Sum a line item based on all items in a list

slicktrickrick

Hello,

I am attempting the following: I need to sum up a line item's values based on all of the list items used in the module. For example: the module I am building uses a list of adjustments as a dimension (ex: Adjustment % 1, Adjustment % 2, etc.), then there's a line item in the module for the percent amount for each adjustment, finally, there's a line item for sum of all adjustments. This sum of all adjustments simply needs to take the percent amount for each list item and sum it up to have a total adjustment amount across all list items in the module. I have attempted to use the SUM formula but it has not been successful. What can I do to sum up all my adjustments?

BenjaminNiel

Hi @slicktrickrick,

First, in your list of adjustments, you need to add a top level (General Lists → Top Level)

Then, in your module, you need to remove the adjustment dimension from the line item "Sum of Adjustments"

So, this line item will only have the time dimension

Then, in the formula of "Sum of Adjustments", you can just reference the "Initial Adjustment Amount" (see screenshot above). It will automatically take the total of all the adjustments

Hope this helps!