Level 3 4.6.5 Sale Planning Model: DAT02 module

For the "4.6.5 Sale Planning Model: DAT02 module" step under Level 3, the data of Previous year is in a module having account flat and product flat.

however, it needs to be imported in DAT02 PY Revenue to CY module, which will have A2 Account>Product# list which is a numbered list. Any clue on how to do move data between these modules

Accepted answers

anand.shekhawat

Hi @Muphatak,

You can pull the data by using combinations of Lookups on the basis of SYS00 and SYS03 module line items. I have given you the hint.

~Anand

anand.shekhawat

Hi @Muphatak ,

The formula that you are trying is correct. Make sure that you use single quotes for A1 Account in the formula. The formula should look like 'SYS02 Account Details'.Country[LOOKUP: 'A1 Account']. Also make sure that the G2 Country line item is list formatted.

I hope it helps.

~Anand

All comments

anand.shekhawat

Hi @Muphatak,

You can pull the data by using combinations of Lookups on the basis of SYS00 and SYS03 module line items. I have given you the hint.

~Anand

Muphatak

Hi Anand,

Thanks for the solution. I am able to load the previous year revenue in DAT02 module.

Moving to next step in Level i.e. TAR01 Detailed Sale Target, would need to bring in country details in the SYS03 Account>Product Details module (line item G2 Country)

For populating the G2 Country line item in the SYS03 Account>Product Details, I am using the SYS02 Account Details'.Country module and using A1 Account in the lookup. However, it is giving me invalid formula (my formula: 'SYS02 Account Details'.Country[LOOKUP: A1 Account]. A1 Account is a pre-calculated line item in the starter model.

Any suggesstion will be helpful.

anand.shekhawat

Hi @Muphatak ,

I hope it helps.

~Anand

Muphatak

Hi Anand,

Thanks for the reply. I have completed modeling for user story 1.7 to 1.10 i.e. TAR02 Account Review module.

I have uploaded the flat file having details on hold and override values, the Initial Sale Target value are matching Final Sale Target values, after allocating the difference due to override values (accounts retain the initial sale target which are marked as hold).

However, the individual distribution of values is not matching with the snapshot provided in 8.4 - check your build. Snapshots attached

1. The accounts which are marked as Hold or Override are matching for Final Sales Target

2. Total of Final Sale Target and Initial Account Sale Targets are matching

Any clues would be helpful

8_97647.JPG

TAR02_My_Build_Details_97647.png

ssicefox

Hi @anand.shekhawat @Muphatak

I am having trouble with the formula in the DAT02 PY Revenue to CY module.

I wrote a formula following to Import Revenue FY19 into DAT02 PY Revenue to CY (dimensioned by A1 Accounts, P2 Products and Time Range)

'DAT01 PY Revenue'.Revenue[LOOKUP: 'SYS03 Account>Product Details'.'A1 Account', LOOKUP: 'SYS00 Time Settings'.PY Qtr]

Then I received a result following:

Seems to be aggregating at the account level for each product.

Any guidance would be greatly appreciated!

Best regards.

Wei

maan1

Hi @ssicefox

Check the format of your mapping line items and if it is properly set, drill-down functionality shows you what you are summing.

AZJsAnaPlanMan

Hi @ssicefox

I think the problem is you are missing a lookup component. Your formula only look up values on the A1 account level. You will also need to add an extra lookup item for product.

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