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Contributor

List subset

Hi All, 

 

I need to create a sub set of a list with all our assets. The subset should be dynamic and end user driven, e.g. all assets on HP or all right of use assets.

 

The aim is to reduce size of downstream modules performing calculation only on the subset. 

 

Thanks

N

12 REPLIES 12
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Community Boss

Re: List subset

Well, thats the right thing to do.

 

Your post do not include a question, assuming you are asking how to make the subset.

 

Currently, subset is not driven by formulas. But you can achieve it through an import.

 

To make a subset as dynamic,

1. Create a boolean line item in a module and calculate the value according to your business logic

2. Import the boolean into the list subset.

 

 

 

Thanks

Arun

Highlighted
Community Boss

Re: List subset

Hi,

You can import into a subset.
You should create a module with the full list as a dimension (you should have a List Management module actually), and two boolean line items, one that can be a formula the other a user choice.

nathan_rudman_0-1583402061339.png


Create a view in the module only containing items that have been set as true.
Go to the list > import > from this view > import the boolean into the subset

nathan_rudman_1-1583402390992.png

 

Nathan Rudman
Anaplan Model Builder
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Contributor

Re: List subset

Thank you both.

 

The end user will be adding forecast assets to the list via an action button, how do I incorporate the import within a process that runs in the background to ensure that the calculating modules have the assets available to them to perform relevant HP, IFRS16 calc?

 

 

Highlighted
Community Boss

Re: List subset

once you have created the import action you can include it in any process just like any other import action
Nathan Rudman
Anaplan Model Builder
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Contributor

Re: List subset

Hi @naveed.bakshi!

You mention that the user runs an action to update the list. Assuming you have a boolean line item to drive your subset, would it help if you use a process instead and add your current action and the subset import action(from your boolean line item) to the process and let the user run that? 

Highlighted
Contributor

Re: List subset

Hi Ankit

 

Thank you for your inputs. Sounds like a solution.

 

Not sure how to implement it though.

 

I have a numbered list containing the fixed assets register for the entity. The action adds a list item to the numbered list for forecast asset additions.

 

I do have a boolean driving the subset refresh. 

 

How would one combine the two in a process?

 

Thanks

N

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Contributor

Re: List subset

An additional complication is due to forecast versions. An asset could be assumed to be purchased on HP in one version and cash in another forecast version.

 

A boolean in a system module for assets will pick up the selection made in the forecast version that is current. The dynamic list subset does not work across forecast versions.

 

While the calculation modules need the assets to be available to them based on the selection made in the relevant forecast version for an overall comparative view. What if X in capex is funded through a mix of HP and Cash vs Y. 

 

Any thoughts on overcoming above ?

 

Thanks

N

Highlighted
Contributor

Re: List subset

Hi Nathan,

What are your thoughts on dynamic subsets on a numbered list with a hierarchy and 10 native forecast versions?

Thanks
N

Highlighted
Community Boss

Re: List subset

I don't see a counter indication on "dynamic" subset, it is just like any other subset. Unless it changes every 5 minutes of course.

10 native version can be a lot in terms of size depending on your other hierarchies. For models with a lot of version, I'd rather use a custom version list, easier to manage as you can subsetize it.

Nathan Rudman
Anaplan Model Builder