Re: How to Group Total sold from 4-4-5 to calendar month if data is weekly commencing monday?

Your solution worked great and it's exactly what I'm looking for. I would like to ask a follow up question on the topic in the link below:

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/How-to-Group-Total-sold-from-4-4-5-to-calendar-month-if-data-is/m-p/59830#

One question I have is that when I applied that to my model, because I have a parent hierarchy, the start & end date delta sums up. Would you have a solution for this?

In the example below, the child list is showing the correct start & end days delta but the parent is showing summed up total. is there a way to correct this?

Accepted answers

JaredDolich

@jimfeng5

Hopefully I'm understanding the use case here.

And, if so, you are absolutely right! I broke a best-practice rule!

The summary should be set to "NONE".

The only two line items that need a summary is the original sales and the adjusted sales.

In this example it sums on time but yours will work to on all the dimensions.

Let me know if this is what you're after.

All comments

JaredDolich

@jimfeng5

Hopefully I'm understanding the use case here.

And, if so, you are absolutely right! I broke a best-practice rule!

The summary should be set to "NONE".

The only two line items that need a summary is the original sales and the adjusted sales.

In this example it sums on time but yours will work to on all the dimensions.

Let me know if this is what you're after.

jimfeng5

Hi Jared,

That's exactly what I'm looking for. So what I did was that I set the summary to average instead of none, and in my specific situation, it worked out perfectly.

Thanks a lot for your help!

Jim

Quick Links

Can you help?

Unanswered questions

All of my DATA01 is cleared after 2019, is there any way I can fix this?
All of my DATA01 is cleared after 2019, is there any way I can fix this?
Azure SQL Connection, database name with Hyphens in Data Orchestrator
I am attempting to connect to an azure SQL database vis at the MSSQL connector in data orchestrator but am having issues and I believe it is due to hyphens in database name (which is a fairly standard naming convention I will note!) Example below (fake credentials) - has anyone else encountered similar and is there a way…
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.…