201 Course Section 13 Activity 18 Sub-Region Quota

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kenj
kenj Member, ALL USERS Posts: 4 Occasional Contributor
in Anaplan Community

Hi all, 

 

I couldn't get the quota rollup number. Could someone please help? Please see my formula below.

 

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  • jeremyguttman
    jeremyguttman Member, ALL USERS, Employee Posts: 5 Occasional Contributor

    @kenj 

     

    The formulas look ok - the issue might be in the source module or lists.  Please check the Rep Quota module and ensure the lists are setup correctly.  Add screen shots here and we can try to narrow down the issue.

  • kenj
    kenj Member, ALL USERS Posts: 4 Occasional Contributor

    Thank you for your response. Below is a screenshot of the Rep Quota module. I've gone through the exercise and the results appear to be accurate. Please let me know if you see any discrepancies. 

     

    Capture.PNG

     

  • jeremyguttman
    jeremyguttman Member, ALL USERS, Employee Posts: 5 Occasional Contributor

    @kenj 

    Your setup looks correct on that module.

     

    Here are several screen shots from my model to you can use to validate in order to narrow down where the issue is.

    (note my values are slightly different from yours, but should be fine for tracking down why the numbers are not flowing thru)

     

    img1 - Sub-Region Quota; the value to follow (144,710)

    img2 - Sub-Region Quota drill down on Rep Quota Roll-up detailing sum coming from Rep Quota module

    img3 - Rep Quota module.Quota for New York, Forecast, Jan 15

     

    Follow these in your model and see if you can replicate.

  • kenj
    kenj Member, ALL USERS Posts: 4 Occasional Contributor

    The quota is not populating in my Rep Quota module. I'm not sure what I did wrong. Could you please help take a look at the formula?

    Capture 1.PNGCapture 2.PNG

  • jeremyguttman
    jeremyguttman Member, ALL USERS, Employee Posts: 5 Occasional Contributor

    @kenj 

     

    Take a look at your summary method set on Quota - should be set to 'sum'

    See img4 for an example

     

     

  • kenj
    kenj Member, ALL USERS Posts: 4 Occasional Contributor

    Ah, that's it. Thank you so much for all your help. That's an overlook on my part.

  • jeremyguttman
    jeremyguttman Member, ALL USERS, Employee Posts: 5 Occasional Contributor

    @kenj  Great, glad you are all set and can close out this issue.

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