How to add a Line item with a formula in a list within a module?

kdoan
Contributor

Re: How to add a Line item with a formula in a list within a module?

@anirudh I tried your method but the formula won't work. I follow your step and use Full Upload COA.Amount[SUM: Full Upload COA.COA, SUM: Full Upload COA.Department, SUM: Full Upload COA.Date] to try to get the data in. 

 

Any advice?

anirudh
Community Boss

Re: How to add a Line item with a formula in a list within a module?

Try this:
Create a new line item called COA LIS in the Full Upload COA module with the format of the COA Line item subset. Input this formula:

 

Chart of Account List.COA LIS[LOOKUP: COA]

 

Then go over to the destination module and input this formula instead:

 

Full Upload COA.Amount[SUM: Full Upload COA.COA LIS, SUM: Full Upload COA.Department, SUM: Full Upload COA.Date]

 

Let me know if this works

View solution in original post

kdoan
Contributor

Re: How to add a Line item with a formula in a list within a module?

Thank you. It worked. 

ChrisHeathcote
Community Boss

Re: How to add a Line item with a formula in a list within a module?

The solutions suggested appear unnecessarily complicated when it would be straightforward to add a parent to the COA list for all items relevant to Gross Profit. The hierarchy would produce the required roll up and aggregation.
Another alternative is to create a consolidated P&L module using a line item subset as suggested by others and allow the user to drill down to the COA list where required.
Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
DavidSmith
Master Anaplanner/Community Boss

Re: How to add a Line item with a formula in a list within a module?

Remember "simple is better than complex"

https://community.anaplan.com/t5/Planual/ct-p/Planual

Try and think more widely around the problem, rather than focussing on the detail

 

"what are you actually trying to achieve"

David