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!
1. There should not be the need of using LOOKUP while calculating Initial Account Sales Target as Account-Products dimensions has Account as Parent, you can simply aggregate it to Account Level.
2. This is the most important piece - If you are able to figure out how to achieve this on your own, it will be give boost your confidence. All I can say is that it all revolves around SUM & LOOKUP, not in one line item though. LOOKUP in current module and the SUM in TAR03 module ( and of-course IF ELSE Statement)