level 3 Sprint 1 4.2 Connect the Dimensions

Deekshitha29

Hi,

I am currently in Level 3 Sprint 1. In exercise 4.2 I am unable to the ask here. It is pretty Confusing as in what exactly needs to be done.

1.example. as per the snapshot below it says Baseline forecast will be imported from FP&A model. But in exercise 2.2. We have already imported the baseline forecast from the CSV file provided. Why should we import Baseline forecast again from FP&A model?

2. Which Module do we need to import the revenue into? How do we do it. I tried working on all the methods i know. Still failing. Any help will be appreciated.

Thanks
Deekshitha.

Dheeraj09

Hi Deekshitha,

Great question — and you're not alone! This part of Sprint 1 can be a bit confusing at first glance, so let's break it down step-by-step.

1. Why Import the Baseline Forecast Again?

You're absolutely right that in Exercise 2.2, you initially import the baseline forecast from a CSV file into a Data module — this was a temporary placeholder for the FP&A source data.

Now in Exercise 4.2, the goal is to simulate a real connected planning scenario where your Sales Planning model pulls the Baseline Forecast directly from the FP&A model, not from a static CSV. This is the foundation of Connected Planning in Anaplan: one model becomes the source, and another becomes the target.

So yes — even though you've already used a CSV earlier — you now simulate the final integration by:

• Creating a saved view in the FP&A model
• And importing it into the appropriate system or data module in the Sales Planning model

This is an intentional step to get you used to model-to-model data imports.

2. Which Module Should the Data Be Imported Into?

In the Sales Planning model, the target for this import is typically a module like:

📌 DAT03 Historic Volumes or a similarly named Data module
(Depending on the naming convention you're using in the training model)

The dimensionality should be:

• Time: Month
• G2 Country
• P1 Product Family

Make sure this module:

• Matches the dimensionality of the saved view from FP&A
• Is structured to store monthly revenue forecast data (Baseline)

3. How to Do It?

Here are the general steps:

In the FP&A model:

1. Navigate to the module where the Baseline Forecast data resides.
2. Create a Saved View with:
   • Time, Country, Product Family as dimensions
   • Baseline forecast line item
   • Remove any summaries or unnecessary filters
3. Save the view (e.g., "EXP01 Baseline Export")

In the Sales Planning model:

1. Go to the target module (e.g., DAT03 Baseline Forecast)
2. Set up a Model-to-Model Import:
   • Source: the saved view in FP&A
   • Map dimensions correctly: Country to G2, Product Family to P1, Time to Time
3. Run the import and verify results

Final Tip:

Sometimes the confusion comes from mixing up data staging and final target modules. Think of the CSV import as temporary data staging, and the FP&A-to-Sales model import as your final connected integration.

Hope this clears up the confusion. You're definitely on the right path — keep going, Level 3 is a great hands-on experience!

Best regards,
Dheeraj Dubey