TAR01 Detailed Sales Targets

jjconn13
New Contributor

TAR01 Detailed Sales Targets

Hi, I want to make sure I'm understanding the intended logic of the TAR01 Detailed Sales Targets module. From the user story it says, "I will know this is complete when I can see the percentage of the country’s actual sales revenue by product family that each account’s actual product sales contributed to per quarter." So first we find the Actual Sales Revenue for each country by product family then the accounts actual product sales. Divide these numbers to get the percentage. I created a formula for the PY Country and Product Family Sales column. Does it look to be on the right track? I assume we have to use the DATA modules to attain the PY sales data in combo with the SYS modules to get the data to the correct dimensions for each column. Any guidance would be greatly appreciated!

 

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Accepted Solutions
Misbah
Moderator

Re: TAR01 Detailed Sales Targets

@jjconn13 

 

Yes, Unlike Level 2, Level 3 will test you aggressively on the analytical capabilities. They won't tell you each and everything. you got to figure out how you can achieve it by following best practices. Create Intermediate modules if you need to but follow best practices.

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13 REPLIES 13
Misbah
Moderator

Re: TAR01 Detailed Sales Targets

@jjconn13 

 

All I can say is that you will have to calculate the numbers at Product Family & Country Intersection. I don't think the formula that  you have written aggregates anything on Country and Product Family. Also make sure you follow best practices while writing the formula.

Make sure you check out the Digital Planual Here if you need any assistance on Best Practice

jjconn13
New Contributor

Re: TAR01 Detailed Sales Targets

I'm still struggling on how to aggregate data for country and product family. Perhaps I'm using the wrong source file. I'm using the DAT02 PY Revenue to CY Module (used to bring forward the FY19 data) which is dimensioned by A2 Account>Product# and Time(FY20). The target module, TAR01 Detailed Sales Target Module, is also dimensioned the same. I know I need to somehow incorporate the country and product family, but I'm struggling as to how. 

Misbah
Moderator

Re: TAR01 Detailed Sales Targets

@jjconn13 

 

 You don't need to do that in the same module. Think how can Product Family & Country Intersection data be aggregated into another module and then use that in your TAR01 module which is dimensioned by Account>Product#

jjconn13
New Contributor

Re: TAR01 Detailed Sales Targets

Ok, thanks for the hint. So perhaps create a Staging Module?

CommunityMember126793
Regular Contributor

Re: TAR01 Detailed Sales Targets

@jjconn13 since we have to follow Anaplan best practices so we should avoid increasing the size and should look upon the also collected data in modules.

Are you sure you don't any module which intersect Country and Product data (look into your DAT modules and believe you will find that one)?

jjconn13
New Contributor

Re: TAR01 Detailed Sales Targets

The only DAT module that is dimensioned by Country and Product Family is the Baseline Financial Forecast module, but this consists of FY20 forecasted data. Do I then need a separate line item in this module to pull previous year actuals? 

CommunityMember126793
Regular Contributor

Re: TAR01 Detailed Sales Targets

@jjconn13 hope it will help you and possibly take you to the required formula

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jjconn13
New Contributor

Re: TAR01 Detailed Sales Targets

Thanks again for the help, but I'm a bit confused now. I did not originally have this DAT03 module so hopefully I didn't miss a step. I went back through the lesson and this module was not mentioned, so I will assume it needs to be created for the sake of the TAR01 Detailed Sales Targets Module. 

Misbah
Moderator

Re: TAR01 Detailed Sales Targets

@jjconn13 

 

Yes, Unlike Level 2, Level 3 will test you aggressively on the analytical capabilities. They won't tell you each and everything. you got to figure out how you can achieve it by following best practices. Create Intermediate modules if you need to but follow best practices.

View solution in original post