Level 3. QUO01 Territory Account

Gharbali · 2024-11-05T16:37:43+00:00

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Hello,

In the QUO01 module, I am using formula below to get target number, but I get 0.00; I even tries to add LOOKUP account names but still no luck.

Screenshot_5-11-2024_103134_us1a.app.anaplan.com.jpeg

Also, for Assing>1 I am writing this formula, but it errors out:

IF 'SYS07 Territory Account Details'.Count[sum:'SYS07 Territory Account Details'.Account> 1 THEN TRUE ELSE FALSE

Kindly, guide me what I am doing incorrect here.

Thanks,

Accepted answers

AjayM

If QUO01 doesn't have time, then a lookup on year is not needed. You'd rather need total target from source lineitem, across all time periods.

For assigned>1, firstly you shouldn't use sum and lookup within same formula. And hence I hinted that you would have to split this into two lineitems, one by A1 (with your previously mentioned formula) and another by G4T.

All comments

AjayM

For the 'Target' formula (or for any formula for that matters), you must check for mapping all the dimensions between source lineitem and target lineitem, including time and versions where applicable. QUO01 doesn't have time while TAR03 has time, so change the formula accordingly to pull data across all time.

For 'Assign>1', you may have to split this into two lineitems. Your formula will bring sum of assignments by A1 Accounts level (It also has a syntax error, as you are missing closing bracket). But your target lineitem is by G4T, so find a way to pull result from A1 level to G4T level.

Cheers!

Gharbali

Hello @AjayM

Based on my understanding from your response, I changed the formulas to:

'TAR03 Account Review'.Final Account Sales Targets [LOOKUP: 'SYS00 Time Settings'.Year]

and

IF 'SYS07 Territory Account Details'.Count[SUM: 'SYS07 Territory Account Details'.Territory, LOOKUP: 'SYS07 Territory Account Details'.Account] > 1 THEN TRUE ELSE FALSE

but it came out incorrect. Can you please shed more lights.

Thanks,

AjayM

If QUO01 doesn't have time, then a lookup on year is not needed. You'd rather need total target from source lineitem, across all time periods.

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