Not able to apply SUM or LOOKUP

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Contributor

Not able to apply SUM or LOOKUP

Hi,

 

I am trying to get the Proceeds amount for each Deal in Deals list, however not sure how can i get it, Kindly advise.

 

Here is the scenario:

 

Target Module List : Deals, LINE item = LTD proceeds

Source Module : List = Deals and Trans Type (Proceeds as one of the TT), Line Item = Amount

 

Thank you!

 

22 REPLIES 22
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Master Anaplanner/Community Boss

Re: Not able to apply SUM or LOOKUP

@sharmagh 

 

If you are trying to get the deal value at an aggregated Trans Type Level then make sure you have Top Level set as “All” in Trans Type List  and simply point to the source line item.’

Formula in Target Module Line item  = Source Module. Amount

 

Thanks,

Misbah

 

 

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Contributor

Re: Not able to apply SUM or LOOKUP

But then i'll get the value of all the trans type at aggregated level and not for only Proceeds for each deal.

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Contributor

Re: Not able to apply SUM or LOOKUP

@Misbah

But then i'll get the value of all the trans type at aggregated level and not for only Proceeds for each deal.

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Master Anaplanner/Community Boss

Re: Not able to apply SUM or LOOKUP

@sharmagh

 

You have got Trans Type and Deals in your source module. Now when you say Proceeds for each deal-what do you mean by that? 

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Contributor

Re: Not able to apply SUM or LOOKUP

@Misbah 

 

Proceed is one of the Trans Type there are few more TTs

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Super Contributor

Re: Not able to apply SUM or LOOKUP

Hi @sharmagh,

 

I am not 100% good in Finance Domain, but i created a scenario which might be helping you.

 

I Created another List which contains only Proceeds.

 

Here is my Transaction Type and Proceeds List.

 

 

Capture4.JPGCapture5.JPG

 

 

My Source Module

 

 

Capture.JPG

 

Blue Print of My Source Module

 

Capture1.JPG

 

 

I Created a System Module to calculate the Sum of Proceeds on each Deals.

 

 

Capture2.JPG

 

Here is My Target Module, which will get the data based on your selection.

 

Capture4.JPG

 

 

Sorna Raja Prabhu
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Master Anaplanner/Community Boss

Re: Not able to apply SUM or LOOKUP

Hi @sharmagh ,

 

Try this,

#1. Create a system module to identify the Proceeds Trans from the Transactions list.

1.png

#2. Add a line item in the source module as shown below to extract only the proceeds amount.

2.png

#3. Use the new line item as your source in the target module.

3.png

In this way, you can bring only the proceeds transaction amount.

 

Regards,

Vignesh M

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Contributor

Re: Not able to apply SUM or LOOKUP

@VIGNESH.M 

 

Hi,

 

It is closer to what i am looking for however, in my target module i need amounts for each TT in separate columns, for this i am trying to apply lookup. like #2 module (source) and #3 module is the target have 3 separate columns for all the three TTs and i think boolean in this scenario is not a good idea.

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Super Contributor

Re: Not able to apply SUM or LOOKUP

Hi @sharmagh 

 

If possible can you please share some screenshot of your source and Target module?

it would be good for us to understand and we will provide the solution accordingly.

 

Thanks

Akhtar