Adding a new list of existing model

[Megha27]

Hi All,

我am adding a new list (dimension) to my existing model. I am able to pull in the actual data from the source system by the new list easily. However I am not sure whats the best way to go about integrating the new list for the forecast planning. Currently - in my forecast planning module, my current forecast data gets duplicated for each item in the new list and hence inflating the totals. My goal is to have the forecast data land into only one item on the new list and then also have the ability to then start forecasting/move around the forecast into other items of the list.

@JaredDolich@andrewtye@einas.ibrahim

Please guide.

Thanks,

Megha

[JaredDolich]

@Megha27

有趣的挑战!因为我还只是一个预感ot see what's happening, but if your data is duplicating it probably means your source data file contains multiple entries for the same list item. Anaplan will automatically add up the values every time it sees the same list item. Take a look at that and see if that might be your issue. If not, let's take a look at a sample of your source file and a screenshot of your list. Let's get you to the finish line quick!

[Megha27]

@JaredDolichThere is no source file file involved as such. The existing module already had the forecast data say a forecast of $100k for a GL account. I added the new list to the module, say Region and it has 3 list members (Region 1, Region 2 and Region 3) and now it repeats the data it had to show me $100k for Region 1, $100k for Region 2 and $100k for Region 3, therefore tripling the forecasted number.

What I am looking for is to have $100k against Region 1 and $0 against Region 2 and Region 3 but also have the ability to then say split my $100k into $50k each in Region 1 and Region 2 but obviously keep the $100k forecast number constant at the totals level.

Does that make the issue clearer? Thanks for helping me out here.

[JaredDolich]

@Megha27

Awesome! Just use breakback. Hold and Release only works in classic but that's about to change, hopefully in a couple of weeks. Right mouse click on a cell if if you want the value to "hold", use breakback, then select hold.

[Megha27]

Hi@JaredDolich

Breakback is grayed out for me. Attached are two screenshots. The data is getting duplicated on the list Sub 1 and Sub 2. The new list is Subsidiaries.

[JaredDolich]

@Megha27

Ah, okay. Your line item must have a formula in it. Let's take a look at the formula. We may need to use a LOOKUP function.

[Megha27]

@JaredDolichthere you go

[JaredDolich]

@Megha27

Almost there. Let's review and understand the calculation you have there.

Put this line item in a grid on a dashboard and drill down (preferably in New UX). That will show you all the values that Anaplan is using to calculate this line item.

• Which one looks wrong?
• Go to that line item and continue to drill down until you find the source of the 2x issue.

Only other option I can think of is to see the applies to and calendar for these modules but this really isn't necessary until you discover the line item that is giving you the 2x.

• NetSuite IS actuals w/ Projects
• OPEX - w/o Comm & B+T
• Base Expense Assumptions

我f the 2x is occurring during the list update, as you originally mentioned, you should go back to my original response and look at your source file (the one that updates the list). This most certainly can cause your challenge.

[Megha27]

@JaredDolich我认为这里有一些困惑。我am probably not communicating correctly. Adding 4 screen. 1 is before - New "Subsidiary" list not added. 2. After - With the new Subsidiary list. New list has 2 items - Sub 1 and Sub 2. Its the line items that are getting calculated for each member of the Subsidiary list - which is inflating the total. I want the total to be same at all Sub level i.e. 536k and in the after screenshots, you will see that I am at 963k.

My apologies for not communicating correctly. Let me know what you think after you review the screenshots.@einas.ibrahim

[JaredDolich]

@Megha27

Calc PY Avg is using a formula and you have a SUM summary on it. Change that to Formula or determine the right ratio so it aggregates correctly.