I want to sum actual data by account and Time.

Tkinoshita
Tkinoshita
in Integrations and extensibility
I want to sum actual data by account and Time..xlsx
I want to sum actual data by account and Time..png

As shown in the image, actual data is on the left and detailed data is on the right.
The detail data is created to be in the hierarchy below the Department Code that we want to total.
I want to sum from left to right by Account Code and Time.
I am thinking that I need a System Module to use the Sum function, but I can't come up with an idea of what items to have so that I can Sum.
If you have any good ideas, please let me know.
A demonstration actually created in Anaplan would be very helpful.
Thank you very much.

Answers

  • Lokesh_Madhu
    Lokesh_Madhu

    @Tkinoshita you need to create on time custom list to achieve your requirement.

    image.png
    image.png

    Now create On time custom list and import the Date text line item into your list.

    image.png

    Now create another module for your calculations.

    image.png

    This will display data in this way

    image.png

    Only drawback in this type is you need to run the import action every time you have new date Recorded .Hope this helps you .

  • Tkinoshita
    Tkinoshita

    @Lokesh_Madhu

    I want to sum actual data by account and Time.(2).png


    I want to sum actual data by account and Time..xlsx

    Thank you very much. Thanks to you, we are much closer to our goal.
    However, it is not yet complete.
    The biggest problem is that I have to tie it to the Time of the original Detailed data. (Sheet2)
    Otherwise, the Actual results will be displayed in the Time DATA list, which has nothing to do with the Time of the Detailed data.
    If possible, I would be very happy to get some good ideas on how to work around this situation.

  • Lokesh_Madhu
    Lokesh_Madhu

    can you share the screen shots from the Anaplan .

  • Lokesh_Madhu
    Lokesh_Madhu

    I have used the below formula o achieve the results by Departments for the Actual results.

    image.png
  • Tkinoshita
    Tkinoshita

    @Lokesh_Madhu
    I noticed the real problem while making screenshots of Anaplan.
    Thank you once again for your help.

    Now, if I could share the problem,
    I noticed that the “SUM BY ACT AND TIME CALC” module you created has a Department axis.

    I would like to make this axis as Detailed data.
    Please see the screenshot in the attached Excel for more details,
    I would like to get the totals with having the Detailed data and the Time LIST on the axis.”
    Can you please reiterate if this is possible?

    I want to sum actual data by account and Time.(3).xlsx
  • Lokesh_Madhu
    Lokesh_Madhu

    In the module 1 that you created doesn't have any mapping with the detailed data. you should have one line item in the module 1 to create mapping between results data and detailed data

    image.png

    create another line item formatted to detailed data and select values . In the second module , in the sum formula refer this line item as well along with time one.

  • Tkinoshita
    Tkinoshita
    image.png
    image.png

    I created the list by adding the detail data and TIME_LIST together as shown in the attached image.
    Does this mean that I can bring the Actual results from the actual data in this way?

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