I've built an import and mapping logic to bring my actual data into my Anaplan model and everything is correct on the line item "Actual Expenses" as shown below.
However, when I run an import action to move this data from the "Actual Expenses" line item (where it is calculated) to the Actual version of the "Plan Expenses" line item to be placed next to planning data using switchover, the data changes. The action is somehow combining values with other numbered list items and loading the sum of those values into one cell.
The list you see above is a numbered list and there are items in the list with duplicate names, but obvious not duplicate codes.
By manually searching for the difference between "Actual Expenses" values and my "Plan Expenses" values within my data, I've been able to identify that the value from the "Woflow Inc" list item below is being summed with the "Verizon" value during the import action but I can't figure out why. Hoping someone else has some ideas or perhaps a more eloquent way to implement the loading of actual values for use with switchover. Thank you!
Actual Expenses (correct value) for Jan 24 = $92
Plan Expenses (incorrect value) for Jan 24 = $3115
DELTA = $3023 (see value below that explains the delta
Below are screenshots of the import action that is not working correctly.
@brianpatrickross
Try to remove all intermediate levels except the lowest in your Expense vendor dept l3 list in the saved view. And run the import with the updated view.
Does anyone have any documentation on the trade-offs of having 1 model for all components of planning (service revenue, product revenue, labour planning), vs multiple models 1 for each and a consolidation model to tie it all together?
Just like the main question above, I wanted to try out the new feature on the board where you can you the insights panel to put additional cards. However, I wanted to synchronize scroll a card on the main board with the card on the insights panel but I can't find where it might be.
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-yearβ¦
