Summary values according to two list/line items

JAbhi · 2025-02-03T09:18:26+00:00

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I have a module "details" dimensioned by a list 'orders' which is a hierarchal list . Structure of module looks like this :-

one of the line items is 'Amount' and one is 'Plant location'

in another module "Summary" i want to summarize the figures of this module according to plant, this module is also dimensioned by same list as of Module 'Details' which is 'Orders'.

Right now i am brainstorming on this.

Since there are only 5 possible values of 'plant', i have created a list for same and in both modules i have another line item formatted by this list with finditem formula so that i can use lookup later on.

Any ideas will be helpful.

Accepted answers

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Dikshant

Mod A has Amount (number) and Plant Location (list: Plant) format.

Mod B has Plant list applied.

Formula in Mod B has to be Mod A.Amount[SUM: Mod A.Plant Location]

JAbhi

@Dikshant - Module B doesn't have Plant list applied.
Module B has same dimension as of Module A, which is list 'Orders'.
Both modules have plant as list formatted line item.

Dikshant

So in Mod B, you need the sum of all plants, right?

So follow the same step create a new module (Mod X) with dimension as plants

Formula in Mod X has to be Mod A.Amount[SUM: Mod A.Plant Location]

And then in Mod B, which has order dimensions, write the formula: Mod B.Amount[LOOKUP: Plants] considering you have a list formatted Plant line item in Mod B.

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