Level 3 Model Building User Story 1.7 - 1.10

aahmad
New Contributor

Level 3 Model Building User Story 1.7 - 1.10

Hi Community,

 

I had a question regarding the Override, Hold and Redistribution factor module using TAR02 and TAR03 modules. Is there a function that enables a SUM process excluding accounts that have Override or Hold selected?

 

I tried a SYS module using the List Lookup as a potential to overcome this problem. I had two list formatted line items on A1 Accounts. One showing all the accounts, another with an IF statement to exclude the list item if the Override Boolean is checked off. The idea was, that this might enable me to SUM on all accounts, subtract the override value and then SUM on all accounts except the account that was overridden. This was the first step before building in the Hold factor, but my redistribution factor did not line up to the training example.

Thoughts or additional feedback? Thanks in advance!

2 REPLIES 2
Misbah
Moderator

Re: Level 3 Model Building User Story 1.7 - 1.10

@aahmad 

 

Its little tricky. I would say  aggregate the targets for all countries first and then aggregate held or revised data for all countries and then find the diff between the two. 

And then next steps would be allocate this delta into multiple accounts as per the factor.

 

Few Hints:

Write  IF else statements on Held or Revised data line item

Don't create any subsidiary views, exception for Country & Segment line items

Don't use SUM & LOOKUP in the same line item

aahmad
New Contributor

Re: Level 3 Model Building User Story 1.7 - 1.10

@Misbah 

Thanks for the follow up! I'll try this out and see how far along I go, much appreciated!