How to use SUM and LOOKUP dynamically

hyudolee
Occasional Contributor

How to use SUM and LOOKUP dynamically

I have Order module(Region, Order)

Order(1,2...) comes from each Region. Order has Item and Amount.

hyudolee_8-1638413574469.png

I want to aggregate item-amount by dynamic Region like this table.

hyudolee_0-1638413941567.png

 

If Users chose the Europe, Item-Amount Table is aggregated by Europe.

hyudolee_1-1638413959288.png

I tried SUM and LOOKUP but I couldn't.

 

The point is I don't need Region List in Item-Amount table because it consumes memories.

And I don't want to use List Subset function because dynamic region setting has another dimension.

( I omitted the instructions to explain briefly)

1 ACCEPTED SOLUTION

Accepted Solutions
Rashmih
Certified Master Anaplanner

Re: How to use SUM and LOOKUP dynamically

Hi @hyudolee ,

 

Please add a line-item in the Order module to filter Amount based on Dynamic Region for example as shown below...

Rashmih_2-1638421773420.png

 

and then use this in Item-Amount Module to calculate the sum

 

Rashmih_3-1638421798040.png

Hope this helps...

 

 

 

 

View solution in original post

3 REPLIES 3
Rashmih
Certified Master Anaplanner

Re: How to use SUM and LOOKUP dynamically

Hi @hyudolee ,

 

Please add a line-item in the Order module to filter Amount based on Dynamic Region for example as shown below...

Rashmih_2-1638421773420.png

 

and then use this in Item-Amount Module to calculate the sum

 

Rashmih_3-1638421798040.png

Hope this helps...

 

 

 

 

Misbah
Moderator

Re: How to use SUM and LOOKUP dynamically

@hyudolee 

 

Typical use case of SUM and SELECT or even SUM and LOOKUP. Since these compound functionalities need to be avoided due to Scalability and Performance issues I think Region dimension needs to be added in order for this to work.

Also, instead of giving the end user the flexibility to pick from pick lists, why don't use context selectors 

 

Thanks,

Misbah

Miz Logix

bhill5
Contributor

Re: How to use SUM and LOOKUP dynamically

Can you use the "dynamic selector" to create a dynamic filter on a saved view of the data table?