Lookup calculation
The detailed planning Lookup calculation functions similarly to a Lookup table in Excel.
Lookup permits monthly values to be assigned to attributes that are based on a list, such as Health Package.
This feature enables fixed amounts to be assigned to individual items in the list and then used as drivers of other employee calculations acting like a lookup table.
Possible applications include state tax rate tables and health-care benefit package tables.
Parameters
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Source attribute: All options are attributes of the data type List. Selecting the list attribute populates a grid with all possible attribute list values in the rows and time periods in the columns.
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Data: Any number can be entered in a cell and is formatted according to the calculation's format.
Tip: You can paste outside data to a range of cells, as well as copying data from and to a range of cells.
Example
In the following example, an employee with a State attribute of New Jersey will have a Lookup calculation value of 0.07 for all months.
| Oct | Nov | Dec | Jan | Feb | Mar | Apr | May | Jun | |
|---|---|---|---|---|---|---|---|---|---|
| New York | 0.05 | 0.05 | 0.05 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 |
| New Jersey | 0.07 | 0.07 | 0.07 | 0.07 | 0.07 | 0.07 | 0.07 | 0.07 | 0.07 |
| Vermont | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 |
| Maryland | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 | 0.04 |
| Delaware | 0.04 | 0.04 | 0.04 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 | 0.05 |
| Connecticut | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 | 0.06 |