Sales Planning Model: A2 List

jjconn13
New Contributor

Sales Planning Model: A2 List

Hi, I'm having trouble when trying to import into the Sales Planning Model: A2 List in the Sales Planning Model. I created the necessary System Module in the Data Hub in order to use to populate the A2 List. I also filtered the module so only the valid Account>Product combos show and saved as a view. I then imported this saved module view into the Sales Planning A2 list and there are missing items. Perhaps my import mapping is wrong? Any guidance would be greatly appreciated! Please see the below screenshots for your reference. 

 

(Saved Module view in the Data Hub used for import)

jjconn13_0-1616416316787.png

(Import mapping for A2 list in Sales Planning model)

jjconn13_1-1616416343832.png

(Result of import - missing items from the saved view import)

jjconn13_2-1616416423352.png

 

 

 

6 REPLIES 6
Misbah
Moderator

Re: Sales Planning Model: A2 List

@jjconn13 

 

Your Import mapping looks perfect and your saved view too looks ok to me. Double check if you are importing it from the correct saved view. Here is one hint for you

 

Hint: Your item count should be 4511

jjconn13
New Contributor

Re: Sales Planning Model: A2 List

Thanks for the response. I double-checked the saved view and it appears to be ok. Below is the number of items being imported which does not match the 4511. For some reason it is skipping some of the items in the saved view. For example, the Candyate account - it appears to be imported every other line almost. 

 

(Import result)

jjconn13_0-1616420896193.png

(Import Saved view in Data Hub)

jjconn13_1-1616420998451.png

(Resulting A2 list in Sales Planning model) - Missing P001, P003, P005 etc. 

jjconn13_2-1616421070799.png

 

 

 

jakesachs
Contributor

Re: Sales Planning Model: A2 List

Did you ever figure this out? I'm also getting the 4358, but I am seeing those candyrate list members...

jjconn13
New Contributor

Re: Sales Planning Model: A2 List

I ended up deleting and creating the list again in the Sales Planning model and imported the data from the datahub again. It seemed to solve the issue but I'm not exactly sure why. Maybe it's just me, but the import screens seem to act a bit weird sometimes. 

jjconn13
New Contributor

Re: Sales Planning Model: A2 List

To clarify, I meant it fixed the missing list items that were not importing but my total was still the 4358. 

jakesachs
Contributor

Re: Sales Planning Model: A2 List

Am I right to assume that this didn't lead to any issues down the line?