Level 3 sprint 1
A couple of weeks ago, I imported data into the below module.
Then, I summarized the above data into the below module.
I have no clue to get data PY Country and Product Family Sales in the below module.
Please advise me.
You're probably closer to the answer than you think. They key is to take another look at SYS03.
Here's the correct formula:
'TAR10 Actuals Country and PF'.Sales Actual[LOOKUP: 'SYS03 Account>Product Details'.'P1 Product Family', LOOKUP: 'SYS03 Account>Product Details'.'G2 Country']
Let's break it down.
- TAR01 is dimensioned by A2 Account > Product.
- And our SYS03 is also dimensioned by the same list.
- We need a way to map country and product family to the A2 Account> Product list. We do that in SYS03.
- So you can get from TAR10 the Actual Sales and bring it to TAR01 by using the SYS03 module.
Always remember that when you use LOOKUP and SUM, you have to use a list formatted line item.
Hope this helps! You got this!2
I didn't see the TAR10 The Actual Sales module in the Level 3 model start. How to download this module?
As part of L3, we're not told what to name our modules. In chapter 5, you should have built a module that contains the actual sales, I just happened to name mine TAR10. Perhaps you named it differently than I did. Take another look at your modules, it should be there. Look for a module that has country and product family as lists.1
I assigned Product Family list and Country list in the TAR01 Detailed Sales Targets module to link the TAR10 module without the SYS03 module. What do you think?.
That will work but it's not the most efficient way. The best way is to follow the DISCO methodology and use the system module, in this case SYS03. By putting the line items in TAR01 you are essentially calculating the same value over and over, placing a burden on the calculation engine, not to mention you'll take up more memory than necessary. By using the SYS03 module you calculate once, and the reference it from TAR01.
Hey, you're on the right track, first step is to get it to work. In L3 this is great time to explore how to optimize the model. Try using SYS03, you'll see it works great. You can use the formula I gave you above!
When I checked the below report VS Anaplan's screenshot, I saw something wrong in Brazil data below.
And my stretch goal is below:
Brazil data is 1 in Anaplan's screenshot.
Did you get the same result in your level 3 checking report?
How are you?
I created the SYS14 system module. Could you please tell me if my formulas are correct?
I am looking forward to hearing from you soon.
Pretty close. Everyone will have a slightly different answer but here's how I approached SYS14 -
- for Data? I used <> since it's technically possible the sales are negative.
- For code you may want to add a conditional to make sure it's valid.
Hi @JaredDolich @andis,
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!
Since it is Level 3 we usually don't share the answers & I think this one is simple - Check the dimensionality of Source Module and see how many LOOKUPs are required. I think you are missing one LOOKUP
By the way, A2 Account-Product# has to be the dimension of the entire module. Get rid of that subsidiary view.
When i am trying to enter the formula for Code, getting below error-
Could you please advise?
Thank you. 🙂1
You lost " ELSE".1
IF THEN ELSE1
There is no ELSE statement.
I could see
IF xxxx THEN yyyy
it needs to be
IF xxxx THEN yyyy ELSE zzzz
Hi @Misbah ,
How are you?
I am trying to upload the CYW Scenario Territory to Accounts.CSV into the Territory>Account# List, but I did find a solution to concatenate Territory code and Account code for filling the Code column.
Any hint/clue is much Appreciated.
Thanks in advance!
I am looking forward to hearing from you soon. Best regards.