Activity 17 (Role Formula)

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KayC3
KayC3 Member, ALL USERS, Partner Posts: 4 Master Anaplanner of the Year
in Anaplan Community

Hi all,

 

I've been a bit stuck trying to complete the formula for role. I think it's a LOOKUP if I am correct and I am referencing the Rep Setup module (+ have formatted my line items correctly) but I can't seem to figure out the correct structure.

 

Could somebody help me out if possible?

 

I understand the syntax in theory but in practise  ....:-P

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  • SGnatovich
    SGnatovich Member, ALL USERS, Partner Posts: 2 Master Anaplanner of the Year

    Hi!

    What do you mean by the Role formula? Roles are created, permissions are set and assigned to user e-mail addresses. Are you trying to formulaically look up a user's role?

  • KayC3
    KayC3 Member, ALL USERS, Partner Posts: 4 Master Anaplanner of the Year

    Apologies for my lack of clarity. Yes the formula requiring you to determine the rep's role - with reference to the Rep Setup module.

     

    I am referring to the Intermediate Model Build under Section 12.

  • KayC3
    KayC3 Member, ALL USERS, Partner Posts: 4 Master Anaplanner of the Year

    Hi,

    Thanks for your reply but I think I am going wrong at the formula stage...

     

    Any direction on the formula to use would be useful.

     

    I think the switchover issue you outline is for the RAMP line item.

     

     

  • KayC3
    KayC3 Member, ALL USERS, Partner Posts: 4 Master Anaplanner of the Year

    Apologies to anyone to read this it was too simple! Managed to solve it.

  • Antonio_89
    Antonio_89 Member, ALL USERS Posts: 2 New Contributor

    Hi 

     

    What was the solution, I'm struggling to make my LookUp work

     

    Thanks

     

  • huongdo
    huongdo Member, ALL USERS, GroupMember Posts: 4 Occasional Contributor

    Hi everyone! I was also struggling with LOOKUP for this. Then, the corrrect structure is simply module.line item list.property. When you importing 2015 Headcount Detail.csv into RepSetup, the roles are updated. This csv file also includes the names which are Reps L4. 

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