When exporting data from Anaplan modules with dimensions (like SKU, Region) and calculated line items, excluding summaries can sometimes lead to unexpected results. Consider a module, perhaps a Sales Forecast module, with:
- Forecast Amount: 'Sales_Data.Prior_Year_Sales' (referencing prior year sales from a Sales Data module)
- Actual Sales: For direct data loading of current period actuals
- Total Sales: 'Forecast Amount + Actual Sales'
If you export a template covering Forecast Amount, Actual Sales, and Total Sales while excluding summaries, the CSV may only contain Forecast Amount and Actual Sales. Total Sales is often excluded because 'Forecast Amount + Actual Sales' can be interpreted as a summary calculation.
Example: Imagine Forecast Amount has values from a sales forecast in a Sales Data module, and Actual Sales has actual sales data loaded for the current period. Total Sales ('Forecast Amount + Actual Sales') might represent the total potential sales for the current period. When exporting to analyze the raw forecast (Forecast Amount) and actuals (Actual Sales), you also need the total (Total Sales). However, with the formula 'Forecast Amount + Actual Sales', Total Sales is missed in the summary-excluded export.
Solution: To guarantee Total Sales inclusion in summary-excluded exports, formulate it at the lowest granularity by directly referencing the source of Forecast Amount:
- Total Sales: 'Sales_Data.Prior_Year_Sales + Actual Sales'
This revised formula ensures Total Sales is calculated using the base data from the Sales Data module and Actual Sales, bypassing the summary exclusion and including Total Sales in your detailed export CSV. This approach allows for complete and accurate exports, providing all necessary line items for analysis
