Formula to get a Line Item formatted as a List based on a Trimmed data field

gsmerilli
Occasional Contributor

Formula to get a Line Item formatted as a List based on a Trimmed data field

I am importing data with a field that has the names trimmed from a list. What formula can I use so that that rediscovered name corresponds to the name of the list in Anaplan?.

Let me try to show this example:

 

Data TXT File:

Crititcal Line Abrev Field:
Alloc
Credi
Direc
Fixed

 

Anaplan List:

Critical Line List:
Allocations
Credit and Income
Direct
Fixed
Indirect

 

What formula I need to use to create a Line Item formatted as a List [Critical Line List] based on Crititcal Line Abrev Field?.

Thanks a lot for any recommendation.

 

1 ACCEPTED SOLUTION

Accepted Solutions
rob_marshall
Moderator

Re: Formula to get a Line Item formatted as a List based on a Trimmed data field

@gsmerilli 

 

Use what you have in Data text file as the "codes" for the Anaplan list members.  When importing into the line items, in the mapping area, you can specify the code and it will automatically find the corresponding list member.

 

Rob

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4 REPLIES 4
rob_marshall
Moderator

Re: Formula to get a Line Item formatted as a List based on a Trimmed data field

@gsmerilli 

 

Use what you have in Data text file as the "codes" for the Anaplan list members.  When importing into the line items, in the mapping area, you can specify the code and it will automatically find the corresponding list member.

 

Rob

gsmerilli
Occasional Contributor

Re: Formula to get a Line Item formatted as a List based on a Trimmed data field

Thanks Rob for your quick replay on this. In some way your answer solve my the issue so much appreciated. My concern still is if there is also another possible solution considering that modifying codes could be a manual job that could still impact our stored Actions and current automatic processes.. I was wondering on curiosity if I could still use a System Module or some other intermediate process that allow me to make the connection in between an abbreviated Data that is a LEFT 5 digits of an List Member. Thanks again for your help!!

 

 

rob_marshall
Moderator

Re: Formula to get a Line Item formatted as a List based on a Trimmed data field

@gsmerilli 

 

The best solution is to use codes, plain and simple.  That way, you can name it whatever you want in Anaplan while still keeping the "audit" part in sync with your source system.  Now, whether you have the code like in the text file or true numbers that you should have in a proper source system (which is best, but usually coming from a source file of csv you won't likely have), doesn't really make a difference.  The bigger deal is to use codes, they will save you in the long run.

 

Hope this helps,

 

Rob

gsmerilli
Occasional Contributor

Re: Formula to get a Line Item formatted as a List based on a Trimmed data field

Absolutely it helps!! Thanks!!