9.2 Model Build Specifications (I do not see the values being populated quarterly)

Csta

Can someone guide why this is happening?

Accepted answers

AjayM

Hi @Csta ,

You need to do this at account level, not product family and country level
calculate initial account sales target quarterly using PY revenue and initial country sales targets
Calculate quarterly split % of initial account sales target and then apply that % on final account sales target , to get the final account sales target at quarter level
1. Yearvalue will be of help for this

Cheers!

All comments

AjayM

Hi @Csta ,

You need to do this at account level, not product family and country level
calculate initial account sales target quarterly using PY revenue and initial country sales targets
Calculate quarterly split % of initial account sales target and then apply that % on final account sales target , to get the final account sales target at quarter level
1. Yearvalue will be of help for this

Cheers!

RyanD

@AjayM TAR02 is dimensioned by account not product family or country.

RyanD

What line item(s) should you use a lookup with the SYS99 module? I completed this activity using a different method and curious where this technique should be applied. Thank you!

Csta

@RyanD You need to first calculate the Initial Account Sales Target (Bring it from a place where it is already calculated)

For % of Account Sales Target divide the Qtrly Value by Year Value of the Initial Sales Target

Apply the above % value to calculate Final Account Sales Target

Csta

@RyanD Think about using a constant module to lookup the Year

RyanD

@Csta Thank you! I used YEARVALUE to bring in Final Account Sales Target vs. a Lookup using the SYS99 target year line item.

Is the benefit of using the SY99 module that once you update the target year this module will also update which year's final sales target you are pulling in?

Csta

@RyanD We only have values for FY20 and that's why we lookup for that specifically but elsewhere it should bring in values based on what that line has.

Quick Links

Can you help?

Unanswered questions

UX Filter
Hi ALL, I have a module where a line item (Assignments column) is formatted by a large ‘Projects’ list. Each record is assigned to a Project and this module is published to a UX page. When users apply a filter on the Assignments column, the filter dropdown displays the entire Projects list (since the column is…
Dimensionality Issue
Hi ALL, In my model, I have Need stored at a 'D3' RS Group level. I need to use this Need in another module at the G5 Location level. I currently have a mapping module where each G5 Location maps to a D3 RS Group. This Module uses D2 Role as dimension. but the line item I've to find the RS Group (Find D3 RS Group = 'FIND…
Formula to return Connection details...
I couldn't find any formula to do this, but I want a way to put on the page/grid the connection details. This is so I know what connection I'm in rather than going into Connections details to see it. Is there an XL3 formula to return this value?