Hierarchy change in planning years

1434448

How to save the data of the previous years when we want to change the list items hierarchy in planning years?

Other than creating a copy of the model, is there any solution??

Accepted answers

LipChean_Soh

Hi,

Do see if the following works:

There are 3 lists, i.e. Activity rolling up to Program which rolls up to Mission.

The 'Activity Time Dependent Hierarchy' module allows you to assign the 'Program' to 'Activity' in different planning years.

The existing hierarchy reflects the latest hierarchy, but the module 'Mission Report' will show the Activity values from previous years rolling up to the relevant Mission as dictated in 'Activity Time Dependent Hierarchy' module, using the formula = Activity Data.Data[SUM: Activity Time Dependent Hierarchy.Program]

Screen Shot 2019-05-30 at 10.11.39 AM.png

Thanks,

LipChean

All comments

usman.zia

Hi @1434448,

You could copy the module which holds the data and then delete the formulae so you have the structure.

Then create a dummy time list (a non native time list) which covers the years you want to keep.

Then make a module which maps the time to the dummy time list to reference as a lookup with a mapping line item.

Then add the dummy list as dimension to the copied module and remove the native time dimension.

Then point all the line items to the original module and reference the look up module for the time reference mapping from native to dummy.

Check it matches.

Then delete all the formulae and you should have the blue data as a store which you can reference.

I hope this helps.

Thanks,

Usman

LipChean_Soh

Hi,

Do see if the following works:

There are 3 lists, i.e. Activity rolling up to Program which rolls up to Mission.

The 'Activity Time Dependent Hierarchy' module allows you to assign the 'Program' to 'Activity' in different planning years.

Screen Shot 2019-05-30 at 10.11.39 AM.png

Thanks,

LipChean

Quick Links

Can you help?

Unanswered questions

Workaround for Formula & Closing Balance summary methods together in Polaris
Hello folks, Does anyone know how to work around the Polaris limitation of using the Formula or Ratio summary method alongside the Closing Balance within the same line item? I have a Business Unit list where the total (All BUs) must display the Corporate (1 of 20 leaf items under All BUs total) number of Unique Customers.…
AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…