Returning Parent/Summary value

Certified Master Anaplanner

Re: Returning Parent/Summary value

Hi Mark,

 

My solution is in 2nd page, so you might missed it. 

 

Try this,

Step 1: Take the Historical Sales.Prior Year value to another line item, lets say "Prior Year value Total"(No Machine Dimension , only Time Period Dimensions)

Prior Year value Total=Historical Sales.Prior Year value

 

Step 2:  Now take this value to Forecast Line Item.

Forecast = Prior Year value Total

 

Thanks,

Vignesh M

Message 11 of 16
Contributor

Re: Returning Parent/Summary value

@MarkT83 

 

You are correct.

Apologises.

It will return an error as it is attempting to return a list item not the line item.

 

For my solution to work you will have to use SELECT to direct Anaplan to take the top level summary item of the list in question. 

 

It should work by using the following =SourceModule.SourceLineItem[SELECT:Machines.Total Machines]

 

May I ask why you are reluctant to use SELECT?

 

Chris

Message 12 of 16
Certified Master Anaplanner

Re: Returning Parent/Summary value

Adding some more information to the above solution. Usage of Select function is not preferable but however in exceptional cases like this we have to make use of it.

If you are concerned about ''Production Data", don't worry cos Anaplan will still allow you to mark this list as Production list as we are using SELECT function at Top level item not on the list member.

Thanks,

Kavin. 

Message 13 of 16
Community Boss

Re: Returning Parent/Summary value

@MarkT83 

Is Total Machines the top level item of just the parent

 

LOOKUP doesn't work on non-composite lists and that includes simple lists without a top level

 

2.02-14b For top level items on non-composite lists

is an exception

So if you set a Top Level item  the lookup should work, or as @ChrisHeathcote  said it will just use the total automatically

 

David

Message 14 of 16
Highlighted
Contributor

Re: Returning Parent/Summary value

Hi David,

 

Ok that explains why the lookup was not working (Lookup not working on top level of non-composite list). I did a dummy run using the same process but with a composite list and the Lookup worked

 

Thanks!

 

Mark

 

Message 15 of 16
Certified Master Anaplanner

Re: Returning Parent/Summary value

Hi Mark,

 

Try this,

Step 1: Take the Historical Sales.Prior Year value to another line item, lets say "Prior Year value Total"(No Machine Dimension , only Time Period Dimensions)

Prior Year value Total=Historical Sales.Prior Year value

 

Step 2:  Now take this value to Forecast Line Item.

Forecast = Prior Year value Total

 

Thanks,

Vignesh M

 

 

Message 16 of 16