Level 2: Conclusion INV05 Shipping Export

paulnjr
Occasional Contributor

Level 2: Conclusion INV05 Shipping Export

First of all, I greatly appreciate this community and the help you provide.  

I have been wracking my brain, searching, and unable to find an answer. Perhaps I'm over thinking this? I was able to get the sum of the Final Shipping Price in with no problem.

Where I'm stuck is the Code.

I read that I "will want to import G3 Location by Code."  Does this mean I'm supposed to import the Location into my INV05 Shipping Export Model? Or is this telling me the Exported File is supposed to be imported at the Location Code Level? Like this?

paulnjr_3-1641807075121.png

Reading the requirements, I see:

paulnjr_0-1641805712535.png

"There's no need to recreate." So, I created the subsidiary view by changing the Time Scale on the Code line to NA. This caused the sub view icon to appear on the line.

paulnjr_1-1641805880177.png

The only thing I could think of putting in the formula for code is to grab the Code from the location list.?? 

However, looking at the Subsidiary lesson, that doesn't make sense to me. The grid view shows the Code in place? Why would I need a Subsidiary view then?

paulnjr_4-1641807316388.png

And when I pivot the Module with Location on the Rows and Line Items in the Columns, that's not right!?

paulnjr_5-1641807503049.png

I know I'm close...  and I know it's something small...  But, I've been looking at this so long, I can't seem to get it...

 

Any help would be greatly appreciated!

 

Thanks again...

 

 

1 ACCEPTED SOLUTION

Accepted Solutions
KirillKuznetsov
Certified Master Anaplanner

Re: Level 2: Conclusion INV05 Shipping Export

Hi @paulnjr 

Let me help you with that.

As i can see they ask you to create an export.

In export settings at Labels tab you can choose any list properties including name and code.

KirillKuznetsov_0-1641814624253.png

Most probably you will need the line item Code for some import from module to module or something. So that's why you are getting confused.

 

Subsidary view is required for Code because this line item will never change for different months. So you can exclude it from Applies to.

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5 REPLIES 5
KirillKuznetsov
Certified Master Anaplanner

Re: Level 2: Conclusion INV05 Shipping Export

Hi @paulnjr 

Let me help you with that.

As i can see they ask you to create an export.

In export settings at Labels tab you can choose any list properties including name and code.

KirillKuznetsov_0-1641814624253.png

Most probably you will need the line item Code for some import from module to module or something. So that's why you are getting confused.

 

Subsidary view is required for Code because this line item will never change for different months. So you can exclude it from Applies to.

paulnjr
Occasional Contributor

Re: Level 2: Conclusion INV05 Shipping Export

Thank you so very much!  That's what I was looking for.  Thinking I needed my Pivot to look exactly how the export should look is where I had my "moment"...

 

paulnjr_0-1641834363434.png

 

It's all good now!  Thank again for the fast reply and awesome answer!

ahmetpolat
Occasional Contributor

Re: Level 2: Conclusion INV05 Shipping Export

I'm as confused just like you. How did you pivot the module to get the correct mapping to export?

paulnjr
Occasional Contributor

Re: Level 2: Conclusion INV05 Shipping Export

Hi ahmetpolat, When creating your pivot for your export, you have to think of how you want your data organized.  I want locations down the side (Rows) with time across the top (Columns).  One of my issues was that I had my Line Items Also in the columns which causes the "Shipping Cost" label to also appear across the top of my export.

Once you have your Pivot, you then need to export it. The first thing you do is omit the Summaries and blank rows. You do this by using the selectors:

paulnjr_1-1643065233646.png

Now, in our export, we're not to include the Location Names, only the Codes.  This is accomplished on the Label Tab. When you click on the Labels tab, you see the default "Name" is selected.  

paulnjr_2-1643065382138.png

By clicking the "X" next to it, it is removed.  You then click the drop down and select "Code"..

paulnjr_3-1643065454223.png

This will change your row labels to Codes instead of Names.

 

Hope this helps!

 

ahmetpolat
Occasional Contributor

Re: Level 2: Conclusion INV05 Shipping Export

Thanks Paulnjr. It was confusing at first but I managed to figure it out.