Formula assistance! SUM?

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New Contributor

Formula assistance! SUM?

Hi,

Still relatively new to Anaplan, but need formula assistance. 
I have created an input module for users to input data for a region with list attributes of internal/external and discretionary/non discretionary. 

CommunityMember113484_1-1597044131449.png

Then created a GBP conversion module:

CommunityMember113484_3-1597044173078.png

I'm now on an output module, but I can't seem to sum on the internal/external or discr/non-disc?

CommunityMember113484_4-1597044248686.png

Can someone please assist?

Thanks

 

11 REPLIES 11
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Super Contributor

Re: Formula assistance! SUM?

Hi @CommunityMember113484,

you need to add Top Level to your lists, that is very simple and can be done quickly.

 

1. Go to the lists

2. Find your lists and just input Top Level

top level.jpg

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New Contributor

Re: Formula assistance! SUM?

Just tried this and didn't seem to work - it might be the time scale another user has suggested?

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Super Contributor

Re: Formula assistance! SUM?

@CommunityMember113484,

sorry, I think I misunderstood your question. Still waking up on monday morning 🙂

 

I can't see any time dimension in your output module, I think you should add this dimension? Whether it is Q or Y time scale, based on your needs. 

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New Contributor

Re: Formula assistance! SUM?

Ha! no problem - we all are!
Well my input and calculation modules are based on quarters and my output module is year? I didn't think this was the issue as it seemed to be pulling all quarters' data into the totals?
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Super Contributor

Re: Formula assistance! SUM?

Is it? I cannot see the year on your last screenshot. This might cause the troubles.

 

In principle if you have your Year, that should go well as you indicated (based on Summary settings). 

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Master Anaplanner/Community Boss

Re: Formula assistance! SUM?

@CommunityMember113484 

 

I think it might be because of Timescale. SUM function will not work when there is Time Scale as a dimension in Source Module

 

Misbah

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New Contributor

Re: Formula assistance! SUM?

Can you explain a bit further on this? My input/conversion modules are quarterly and my output module is yearly?
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Master Anaplanner/Community Boss

Re: Formula assistance! SUM?

@CommunityMember113484 

 

SUM function doesn't work when your mapping has a timescale as a dimension. Here you are mapping on Agents and Discretionary. Both of these have Time as a dimension.

 

In order for this to work just remove the dimensionality of your Agents and Discretionary -Ideally they shouldn't change with time and then use the SUM formula. See if below helps

 

Source Module:

Misbah_0-1597048644305.png

Misbah_4-1597048812069.png

 

Target Module:

Misbah_3-1597048753230.png

 

To your question: Every time period sits in its own block and SUM doesn't work on Interblock Transactions. That's the simplest I can put it as.

 

Hope that helps

Misbah

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New Contributor

Re: Formula assistance! SUM?

Hi,

Thanks for taking the time to explain this. I've removed the timescale on agents and disc/non disc, however, it means when individuals input info on a quarterly basis, they are not able to select these options? so the sum on these attributes doesn't quite work.  Is there another workaround to this?

Thanks