SUM Function Example

Marble_Rock

I tried to create a simple SUM function.

In a video it explains transaction as Line Item whereas I failed it as Line Item.

So I tried using Transaction as a List. It worked out.

 

Can you please let me know, if I am right or wrong?

I have shared Screenshots for reference.

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Desired_Output_47761.JPG

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Output_Data_47761.JPG

Output_Pivot_47761.JPG

Pivot_Source_47761.JPG

rob_marshall

@Marble_Rock ,

 

So, you are not there, but we can get you there.  When you are doing a sum, the line item has to be a number (like you have in Sales), but the what you are summing on has to be a list formatted line item (the Product or Consumer, in your picture).  If these are Text formatted, then they will not work.  So, there are two ways around this:

• The ideal way is make the Product and Consumer list formatted to the correct lists (presumably Product Flat and Consumer Flat) or
• keep them as text, and create two line items
  • Product List: Finditem(Product Flat, Product)
  • Consumer LIst: Finditem(Consumer Flat, Consumer)

Now your formula in the target module (if it is dimensionalized by Product Flat would be: Sum Source Module.Sales[sum: Product] or if you did it the 2nd way, Sum Source Module.Sales[sum: Product List].  If you have both Consumer Flat and Product Flat in your target module, the formula would be: 

• First way: Sum Source Module.Sales[sum: Product, sum Consumer]
• Second way: Sum Source Module.Sales[sum: Product List, sum Consumer List]

Just remember, when you are doing a sum, the line items within the brackets have to be formatted as a List.

 

Hope this helps,

 

Rob