Get Total Value on another Line Item

Hi,

Please help how can I get the total value of another line item to the other. Pls see attached screenshot where I tried to use lookup of the parent hierarchy to get the total value but it is not picking the correct value.

Thanks in advance,

Tom

Accepted answers

jasonblinn

Seems like you are using a single level hierarchy as opposed to a composite hierarchy. The best and most scalable solution is to use a composite hierarchy. There are a couple of ideas of how to solve it using a single list like you seem to have in the following thread.

https://community.anaplan.com/t5/Anaplan-Platform/Alternative-to-LOOKUP-with-non-composite-hierarchies/m-p/59573#M10630

Jason

All comments

naushad786

Hi @tompatrick.ting ,

In this case you can try to use [Select: UP A -P] function instead of Look up to get the total value.

Thanks,

Naushad

tompatrick.ting

Hi @naushad786 , I cannot use SELECT function as there will be other parent accounts i have in my hierarchy.

anirudh

Hi Tom,

1. Create a line item called Parent and formatted by the parent list in the screenshot; ie. the list containing UP-AP
2. Formula is PARENT(ITEM(<Child list name>))
3. Formula for CALC3.0 Lease Out is:
GLA[LOOKUP: Parent]

Regards,
Anirudh

tompatrick.ting

Hi @anirudh , this is the exact formula i currently use in my module. The line item only shows zero instead of the total amount.

Regards,

Tom

naushad786

Hi @tompatrick.ting ,

I have created a similar scenario and it is working fine. please have a look below screenshot.

Thanks,

Naushad

tompatrick.ting

Hi @naushad786 , I tried to create a new module to check but still no luck. Please help check why its not calculating properly in my module.

Regards,

Tom

jasonblinn

https://community.anaplan.com/t5/Anaplan-Platform/Alternative-to-LOOKUP-with-non-composite-hierarchies/m-p/59573#M10630

Jason

ChrisAHeathcote

Hi,
Try creating a flat module where you can assign list formatted line items to feed your lookup functions.
In this module do not include any dimensions, create a line item and format as the target list. Then select the relevant list item.
Use this to feed you LOOKUP in the target line item.

ChrisAHeathcote

You are not able to use PARENT as the summary item is not a child of the summary as they are part of the same list. You can only use PARENT where you have a composite hierarchy consisting of two separate lists.

gsmerilli

Thanks for this example it help me a lot with a similar issue!!

Quick Links

Can you help?

Unanswered questions

How to Implement Selective Access with Flat Lists
Hi Anaplanners I need assistance on achieving this. I have: Flat Region list (e.g., Region A, Region B…) Flat Retailer list (e.g., Retailer 1, Retailer 2…) In the spoke model, these become a composite hierarchy (Region → Retailer), which makes selective access easy. But in the Data Hub, the lists are flat, and I want users…
Module Information Visibility Restricted for Non‑Admin Users on Anaplan page
Why are non‑admin users unable to view Module information on the Anaplan page, while workspace administrators can? (After click the three dots on the grids right up corner) Are there any configuration options that allow non‑admin users to view module details without granting full workspace administrator access?
How to synchronize scroll a card/s from the main board and another card/s in the insights panel?
Just like the main question above, I wanted to try out the new feature on the board where you can you the insights panel to put additional cards. However, I wanted to synchronize scroll a card on the main board with the card on the insights panel but I can't find where it might be.