I want to have the name of the Parent shown in each row in a column of a list. How can I achieve this?
Hi Samdal,
There are two ways to achieve this depending on what 'name' you are trying to return. Both would be by inserting a list ‘property’, via the ‘Properties’ tab when viewing your list:
You then have two types of the Parent name you could bring through. If you want the name of the Parent in the list format, you would select the Parent List under the Format of the property, then just add the PARENT formula: PARENT(ITEM(‘Child List Name’))
Alternatively if you are wanting to return the name of the Parent as Text, you can then use the NAME formula to reference the name of the parent of each list item: NAME(PARENT(ITEM(‘Child List Name’))).
I should add, that you do want to avoid using list properties where possible and using a Systems module to return this kind of information in the same way.
Thank you for thorough and excellent answer to a beginner in Anaplan!
A quick reminder of the Bulk Copy functionality. Bulk Copy allows you copy large volumes of data from one slice of a model to another in a single, optimised operation, instead of using formulas or imports. Use case: copy a version (RF1) into a prior year version (PY RF1) using a versions list to allow for year-on-year…
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…