Formula Summary for reporting

ShobikaV · 2024-01-31T04:48:44+00:00

There was an error rendering this rich post.

Have to run a variance reporting for 3 Line items. In the source, the line items have dimensions and Time(Quarter). The variance Reporting module is run by the same dimensions, the source line items act as a dimension(by line-item subset) and looksup the Year selection by the user.

The challenge is that one line item has sum as summary and the other 2 runs in Formula summary.

So while running Variance the line item with sum summary returns correct values but the one with formula summary not returning correct values in the top level.

How to overcome this?

Thanks in Advance

Accepted answers

All comments

nvilkko

Hi @ShobikaV,

Could you post a screenshot of the module and explain how the result with the formula summary is incorrect?

Thanks,

Niko

rob_marshall

@ShobikaV

Yea, that is a pain…Essentially what you have to do is create a "staging" line item that does the lookup with the summary as SUM and then your formula line item has to reference the staging line item.

Quick Links

Can you help?

Unanswered questions

Hide the cards under "Models" section once connected
Hi Is there a way to hide the cards under the "Models" section once connected, as I would like the users to see only the links to the apps? Thank you
OData Rest API for
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…