Is Lookup within same module possible?

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Contributor

Is Lookup within same module possible?

Hi,

 

Is it possible to apply lookup within same module? I know direct link can work but, i need to get value of a particular list item of the same module.

 

Thanks!

 

18 REPLIES 18
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Master Anaplanner/Community Boss

Re: Is Lookup within same module possible?

Can you please share screenshot of what are you trying to achieve? I think you are talking about  creating Lookup modules which we create in order to avoid Select statement on list items. 

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Contributor

Re: Is Lookup within same module possible?

Sorry Misbah, as I am working on my Organization's data I can't share any screen shot however, I can try to elaborate a bit more:

My module has 2 lists with their Top Levels (All Funds & All Deals),

Both the lists are being used in the rows and 3 line items in the Columns (Opn. Bal, Amount Utilized and Clos. Bal).

Each deal will show all the funds under it and calculate all the line items, the only problem is I am not able to carry forward my Clos bal as Opn Bal for the next Deal, so I thought if their is any way to do the same with the help of lookup.

I have created codes for each fund and Deal a like D1, D2... and F1, F2...(both are formatted as list) and added a line item in my current module to get the same, now the formula is something like this:

IF Deal Code = D1 then get the Opn Bal for all the funds from another Module ELSE Previous set of Fund's Closing Bal.



Highlighted
Contributor

Re: Is Lookup within same module possible?

@Misbah 

Sorry Misbah, as I am working on my Organization's data I can't share any screen shot however, I can try to elaborate a bit more:

My module has 2 lists with their Top Levels (All Funds & All Deals),

Both the lists are being used in the rows and 3 line items in the Columns (Opn. Bal, Amount Utilized and Clos. Bal).

Each deal will show all the funds under it and calculate all the line items, the only problem is I am not able to carry forward my Clos bal as Opn Bal for the next Deal, so I thought if their is any way to do the same with the help of lookup.

I have created codes for each fund and Deal a like D1, D2... and F1, F2...(both are formatted as list) and added a line item in my current module to get the same, now the formula is something like this:

IF Deal Code = D1 then get the Opn Bal for all the funds from another Module ELSE Previous set of Fund's Closing Bal.

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Master Anaplanner/Community Boss

Re: Is Lookup within same module possible?

@sharmagh 

 

See if this helps. This approach is to just give you an idea how this can be implemented. Here you might get Circular References because Closing balance = Open Balance - Amount Utilized, unless and until you use PREVIOUS function which is not feasible in Non time dimension modules you will be welcomed by circular reference error. That's why you see I have removed the formula in Closing Balance line item just to show it to you how LOOKUPs in list items can be used.

 

Step 1: Create a mapping module between the deals. Here I have created a property mapping, you stick to the module

Misbah_0-1589193769295.png

Step 2: Write the formula using Lookup mentioned in the snip.

Misbah_1-1589193832668.png

 

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Contributor

Re: Is Lookup within same module possible?

@Misbah 

 

Getting the below Error

Format of mapping used for lookup doesn't match any dimension of the source

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Master Anaplanner/Community Boss

Re: Is Lookup within same module possible?

@sharmagh 

 

Make sure source is List formatted line item. Check out my screenshots in previous reply

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Contributor

Re: Is Lookup within same module possible?

@Misbah i am also using the list formatted line item

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Master Anaplanner/Community Boss

Re: Is Lookup within same module possible?

@sharmagh 

 

In that case it would be great if you can post screenshot of your source line items, target line item along with the dimensionality. You don't need to show the data so that we can help better

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Contributor

Re: Is Lookup within same module possible?

@Misbah  could you please tell me more about the steps you took to create Properties Mapping and Mapping Module, may be i am doing something there.