How to put a control on a sum of data

soukainawaraki
soukainawaraki
in Integrations and extensibility

Hello all,

 

I have data to provide per person over different periods (I can have intersections). I want the sum of the data per month not to exceed 1 otherwise it returns an error message to the end user. I don't know how I can make this condition on anaplan. 

 

Can anyone help me please?

 

Soukaina,

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Answers

  • gaurav_sharma-bng
    gaurav_sharma-bng

    Hi @soukainawaraki ,

     

    You need to create below 3 line item - 

    1. Base line item (lets say - Amt Deposited) - Which has values to be summed over time periods

     

    2. Cumulative line item (lets say - Cumulate amt deposited) - This line item will keep summing the 

                Formula - Cumulate(Base line item) 

     

    3. Status(Text line item) - Text line item to display error message to user - to be published on dashboard

    Formula - if Cumulative line item[select:time.all periods]>1 then "Error" else "OK"

     

    Cheers,

    GS

  • gaurav_sharma-bng
    gaurav_sharma-bng

    Hi @soukainawaraki , 

     

    Any update on the issue. Were you able to apply the suggested solution or if you need any other help?

     

    Cheers,

    GS

  • soukainawaraki
    soukainawaraki

    Hello @gaurav_sharma-bng,

     

    I didn't literally apply your solution but it helped me get a clear idea. I am reviewing my module in its entirety to keep it simple.

    I'll come back to you for other questions. Thank you so much!

     

    Regards,

    Soukaina, 

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