Calculation Error for Formula

I am trying to calculate the phone costs for a department in December 2020 and medical costs for a department in December 2020, as well as fiscal year totals for certain departments. Been on this for 2 weeks now.


The formulas I am using in REP04 are producing numbers, but they are incorrect. Here is REP04:







It draws from SYS08:





I keep getting the wrong number whether I use EMP02 or EMP03 in the formula. 












Can anyone help an amateur Anaplanner on where I am going wrong? I have a feeling there's something wrong with EMP02. Maybe that I'm not using region in the formula??? For example, here's the formula for phone costs in EMP02:IF Employed? THEN 'EMP03 Employee Drivers by Role'.Phone Allowance[LOOKUP: 'SYS08 Employee Details'.Department, LOOKUP: 'SYS08 Employee Details'.Role] ELSE 0


  • Hi @tspoon 


    What would be helpful is if you can show the dimensions in the source (Employee Expense module) and target module. That will help you identify the line items across which you'd sum/lookup. 



  • Also, check the summaries on your line items - % would rarely by sum - more often formula

  • Here are the dimensions from the Employee Expense module:

    Screen Shot 2022-03-21 at 9.53.16 AM.png

    And here is the list that it is referencing for the pages: 


    Screen Shot 2022-03-21 at 9.53.39 AM.png