Display selected item from a list for input and calculations

Roelofg

I  developed an module displaying Rep, Customer and product.

 

This required to enable planning to be done at Rep Level, Customer and Product levels.  This will be used to input unit volumes per product / customer and Rep

 

The easy way would be to have the total product list but each Rep are responsible for selected product and of course the customers has their preference as well.

 

For that i developed a matrix depicting those relationships.

 

Now the problem statement:

 Referencing to the picture below where i use the Rep, product and customer lists resulting in this comprehensive module. How can i limit the view in alignment with the requirements above

 

 

 

 

LipChean_Soh

Hi,

 

I would encourage you to do the following:

 

However if you're keen with the 'Rep_Customer_Product' list, i would ask why you have the 'Rep' by 'Customer' by 'Product' by 'Time' module? Why not just create a 'Rep_Customer_Product' by 'Time' module? 

 

Having said that, you can still achieve what you wanted by creating the 2 line items below:

1. Concatenated Name = NAME(REP) & "_" & NAME(CUSTOMER) & "-" & NAME(PRODUCT)

2. Active? = ISNOTBLANK(FINDITEM(Rep_Customer_Product,Concatenated Name))

 

Finally create a Filter by referring to 'Active?'

 

Thanks,

LipChean

DavidSmith

@Roelofg 

As per current best practice 

https://community.anaplan.com/t5/Knowledge/Formula-Optimization-in-Anaplan/ta-p/41663

 

You should create System modules for Reps, Customers and Products

You should then split the text string into 3 sections in each module:

 

Rep Details.Rep code to use = NAME(ITEM(REP)) & “_”
Customer Details.Customer code to use NAME(ITEM(CUSTOMER)) & “-”

Product Details.Name = NAME(ITEM(Product))

Concatenated Name = Rep Details.Rep code to use & Customer Details.Customer code to use & Product Details.Name

 

This is much more efficient

David

Sheethal

I would suggest you to go for a design which involves Numbered List with the combination of Reps, Customer & Product. This will help you to avoid sparsity as not all the Products will be sold to all customers by all Reps and this in turn will help you to keep the model size at optimum level.

Roelofg

Thank you for all the contributions... a lot to absorb for me...

Roelofg

The thinking behind the detail stems from a need to assign responsibilities across cost center, regions, customers and products...