![\"\"](\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/10\/sum1-min.jpg\")
<\/p>\nAnaplan provides numerous calculation functions which deliver enhanced analysis within a model. Two common and related functions are SUM and LOOKUP. SUM enables the summation of values based on a list or time formatted line item or property in a source with a matching dimension in a target. SUM achieves this through user-entered mappings within function parameters to determine criteria for the values in the source to be summed. LOOKUP is used when mapping from one cell or value to many, and SUM is used in contrast, summarizing multiple cells into one.<\/p>\n
Below is the syntax for the SUM function:<\/p>\n
x[SUM: y]<\/p>\n
\u2018X\u2019 is referring to the column holding the values to SUM.<\/p>\n
\u2018Y\u2019 is referring to the columns to be used as a cross-reference. You may have multiple cross-references. x[SUM: y, SUM: y_1, …]<\/p>\n
The key to doing this is ensuring that your \u2018x\u2019 value column is of number format, and your \u2018y\u2019 value column is a list-formatted or time period-formatted line item or property.<\/p>\n
Looking at an example,\u00a0let\u2019s say we have three modules; the first, \u2018Product Details,\u2019 is set up to describe products (product code, product size or volume, the category in which the product belongs, etc.).<\/p>\n
<\/p>\n
The second module \u2018Revenue Stats\u2019 contains revenue statistics according to product and geography.<\/p>\n
![\"\"](\"https:\/\/quebit.com\/askquebit\/wp-content\/uploads\/2021\/10\/sum2-min.jpg\")
<\/p>\n
In the third module, \u2018Size Revenue Report,\u2019 which will be the module we use to perform a SUM function, we would like to SUM the revenue made per month according to the size of the products being sold. The formula would be entered into revenue line item in the Size Revenue Report module and would be as follows:<\/p>\n
‘Revenue Stats’.Revenue[SUM: ‘Product Details’.Size]<\/p>\n
LOOKUP is used to look up a number, Boolean, time-period, list item, text, or date value in either a list or time-period from a source module according to common mappings, of which you may use multiple. This is like the SUM function; however, it does not contain an inherent aggregation in its usage. The syntax is as follows:<\/p>\n
x[LOOKUP: y]<\/p>\n
An example of LOOKUP could be as follows:<\/p>\n
Let\u2019s say you have two modules; one module \u2018Bonuses Table,\u2019 containing a line item \u2018Bonuses\u2019 with \u2018Region of Employment\u2019 and \u2018Job Position\u2019 dimensions with inherent bonuses data associated with those dimensions, and a second module, \u2018Employee Details,\u2019 containing \u2018Employee Names\u2019, and blank fields for \u2018Region of Employment\u2019 and \u2018Job Position\u2019. If you wanted to map an employee\u2019s bonus according to their \u2018Region of Employment\u2019 and \u2018Job Position\u2019, the LOOKUP formula used would be as follows:<\/p>\n
‘Bonuses Table’.Bonuses[LOOKUP: Region of Employment, LOOKUP: Job Position]<\/p>\n
How then would you consider some general rules for deciding which function to use? Anaplan provides the general rule of thumb in the Anapedia: If your mapping table contains the Target list and maps to a Source list-formatted line item or list-formatted property then use LOOKUP.<\/p>\n
In juxtaposition if your mapping table contains the Source list and maps to a Target list-formatted line item or list-formatted property then use SUM.<\/p>\n
Ask yourself before writing a formula containing either SUM or LOOKUP, where are you writing the formula (Target)? Where is the data residing currently (Source)? How am I achieving my mapping (use the general rule of thumb)?<\/p>\n","protected":false},"excerpt":{"rendered":"
Anaplan provides numerous calculation functions which deliver enhanced analysis within a model. Two common and related functions are SUM and LOOKUP. SUM enables the summation of values based on a list or time formatted line item or property in a source with a matching dimension in a target. SUM achieves this through user-entered mappings within…<\/p>\n","protected":false},"author":1,"featured_media":0,"comment_status":"open","ping_status":"open","sticky":false,"template":"","format":"standard","meta":{"_acf_changed":false,"footnotes":""},"categories":[22],"tags":[66,68,35],"class_list":["post-3323","post","type-post","status-publish","format-standard","hentry","category-anaplan","tag-analplan-development","tag-anaplan","tag-development"],"acf":[],"yoast_head":"\n