Requesting a serious help

Hi Friends,

 

I want to create an Action process.

That will automatically import the current year data.

Please assist me in this.

 

Sravan_Kumar_0-1592730786351.png

 

 

 

Comments

  • Hi @Sravan_Kumar ,

     

    Create a dynamic filter based on current year and apply to module 1 and create saved view to import to the module 2.

     

    Thanks,

    Naushad

  • Can you please share an article mentioning the same.

  • Hi @Sravan_Kumar - 

     

    Create a system module:

                      which should have 1 year formatted line item and no dimensions.

     

    You can get Anaplan System Time by writing a formula as mentioned below or you can use as existing drop down (without writing formula).

     

    1.JPG

     

    Create additional 2 Line item, to get the year and to filter

     

    2.JPG

     

     

    3.JPG

     

     

    Apply filter and use the saved view as a source for import.

     

     

    Thanks,

  • Hi @Sravan_Kumar,

     

    why do you need two modules? do you have the same dimensions in both of them?

  • Thanks @prabhu.

    I am trying and letting you know.

  • First is the initial module with historic year data.

    Second is the final module (which we will be building) with the current year data.

  • Thanks for the help.

    I am able to select the current year.

     

    Sravan_Kumar_0-1592746639355.png

     

  • Hi @Sravan_Kumar -

     

    Follow these steps to convert Text formatted date to Real DATE

     

     

    31.JPG

     

     

     

    32.JPG

     

     

     

     

    Thanks,