How can I copy data from one module to another against hierarchy

RoopaliB
RoopaliB
in Modeling

Hi,

 

I need help with something  am trying to achieve in Anaplan.

Module 1

Organization List (Organization Hierarchy is L1-Global->L2-Country->L3->Regions)

Line Item: Volume

 

Module 2

Organization List (Organization Hierarchy is L1-Global->L2-Country->L3->Regions)

Line Item: Volume1

Line item: Select Level of Analysis (Country or Region)

Line item: Pick Country

Line item: Pick Region

Line item: Gobal

 

Formula for Volume1

IF Select Level of Analysis = Country THEN Module1.Volume{LOOKUP:Pick Country] ELSE IF Select Level of Analysis = Region THEN Volume{LOOKUP:Pick Region]  ELSE Module1.Volume{LOOKUP:Global]

 

This formula doesnt work for e.g. if the user chooses country level analysis. It puts the Volume value from Module 1 matching the Country in all the cells which is fine but at the country level in Module 2 I get the sum of Country volume times number of regions in the country becuase the summary for Volume1 in Module 2 is Sum. If I chose the summary as None then I dont get any value for the country  level volume1 in module 2. Is there an alternate way to do this?

 

Module 2 is an intermediate module used for further calculations. I need to be able to pick the value of volume1 from Module 2 for regions, country and global.

 

 

 

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Answers

  • LipChean_Soh
    LipChean_Soh

    Hi RoopaliB,

     

    I believe you don't need Module 2, which sounds like a module where you make a selection (i.e. Country, Region, Global), before a 'calculated volume' is passed onto a subsequent Module 3.

     

    What if you connect Module 3 directly to Module 1, i.e. Module 3.Volume = Module 1.Volume, what results are you getting and expecting? I'm assuming the Organization List is used in Module 3 as well.

     

    Make the selection of specific 'Country', 'Region' or 'Global' at the page selector of the module and/ or dashboard to see the final calculated results.

     

    Do let me know if i misunderstood your intentions.

     

    Cheers,

    LipChean

  • RoopaliB
    RoopaliB

    Hi,

     

    I used the approach you described above and it worked.

    Thank you

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