Returning Parent/Summary value

Contributor

Returning Parent/Summary value

Hi team,

 

I'm attempting to create a function whereby it will return the line item value of it's parent without using SELECT. 

 

I have a target module with Machines List (Top level All Machines), a source module with Machines list and a system module with the Machines list & a line item returning the Parent of that list item (All Machines)

 

Unfortunately when I reference the Target module from the source module using LOOKUP (referencing System module) it returns 0 but will work if I use a SELECT statement & select 'All Machines'

 

Is there a way to return the parent value without using SELECT?

 

Thanks!!

 

TARGET Module  

Target Module.PNG   

 

SOURCE Module

Source Module 1.PNG                                     

 

System Module

Mapping Module.PNG

 

Message 1 of 16
15 REPLIES 15
Contributor

Re: Returning Parent/Summary value

@MarkT83 

 

I will assume that you are attempting to retrieve the 'Total Machines,' value of 9,553,403 for each machine type.

If so, the solution is quite straightforward.

Simply select the, 'Total Machines,' summary in the source to pull that through to the target

 

=Historical Sales.Total Machines

 

Chris 

Message 2 of 16
Contributor

Re: Returning Parent/Summary value

His Chris,

 

Sorry I don't follow, what would the function be?

 

FYI was trying to obtain the value without using SELECT statements

 

Thanks for the quick reply

 

Mark

Message 3 of 16
Contributor

Re: Returning Parent/Summary value

Hi Mark,
There is not function as all you a doing is directly referencing the top summary of the line item.
Message 4 of 16
Contributor

Re: Returning Parent/Summary value

Hi Mark,
As far as I can see from your screenshots the dimensionality of the target and the source are the same.
You only need to use aggregation formulas like LOOKUP if you need to bridge dimensions where there are differences in the dimensionality of the target and source modules.
As this is not the case I did not include them in my solution.

Chris
Message 5 of 16
Contributor

Re: Returning Parent/Summary value

Hi Chris,

 

I think I am missing something very obvious here!

 

But how do I reference the top level of the line item?

 

Thanks

 

Mark

Message 6 of 16
Contributor

Re: Returning Parent/Summary value

Capture.PNG

 

When entering the target module to retrieve the figures simply select the top level as shown above.

 

Chris

Message 7 of 16
Highlighted
Contributor

Re: Returning Parent/Summary value

Hi Chris,

 

Apologies but still very confused. You are saying to reference the top item of a list (being All Machines in this case)?  This go's against my understanding of Anaplan whereby you reference Line Items. If the module had more than 1 line item how would Anaplan know which line item was being referenced?

 

I tried this but received the below error

Error.PNG

 

Have I totally mis-understood?

 

Thanks

 

Mark

Message 8 of 16
Certified Master Anaplanner

Re: Returning Parent/Summary value

Hi Mark,

 

Your Source and Target modules contain same dimension. 

Try the solution I have given, There is no need of Lookup or Sum.

 

Thanks,

Vignesh M

Message 9 of 16
Contributor

Re: Returning Parent/Summary value

HI Vignesh,

 

Sorry where is your solution?

 

Thanks

 

Mark

Message 10 of 16