Formula Help Required :-)

lcapon

Hi,

 

I've recently been contact by our finance team with the below query - I wondered if someone could help point out where in the existing formula I can tweak to resolve.

 

OLD Formula: 

NEW Formula:

 

This has resulted in incorrect output in the field known as 'B6', please could you help me work out what i need to amend in the below formula?

OLD Output:

 

New Output:

 

 

 

JaredDolich

@lcapon 

Interesting formula change.

• At first glance all that you seem to need is a relationship between the TARGET and SOURCE of the data. In this case your SOURCE is appears to be related to values coming off a PO (PO Import.value). Make sure your SOURCE and TARGET have a meaningful relationship that doesn't require a LOOKUP or SUM because your formula appears to be taking the value directly whether the TYPE is a PO or a Subcontractor.
• The other idea to consider is what happens when you use the "OR" function. You are asking Anaplan to take the PO value if the TYPE is a purchase order or a subcontractor which suggests to me that you need a SUM function (SUMIF in Excel terms). This can be easily managed in a system module that possibly relates your TARGET module with the different types.
• Lastly, keep in mind when using the "OR" function you can open yourself up to double counting.

Not sure why you're getting a large negative number. Would need more context and details about what you're trying to do.