How to Bring a Line Item (List-Formatted) from a Module with Different Dimensions

lruiz

Hi everyone,

I'm facing a challenge when trying to bring data from one module to another, and I believe the issue lies in the dimensionality.

Here’s the situation:

• I have a source module with the dimension IDLoader, which contains codes like 2025-01_91001_BU10114_Q10068_SU19999.
• From that code, I extract different parts into line items:
  • Account (e.g., 91001)
  • BUS (e.g., BU10114)
  • Resno (e.g., Q10068 — employee code)
  • Supplier (e.g., SU19999)
    These are all list-formatted line items. The Supplier line item is a data entry field (no formula).
• In the target module, I have the dimensions:
  • Resno (person list)
  • Version
  • Year
    And I need to bring the corresponding Supplier from the source module, based on Resno, Version, and Year.

I’ve tried using both SUM and LOOKUP, but it doesn’t work — probably because the source module is based on IDLoader, not Resno, and there's no direct mapping.

Does anyone have a recommendation on how I can link the data? Should I create a mapping module or helper line item? Any advice would be greatly appreciated!

rob_marshall

@lruiz

First, your IDLoader list should not have time as part of the code, you should remove that and load the data into a module that is dimensionalized by Time. For more information on that, please see this link. By removing time, the model will be smaller and perform much better.

In the target module, are you using Native Versions or a Custom Versions list? I ask because that could be messing up the sum.

lruiz

Thank you so much for your response!

In the target module, I'm using a custom version list called V0 Version, which includes both Budget and Actual versions.

The idea is to bring information from both versions into the same module so I can compare the results side by side.

I'll definitely take your recommendation into account regarding the IDLoader and the inclusion of Time — that makes a lot of sense for optimizing performance. I really appreciate your help!