List subset

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Contributor

Re: List subset

List Mgmt.JPG

Hi Nathan, 

 

A scenario to illustrate the issue, end users assign attributes to assets based on whether they are financed via cash or HP in Budget as a version.

 

There is a boolean driving the subset based on whether the asset is financed with cash, HP or is a ROU asset in a module with native versions. (Dynamic bit) This works ok as long we do not have to worry about other native versions.

 

When we roll the forecast forwards and enter a new period, end users might want to see the impact of an alternative financing mix on capex and therefore P&L, CFS & BS. 

 

Since we do not have a custom version list and have used native versions, the calculating modules using subsets as a dimension will only make list items available from the version that is set as current. This will surely get in the way of a comparative view.

 

Is there a workaround that does not entail using a custom version list? We are about to go live and using a custom version list is not feasible at this stage.

 

Thanks

N

 

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Community Boss

Re: List subset

Since we do not have a custom version list and have used native versions, the calculating modules using subsets as a dimension will only make list items available from the version that is set as current. This will surely get in the way of a comparative view.

you built your module with formula scope on "Current version only" ? If yes why ? Size reason ? Can you activate ?

Nathan Rudman, Anaplan Model Builder
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Frequent Contributor

Re: List subset

Hi, 

 

Using subset is a big question in itself.

Remember, if you create a subset of a list, its treated as another list and hence will occupy size.

If the difference between the desired subset items and the list items is minimal, try not creating a subset and instead use a filtered view. Again this will have implications of its own, but surely improved performance over creating a subset.

 

In case, you need to create a subset, then you will need to get in a boolean condition that will suffice creating a subset in a system module with the list and then import from the system module into the subset.

 

Remember importing from a view of a system module while importing any of the subsets/ attributes.

 

Let us know if you need more information

 

Thanks 

Akhil