Get Total Value on another Line Item

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Occasional Contributor

Get Total Value on another Line Item

Hi,

 

Please help how can I get the total value of another line item to the other. Pls see attached screenshot where I tried to use lookup of the parent hierarchy to get the total value but it is not picking the correct value.

tompatrickting_0-1599621821017.png

 

Thanks in advance,

Tom

 

9 REPLIES 9
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Frequent Contributor

Re: Get Total Value on another Line Item

Hi @tompatrickting ,

 

In this case you can try to use [Select: UP A -P] function instead of Look up to get the total value.

 

Thanks,

Naushad

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Occasional Contributor

Re: Get Total Value on another Line Item

Hi @naushad786 , I cannot use SELECT function as there will be other parent accounts i have in my hierarchy. 

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Master Anaplanner/Community Boss

Re: Get Total Value on another Line Item

Hi Tom,

1. Create a line item called Parent and formatted by the parent list in the screenshot; ie. the list containing UP-AP
2. Formula is PARENT(ITEM(<Child list name>))
3. Formula for CALC3.0 Lease Out is:
GLA[LOOKUP: Parent]

Regards,
Anirudh
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Occasional Contributor

Re: Get Total Value on another Line Item

Hi @anirudh , this is the exact formula i currently use in my module. The line item only shows zero instead of the total amount. 

 

tompatrickting_0-1599625254809.png

tompatrickting_1-1599625289471.png

 

Regards,

Tom

Highlighted
Super Contributor

Re: Get Total Value on another Line Item

You are not able to use PARENT as the summary item is not a child of the summary as they are part of the same list. You can only use PARENT where you have a composite hierarchy consisting of two separate lists.

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Frequent Contributor

Re: Get Total Value on another Line Item

Hi @tompatrickting ,

 

I have created a similar scenario and it is working fine. please have  a look below screenshot.

 

naushad786_0-1599625578057.png

 

Thanks,

Naushad

Highlighted
Occasional Contributor

Re: Get Total Value on another Line Item

Hi @naushad786 , I tried to create a new module to check but still no luck. Please help check why its not calculating properly in my module.

tompatrickting_0-1599626070385.png

tompatrickting_1-1599626090529.png

 

Regards,

Tom

Highlighted
Certified Master Anaplanner

Re: Get Total Value on another Line Item

Seems like you are using a single level hierarchy as opposed to a composite hierarchy. The best and most scalable solution is to use a composite hierarchy. There are a couple of ideas of how to solve it using a single list like you seem to have in the following thread.

 

https://community.anaplan.com/t5/Anaplan-Platform/Alternative-to-LOOKUP-with-non-composite-hierarchi...

 

Jason

Super Contributor

Re: Get Total Value on another Line Item

Hi,
Try creating a flat module where you can assign list formatted line items to feed your lookup functions.
In this module do not include any dimensions, create a line item and format as the target list. Then select the relevant list item.
Use this to feed you LOOKUP in the target line item.