Quarterly Account Sales Revenue Targets

ssicefox
ssicefox
in Modeling

Hi @JaredDolich @Misbah ,

 

How are you?

I completed the User Story 1.11. But I have a question. When I select All Account, the % of Account Sales Target aggregate automatically.

 

ssicefox_0-1631208257638.png

Any help would be appreciated.

 

I am looking forward to hearing from you soon.

 

Best regards.

 

Wei

 

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Answers

  • rob_marshall
    rob_marshall

    @ssicefox 

     

    Try changing the summary of that line item to be Formula instead of Summary.

     

    Rob

  • ssicefox
    ssicefox

    Hi @rob_marshall,

     

    Thank you for your help. 

    I tried changing the summary of that line item to be Formula instead of Summary, but that is not allowed by Anaplan.

     

    ssicefox_0-1631221971190.png

     

  • rob_marshall
    rob_marshall

    @ssicefox 

     

    Sorry, which level are you in and what are you attempting to answer?  Meaning, what do think that number should be at the All Accounts Level?

     

    Rob

  • EricMed
    EricMed

    Play with the Summary methods to get what you're looking for. Remember, SUM isn't always the correct aggregate value for a %. 'None' won't make sense because the example states there should be some aggregate in all three line items. Good luck!

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