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Occasional Contributor

Formula to take 1 unit data to another

Hi Anaplan,

 

I am trying to create a model to summarize the volume from the region and paste back into manufacturing unit, not sure what formula should work in this situation.

 

For example, Australia (Reporting Unit) and New Zealand (Reporting Unit) purchase plastic cup from Hong Kong (Manufacturing Unit) by 300 cases, I want to put this 300 cases back into Hong Kong (Reporting Unit). How can I create the formula to pick up all the demand 300 cases under Hong Kong (Reporting Unit) ??

 

Thanks,

Kiwi

4 REPLIES 4
Community Boss

Re: Formula to take 1 unit data to another

kiwi.chow@huhtamaki.com 

 

SUM and LOOKUP are what you are going to need.

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/SUM.html

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/LOOKUP.html

 

If you take the new Level 1 training, we do cover this in a lot of detail too

Also, take a look at the following and also the attached slide deck I've created to help with the understanding

 

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Converting-data-between-line-items-wit...

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Lookup-Sum-and-Textlist-Cheat-Sheet/td...

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Dimension-Mismatch/m-p/53248

 

If you can master these techniques (with System modules), you'll build efficient and flexible Anaplan models

I hope that helps

David

 

Super Contributor

Re: Formula to take 1 unit data to another

kiwi.chow@huhtamaki.com 

 

Is there any hierarchy in place? Connection between Region & manufacturing unit or reporting unit? 

Thanks,

Misbah

Frequent Contributor

Re: Formula to take 1 unit data to another

kiwi.chow@huhtamaki.com ,

Here's an example using @DavidSmith and @Misbah 

 

You will want to set up system modules first for the manufacturing units and reporting units.

See the DISCO method for more details.

 

Here is the system module for manufacturing. Super simple.

You will need this to do the Sum on demand.

System Module.png

Then we enter demand as you suggest up above.

demand.png

Next, you add a formula in your supply module that sums the demand by manufacturing plant.

Demand = Demand[SUM: List formatted line item for manufacturing units]

supply.png

And the result:

result.png

Occasional Contributor

Re: Formula to take 1 unit data to another

Thank you, this is much more clear to my mind