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

Prevent end users deleting a list item when using Worksheet in UX.
Hi, I have a worksheet for end users to enter new hires into, for which the list item which persist across versions. I am having an issue where the end user can delete a list item using the grid functionality because the Current Version value is blank, but I want to prevent them deleting them (as data will be lost from…
Introducing Anaplan API Python SDK
Hey everyone, I wanted to share the Anaplan Python SDK with you. It's a Python Library that wraps all Anaplan APIs and makes it easier to interact with Anaplan programmatically. It is mostly designed with Data Integration Scenarios in mind, but it does support all APIs including ALM, SCIM, Audit, and Cloud Works. Please…
Cloudworks Big Query Integration Fail
Hello, I am receiving an 'Anaplan Upload Failed' Status Description when testing my integration with a Big Query dataset. The integration imports data from BQ to our Anaplan model. No other details given in the error log. I suspect that Cloudworks is not even picking up the file but am not sure what we did wrong on the set…