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!

1 ACCEPTED SOLUTION

Accepted Solutions
Community Boss

## Re: Not able to apply SUM or LOOKUP

1. Create one system module to do the mapping with TT

2, Source Module:

3. Target Module:

Hope this helps!

Thanks

Akhtar

22 REPLIES 22
Moderator

## Re: Not able to apply SUM or LOOKUP

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

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.

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.

Moderator

## 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?

Contributor

## Re: Not able to apply SUM or LOOKUP

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

Community Boss

## 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.

My Source Module

Blue Print of My Source Module

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

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

Sorna Raja Prabhu
Certified Master Anaplanner

## 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.

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

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

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

Regards,

Vignesh M

Contributor

## Re: Not able to apply SUM or LOOKUP

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.

Community Boss

## Re: Not able to apply SUM or LOOKUP

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