Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

pmorgan
Contributor

Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

I'm on Level 2 1.5.8.1 Create Saved View for DAT03 Module, and I have Monthly subtotals in my saved view and I can't see how to get rid of them.  Other than that my saved view matches the requirement.  Here is the requirement screen shot:

 

requirement screen shot.png

And here is my screen shot:

 

my screen shot.png

 

There is a hint in the activity about which summary method should be used, but i haven't been able to see the solution yet. Can anyone give me a hint on how i can remove the monthly subtotals that i'm showing?

 

Thanks in advance.

 

-Paul

2 ACCEPTED SOLUTIONS

Accepted Solutions
einas.ibrahim
Master Anaplanner/Community Boss

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

Hey @pmorgan 

 

The reason you are not getting any data is the filter applied to the view. Check the filter criteria and adjust accordingly.

 

You don't need to do permutations to figure out where the None summary should go. based on the information you provided, you need the "Time" summary method to be None so that's what you should choose.

 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

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einas.ibrahim
Master Anaplanner/Community Boss

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

Hi @pmorgan 

You touched on an important point here and I'd like to expand on it.

 

There are things that apply to the module as a whole (structural elements) and others we can change and customize for saved views (display elements).
What we can customize for saved views are the following:

  1. Which columns/rows are shown or hidden.
  2. Filters
  3. Conditional Formating
  4. Pivot ( the way the data is displayed)

A summary method is structural and applies to the whole module. You can't customize it from one saved view to another. A line item will have the same summary method across all saved views.

Similarly, for example, the Data format, the line item formulas,..... all these are structural elements of the module and can't be changed from a saved view to another. 
Elements that could be customized for saved views are mainly "display" related

 

 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

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9 REPLIES 9
einas.ibrahim
Master Anaplanner/Community Boss

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

Hello @pmorgan 

 

one of the summary methods is None. Which means Anaplan won’t aggregate the values of a lower level. 
In your case, it seems that a summary method for time (months value) is not needed, therefore you should change the summary method to “None”

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"
pmorgan
Contributor

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

@einas.ibrahim  When I go to BP mode and change the summary method to none, everything goes away:

 

none.png

 

I get this:

 

gone away.png

 

I tried every permutation involving none in the summary method column of this line item and none of them are giving me the desired result of just eliminating the monthly totals.  By the way, if it helps shed any light here is what the filter looks like that i'm using on this saved view:

 

filter.png

Am I supposed be using a formula to hide the sub-totals?

 

-Paul

 

pmorgan
Contributor

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

@einas.ibrahim   I think if figured this out - I was trying to apply none on the summary method of my saved view - this did not work.  So I went back to the module DAT 03 Historic Volumes and tried changing the summary column to none there - and that worked.  So i then created a new saved view from this, overwrote the previous one, and it looks like i'm good to go now:

 

fixed.png

 

So it appears that the trick here was that i had to be working from the module.  Trying it on the already created saved view was not the way to go.  Does that make sense?

 

-Paul

einas.ibrahim
Master Anaplanner/Community Boss

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

Hi @pmorgan 

You touched on an important point here and I'd like to expand on it.

 

There are things that apply to the module as a whole (structural elements) and others we can change and customize for saved views (display elements).
What we can customize for saved views are the following:

  1. Which columns/rows are shown or hidden.
  2. Filters
  3. Conditional Formating
  4. Pivot ( the way the data is displayed)

A summary method is structural and applies to the whole module. You can't customize it from one saved view to another. A line item will have the same summary method across all saved views.

Similarly, for example, the Data format, the line item formulas,..... all these are structural elements of the module and can't be changed from a saved view to another. 
Elements that could be customized for saved views are mainly "display" related

 

 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

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pmorgan
Contributor

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

That is a great explanation. Thank you for the additional insight!
einas.ibrahim
Master Anaplanner/Community Boss

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

Hey @pmorgan 

 

The reason you are not getting any data is the filter applied to the view. Check the filter criteria and adjust accordingly.

 

You don't need to do permutations to figure out where the None summary should go. based on the information you provided, you need the "Time" summary method to be None so that's what you should choose.

 

Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"

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JagBrar
New Contributor

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

I am having the same problem as identified as above, and the solutions provided don't seem to solve the issue. The summary selection for time in the module is set to none :

JagBrar_0-1620779137557.png

 

That setting removes the totals for the months:

 

JagBrar_1-1620779181471.png

 

when I apply the following filter, all values disappear: 

JagBrar_2-1620779229406.png

 

 

JagBrar_3-1620779260958.png

 

@einas.ibrahim your solution implies something is wrong with the way I am setting up the filter, but I can't figure out what. 

JagBrar
New Contributor

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

I think it might have been some kind of background refresh issue. I was able to resolve the issue by closing the web-browser and signing back into Anaplan to try again, the settings I posted above worked. 

einas.ibrahim
Master Anaplanner/Community Boss

Re: Level 2 1.5.8.1 Create Saved View for DAT03 Module - summary method

@JagBrar 

I'm glad you resolved the issue. I'd like to clarify something for future reference though
1. There are 2 components in every Summary; Summary over the List dimension and another is Summary over Time Dimention. When you have the summary set to "Sum. Time : NONE" that means 2 things:

  1. The line Item  (Volume) values will be summed over the Line Item Dimension - which is P3 SKU and Account (if I remember correctly) that's why if you scroll down in the list you will see the Volume values summed at every parent level.
  2. The line item (Volume) values will NOT be summarized over time, That's why the values in the month column do not appear (Same for Quarters, Half years, and Full year)

Sometimes the summary methods are a bit confusing.

Now, let's talk about the filter.
The filter I see on the screenshot you provided basically translates to the following:
Show me only SKU and Account combination where :

  1. Volume is not equal to zero
  2. For the Time Period FY19

 

Since we applied the time summary method to NONE then the value in the column FY19 is technically 0 (not there) and that's why no data is returned because there is no record that meets the filter condition provided.

I hope this is helpful, not necessarily for the purpose of the training but for general Anaplan knowledge. 😊
Good Luck


Einas
"Give a Man a Fish, and You Feed Him for a Day. Teach a Man To Fish, and You Feed Him for a Lifetime"