Anaplan formula to Lookup Balance Sheet description from mapping table module

gcaldis

Hi Anaplan Community

Please see email attachment with all details for my question.

I have an “Account Major Properties” module with a line item of “B/S Line Item” where I want to populate the valid Balance Sheet line name, from the list “Balance Sheet Lines – NEW”, based on the Account Major (e.g. GL Account) contained in Line Item “Account Code”.

This line item is formatted with a list called “Balance Sheet Lines – NEW”

I also have a module called “Mapping: B/S Mapping” where I could pick up the B/S Line Item name based on the B/S Account Major line item.

My question is, what formula should I write in the line item “B/S Line Item” within the “Account Major Properties” module, to return the required Balance Sheet description (e.g. Bank, Petty Cash etc).

Anaplan formula to look up Balance Sheet description.docx

Cheers

George

Puneeth H P

Hi @gcaldis ,

‘Mapping: B/S Mapping’.’B/s Line item’[lookup:Account Code List]

where Account Code List is an List formatted (Account List) line item>

Account Code List: Finditem(Account Major,Account code)

Thanks,

Puneeth HP

gcaldis

Hi Puneeth

Apologies for my delay in responding, thank you for your response.

I will check this out and let you know if this works.

Regards

George