SUM vs LOOKUP - Visual Representation

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!