Is Lookup within same module possible?

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Contributor

Re: Is Lookup within same module possible?

@Misbah 

please see below

Target Module View 1 :

sharmagh_5-1589205655965.png

 

Target Module View 2:

sharmagh_0-1589205473561.png

Opening Bal:

sharmagh_1-1589205515759.png

Deals List Properties:

sharmagh_2-1589205543955.png

Deals and Fund List Grid View:

sharmagh_3-1589205571114.png

sharmagh_4-1589205615163.png

 

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Master Anaplanner/Community Boss

Re: Is Lookup within same module possible?

@sharmagh 

 

This formula should work

 

IF ITEM(D Deals) = D Deals.'D1' THEN Opening Balance.Op Bal ELSE Closing Balance[LOOKUP: D Deals.Prior Deals] 

 

The above formula will work only if your Closing balance is not derived from Opening Balance. There will be a circular reference

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Contributor

Re: Is Lookup within same module possible?

@Misbah 

 

Then how my Cl bal will get updated?

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Contributor

Re: Is Lookup within same module possible?

Ok, That means if i am not using time scale then this lookup can't work due to circular reference?
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Master Anaplanner/Community Boss

Re: Is Lookup within same module possible?

@sharmagh 

 

That's exactly what I have been trying to communicate. You can't use this if your Closing Balance is Derived from Opening Balance due to circular references.

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Contributor

Re: Is Lookup within same module possible?

Thank you!
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Contributor

Re: Is Lookup within same module possible?

You could try creating another line item, say 'Opening Balance (formula)' where you use the lookup formula on Closing Balance. 

Then create an action to import from 'Opening Balance (formula)' to 'Opening Balance' line item. 

This approach isn't super intuitive and user friendly, so the question to be asked before applying this is how frequently does this calculation update. If it updates very frequently, then this might not really be useful, since every time the calculation changes, the Import action needs to be run (either manually or using API) to update Opening Balance. But in case this doesn't change very frequently, then this might work.

 

Regards

Saurabh

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Contributor

Re: Is Lookup within same module possible?

It changes frequently
Highlighted
Community Boss

Re: Is Lookup within same module possible?

Yes you can use a LOOKUP within the same module if you have a subsidiary view (although not very common)

One thing to note is that for the engine, modules don't exists. That you have a line item in a module or in another, it doesn't matter for the engine, performance for getting it is the same. There is no need to bring a prop into a module to be used by this module, you can reached for it anywhere in the model.


Nathan Rudman, Anaplan Model Builder