Mapping of data with combination of properties

Archit_10

Hi All,

I'm new to Anaplan and still learning it's way, would appreciate any ideas aligning with best practices.

Here's my question:

I have a list with combination of properties say products, location, customer, and for each such combination there's a sales person, now I have Sales transaction data with product, location and customer details, I need to map the sales person to each such sales transaction based on list one. Should I be using a numbered list with combination of properties? or there's other way.

lokeshm

@Archit_10 if you are using sales Transaction ID which itself is a unique ID , there is no need to use numbered list. But it varies from case to case . You can achieve same thing from numbered list as well.

When you are building the lists, keep it simple and make sure it should align with all of your formulas.

Archit_10

@Lokesh_Madhu I have created two numbered lists, one for sales transaction and other for sales person at a combination of product, customer and location.

Created one module with sales transaction numbered list, product/customer/location/sales value/ sales person as line item. Imported the sales data here, I got all data except sales person.

Now objective is to get sales person names in this module when the combination matches with that of other list.

devrathahuja

Hi @Archit_10 ,
Since you're using numbered list for sales person you'll have to map the line item with its code as numbered lists do not identify members using its name.

rob_marshall

@Archit_10

Do not use Combination of Properties….For Best Practices, please read The Planual.

Planual | Anaplan Support

Shirisha Gunaguntla

@Archit_10 - If you're still using combination of properties, you can follow below approach.

1. For the 1st numbered list (Sales Person list), keep or import code as concatenation of Product Customer Location (this way you don't need to create action with combination of properties as we using code)
2. For the 2nd module(Sales Transaction), create line item as text with concatenation of Product Customer Location.
3. Create another lineitem in same module and use finditem function with 1st list, so that you'll be getting Sales Person name.

kakasiu

@Archit_10 Hi, the key concept here is to make sure you have a middleman ( unique ID) to connect all the information with a salesperson.

For List 1 mapping, you have List 1 ID <> Sales Person

For the Sales Transaction List, you have Sales Transaction ID, use this unique ID to get the List 1 ID, and then get the Sales Person,