Synchronizing Count on two Item of a List

HugoVolpi · 2024-07-29T10:05:25+00:00

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Hello everyone, I am facing a challenge regarding the following development,

I have a module that contains the following dimensions : Time (months) and Cost Center

The Cost Center List contains a list of employees followed by a code that caracterize their division group (A1, A2)…

There is a case where, here, Peter Williams swtich from Division A1 to Division A2, in Anaplan it is transcripted as a new item in a List, the user is uploading a file that just add the new items.

Here is the following need : let's say they add "PETER WILLIAMS A2" in the list in Apr22, they want to initalize the Headcount to 1 starting Apr 22 for PETER WILLIAMS A2 and put the headcount to 0 for Peter Williams A1 starting Apr 22.

Also, the file doesn't contain any time column or whatsoever.

Any ideas ?

thank you very much

Accepted answers

All comments

Dikshant

You need to put an IF ELSE condition comparing the starting month of the employee with the ITEM(Time). From where you get that information is a question, since you mention that file doesn't contain a time column. User need to fill in that information, via csv file or manually so that you can build a logic in the backend to calculate Headcount.

HugoVolpi

yeah you're right Dikshant, i thought so as well, gonna require them to add that date in the file to make the rule

HugoVolpi

@Dikshant i do have an update, i managed to tell them that on the import, i will bring today's date each time an employee is added. As you can see below, i tried to match with an item(Time) with my Import Date but i don't know how to stop the boolean for Peter Williams A1 (on the left), while Peter Williams A2 would start (as he does) according to its "date d'import" (import date)

I tried with a first occurence but wasn't too successful

Dikshant

Can you show the formula? Ideally, it has to be ITEM(Time) = PERIOD(Date Module.Today Date)

HugoVolpi

@Dikshant here is the formula i tried, i will try yours and let you know

HugoVolpi

It does highlights the arrival time of each item which is good, i try to retrieve the next date so that i can do something like this

HugoVolpi

@Dikshant i might have come up with a solution, i will share it here

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