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

Create a Filter to show all the elements of that level based on selection in hierarchy
Hello Community members, Requirement Details: I have 5 levels of composite hierarchy list (A1, A2, A3, A4, A5). I have published a module in UX, Now the requirement is If user select a list member from A4 level in the context selector or Custom Filter I have to display all the list members under that A4 level. How can I…
import monthly data with months in columns
is there a way to import data with months in columns (usual excel table view)? I have to transform the data so there are rows to cover each period in the upload data form, but I am wondering if there is a better way to just import the data as is with the months in the columns. please let me know what you think. thank you,
Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…