Issue Bringing List-Formatted Line Items Across Modules with Different Dimensions

Hi Community,

I'm currently building a report where I need to compare Budget and Actual values. As part of the client requirements, I need to include additional attributes for each employee (Resno), such as:

Position Title
Grade
Supplier

These values are list-formatted line items in the source module, which has the following dimensions:

R1 Resno(Name_and_code_of_the_employee)
Year
Version(VO_Version)

In the target module, where I want to bring this data, the dimensions are:

IDLoader Staff (a list containing encoded employee data)
Year
Version(sVBudget)

I’ve tried using both SUM and LOOKUP, but due to the different dimensionality and the fact that the line items are list-formatted, the formulas don’t return any values.

We also attempted to create a mapping module, but as I understand it, when dealing with list-formatted line items, both source and target modules must share the same dimensions for the transfer to work.

Has anyone faced a similar issue or found a workaround for this type of case? Any advice would be greatly appreciated!

Thanks in advance 😊

Accepted answers

All comments

LipChean_Soh

Hi,

A few questions …

What relationship does R1 Resno have with IDLoader Staff? Is it a 1 to 1 relationship or n to 1?
Are Version(VO_Version)andVersion(sVBudget) native or dummy versions?

Thanks

lruiz

Hi!

Thanks for your questions. Let me clarify both points:

Relationship between R1 Resno and IDLoader Staff:
The relationship is based on the Resno code embedded in the IDLoader, which is used as a dimension in the source module. The IDLoader has a structure like this: Q10493BU10114SOV12025, where the first segment (Q10493) represents the Resno code.
In my target module, Resno is the main dimension, so extracting the Resno code from the IDLoader allows me to align and pull the data easily.
This is the logic I'm using to bring the information from the source to the target—please see the screenshot for a clearer reference.

Source Module

Target module

2. About Versions (VO_Version, sVBudget, sVActual):
This is a key part of the module. I’m not using native Anaplan Versions—VO_Version is a custom list.
Within this list, I have two subsets:

sVBudget → to store budget values
sVActual → to store actual values

This structure allows me to compare both budgeted and actual amounts within the same module.

Let me know if you need any more clarification!

LipChean_Soh

Hi,

I'm confused.

In your original post, you said your source module has the following lists:

R1 Resno(Name_and_code_of_the_employee)
Year
Version(VO_Version)

and your target module has the following lists:

IDLoader Staff (a list containing encoded employee data)
Year
Version(sVBudget)

Then in your 2nd post, the screen shots show that your source module has the following lists:

IDLoader Staff

and your target module has the following lists:

R1 Resno

Can you show the 'Applies To' of your 2 modules?

Thanks

lruiz

Hi,

You're absolutely right — I apologize for the confusion in my earlier message.

To clarify:

The source module actually has the following dimensions:
IDLoader Staff (a list containing encoded employee data)
Year
Version (subset: sVBudget)
It looks like this:
The target module uses these dimensions:
R1 Resno (Name and code of the employee)
Year
Version (VO_Version)

It looks like this:

The idea is to map the information from the source to the target by extracting the Resno code (e.g., Q10493) from the IDLoader Staff string, which makes the relationship possible since the Resno code is embedded at the beginning of the string.

Thanks again for pointing that out!

LipChean_Soh

Hi,

Does the target module contain 'R1 Resno' or 'R1 Personnel' in its Applies To. You said it contains 'R1 Resno', but the screen shot shows 'R1 Personnel'.

Assuming you meant to say the target module contains 'R1 Personnel', then it should be possible to extract data from the source module by using SUM, since you have 'R1 Personnel' data in the source module (i.e. CAL01 - Staff xx Details.Name).

Moving onto the Versions part, what do you want to achieve again? You mention 'sV Actual', but i see 'V0 Versions' in the target module.

Thanks

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