Time Settings

JaredDolich
Moderator

Re: Time Settings

@ClarenceA Gotcha.

Use the SYS01 module to control that. Your Planning Period Filter should be used. shown below.

PlanningFilter001.png


Jared Dolich
ClarenceA
Regular Contributor

Re: Time Settings

Hi @JaredDolich 

My SYS01 time settings are exactly the same except:

1. Planning Period Filter Weeks Only I have as TRUE but you have it as 'Planning Period Filter' which would make it exactly the same as the line item of the same name - why would you do this?

2. You have an additional line item Weeks Only? which wasn't mention in the training materials. The Time Scale is after all Week so why do you need this?

Kind regards,

Clarence

JaredDolich
Moderator

Re: Time Settings

@ClarenceA 

All good questions.

  1. Good callout. The weeks only line item is used for the combo chart. So you're choices are two. You can just use the planning period filter instead or add the formula to be the same. But setting to TRUE is not correct.  You only want the planning weeks.
  2. Weeks Only? is something I was playing around with. Not needed for L2. Sorry for the confusion on that one. I use it as a filter so that I see weeks only without months in the way. But it shows all weeks. You need just the planning weeks.

Jared Dolich
ClarenceA
Regular Contributor

Re: Time Settings

Hi @JaredDolich @filip.sypniewski 

I think the solution might be in getting the INV01 Inventory Ordering module which is shown on the UX to sync with SYS01 Time Settings by Week, question is how?

I noticed by selecting Jan and Feb 20 (for example) in SYS00 Time Settings by Month,

the correct booleans are checked in SYS01. The issue though is I'm not sure how this is synced with INV01. It should for the display to work correctly but appears not.

Appreciate your comments on the above.

Kind regards,

Clarence

JaredDolich
Moderator

Re: Time Settings

@ClarenceA 

Hehe. Sorry this is so frustrating.

Let's try this.

  • In SYS00 there should be a Line Item that is Boolean formatted and is editable. This will serve as the months you want in your planning view. 
  • In SYS01 there is a Boolean line item that references the line item in SYS00 using the MONTHVALUE function. This will set the BOOLEAN to true for only the weeks that fall within the Months you selected in SYS00
  • On the New UX page use the line item from SYS01 to filter your weeks.

For reference, you can see the blueprint in the screenshots I provided above.


Jared Dolich

View solution in original post

JaredDolich
Moderator

Re: Time Settings

@ClarenceA 

Oh, and more thing. Don't forget to set your summary for SYS01 line item to "ALL"


Jared Dolich

View solution in original post

ClarenceA
Regular Contributor

Re: Time Settings

Many thanks @JaredDolich finally got it to work per your suggestions. Key one was referencing the Planning Period Filter Weeks Only to Planning Period Filter. Seem a bit counterintuitive at first but the difference is the latter is formula derived and retains the month while the latter is just the weeks. Kind of wondering how that happens but am guessing its because the Time Scale is Week - is that correct?

The MONTHVALUE formula in the line item Planning Period Filter somehow retains the month even though the Time Scale is Week - does that make sense?

And as you had suggested I changed the Summary Method for Planning Period Filter to 'All'.

Kind regards,

Clarence

JaredDolich
Moderator

Re: Time Settings

@ClarenceA Yes! 

Well, sorry it took me so long to get to what you were after. Thanks for being so patient.

On to the next one!


Jared Dolich
ClarenceA
Regular Contributor

Re: Time Settings

Thanks for being so patient with me as well, Jared. Sometimes it takes a few iterations but most of all we solve what we set out to do with some persevering 🙂 Much to learn with Anaplan, lessons learnt with every misstep.

Kind regards,

Clarence