How to put a control on a sum of data

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,

Accepted answers

All comments

garry_bh

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,

garry_bh

Hi @soukainawaraki ,

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

Cheers,

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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