Summary Methods on a Parent Hierarchy

Hvbarata

Hello fellow Anaplanners,

I'm currently working on a model, where I'm encountering some issues with Summary Methods.

I have one report Module, which is a simple connection to another module with the same dimensionality, the summary function in a Organization Hierarchy isn't working.

this is the behavior I get in PROD Model, in DEV Model the summaries of the OG Hierarchy all work correctly for the same report:

OG3 Hierarchy: Local/Global Currency OK
OG2 Hierarchy; Global Currency OK. Local Currency shows no data
OG1 Hierarchy; Global Currency OK. Local Currency shows no data

The formula in the report module is as follow (one line item example).

"IF 'Item Abs/Pcs' = 'SYS08_ALM'.Abs

THEN 'PLR07_P&L subtotals for mapping'.ZTransportation expenses

ELSE

IF 'Item Abs/Pcs' = 'SYS08_ALM'.Pct

THEN 'PLR07_P&L subtotals for mapping'.ZTransportation expenses / Helper net sales * 100

ELSE 0"

Where:

"Abs/PCS" is a simple selection to separate the columns between Absolut number and Percentage number.

"PLR07_P&L subtotals for mapping'.ZTransportation expenses" is a line item on the source module, where summary is set to "sum" and aggregation is working.

Summary method if the final report is set to "Formula".

Not sure if it will have an impact but all list part of the OG Hierarchy are set to structural data.

Anyone has any clues, as to why this report works as expected in DEV environment, but when syncing with PROD and TEST modules, the behavior is the one describe above.

Any help would be appreciated.

Best Regards,
Hugo Barata

TheresaR

@Hvbarata I would use the "drill down" functionality on one of the zero value cells where you expect a local currency value. This will trace the calculation of that cell and show the values feeding the formula. This can help you understand why you're getting a zero and may help hone in on the issue between DEV and TEST/PROD. Usually I find that it's missing data, because when you ALM you're just getting structure, not data.

An important note is that if you're in the Classic engine, the drill down will show you ALL values resulting from the calculation, but Polaris will only show you the values it used to get to the result…meaning it will only show the values from the "path" it took through your IF statement.