Contributor

Formula to take 1 unit data to another

Hi Anaplan,

I am trying to create a model to summarize the volume from the region and paste back into manufacturing unit, not sure what formula should work in this situation.

For example, Australia (Reporting Unit) and New Zealand (Reporting Unit) purchase plastic cup from Hong Kong (Manufacturing Unit) by 300 cases, I want to put this 300 cases back into Hong Kong (Reporting Unit). How can I create the formula to pick up all the demand 300 cases under Hong Kong (Reporting Unit) ??

Thanks,

Kiwi

1 ACCEPTED SOLUTION

Accepted Solutions
Moderator

Here's an example using @DavidSmith and @Misbah

You will want to set up system modules first for the manufacturing units and reporting units.

See the DISCO method for more details.

Here is the system module for manufacturing. Super simple.

You will need this to do the Sum on demand.

Then we enter demand as you suggest up above.

Next, you add a formula in your supply module that sums the demand by manufacturing plant.

Demand = Demand[SUM: List formatted line item for manufacturing units]

And the result:

Jared Dolich
4 REPLIES 4
Community Boss

SUM and LOOKUP are what you are going to need.

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/SUM.html

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/LOOKUP.html

If you take the new Level 1 training, we do cover this in a lot of detail too

Also, take a look at the following and also the attached slide deck I've created to help with the understanding

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Converting-data-between-line-items-wit...

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Lookup-Sum-and-Textlist-Cheat-Sheet/td...

https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Dimension-Mismatch/m-p/53248

If you can master these techniques (with System modules), you'll build efficient and flexible Anaplan models

I hope that helps

David

Moderator

Is there any hierarchy in place? Connection between Region & manufacturing unit or reporting unit?

Thanks,

Misbah

Moderator

Here's an example using @DavidSmith and @Misbah

You will want to set up system modules first for the manufacturing units and reporting units.

See the DISCO method for more details.

Here is the system module for manufacturing. Super simple.

You will need this to do the Sum on demand.

Then we enter demand as you suggest up above.

Next, you add a formula in your supply module that sums the demand by manufacturing plant.

Demand = Demand[SUM: List formatted line item for manufacturing units]

And the result:

Jared Dolich
Contributor

Thank you, this is much more clear to my mind 🙂