SELECT not working when SUMming from a Module with a Numbered List

drock

Fellow Anaplanners,

 

We have a summary module in our Headcount planning application which pulls from both the new and existing headcount module. The new headcount uses a numbered list, existing headcount module does not. We have two formulas documented below....in the first one, we are pulling from the existing headcount module which is using a regular list and it works perfectly:

 

'Employee Comp - Detail'.AOP Existing Comp[SUM: 'Employee Comp - Detail'.'Dept', SELECT: Version List.'CY AOP']

 

The next formula adds a SELECT for only taking the approved comp from the New Employee Expense:

 

New Employee Expense.Comp [SUM: New Employee Expense.Dept, 'SELECT: Status.Approved, SELECT: Version List.'CY AOP']

 

The result in the second formula pulls values, but completely disregards the SELECT and gives us an inflated value. Has anyone seen this before? Is there a workaround besides creating another module which changes out the numbered list for a static list?

 

Thanks in advance for your suggestions!

 

ChrisWeiss

Hi,

 

Another approach you can try is adding a new line item called 'Approved AOP Existing Comp' in the same module that has 'AOP Existing Comp', which says IF Approved THEN AOP Existing Comp ELSE 0.  Then you can use your same SUM and SELECT formula without adding the SELECT on Approved, just SUM on the 'Approved AOP Existing Comp'.

 

Happy to provide more details if you'd like, hope that helps!