My organisation's Anaplan model was originally built to cater for a "Bottom Up" sales plan , and I am amending it to also cater for a "Top Down" sales plan, when required.
We have 2 modules in this model, TOP DOWN and TOTAL SALES.
TOP DOWN - Only has one Customer Buying Group code called "TDB" - short for Top Down Budgeting.
TOTAL SALES - Has multiple Customer Buying Group codes (e.g. "KO3", "M04" etc)
Once particular problem I have is how to write the expression which says.....
IF the "TOP DOWN" module's line item "Customer Buying Group" code of "TDB" is = 0 (i.e. $0 sales),
THEN show the "TOTAL SALES" Customer Buying Group code (e.g. K03, M04) Sales $ amounts,
ELSE take the Sales $ amount from Customer Buying Group "TDB" (in which case all other codes e.g. K03, M04 etc should show $0 Sales).
Would I need to reference an ITEM or LOOKUP formula within a normal IF THEN ELSE formula to achieve this?
Awesome use case, and nicely written up. Here's an idea:
This is a little rough. If you run into any issues, send a note back here and I'll create an example for you in Anaplan.
Sounds like a really neat use case. Let's get this!