Level 2 Sprint 3 Stock Exception Review Dashboard Help

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New Contributor

Level 2 Sprint 3 Stock Exception Review Dashboard Help

Hey! I've been trying to figure out how to create the 3rd grid for the Stock Exception Review Dashboard. This is the view with creating a grid that shows Safety Stock Flag Count by period at the SKU level.

 

I was thinking I need to create a new line item with a lookup, but thinking I'm over complicating things!

 

Any hints/tips appreciated to guide me in the right direction! 

13 REPLIES 13
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Certified Master Anaplanner

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

Hi @nsherman 

I will be happy to help you think through this.

 

My general guideline is always to start with the requirement, find out where I can find the information I need - or parts of it - and then think about how to get from A to B


Let's start with the requirement...
image.png

You already have the guidance that tells you the data will come from INV01. But even if you don't have that information, you can easily arrive at that conclusion since we are calculating the Stock Exception in the IN01.
I believe you already figured this part out.

Let's look at the dimensions of INV01, It's P3 SKU and Time (weeks) and Stock Exception is a line item.

What's the dimension of the requirement? "SKU Level and periods within a year"
The periods in this dashboard are months.
So it seems like you have all the information you need, right?

What are you going to lookup in the new line item you are thinking of adding? 
 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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New Contributor

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

And that's when you realize you were looking at the wrong module to add. I was looking at INV02 and trying to build a look up there. No wonder I was struggling.

 

Thanks @einas.ibrahim!

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Certified Master Anaplanner

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

no worries 🙂
Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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New Contributor

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

Hi Einas,

I can show the INV01 sku exception for the selected product family and for the month period. But I cannot figure out how to show only the skus for the selected region from INV01. It is as if I need a filter somewhere. Am I understanding the requirement correctly? Would appreciate some guidance.

Thank you.
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Occasional Contributor

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

@einas.ibrahim 

 

If I create a new view to accommodate for that 3rd grid & choose the time-scale to be month in this view, I notice that the parent INV01 module also switches from week to month ( which will affect my other dashboard pages)

 

Is this behavior intended ? If so, how do I prevent INV01 from changing?

 

Thanks.

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Certified Master Anaplanner

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

Hello @sbiswal92 

Could you send me a screenshot of the dashboard you are referring to please?

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Occasional Contributor

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

 

<Pic1.jpg> In order to obtain this 3rd grid, I am building a new view based off INV01 and choosing the time-scale in this view to be Month.

<S2.jpg> But when I make this Week to Month, the parent i.e INV01 also changes its time-scale from Week to Month.

 

Is it okay for views to modify parent modules? This is not a question for this module but any module and view in general.

 

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Certified Master Anaplanner

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

@sbiswal92 

 

I don't seem to understand your question clearly.
What do you mean by "parent module"? Anaplan doesn't have a hierarchy for modules? 

What changes are you referring to when you say "saved view to modify"?

 

Now back to your original question about the time changes....In Anaplan if you change the value of the time, version, and even lists in one module then this dimension will change in every module that has that dimention.
So if in mod 1 I change the time to Q2 FY20, then any other module that has time as a dimention - and in a page selector- will change to Q2 FY20.

 

In a dashboard, you can override this behaviour by unchecking the synchronization for the grid or chart that you don't want to change.

 

If that is not clear, let me know and I may provide some examples.

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
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Occasional Contributor

Re: Level 2 Sprint 3 Stock Exception Review Dashboard Help

@einas.ibrahim 

Ok that explanation helps.

 

Now coming back to the issue that is problematic for me.

After I create a module and import data, I am allowed to build different views based on this module I just created, right?

If I modify one such view in terms of time-scale, the same change also reflects in the module from which I created the view (which you explained will happen)

 

So, in that case,  creating a view on INV01 based on P3 SKU, Time (weeks) and Stock Exception  and changing the time-scale to Month is not the right way to go about it ?

 

If this is not right, what alternative method do you suggest to load data onto the UX-Page?