Contributor

Re: How to add a Line item with a formula in a list within a module?

@anirudh I tried your method but the formula won't work. I follow your step and use Full Upload COA.Amount[SUM: Full Upload COA.COA, SUM: Full Upload COA.Department, SUM: Full Upload COA.Date] to try to get the data in. 

 

Any advice?

Highlighted
Certified Master Anaplanner

Re: How to add a Line item with a formula in a list within a module?

Try this:
Create a new line item called COA LIS in the Full Upload COA module with the format of the COA Line item subset. Input this formula:

 

Chart of Account List.COA LIS[LOOKUP: COA]

 

Then go over to the destination module and input this formula instead:

 

Full Upload COA.Amount[SUM: Full Upload COA.COA LIS, SUM: Full Upload COA.Department, SUM: Full Upload COA.Date]

 

Let me know if this works

Contributor

Re: How to add a Line item with a formula in a list within a module?

Thank you. It worked. 

Contributor

Re: How to add a Line item with a formula in a list within a module?

The solutions suggested appear unnecessarily complicated when it would be straightforward to add a parent to the COA list for all items relevant to Gross Profit. The hierarchy would produce the required roll up and aggregation.
Another alternative is to create a consolidated P&L module using a line item subset as suggested by others and allow the user to drill down to the COA list where required.
Community Boss

Re: How to add a Line item with a formula in a list within a module?

Remember "simple is better than complex"

https://community.anaplan.com/t5/Planual/ct-p/Planual

Try and think more widely around the problem, rather than focussing on the detail

 

"what are you actually trying to achieve"

David