How can I Reference a Line Item from a module with time dimension in a module without time dimension

Dev_08

Mod 1 - System Module

Line item (Subsidary view) applies to Time(Year)

Mod 2 - Reporting Module (Timeless)

How to refer Mod 1 line item in Mod 2?

Accepted answers

seymatas1

Hi @Dev_08,

I just wanted to add some screenshots to @Tiffany.Rice 's excellent answer with some visuals that might help beginners visiting this thread later.

Here are some examples of different ways to use TIMESUM and LOOKUP.

For TIMESUM, there are different summary methods you can use and it also works with non-number formatted line items.

I hope this helps others who have similar questions.

Seyma Tas🌷🙂

All comments

Tiffany.Rice

Hello,

The answer will depend on the data and outcome that you seek.

If the reporting module (Mod 2) is presenting values in aggregate across all or multiple time periods, than the function that will best serve you is https://help.anaplan.com/timesum-45c3bc48-4d80-490d-9b18-76af505c6907 . This is a really handy function to move from time dimensioned data to summary totals.

If you seek to present a value from a specific time period within the reporting module (Mod 2), than a https://help.anaplan.com/lookup-f8baa402-606d-4764-a349-d8003fa383be function may be your best option. To leverage this function, you may also need a system module with a flat line item (no dimensions) which houses the the time period to be displayed. This will be used as the mapping condition in your lookup.

Hope this help to determine the approach that will work best for you!

seymatas1

Hi @Dev_08,

I just wanted to add some screenshots to @Tiffany.Rice 's excellent answer with some visuals that might help beginners visiting this thread later.

Here are some examples of different ways to use TIMESUM and LOOKUP.

For TIMESUM, there are different summary methods you can use and it also works with non-number formatted line items.

I hope this helps others who have similar questions.

Seyma Tas🌷🙂

Dev_08

Thanks for your comments, really helped me a lot😀

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