Occasional Contributor

How to relate sub-region under regions

Hi Experts,

 

I have problem in importing data again.

Could you tell me how to map data Sub-Regions under Regions?

For example NOAM > US North > Anderson, Janet 

Kindly see what is expected and what it is now in my screen.

thanks in advance.

 

Regards,

Tsuyoshi

 

<<What is expected>>

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<<This is my screen now>>

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10 REPLIES 10
Community Boss

Re: How to relate sub-region under regions

@Tsuyoshi_Inoue1 

Can you include a screenshot of the file you are importing.  It looks like the parent mapping for people is on the wrong column - Region instead of sub region

David

Occasional Contributor

Re: How to relate sub-region under regions

Hello David,

 

Thanks for your quick response.

This is what I want to import.

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Community Boss

Re: How to relate sub-region under regions

OK

 

You will need to create the lists for Regions and Sub-Regions before importing the Reps

1. Create the Regions list mapping Region as Name and Geo as parent

2. Create the Sub Regions list mapping Sub-Region as Name and Region as parent

3. Create the Reps list mapping Sales Rep as Name, Rep Code as Code, and Sub Region as parent

 

Also, a couple of Best Practice points

 

1. if you can try and get additional columns for codes for the Geos, Regions, Sub Regions

2. Also, the naming convention should be x1 Geos, x2 Regions, x3 Sub Regions, x4 Sales Rep.  The x could be G to signify a Geographic hierarchy or S for Sales Rep

 

I hope this helps

David

Occasional Contributor

Re: How to relate sub-region under regions

Hello David,

 

"1. Create the Regions list mapping Region as Name and Geo as parent" do you mean this when "insert into general list" or "import excel file into region list"?

 

Regards

Certified Master Anaplanner

Re: How to relate sub-region under regions

He meant it while importing the file into the Region list. But for this to work, you should already have the Region List created with Geo as the parent & Geo list should have been already populated with its list members like NOAM, EMEA, APJ, etc.

Highlighted
Occasional Contributor

Re: How to relate sub-region under regions

Hi 

 

Thank you all!

I tried along your kind advice.

again, I encountered another error.

 

>2. Create the Sub Regions list mapping Sub-Region as Name and Region as parent

I tried this. But "New York" isn't under "US East". 

Any help is appreciated.

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Certified Master Anaplanner

Re: How to relate sub-region under regions

Please post the screenshot of your import mapping.
Occasional Contributor

Re: How to relate sub-region under regions

Hello Sheethal,

 

this is a screenshot for my importing screen. 

As you can see, sub region for name, and region for parent are mapped.

 

無題.png

Certified Master Anaplanner

Re: How to relate sub-region under regions

Mapping seems to be fine. But did you get any errors in the "Result Summary" after the import?