SUM Function and List ALL

hyudolee
Occasional Contributor

SUM Function and List ALL

I want to aggregate the order From Table A to B.

Table A

RegionProductamount
ax100
 y10
bx200
 y20

Table B

Regionaggregate
x300
y30

 

I input the formula as below.

 Aggregate = Amount [SUM:Region]

 

But I could not calculate it.

If I have RegionALL as Region's top level of item, I could calculate it.

 

We should use Top level of item instead of SUM Function?

2 ACCEPTED SOLUTIONS

Accepted Solutions
SathyaM
Certified Master Anaplanner

Re: SUM Function and List ALL

Hi @hyudolee,

 

Top Level item is needed for Region List to aggregate values to Table B. Once Top level is added, you can directly refer the Amount (refer below screenshot)

 

SathyaM_0-1639984508103.png

Thanks

Sathya

View solution in original post

SathyaM
Certified Master Anaplanner

Re: SUM Function and List ALL

Hi @hyudolee,

 

Dimensions in Table A --> Region and Product [ 2 different lists]

Dimension in Table B -->  Product

 

The values in Table A are at the Region and Product levels. However, you are trying to fetch value at each Product in Table B from Table A.

 

To aggregate values, you need Top level item in the Region list.

 

Hope this helps --> Understanding Top Level - Anaplan Community

 

In your previous example regarding SUM, I believe you have one of the below mentioned methods

Region and Amount are two different properties in the "Country" List

OR

Region and Amount as two line items in a module

 

You can use SUM in that case without adding a Top level item.

SathyaM_0-1639990832461.png

Hope this guide helps to understand SUM Function --> SUM - Anaplan Technical Documentation

 

Regards

Sathya

View solution in original post

4 REPLIES 4
SathyaM
Certified Master Anaplanner

Re: SUM Function and List ALL

Hi @hyudolee,

 

Top Level item is needed for Region List to aggregate values to Table B. Once Top level is added, you can directly refer the Amount (refer below screenshot)

 

SathyaM_0-1639984508103.png

Thanks

Sathya

View solution in original post

hyudolee
Occasional Contributor

Re: SUM Function and List ALL

Hi, @SathyaM .

Thanks for replay!

 

You mean we cannot aggregate amount unless we set Top level of items?

I can aggregate it  Country to Region(Property), if I use Formula like [SUM:Region].

But I can not do before case.

I think it's strange.

 

CountryRegion(Property)amount
aX100
bX200
cY10
dY20

 

Region amount
X300
Y30
SathyaM
Certified Master Anaplanner

Re: SUM Function and List ALL

Hi @hyudolee,

 

Dimensions in Table A --> Region and Product [ 2 different lists]

Dimension in Table B -->  Product

 

The values in Table A are at the Region and Product levels. However, you are trying to fetch value at each Product in Table B from Table A.

 

To aggregate values, you need Top level item in the Region list.

 

Hope this helps --> Understanding Top Level - Anaplan Community

 

In your previous example regarding SUM, I believe you have one of the below mentioned methods

Region and Amount are two different properties in the "Country" List

OR

Region and Amount as two line items in a module

 

You can use SUM in that case without adding a Top level item.

SathyaM_0-1639990832461.png

Hope this guide helps to understand SUM Function --> SUM - Anaplan Technical Documentation

 

Regards

Sathya

View solution in original post

KirillKuznetsov
Certified Master Anaplanner

Re: SUM Function and List ALL

@hyudolee 

Let me understand couple of things about your case:

1) First table has two dimensions: Region and Product

2) Second table has only Regions

3) Product list has Top level item

If all of the above are true, then you don't have to use SUM function for aggragation and you can simply link to the amount line item:

Aggregate = Amount

Aggregate line item will automatically take Product.Top Level amount.

 

Hope it helps. If not - please add details.

 

Cheers,

Kirill