Formula for subsidiary view item

JoannaAn
Contributor

Formula for subsidiary view item

Hi!

I have a question about formula in subsidiary view.

 

I have a line item with different dimensions.

What should I refer to in the formula so it would work (and can be seen) in subsidiary view item?

Other items in the module are in regular dimensions.. And I would like to use them in the formula for subsidiary view item.

 

(Regular dimensions are: Measures, P5Material, G2 Region),

And Line item is in Measures, G2Region, P1).

 

Thank you.

Joanna.

11 REPLIES 11
ChrisHeathcote
Community Boss

Re: Formula for subsidiary view item

You will need to create a mapping that bridges the difference in dimensions in the same way you would between two modules.

 

The module has; Measures, P5Material, G2 Region

 

The line item has; Measures, P1, G2Region

 

However, assuming that P5Material and P1 are part of the same hierarchy and P1 is a higher level then the line item will simply take the value from the module which relates to the P1 layer.

 

If they are not part of the same hierarchy then you will need to build a mapping table.

 

If multiple P5 items map into a P1 item then create a mapping table dimensioned by P5 and add a line item formatted as a the list P1. Then use SUM.

 

If its a 1 to 1 mapping then you can create a mapping table dimensioned by P1 and a line item formatted as P5. Then use LOOKUP.

 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
JoannaAn
Contributor

Re: Formula for subsidiary view item

Thanks for your reply.

What if I have other line items (which are also calculated?) does it makes everything more difficult?

I actually trying to calculate the same Growth Rate (which I did yesterday - Month-to-Month growth rate  https://community.anaplan.com/t5/Anaplan-Platform/How-to-calculate-Month-to-month-Growth-Rate/m-p/10... ) but within changed dimensions...so it would pick only numbers within new dimensions. And yes, P5 is a part of the hierarchy with P1.

AntonMineev
Certified Master Anaplanner

Re: Formula for subsidiary view item

Hi @JoannaAn!

 

What formula do you want to write?
And what will be the source and what will be the receiver?
If you are going from P1 to P5, then you need LOOKUP. And if from P5 to P1, then the system will be able to add the data in the hierarchy itself (if your list if composite).

JoannaAn
Contributor

Re: Formula for subsidiary view item

Thanks for reply.

I need to calculate Growth Rate, but within those particular dimensions. So subsidiary view applied on the Growth rate Line item.

I have a sales Volume by month in the same module. But they are in regular dimensions.

 

JoannaAn
Contributor

Re: Formula for subsidiary view item

Also other Items are calculated within regular dimensions...so they are also contains formulas...

Does it makes everything more difficult? 

AntonMineev
Certified Master Anaplanner

Re: Formula for subsidiary view item

It's hard to say, I need a screenshot of the blueprint / module.
It is likely that you can calculate the percentage of the increase in detailed measurements and put the summary =  formula. Then subsidiary view will not be needed.

JoannaAn
Contributor

Re: Formula for subsidiary view item

Screenshot 2021-05-13 at 17.00.13.png

 So, before I did calculations within module dimensions. 

And now I need within some changed ones.

AntonMineev
Certified Master Anaplanner

Re: Formula for subsidiary view item

Can you show me "Applies to"?
Based on the list of analysts and formulas you have written, you can get the correct numbers in the first line item for calculating growth. And for displaying on dashboards, use filters.

JoannaAn
Contributor

Re: Formula for subsidiary view item

Screenshot 2021-05-13 at 18.24.30.png

 Here is applies to