Return Summary Value/Parent Value

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Return Summary Value/Parent Value

Hi Team,

 

I'm trying to create a function whereby I can return the parent value of a list item without using SELECT. I am trying to use LOOKUP & it is not working

 

I have a source module with a list (Machines - with a top level of Total Machines), a Mapping module with the Machines list and a line item returning the PARENT of that list item (Total Machines) & a target module with Machines as a list and a formula referencing the source module with a LOOKUP to the mapping module but is returning 0

 

It works if I use SELECT to the parent list item but I know this is far from best practice

 

 

 

Thanks for your help

 

Mark

3 REPLIES 3
Certified Master Anaplanner

Re: Return Summary Value/Parent Value

Hi @MarkT83 ,

 

If you change the set up with your Machines list then Lookup should work. Instead of having Total Machines as a top level item in your Machines list create Machines L1 with Total Machines as a list item and Machines L2 that has Machines L1 as a parent hierarchy. Now when you use [Lookup] with the same parent mapping module it should pull the total value:

 

L1.jpg

L2.jpg

Historical Sales.jpg

 

Hope this helps. 

 

Andris

 

 

 

Message 2 of 4
Certified Master Anaplanner

Re: Return Summary Value/Parent Value

Hi Mark,

Try this,

 

Source Module Dimensions: TIME, MACHINES. LINE ITEM - VALUE

1.png

Module Dimensions: TIME. LINE ITEM - TOTAL VALUE

2.png

TARGET Module Dimensions: TIME, MACHINES. LINE ITEM - TOTAL VALUE

3.png

 

No LOOKUP OR SELECT is Used

 

Thanks,

Vignesh M

Message 3 of 4
Certified Master Anaplanner

Re: Return Summary Value/Parent Value

Hi Mark,

The reason for it not being "best practice" is that the items in a list are likely to change over time. You do not want your formulas to stop working because a list was updated. However your Top Level item of a list is not likely to change and thus it is an exception to the best practice rule that Select is not smart to use.

I would in your case advise to use the SELECT method.
Message 4 of 4