Level 3 Sprint 1 - Part 4.6.5 Sale Planning Model

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Occasional Contributor

Level 3 Sprint 1 - Part 4.6.5 Sale Planning Model

"Part 4.6.5 Sale Planning Model says: DAT02 module - In the Sales Planning model, create a DAT02 PY Revenue to CY module to carry forward the FY19 quarterly actual sales revenue to FY20 quarters. For this module, using the LOOKUP function and a Time Settings system module is a more efficient formula than using OFFSET to carry the data forward a year"

 

The historical data is in Data hub and DAT02 is in sales planning model - I am not sure how do I use Lookup function from another model - Is it possible? Your help is highly appreciated.

 

5 REPLIES 5
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Super Contributor

Re: Level 3 Sprint 1 - Part 4.6.5 Sale Planning Model

Hi, @CommunityMember128799 

 

you need to first load data from Data Hub to FY19 in Sales Planning model and then use LOOKUP function to move it forward to FY20.

 

Hope this helps, let me know if you have other questions! 

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Occasional Contributor

Re: Level 3 Sprint 1 - Part 4.6.5 Sale Planning Model

Hi Filip, 

 

Many Thanks for your response. Appreciate it. I was able to solve the issue.

 

Regards, 

 

Shaurya 

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New Contributor

Re: Level 3 Sprint 1 - Part 4.6.5 Sale Planning Model

Hi @CommunityMember128799 ,

 

Could you give me a hints? - Which are the steps?

 

Thanks

gfra

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Contributor

Re: Level 3 Sprint 1 - Part 4.6.5 Sale Planning Model

@filip.sypniewski 

 

I have created a DAT01 PY Revenue module with the FY19 time range and imported the data from Data Hub. 

I have also created the DAT02 PY Revenue to CY module with the Model Calendar (FY20)  

 

I know how to use the lookup part of the formula but can you please provide a hint on how to move the data forward to FY20?

So far I have this formula: 'DAT01 PY Revenue'.Revenue[LOOKUP: 'SYS03 Account>Product Details'.'A1 Account'] but clearly I am missing the time setting piece

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New Contributor

Re: Level 3 Sprint 1 - Part 4.6.5 Sale Planning Model

@BahalR looking up in line item for Time Settings module would help !