Chapter 8: Sales Roll Up Not Populating

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tlatino
tlatino Member, ALL USERS Posts: 5 New Contributor
in Anaplan Community

In Chapter 8, I can't get my Sales Roll Up to work properly, it keeps showing up as blank. I've attached the grid view and the blueprint view, but can't figure out why it's not working. My formulas are correct. Please help!

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  • tlatino
    tlatino Member, ALL USERS Posts: 5 New Contributor

    I'm just taking the training so I apologize for being new and inexperienced. I'm not sure what you are suggesting I do. Where do I that go to find the PROPERTIES to check if the "Sales Roll Up" module properties are list formatted to Sales Region Roll Up (not text format)?

     

    Also, where do I go to check that there are values appearing in the Sales Roll Up properties? When I go to regular view (as in the previous JPEG), there are no numbers appearing. Where are the properties for Sales Roll Up module that you're referencing?

     

    Thank you so much in advance!

  • tlatino
    tlatino Member, ALL USERS Posts: 5 New Contributor

    Thank you for all your efforts in trying to help!

     

    Looks like in the Employees module, the Assigned Sales Roll Up is referencing the correct Sales Roll Up list in the Format field.

     

    How do you assess the Assigned Sales Region and what am I supposed to check mark there?

     

    Thank you!

     

     

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