Level 1 Model Building - Importing Data

Hi
In going through the import data files (e.g. Products), I came to understand that although the parent-child hierarchy is defined in the Lists, the following still need to be defined:
1) the data for the parent (Product Family - Chocolate, Sours, Taffy, Fudge) in the import file.
2) the mapping for the parent (Product Family) during import.

I would have thought that since the parent-child (Product Family and Product) hierarchy was already defined, then parent (Product Family - Chocolate, Sours, Taffy, Fudge) would automatically be filled up but it does not seem to be so.
Appreciate if some light can be thrown with respect to the above. Thanks.

Accepted answers

All comments

prabhu

Hi @Star,

You are doing really well.

1 thing you should change.

in the Sys06 Product Details Module, you should write a formula for Code and Product Family as CODE(ITEM('P2 Products')) and PARENT(ITEM('P2 Products')) respectively.

while setting the action you should do these

Now you won't get any error.

Thanks.

Star

@prabhu and team
As I moved further the Activities, i.e. Formulas, I found the answers which confirms my understanding. In the Activities for Importation of Data, there was no explanation as to whether to import:
1) Family Code
2) Product Code or Product Name or both
or that which of the above shall be defined as Formulas in the future Activities.

Upon doing the Activities for Formulas, there is an Activity to define formulas for Code and Product Family, which means upon definition of the formulas, their data shall be pulled from the Lists defined - based on the hierarchy (data in black then) - which was what I was confirming.

It would be good if the Activities explain these and show screenshots of the results for the respective Activities so students can compare their results with.

@prabhu
You are correct. Formulas need to be defined.
1) For best practice, I would imagine it is better to import Codes rather than Names, right?
2) For Size, any difference between defining Fixed Line item and Column 4: Size?

prabhu

Hi @Star,

1) For best practice, I would imagine it is better to import Codes rather than Names, right?

Yes you are right.

Reason is :

If you have a numbered List, you may have Some duplicates List item name, Only code will be unique and only codes can differentiate between the duplicates.

2) For Size, any difference between defining Fixed Line item and Column 4: Size?

Yes, There is a difference.

Consider this case, I have a module which has Rank (First, Second, Third, Fourth......) and Day (Monday, Tuesday, Wednesday, Thursday.....) as a Dimension and Value as Line Item.

While Importing Data(Value Line Item) into a module, See the difference between fixed item and Column

Here i have Defined Column 1 for Rank

As a Result, All Ranks are Mapped Accordingly.

This is the output.

Scenario 2:

Marking Rank as Fixed item

Here to the Note : If i mark as Fixed Item, i asks me to select any one Rank

So only your business case/requirements decides whether fixed item or column is suitable.

Hope it Helps.

Star

@prabhu

The mappings are as below:

Result:

The above should be the result until formulas are defined for Code and Product Family, correct?

Quick Links

Can you help?

Unanswered questions

Best way to Architect Financial Statements in Anaplan for Scalability
I have seen two methods used to build financial statements and I am wondering what others have experienced in scalability/maintenance between the two or if there is a better approach. Assume that we have a flat data source for our general ledger within Anaplan. Our line item we are focused on within the source data is the…
Curious Comparison: Forecast Modeling for Unusual Products
I've been experimenting with some forecast modeling techniques in Anaplan recently and decided to test them on a few quirky, offbeat product categories just for fun. One of the categories I played around with was love dolls—yes, you read that right. It actually turned out to be more interesting than expected. Unlike…
OData Rest API for
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled