Hello All, if someone could walk me through the below step by step because I am little bit confused
Hi @omarismailcch1
When you enter blueprint mode of each module there are common elements which you can configure including the "Summary". This is what dictate the aggregation behavior for the dimensions applied to that line item.
The instruction is indicating that you should update the Summary method from None to Any. This means that if ANY month is an actual period, than the quarter & year would also be marked TRUE as these are the summary roll up points.
To complete this activity, within each line item click the ellipse with the summary method column (see yellow highlight below):
You are then able to update the summary method for the line item:
@tifashen888 Thank a lot Tiffany, this is really informative , I did what you told me but the outcome is not the same as what Anaplan example looks like.
this is my blueprint view and final outcome
And this is final outcome form Anaplan
To understand why you may be receiving a different outcome, I'd suggest you familiarize yourself with this function: https://help.anaplan.com/currentperiodstart-a7af7113-e1dc-478d-bbbe-ecb597092991 . It would appear you may have missed a step in defining model calendar.
You need to set the current period first in the module calendar
The function CURRENTPERIODSTART picks the current period from the model calendar itself.
Hello Everyone, Our team is currently preparing for the requirements gathering phase of our 1st upcoming Anaplan implementation. To ensure that our design aligns perfectly with our business processes and effectively addresses our users' needs, we want to conduct a thorough discovery process. Could you please let us know if…
We have an Integration Process in Anaplan CloudWorks created by User X - No WSA (originally Full Access with top-level Selective Access, now changed to Planner Read Only with Selective Access unchanged) and scheduled by User Y - with WSA , who also created the Integration Flow. Internal (Full Access) is enabled within the…
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
