Level3. Account Territory

Hello,

I am using SYS07 to load territory data in QUO07. I understand that they have different dimension however, Anaplan accepted the reference but not showing the info. any hint how can I solve it?

SYS07

Screenshot_15-11-2024_13340_us1a.app.anaplan.com.jpeg

QUO07

Screenshot_15-11-2024_13318_us1a.app.anaplan.com.jpeg

Thanks.

Accepted answers

Prajjwal88

Hi @Gharbali ,
The formula you applied in QUO07 accepts the reference, but it isn't displaying the information because of the top-level hierarchy present in the list used in the QUO07 module. Since there is no summary assigned to the Territory line item, no values are being returned for it in the target module.

To resolve this, you need to use a lookup on the Account line item from SYS07 in the target line item. Therefore, the final formula in QUO07 should be: 'SYS07 Territory>Accounts Details'.Territory[FIRSTNONBLANK: 'SYS07 Territory>Accounts Details'.Account]
(Also as there can be multiple territories assigned to single account and hence it would be better to use the count of territories as a sum instead of firstnonblank value)
Hope this helps.

All comments

R_Goza

@Gharbali

Is there another module with the same dimension where you can get the territory?

Gharbali

Hello @R_Goza,

My other modules with same dimension don't have territory to refer here in this module.

Prajjwal88

Dewend

Geometry vibes

I haven’t encountered this situation before, but I find it very difficult to convert like this.

Quick Links

Can you help?

Unanswered questions

Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
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.…