IF condition for Summary Method

WaiWah · 2025-02-19T06:10:12+00:00

There was an error rendering this rich post.

I have the above highlighted Summary for the line item, Amount YTD+.

May I know how I can change the Summary Method to be conditional like below (It SUM for P&L but CLOSING_BALANCE for Balance Sheet):

IF(PL?, {"summaryMethod":"SUM","timeSummaryMethod":"SUM","timeSummarySameAsMainSummary":true,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""}, {"summaryMethod":"SUM","timeSummaryMethod":"CLOSING_BALANCE","timeSummarySameAsMainSummary":false,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""})

IF(PL?, {"summaryMethod":"SUM","timeSummaryMethod":"SUM","timeSummarySameAsMainSummary":true,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""},
{"summaryMethod":"SUM","timeSummaryMethod":"CLOSING_BALANCE","timeSummarySameAsMainSummary":false,"ratioNumeratorIdentifier":"","ratioDenominatorIdentifier":""})

The above is just for example only, error!

Thank you.

Accepted answers

devrathahuja

Hi @WaiWah ,
You can create the 2 summaries in 2 separate line items & then refer it in the main line item as If P&L then line item A (Summary sum) else line item B (summary closing balance) with summary for the main line item as formula.

It'd then refer to summary of line item A & B respectively. I presume this is being used for P&L vs BS line items having different summaries.

Hope this helps! :)

All comments

devrathahuja

WaiWah

Yes. Thank you. You enlightened me.

That is the way. Appreciated.

Quick Links

Can you help?

Unanswered questions

Not Able to Join the Level 1 Model Building Course
Hey Everyone, I was trying to learn about the Level 1 Model Building Course, when i log in to my system and click on "Start the course" option its showing training unavailable, Can anyone please help me with this @Dikshant and all?
Generating Failure Dump - even though no warnings/error in Actions
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
OAUTH 2.0 vs Google Sheets Extension
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…