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

  • 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.

  • 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