Altering Line Item Formula with lookup

Occasional Contributor

Altering Line Item Formula with lookup

Hello fellow community users! I was wondering if anyone else had issues changing line item formula with lookup with the following error message: "format of mapping used for lookup doesn't match any dimension of the source" and what to do to remedy the situation.

Thanks in advance!

New Contributor

I got the same formula entered but came back with "Data mismatch: format other than LIST or Date being referenced as a relation". Please help fellow community!


Hi @einas.ibrahim !

That's a great structured and clear explanation!

Also schema with modules (about how it works) is very helpful!

It helped me to understand much better!


Thank you very much!




Thanks einsas.ibrahim for Step by step process 


Occasional Contributor

Hello @einas.ibrahim

i follow the step by step you provide and it so helpful i get the formula but when i enter/apply it the to the E2 i get an error which i attached. please help where is my mistakes? i have include those error as i try twice differentlyError formula for E2.JPGError with formula E2 department and Role,,, role is not recognize.JPG

Frequent Contributor



I have seen this in L1 also:


- firstly explore the aguments required for LOOKUP:  e.g. 

Values to lookupNumber, Boolean, date, time period, list, or text line item

- secondly once you beleive your mappings/arguments are correct; look at what you are trying to map :

e.g if the list you are referencing does not have a top level, this will cause the error also:

Screenshot 2022-08-02 at 13.01.09.png

Hope this helps.



Master Anaplanner/Community Boss


Are you sure you followed the instructions step by? and that you understand the purpose of each step? Because it certainly works. Please reread the instructions step by step and ensure you understand why you are doing each step.

The First error message you screenshot about the automatic sum is usually caused by failing to provide a list item in your LOOKUP, that the target module is expecting (because it is dimensioned by that item's list). For example, which role you need the information for. When you don't provide a particular list item for a list used as the dimension in the source module, the Anaplan Engine assumes you want the data for all the roles in the list,  That's why it looks for the Top Level as that where the aggregate information is. While adding a top level as suggested by


 Will probably make the error go away, it doesn't mean it will produce the correct result. It is also against Best Practice to add a top level to lists if you don't need it causes performance issues.
Check here to understand Top Level

A possible reason for the second error is that Bonus% has a non-alphanumeric, which means you have to single quotes around the name.

Good Luck 

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