Formula

NAIDU

Hi All,

I have a requirement and this is a very rare formula. Please help me with the same.

In Numbered list has Duplicate Products for different parents.

For Ex: Product A is a parent member it has a 3 Childs(D, E, F)

Product B is a parent member it has the same 3 Childs(D, E, F)

Product C is a parent member it has the same 3 childs (D, E, F).

We need to move all E product data to D.

Calucualtion D = D + E

PARENT	CHILD	Data before logic	Data After logic
A
	D	100	300
	E	200	0
	F	300	300
B
	D	100	300
	E	200	0
	F	300	300
C
	D	100	300
	E	200	0
	F	300	300

Can you please help me with how to write this calculation. Hope we understood.

Regards,

Naidu

Accepted answers

All comments

kavinkumar

HI @NAIDU,

I have a solution for you!!

Please see below.

Here I have used system generated Id as that will be sequential and would work in this case.

System Id : To get the back end "#" number

System Id +1 : To get the next item

Find item : Converting the above number to list format

Units_Staging : To bring in the value for D and E with respect to the above stated condition

Final Units : Final Output

Hope his helps!!

Regards,
Kavin.

ArunManickam

Hello @NAIDU

There are several ways you could do it. Using formulas, using process etc.

But keep PLANS and DISCO in mind. The solution must be sustainable.

I strongly advice not to use Hard coded formulas, today the transition is from E==>D, tomorrow it could be different and there could be multiple transitions. Consider all scenarios.

Never use the # code of the numbered list.

I modeled the following for a single transition, you could extend it for multiple transitions.

I created three lists, a flat list for parent, a flat list for child and the numbered list.

Created a transition model to accept input on what to transition from and to.

Created a module to do the transition calculations as follows,

Line item formulas,

Data
Take Out	IF Numbered List.Child = Transition.Move From THEN -Data ELSE 0
Add In	IF Numbered List.Child = Transition.Move To THEN -1 * Take Out[LOOKUP: Numbered List.Parent Item] ELSE 0
After Movement	Data + Take Out + Add In

It works as below, hope it helps.

Thanks

Arun

usman.zia

Both great solutions @ArunManickam and @kavinkumar

But a very valid point made by Arun in that this needs to follow DISCO and PLANS and be sustainable.

Quick Links

Can you help?

Unanswered questions

test - Please Ignore
Test - Please Ignore
Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…