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How I Built It: Flagging hierarchy list levels
Author: Timothy Peterson is a Certified Master Anaplanner and Senior Delivery Associate at Spaulding Ridge.
Greetings Anaplan Community!
Hello and thank you for checking out my ‘How I Built It’ tutorial. In this video, I will showcase how you can leverage ratio and formula summary methods to flag different hierarchy list levels.
I will demonstrate examples of how flagging hierarchy list levels can be used to improve the user experience on UX pages and provide a detailed walkthrough of how the examples are set up in the back-end model.
There are many uses for being able to identify and flag individual hierarchy levels. The three examples I will cover are:
- Applying conditional formatting to highlight specific levels of a hierarchy list.
- Easily applying alternate aggregation methods to the top level of a hierarchy list.
- Allowing users to quickly and easily show or hide different levels of a hierarchy list.
Check it out and let me know if you have questions!
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TimPeterson
Re: NEW UX: Insights and Quick Links on Board Views
This is something we absolutely want to add to Board pages in the UX. Unfortunately we don't have capacity to add in early 2024 due to other priorities but its something we would love to add in the second half of the year.
Glad to see there is so much interest in this addition.
sprender
Re: Master data and transaction data data hub in workspace
Lots of directions you can go with that. Here's a couple of thoughts which really comes down to how much security you need.
- The advantage of partitioning a workspace for the data hub is for segregation of duties and to add an additional layer of security. Each workspace can have it's own set of users so you would only allow people access that help administrate the data hub.
- If you must have a separate data hub for each horizontal, i.e. finance, sales, supply chain) then consider creating three models in the partitioned workspace. I would only suggest separating the models if there is a security concern though. For example, the data integration modeler in charge of Finance shouldn't see the data hub for sales. Otherwise, one big data hub is better so you can reuse some of the master data, for example the time properties.
- As a last resort, if you absolutely must segregate the data hubs for each horizontal, you can create three separate workspaces. I would not recommend this as any common data will have to be constantly synchronized.
Hey, just some thoughts. You might also consider creating a pros/cons grid and really think about what you're signing up for. Overall, my experience has been that keeping the models as simple as possible is best. Once you have integration points all over the place, it becomes a support challenge and quite a burden.
Re: Dynamic List
@BarunJha @S-Blaeser since it's a one-to-many scenario, I think we can avoid creating a combination list.
Re: Dynamic List
@Dikshant is correct
You can use a dependent dropdown
Create 2 different lists (Table Type and Target Centers) with list items in it
Create another Combination list with combination of items i.e. FTE + Board of Directors, FTE + Office of the president, etc.
In the Target Center Line item, format it with the Combination list
It should work
BarunJha
Re: Ability to apply filter on page selector in management reporting
Yes, must needed functionality. Also needs ability to hide & show levels on page selectors.
Ashutosh
Re: New Function To Convert Date Format to Text Format
Thanks for sharing @CallumW this would be very useful and save line items when converting.
Re: Is there a way where I can update a line item if the value is blank else do nothing ?
@kevinsanghoi - Got it. Thank you!
Re: Is there a way where I can update a line item if the value is blank else do nothing ?
@NancyZhou , I am not sure I understand your question correctly, but if you want to update only those values in the blank items in target line item you can create a saved view in the source module based on the filter and use that saved view in the import action.
I hope this will solve the issue where you want to update only those items that have blank values and the other values are untouched.
