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

[kdoan]

@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 · Accepted solution]

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

[kdoan]

Thank you. It worked. 

[ChrisHeathcote]

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.

[DavidSmith]

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