How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot.
Hello Anaplan Community!
In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can leverage them as a list for mappings. What is even more useful is that you can use a SUM formula to aggregate based on those mappings in the same module you used to create the line item subset. By doing this, you create a simple, dynamic, and flexible method of aggregating from base level data to a line item.
Key features:
- Dynamic properties mapping.
- Model cleanliness and efficiency by using SUM on a mapping.
- Best of both worlds: structure and mapping ability of a list AND flexibility and formatting of a line item.
- Solution does not need COLLECT() formula to work.
Check it out and let me know if you have questions!
Comments
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Brilliant @Austinv - I haven't had the opportunity to use LIS very often since most of my use cases are for supply chain. So, it came as a surprise to me that you can calculate and format line items when using a LIS. I really think system modules are underrated. There is no list I ever create where I don't create a system module to go with it. Now, I'll be adding system modules for LIS too.
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