Simple formula question for extra dimension

jmiyagis
Occasional Contributor

Simple formula question for extra dimension

Hi Anaplan Community,

I was wondering if any one can help me out with a simple formula issue. I am linking a field from one module to another module (within the same model).  The problem is that the destination module has an extra dimension.  When I create the formula to link to the other module (using a sum function on a shared dimension) the number is spread even in all the extra dimensions. Do you guys know how I can modify the formula so that the data just goes into one of the "levels" in the extra dimension, instead of it spreading out evenly in all levels?

 

As you guys can tell i don't have much experience in modeling in Anaplan so its difficult to describe.  I have included a graph below.  Any help would be greatly appreciated.  Thank you!

 

jmiyagis_2-1616705102678.png

 

1 ACCEPTED SOLUTION

Accepted Solutions
rob_marshall
Moderator

Re: Simple formula question for extra dimension

@jmiyagis 

 

Absolutely, no worries, please ask all the questions you have, this is exactly what the community is all about.  Let's see if we can get you a solution.

 

I have a module with two dimensions with data:

2021-03-25_16-19-12.png

 

2021-03-25_16-19-01.png

 

But now, I need to sum the data to another module, but the 2nd module shares the two dimensions in the first module, but has an extra:

 

2021-03-25_16-20-44.png

 So the data will not be spread evenly across the 3rd dimension, create a SYS Global module (no dimensionality with a line item formatted as that 3rd list, in my case Regions and enter a List member in it (this is tell the sum where you want the data to go or land)

2021-03-25_16-22-36.png2021-03-25_16-22-45.png

now, you can use the SYS Global line item for your sum formula:

 

2021-03-25_16-24-26.png

If I change my SYS Global to Central, the data will move to Central.

2021-03-25_16-25-41.png2021-03-25_16-24-42.png

 

Hope this helps,

 

Rob

View solution in original post

4 REPLIES 4
rob_marshall
Moderator

Re: Simple formula question for extra dimension

@jmiyagis 

 

Absolutely, no worries, please ask all the questions you have, this is exactly what the community is all about.  Let's see if we can get you a solution.

 

I have a module with two dimensions with data:

2021-03-25_16-19-12.png

 

2021-03-25_16-19-01.png

 

But now, I need to sum the data to another module, but the 2nd module shares the two dimensions in the first module, but has an extra:

 

2021-03-25_16-20-44.png

 So the data will not be spread evenly across the 3rd dimension, create a SYS Global module (no dimensionality with a line item formatted as that 3rd list, in my case Regions and enter a List member in it (this is tell the sum where you want the data to go or land)

2021-03-25_16-22-36.png2021-03-25_16-22-45.png

now, you can use the SYS Global line item for your sum formula:

 

2021-03-25_16-24-26.png

If I change my SYS Global to Central, the data will move to Central.

2021-03-25_16-25-41.png2021-03-25_16-24-42.png

 

Hope this helps,

 

Rob

View solution in original post

jmiyagis
Occasional Contributor

Re: Simple formula question for extra dimension

Rob,

It worked.  Thank you very much!  There is no way i would have figured this out myself.  

 

Thanks again.

 

Jason

ChrisHeathcote
Community Boss

Re: Simple formula question for extra dimension

@jmiyagis 

An alternative approach is to use the properties module of additional dimension by adding a boolean formatted line item which can be used to allocate the allocation to the desired target dimension. 

Then use an IF THEN ELSE function to query which dimension has been checked and only run the formula for that list item. 

 

IF SYSxx List Properties.Allocation THEN ADD FORMULA ELSE 0

 

If the allocation dependant on another dimension then create a new systems module contain all the required dimensions and use a boolean line item from this new module to confirm the target list item to be allocated against. Note that the additional dimensions must be present in the target module. 

 

Chris 

Chris Heathcote
Bedford Consulting

Gold Partner and Regional Partner of the Year 2021, EMEA
jmiyagis
Occasional Contributor

Re: Simple formula question for extra dimension

Chris,

Thank you. I will also give this a try.  I appreciate everyone's help and expertise!