I am pretty new to Anaplan and i am hoping i can get help with a problem i am stuck at. Below is a mockup of my data
|Module 1||Transaction 1||Transaction 2||Transaction 3||Transaction 4||Transaction 5||Transaction 6||Transaction 7|
This data is residing in one of my modules where OP01 - OP12 represent the month January to December. The OPFY field represents the financial year. Transaction # is unique which i have as a list in my module and all the rows are line items.
I have a 2nd module which is time dependant which basically uses the data from the above module to calculate the total sales based on the GL value for the transaction. The module looks something like below
|Module 2||Jan 2017||Feb 2017||Mar 2017||Apr 2017||May 2017|
|Total Sale 1|
|Total Sale 2|
Where Total Sale 1 for each month is the sum total of all transactions in that respective month where GL value is in the range 100000 - 200000 so for the month of Jan 2017 it will equal to Transaction1 +Transaction 3 + Transaction 5 + Transaction 7 in the line item OP01 of module 1
Total Sale 2 for each month is the sum total of all transactions in that respective month where GL value is in the range 200001 - 500000 so for the month of Jan 2017 it will equal to Transaction2 +Transaction 4 + Transaction 6 in the line item OP01 of module 1
Now i am unable to think of what lists i should create for the same so that i can create module 2 and also how i would apply the SUM function based on the lists i create.
All help on this will be greatly appreciated.
I recommend something along the following lines:
The above is one way to do this. There's at least one other really different way that I can think of... gotta get on a call.
Let me know if this helps.
I started doing the steps you have enlisted. I went through creating the Sales Ranges numbered list and then the Sales Range Setup Module. I then created a formula to point to property in the list to the line item in module. If i look at the module now, my Lower limit and upper limit number values but they cannot be changed. The Sales Range setup module i created has Sales Range List as columns and line items as rows. The display by is just a formula saying TEXT(Lower Limit) & "-" & TEXT(Upper Limit).
I didnt proceed to the next steps after that.
The next step calls for me to create a line item in module 1 which i started but after that stopped. Below is the line item i created
Please let me know if i am doing something wrong.
Community isn't the most efficient method of communications....
I can't see the whole blueprint. Can you confirm the following:
Sorry about that. I have exported the blueprint now and attached. Also i have full access. This module does not have versions. Only line items and the GL Range list as the only pieces that are part of the module.
ah, you have to add two items (in addition to the top-level item). Each item you add to the list is a new range... in this way, you can have many ranges.