Requesting a serious help

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Super Contributor

Requesting a serious help

Hi Friends,

 

I want to create an Action process.

That will automatically import the current year data.

Please assist me in this.

 

Sravan_Kumar_0-1592730786351.png

 

 

 

8 REPLIES 8
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Frequent Contributor

Re: Requesting a serious help

Hi @Sravan_Kumar ,

 

Create a dynamic filter based on current year and apply to module 1 and create saved view to import to the module 2.

 

Thanks,

Naushad

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Super Contributor

Re: Requesting a serious help

Can you please share an article mentioning the same.

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Super Contributor

Re: Requesting a serious help

Hi @Sravan_Kumar - 

 

Create a system module:

                  which should have 1 year formatted line item and no dimensions.

 

You can get Anaplan System Time by writing a formula as mentioned below or you can use as existing drop down (without writing formula).

 

1.JPG

 

Create additional 2 Line item, to get the year and to filter

 

2.JPG

 

 

3.JPG

 

 

Apply filter and use the saved view as a source for import.

 

 

Thanks,

Sorna Raja Prabhu
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Super Contributor

Re: Requesting a serious help

Thanks @Sorna Raja Prabhu.

I am trying and letting you know.

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Super Contributor

Re: Requesting a serious help

Thanks for the help.

I am able to select the current year.

 

Sravan_Kumar_0-1592746639355.png

 

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Super Contributor

Re: Requesting a serious help

Hi @Sravan_Kumar -

 

Follow these steps to convert Text formatted date to Real DATE

 

 

31.JPG

 

 

 

32.JPG

 

 

 

 

Thanks,

Sorna Raja Prabhu
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Super Contributor

Re: Requesting a serious help

Hi @Sravan_Kumar,

 

why do you need two modules? do you have the same dimensions in both of them?

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Super Contributor

Re: Requesting a serious help

First is the initial module with historic year data.

Second is the final module (which we will be building) with the current year data.