Did You Know: Code for Line Item Subsets

JonCushing · 2025-06-10T15:44:46+00:00

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Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting.

The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows:

Where to input the LiSS code
How it can be used to map a line item subset to a list based general ledger.
This allows for an Income Statement forecast to be mapped back on to an Income Statement presented at general ledger level.
Shows how to use the CODE(ITEM(Line item subset formula))

Clearly there are many more applications of this functionality, but I found it particularly useful for list based financial reporting.

https://play.vidyard.com/URcnjVnk5RDqpwjqpEXyTz

Questions? Leave a comment!

Comments

andrewtye

@JonCushing - knew there had to be a use for the code column! we've often done that sort of mapping as a name but this is far better as that could change but the code really shouldn't. 👍️

BenjaminLambert

Line Item Subsets with code are a powerful tool in Anaplan for addressing performance issues related to SUM and LOOKUP functions, especially when Line Items correspond to list items.

seb_mcmillan

Nice.

Did you know you can change the order of the LIS using the summary check box is the source module blueprint? If its check the LIS is ordered as parent child, if not it stays in the same order as the module

Spiritofthegorg

great stuff, please more of this series :)

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