FP&A Case Study: populate sales forecast module with Budget Units

[l.bourgonjon]

Hi, 

I've been trying to upload the budget units (from the sheet input units from the 2017 budgeting excel file) into my Sales Forecast Calculation Module. In that module I look either at the actual units, and if not present, at the forecasted units to calculate revenue, COGS, ... 

However, I cannot manage to import the data for the line item "forecasted units". 

This is how I proceeded:

1. I created a separate csv file with column headers: customer-product, sales rep, month (see attached
2. When I want to import the data into my module in Anaplan (dimensions: list customer-products, list sales rep), I cannot manage to do the automatic matching (on names & codes), however the names really look the same! see printscreen.

Can anybody help me???

What am I doing wrong?

Thanks in advance,

Louise

[Hanwen]

Hi Louise,

Try to use the comma separator instead of semicolon in your file.

Hanwen

[l.bourgonjon]

Hi Hanwen,

Thanks for your reply. 

Unfortunately using that does not work.

Kind regards,

Louise

[Hanwen]

Hi Louise,

please try the file I attached here.

Hanwen

[acbrennan]

Hi Hanwen, 

Thanks for this. I've been really stumped since the file provided in the 299 downloads did not include sales rep for the budget units. So now I am wondering if I am usign the right file at all.