For those like me who like visual aids, I put together a diagram of when to use sum vs lookup in a formula. Hope this helps if you are struggling when to use each.
@MCRIST thanks for sharing this.
Would you mind if I borrowed this for my L1 training course? I'm teaching several new Anaplan modelers and this diagram would be awesome!
Please feel free to share!
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Estimated Level of Effort:4-8 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L2 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased planning time Increased accuracy of targets/spreads You Might Also Like: * Historical Snapshotting Top-Down Allocations Whether it's…
Estimated Level of Effort: <4 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L1 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased response time to address risks Increased forecast accuracy You Might Also Like: * Tops-Down Allocations Historical Snapshotting One of…
