How to put a control on a sum of data

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New Contributor

How to put a control on a sum of data

Hello all,

 

I have data to provide per person over different periods (I can have intersections). I want the sum of the data per month not to exceed 1 otherwise it returns an error message to the end user. I don't know how I can make this condition on anaplan. 

 

Can anyone help me please?

 

Soukaina,

3 REPLIES 3
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Certified Master Anaplanner

Re: How to put a control on a sum of data

Hi @soukainawaraki ,

 

You need to create below 3 line item - 

1. Base line item (lets say - Amt Deposited) - Which has values to be summed over time periods

 

2. Cumulative line item (lets say - Cumulate amt deposited) - This line item will keep summing the 

            Formula - Cumulate(Base line item) 

 

3. Status(Text line item) - Text line item to display error message to user - to be published on dashboard

Formula - if Cumulative line item[select:time.all periods]>1 then "Error" else "OK"

 

Cheers,

GS

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Certified Master Anaplanner

Re: How to put a control on a sum of data

Hi @soukainawaraki , 

 

Any update on the issue. Were you able to apply the suggested solution or if you need any other help?

 

Cheers,

GS

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New Contributor

Re: How to put a control on a sum of data

Hello @gaurav_sharma-bng,

 

I didn't literally apply your solution but it helped me get a clear idea. I am reviewing my module in its entirety to keep it simple.

I'll come back to you for other questions. Thank you so much!

 

Regards,

Soukaina,