Workarounds To Sum Data While Using NONE as Summary Method Within Source Module

[#1]

随着Hypermodel的引入，Anaplan模型大小的容量最近已从大约180亿个细胞增长到1000亿个细胞，因此，在产生尽可能少的“浪费空间”的同时，仍然很重要。

ThePlanualstates that the Summary Method for most line items should be set to None. This is a great rule to follow—unless:

• The totals need to be displayed on a dashboard/page.
• The data needs to be aggregated.

Let's assume we have several levels in a cost center hierarchy as shown below:

- L1 Region

- L2 Sub Region

- L3 Business Unit

- L4 Cost Center

Let's assume we have asourcemodule dimensioned by Accts,L4 Cost Centers, Months, and a single line item where NONE is the Summary Method.

现在，假设我们有一个目标module dimensioned by Accts,L2子区域, Months, and some line items.

如果我们简单地引用没有任何功能的源模块，则不会将数据汇总起来（请参见左侧的上线项目）。解决此问题的快速方法是使用总和公式并参考将L4成本中心映射到L3，L2和L1的SYS模块。

In this example, the formula would beSource Data.'Amt (No Summary)'[SUM: 'SYS L4 Cost Center'.Sub Region]. Simple enough, right?

但是，如果目标模块不包含L4成本中心结构的更高级别的尺寸怎么办？解决方法是创建一个单项维度...

...and map it to the L4 Cost Centers list within the L4 Cost Center SYS module.

而中心映射到L3、L4成本L2等等。is based on the composite structure and uses the PARENT formula, the mapping to this one-item list is justOneItemList.MemberOfOneItemList.

Then, in order to sum the data within a target module, the one-item dimension must be included in the structure and reference the L4 Cost Center SYSmodule for the one-item mapping via a SUM formula.

If it is not desired to have the one-item dimension in the final output module, then the above module can be used as the source in conjunction with a line item to select the 'Dummy Total'...

...然后进食目标模型，该模型使用查找语句指向上述行项目。

Depending on the number of levels and size of the dimensions for the source and target modules this can save a lot of space, roughly 30-70%. For small modules, using this approach is likely not worth the effort, but this can provide tremendous space savings on very large modules.

[MarinaKetelslegersNumlix]

How would you sum months into years without summary method?

[AmyX]

Hello,

Thank you for sharing this!

What is the difference of impact on performance when we use this aggregation method with SUM vs. when we use native summary method?

Thank you!

Amy

[惠特比]

Hi@AmyX

Here is some analysis I did for a client (it depends on the how many updates are being made and how many of the cells are 0). Dummy sum vs native summation - performance considerations:

• When loading data/opening a model, because there are less subtotals to calculate with the Dummy Sum you are reducing the number of calculations that are run. This can improve performance.
• However, when processing a user update (which is often only a few cells in the source data), the Native Summation can leverage the subtotals and only calculate updated cells. Meaning less calculations are run and improved performance.
• Native Summation has certain optimisations built into it, for example when the cells being totalled areempty/0subsequent calculations aren't run. In this case the Native Summation will run a lot faster than the Dummy Sum which doens't benefit from the same optimisation.

[YuriPinchuk]

Hi@MarinaKetelslegersNumlix

To sum months into years you can use MOVINGSUM(Line item, 0,0)

Still, I'm not sure whether the tradeoff between saving model space and the readability of the model pays off in this situation.

This approach could save almost 50% of the required space (12 months vs. 12m + 4q + 1y), which is worth trying for large modules. Nevertheless, another concern for the large modules is calculation time, which should be tested case by case. I assume the native YEARVALUE() would show better results than the artificially built formula.

[AmyX]

Thank you,@whitby