Summary Method Problem

Monpero · 2023-06-15T14:27:04+00:00

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Hi all I'm having some weird numbers on month over month rate calculation that I did. I tried to use Formula for the summary method but it throws me this error below:-

I'm not sure if the issue lies in the formula or the summary method. With calculations like this using PREVIOUS() what is the best summary method to use.

Accepted answers

BenjaminNiel

Hi @innocent,

What is the "Revenue Per Day Acts" data type?

If it is not a %, then, here, numbers and % are mixed in the same formula. In other words, the amount after the 3rd "THEN" (the pink one) is not a % but a "regular number" while the results after the "ELSE" are %.

Depending on the business logic behind, changing to PREVIOUS(Change MoM) after the 2nd "THEN" could be an idea.

By the way, some tips to improve the performance:

the same PREVIOUS calculation is done 5 times which makes Anaplan do the calculation 5 times. Instead, you could have a separate line item with the PREVIOUS formula and reference it in Change MoM
it seems that the results after the 2nd and the 3rd "ELSE" are the same so you should be able to remove an IF statement if you play with the conditions
"SUM" Summary is usually not the best summary method for % but it depends on the business logic
you cannot use Formula summary with Previous function, good workaround explained here:
https://community.anaplan.com/discussion/61461/formula-summary

Hope this helps!

All comments

BenjaminNiel

Hi @innocent,

What is the "Revenue Per Day Acts" data type?

Depending on the business logic behind, changing to PREVIOUS(Change MoM) after the 2nd "THEN" could be an idea.

By the way, some tips to improve the performance:

the same PREVIOUS calculation is done 5 times which makes Anaplan do the calculation 5 times. Instead, you could have a separate line item with the PREVIOUS formula and reference it in Change MoM
it seems that the results after the 2nd and the 3rd "ELSE" are the same so you should be able to remove an IF statement if you play with the conditions
"SUM" Summary is usually not the best summary method for % but it depends on the business logic
you cannot use Formula summary with Previous function, good workaround explained here:
https://community.anaplan.com/discussion/61461/formula-summary

Hope this helps!

Monpero

Thanks @BenjaminNiel the post was very helpful.

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