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Master Anaplanner/Community Boss

Re: @Re: Drill down function showing lists in incorrect format

@rob_marshall 

You have my support too. I'm surprised I haven't run into this before.

This only happens on composite lists that use subsets?


Jared Dolich
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Master Anaplanner/Community Boss

Re: @Re: Drill down function showing lists in incorrect format

@Jared Dolich ,

 

I don't believe so, I think it happens on all lists and will test it in a bit.

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Master Anaplanner/Community Boss

Re: @Re: Drill down function showing lists in incorrect format

One of my initial investigations/priorities is around sorting and the list order.

There is obviously a "natural" order embedded in there; that is how CUMULATE on a list works, but I want to explore the implications of resetting that, or using a defined order instead

David

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Master Anaplanner/Community Boss

Re: @Re: Drill down function showing lists in incorrect format

I did a few tests.  I couldn't recreate it but it may have something to do with the composite lists with a subset which I didn't try.

I moved this list item up to the top. Sorts fine.

Also deleted a list item and entered a new one in the middle. Still no problem.

Anxious to hear what you find.

 

ListOrder1.pngListOrder2.pngListOrder3.png


Jared Dolich
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Occasional Contributor

Re: @Re: Drill down function showing lists in incorrect format

Hi all,

 

Thanks for your responses and investigations.

 

After conducting some testing of my own I found that @Jared Dolich  point about reloading data in the order you want them to be sorted is correct.

 

We began to reorder data in the format that we wished for it to be populated in (e.g. directorate levels in numerical as the screenshot attached shows) and then switched to entering data for the last directorate (7) and then moved back to doing it for directorate 4. This then began to throw out the order of the drill down views as you can see in the screenshot.

anaplan 3.PNG

 

We realised that selecting the data in the order we want them to be sorted in will bring back the correct results but after a forecast/actual is added – it will then throw out the order of the list.

Looking forward to see what the next steps might be.

Thanks, Jatin.

 
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Community Boss

Re: @Re: Drill down function showing lists in incorrect format

Hey Jatin!

 

I found this useful instruction online regarding reorganising list items and it seems to be the only way to do it at the moment (thanks to @davy_widianto )

 

"Re: Numbered Lists renumbering

To physically sort list members, you need to destroy the list (delete all members) and reload the members sorted. If this list is not used in too many line items that contain stored data, you can create a process that include the following (assume that the list that you want to sort is called LIST_A):

 

1. Copy all members of LIST_A to another temporary list (call it tmpLIST_A). Create a module dimensioned by tmpLIST_A (call it tmpMODULE_A). The line items in the module should include at least the name, code, parent name, and parent code of the list members. All other property values should also be included in this module.

 

2. Copy parent-child information (name, code, parent name, parent code) of the list along with other properties to tmpMODULE_A. In tmpMODULE_A, create a view that shows all line items sorted by the member list name (call this view vwSortedView).

 

3. Copy the contents of all line items (dimensioned by tmpLIST_A) to temporary modules.

 

4. Delete all members of LIST_A.

 

5. Import vwSortedView back to LIST_A

 

6. Import back the line items that contain data. This are the line items that are backed up in Step-3.

 

7. Finally, delete all members in tmpLIST_A so that it is ready for the next sort.

 

All of the above actions can be place in a single process so that the admin can just run the process to sort the list."

 

There is currently this idea on the community that I would urge you to vote for (https://community.anaplan.com/t5/Idea-Exchange/Sorting-items-by-code-or-name-in-number-lists/idi-p/3...) and is currently being considered for the roadmap.

 

Best,


Callum

Master Anaplanner/Community Boss

Re: @Re: Drill down function showing lists in incorrect format

@CallumW glad this on the roadmap.

I would slightly amend the work around solution you have above. If, by deleting the list, you potentially could lose data you may want to also export out the data, even if it's a flat file.

I upvoted the idea! Hope it's soon.

Jared


Jared Dolich
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Occasional Contributor

Re: @Re: Drill down function showing lists in incorrect format

Hey Callum,

 

Thanks for your response! It was very useful to learn that this workaround can be processed in a single step. I agree with the idea of the enhancement, I look forward to putting this in use.

 

Thanks a lot! Jatin.