Synchronizing Count on two Item of a List

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

Answers

  • 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.

  • 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
    edited August 12

    @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

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

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

  • 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

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