@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?
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
Thank you. It worked.
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