the target module.

Despite where you are taking the numbers from they are not summing up the hierarchies correctly.

A screen shot of the source and target blueprint will be helpful too. Ensure that you include the formula, applies to and summary columns.

Chris

jjconn13

Ok, think I have found what the issue is after looking at other community posts. Looks like the Final Sales Target number isn't calculated yet, so I have to complete subsequent user stories first. Thanks again for the help.

jjconn13

Hi Chris,

Thank you for your reply. Below are screenshots of the target and source modules.

(Target module)

(Source module)

ssicefox

HIi, @Misbah, @JaredDolich

I got the result of User Story 1.6 following:

The data comes from 'TAR02 Account Review'.Initial Account Sales Targets using SUM for Country and Segment.

Could you tell me if my result is right? Please.

Best regards.

Wei

Quick Links

Can you help?

Unanswered questions

import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…
Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…