Level 2 Conclusion DEM04 Demand Export

Could you tell me what I am doing wrong in this formula.
Demand = 'DEM03 Demand Forecast'.Final Forecast[LOOKUP: 'SYS08 SKU Details'.Product]

Comments

Misbah

@Jemsheed

Check the dimensionality of your source module and target module and decide if you need LOOKUP or SUM.

Yudashkin001

Hi @Misbah',

I am also stuck on this question. I am struggling to understand why my mappings are not correct if the source module has the following dimentions: SKU, Accounts.

This is my formula: 'DEM03 Demand Forecast'.Final Forecast[SUM:'SYS08 SKU Details'.Code,SUM:'SYS09 Account Details'.Location]

Could you please help me understand where am I going wrong?

Thank you!

einas.ibrahim

@Yudashkin001

The Target module: is DEM04 --- Dimension: G3 Location, P3 SKU, Time (Months)

The Source module: DEM03 --------Dimension: P3 SKU, Accounts, Time (Weeks)

For LOOKUP to work,

You have to determine the module where your Source data resides (DEM03) and then look at the dimensions of that source module (P3 SKU, Accounts).
In order to retrieve a single data cell (single intersection), you have to provide all the Source module dimensions in your LOOKUP formula; Unless the Target includes that dimension.
In this case, P3 SKU is a common dimension so we don't have to worry about it.

That leaves up with Accounts, right?

Do we care about Demand broken down by Accounts? No, we are looking for the demand for P3 SKU in all Accounts. If you don't provide a LOOKUP with Accounts, the formula will return the data (demand) for all items in the missing dimensions i.e. Accounts (Top Level- All Accounts) because it doesn't know which Account data you are looking for; and that's what we need.

That leaves us with nothing to provide in the LOOKUP formula. which means we don't need a LOOKUP. A direct reference will provide you with the data you are looking for.

As to the reason SUM is not the right formula here, that is because we are looking for Demand by P3 SKU and the Source has the demand by P3 SKU. so there is nothing to SUM.

I really care about explaining how to use LOOKUP and how to think about obtaining the answer more than the correct answer.

Let me know if I need to explain any point further or even in a different way,

Good Luck

Yudashkin001

@einas.ibrahim , you really helped me out! Thank you so much for such an elaborate explanation!

einas.ibrahim

Hi @Yudashkin001

I'm glad it was helpful.
"Elaborate Explanations" is my brand, doesn't always work in my favor though😀
If you have further questions while you are going through the training, post it, and mention me.

Good Luck

CommunityMember130913

Your explanation made so much more sense to me than the training itself. Thank you.

einas.ibrahim

Hello @CommunityMember130913

Thank you and shhhhhh, "they" will hear you and get mad at me 😂

Seriously, I'm happy I was able to help, if you have other questions please let me know.

kunal_311

Hi @einas.ibrahim

I Use direct reference for my DEM04 demand formula referencing to DEM03 and did not use any of SUM OR LOOKUP function as suggested by you. But this is regarding the importing of file while doing to DAT02 in the FPA model, I am unable to get my SKU & LOCATION code as can be seen in detail in the below link, where I seek guidance but did not receive any reply, so seeking out to you.

https://community.anaplan.com/t5/Academy-Training/Level-2-Conclusion-INV05-and-DEM04-Import-with-Subsidiary-View/m-p/78133/highlight/false#M2164

Can you help me why my solution didn't match with smithevan18 as he was suggesting that we are missing on SUM formula for our location line item?

einas.ibrahim

Hey @kunal_311

Happy to assist.
Can you please separate this issue from other issues or posts. It will be clearer for me to understand and also make it easier for others to clearly find solutions to their issue in the future.

There are at least 2 different posts with different issues. I'll appreciate it if you create a new post simply explaining the issue you are facing.

We can add a link to that post here after you create it if you think it'll help people find the answers they are looking for.

Thank you

Done.

Care to explain a little more? Here is my issue:

I have a list that provides roles (name and code). I have data that provides employee and their role. In order to do a LOOKUP, I need to have my dimension as a list. Under the module that has the data, do I need an additional Line Item that associates the Role list to the Employee data?

Thank you

einas.ibrahim

@asage
Happy to help.
We are trying to organize the forums to make it easier for the community members when looking for answers. It seems like your issue is slightly different from the original issue of this post. It might even be for a completely different training.
Please:

Post the issue in a new topic
If this is related to any of the trainings (L1, L2), then it is best to post it under the "Academy & Training" Forum instead of the "Anaplan Platform" forum. However, that's not very important for now.
If this is related to a training then provide the training step number or a link to the instructions. Also, make sure the title of the post clearly relates to the question topic.

In relation to your specific question:

Some clarifications are needed. Please clarify which are your modules (source and target if you can), a Lookup is not done on a list, but rather a module.
I believe if you arranged your information as I did in the screenshot below, It will be easier for you to form the question more clearly and for us to answer. You might even find the solution yourself.😊
Focus on the top 2 lines only for now.

I'll be looking out for your independent post. Please make sure you mention me so I get notified.

Good Luck

ConRourke

@einas.ibrahim

Thank you for such a great explanation. I was using a LOOKUP and you made this issue very easy to understand.

Cheers,

Connor

einas.ibrahim

Thank you @ConRourke

It makes me so happy to know I was able to simplify a concept and help someone. Please let me know if you have other issues in the future - by mentioning me in your post- and I'll be very happy to help when I can.

Anaplant

I had the same issue, just use one of the two functions, and don't over-read into the above explanation too much, Location wasn't mentioned in the explanation if that makes sense, so the problem you are looking to solve might not be the same, and you might need to use a function.

cbevishnu1

This is the best explanation i have come across about sum and lookup. Thank you

einas.ibrahim

Thank you @cbevishnu1

You have no idea how much your words mean to me. I really appreciate it. Best of luck to you on your journey. 🍀

Akumar94an

@einas.ibrahim thank you for the elaborate explanation! There were quite a few possibilities I was thinking of while trying to understand whether to use SUM or LOOKUP. However, the solution to the formula is pretty straightforward. Thanks, to your explanaiton, all those possibilities were covered up.

Yash06

Hey @einas.ibrahim ,
Thank you for the explanation , this cleared out so many things for me , but still when I take direct refernce for demand , the values are not matching with the example anaplan provided , can you please help me in uderstanding why is it so ?

My output-

Anaplan example to check work-

Yogitha

@einas.ibrahim

Hey, Great explanation thanks

AlexVanSchoubroeck

Hi Jash06, to get the output as it is in the exercise, you should add a sum statement with the SYS09 account details. This will allow you to aggregate by location.

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