Hi,
I am pretty new to Anaplan and i am hoping i can get help with a problem i am stuck at. Below is a mockup of my data
Module 1 |
Transaction 1 |
Transaction 2 |
Transaction 3 |
Transaction 4 |
Transaction 5 |
Transaction 6 |
Transaction 7 |
OP01 |
1 |
2 |
3 |
4 |
5 |
6 |
7 |
OP02 |
8 |
9 |
10 |
11 |
12 |
13 |
14 |
OP03 |
15 |
16 |
17 |
18 |
19 |
20 |
21 |
OP04 |
22 |
23 |
24 |
25 |
26 |
27 |
28 |
OP05 |
29 |
30 |
31 |
32 |
33 |
34 |
35 |
OP06 |
36 |
37 |
38 |
39 |
40 |
41 |
42 |
OP07 |
43 |
44 |
45 |
46 |
47 |
48 |
49 |
OP08 |
50 |
51 |
52 |
53 |
54 |
55 |
56 |
OP09 |
57 |
58 |
59 |
60 |
61 |
62 |
63 |
OP10 |
64 |
65 |
66 |
67 |
68 |
69 |
70 |
OP11 |
71 |
72 |
73 |
74 |
75 |
76 |
77 |
OP12 |
78 |
79 |
80 |
81 |
82 |
83 |
84 |
OPFY |
17 |
17 |
17 |
17 |
17 |
17 |
17 |
GL Value |
100000 |
400000 |
100009 |
410000 |
100345 |
400099 |
100000 |
This data is residing in one of my modules where OP01 - OP12 represent the month January to December. The OPFY field represents the financial year. Transaction # is unique which i have as a list in my module and all the rows are line items.
I have a 2nd module which is time dependant which basically uses the data from the above module to calculate the total sales based on the GL value for the transaction. The module looks something like below
Module 2 |
Jan 2017 |
Feb 2017 |
Mar 2017 |
Apr 2017 |
May 2017 |
Total Sale 1 |
|
|
|
|
|
Total Sale 2 |
|
|
|
|
|
Where Total Sale 1 for each month is the sum total of all transactions in that respective month where GL value is in the range 100000 - 200000 so for the month of Jan 2017 it will equal to Transaction1 +Transaction 3 + Transaction 5 + Transaction 7 in the line item OP01 of module 1
Total Sale 2 for each month is the sum total of all transactions in that respective month where GL value is in the range 200001 - 500000 so for the month of Jan 2017 it will equal to Transaction2 +Transaction 4 + Transaction 6 in the line item OP01 of module 1
Now i am unable to think of what lists i should create for the same so that i can create module 2 and also how i would apply the SUM function based on the lists i create.
All help on this will be greatly appreciated.