Issue on getting the values from the source module : Month (TIME) to Quarter (LIST) Concern

Hi,

I am facing an issue in relation to getting the sales per quarter.Target Module : Account (List), Product (List), Quarter (List), Year (List)

Source Module : Account (List), Product (List), Month (Time)

I keep on getting zero value whenever I tried to lookup the sales from the source Module. I have already mapped the Quarter List to the Month Time. What am i missing?

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Prajjwal88

Hi @fssebastian ,
As we know in the Target module you also have an Year(List) other than Quarter (List) so in the formula you will also need to add that mapping as well. Also then you can use SUM to bring those values into Target module.

I hope this helps.

fssebastian

Hi, @Prajjwal88.

I have mapped the Year (List) in the Time calendar as well.

I have used SUM function also

Prajjwal88

Hi @fssebastian ,
The issue seems with the mapping itself, If I am understanding the problem correctly you can add a Time (Anaplan Month) formatted Line Item (say Mapping) that maps to the Quarter(List), Year(List) and then use it as a Lookup in the Target module. (Also keep the summary as Sum for the Source Line Item so it can pick quarter values)
For reference you can see below example,

Hope this Helps.

fssebastian

Hello @Prajjwal88

Oh I get it already. But is it necessary to activate the Quarter Totals in Time? I am trying to save storage but it already consume 5GB.

Prajjwal88

@fssebastian ,
In that case what I can suggest is make another line item in the source module with dimensioned by quarter say Baseline Gross Amount - Quarter, And then bring the values from month Line Item to quarter using the formula shown below, (In that way, you do not need to set any summary method)

Hope this will solve your Issue.

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