Using a IF THEN ELSE formula and LOOKUP formula to solve a Customer Buying Group mapping question

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gcaldis
gcaldis Member, ALL USERS, GroupMember, Community Member Posts: 5 Occasional Contributor
in Planning & Modeling

Hi there

 

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?

 

Thanks

George

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  • gcaldis
    gcaldis Member, ALL USERS, GroupMember, Community Member Posts: 5 Occasional Contributor

    Hi Jared

     

    Apologies for the late response to your message.  I've had other organisational priorities over the past 5 months to attend to, but am now back working on Anaplan, in particular integrating our new Top-Down planning process into our main Anaplan FP&A model.

     

    Many thanks for your response. I've read through it but am still unclear on how to incorporate some parts of it.

     

    Please see the attached EXCEL file with the use case and Anaplan line item formula I am trying to write to achieve the desired outcome.

     

    Would appreciate your expert assistance here.


    Regards

    George

     

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