Level 3 account details

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New Contributor

Level 3 account details

The location and segment for each of the accounts is not populated in the starter model and this information is not in the data hub either.

 

Did I miss an upload in the L2 build? I am currently trying to map accounts to countries in order to calculate the detailed account targets.

6 REPLIES 6
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Master Anaplanner/Community Boss

Re: Level 3 account details

@Nick_Ennis 

 

It should be there in SYS02 Account Details Module in L3 Model

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New Contributor

Re: Level 3 account details

Thanks Misbah. I made a mistake with the account>product list which caused me to delete the account list (and therefore clear out this module!). I downloaded the starter model again.
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Master Anaplanner/Community Boss

Re: Level 3 account details

@Nick_Ennis  Awesome! Happy Modelling

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Regular Contributor

Re: Level 3 account details

Hi Nick,

 

The data is available in the model already. 

1. Use SYS02 Account Details module for mapping country and segment to the Accounts in the TAR 02 Account review module.

(Note: Time dimension is not required while populating data for country and segment, from SYS02 Account details)

2. To calculate the detailed account targets:- create a separate module with dimension of Segment and G2 country lists and use SUM to pull targets data from TAR 02 Account review.

 

Hope it helps.

~Abhi

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Contributor

Re: Level 3 account details

Hi @abhi1017 

Screen Shot 2020-10-22 at 8.48.47 PM.png

I am struggling to understand what I need to do for this activity. 

 

I created a module with G2 Country and Segment dimension but I am not able to populate this module. 

Am I missing something ? Attached screenshot 

 

Is this what the activity is asking for?

 

 

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Certified Master Anaplanner

Re: Level 3 account details

The Final Sales Target field will not have data in it until the next user story.  Try including a line item for the Initial Account Sales Targets field in addition to the Final Sales Targets field, just to make sure your logic is working right. 

 

Good luck,

Stacey