Create Forecast Model in Anaplan - Customer and SKU by different Unit
I got some question about how to create a forecasting model in Anaplan by Customer and SKU level in different organization.
For example, I have 3 units (A , B , C) and they are selling to different customers and items.
How can I setup the relationship that if I select A and it only show customer 1 forecast item ABC and customer 2 forecast items BCD. No duplication cross the unit, customer and items.
I tried to pick up the Organization + Customer + Item dimension in a new model but the data is keep repeating even the customer not exist in that organization / the item not exist in that customer ...
I have attached a chart for better understanding. Since I got over 5,000 customer and 10,000SKU, it created a workspace issue to me as well if the data keep repeating. I am thinking I missed out some Parent relationship in between but doesn't got a clear idea how to proceed.
You have to create a concatenated list in Anaplan. This technique is referred to by Anaplanners as reducing sparsity. Not only does your current approach show unnecessary combinations, it ends up consuming much more space than it needs to
You will have to follow these steps:
1. In your data source, generally data hub, create a Code line item (text formatted)
2. The code should be populated with the members just like the left portion of your attachment.
The formula for the code will look something like:
IF VALUE <> 0 THEN NAME(ITEM(Country)) & "-" & NAME(ITEM(Customer)) & "-" & NAME(ITEM(SKU)) ELSE BLANK
The "ELSE BLANK" part of the formula is where the magic happens, and all the irrelevant combinations "disappear"
3. Create a numbered list in your model, and import these code combinations
4. Create a module dimensioned by the above list and store the values against each combination
5. Create filters, such as when you select A, the module shows the combinations with only Item A
These instructions are still too generic, if you can share a screenshot of data source, I can go into more detail
3. Exit blueprint, and make sure the the new line items are not blank. In other words, the list members must all be successfully found
> The final step is applying a filter to show only the relevant combinations
4. Create 3 modules and call them Unit Filter, Customer Filter, Item Filter. Dimension is O2, C3 and P3 lists. Each of these will have a boolean formatted line item with no formula (user input). I will call this line item as Filter
5. Go to the FACT01 SALES DATA module and create a line item called Dashboard Filter. Format is Boolean
(SALES01 ROLLING List.Unit List[LOOKUP: Unit List]) OR (SALES01 ROLLING List.Cust List[LOOKUP: Cust List]) OR (SALES01 ROLLING List.Item List[LOOKUP: Item List])
7. Publish your FACT01 SALES DATA module into a dashboard and in Data -> Filters, apply the Dashboard Filter
8. Also publish the 3 filter modules to the dashboard
9. Now, when a user opens this dashboard, user will use the checkbox on let's say only Unit #1 and after refreshing the dashboard, the FACT01 SALES DATA module will automatically show only the relevant combinations.
10. Since we added the Cust List and Item List as filters in the formula in step 3, all three filter checkboxes will work in conjunction!
Now, for the final requirement of having even the parents as filters (as per Capture 3), this is easily achievable with the setup I explained.
11. Simply create more line item items as explained in Step 1 and apply PARENT formulas. Ex: Create Region List, format by 'O1 - Region' and apply formula PARENT(Unit List). There is no need to do FINDITEM anymore
12. Create more Filter modules as explained in Step 4
13. Extend the formula as explained in Step 6. However, do be careful to ensure the Parent Filter modules take first precedence in the formula and then the Child Filter modules
14. Publish the additional filter modules to a dashboard
There are a few more points we can cover such as User based filters and dynamic cell access to block the selection of child filter modules if parent filter modules are selected. But first let me know if the above solutions works, and I can cover this part as well!