Add 'module' column to master line item view

Add 'module' column to master line item view

There is currently no 'module' column in the master line item view. We use this view to search for specific references in the model when changes are needed. However, if there are a large amount of line items and modules it can be difficult to easily track down everywhere the change needs to be made.

Master Line Item View.PNG

22 Comments
dgregs
Contributor

I agree! This can be very cumbersome and the workaround can take a long time! PLEASE IMPLEMENT!

DavidEdwards
Certified Master Anaplanner

This is such a simple but GREAT idea. Why didn't I think of this?? Great suggestion, @rachel_goering !

rachel.bisch
Contributor

Just had to do this today for a 4,000 Line Item model, having it in the exports already would be a HUGE relief.

dgregs
Contributor

YES! @DavidEdwards 

alexpavel
Certified Master Anaplanner

Great suggestion indeed.

 

I would have just needed this feature yesterday when I was trying to find the line-items into an exported general view based on a filter...and I needed to identify from which module the line-items were coming. 

DavidSmith
Master Anaplanner/Community Boss

Agreed - this is time consuming, but in the meantime, this is the process I use, using an old Excel trick in learnt!!

  • Export the line items to Excel
  • It is unlikely that Column J is used so it is a good one to use, otherwise use another appropriate column that follows the same pattern of nothing for headerPicture 1.png

     

  • Filter on blanks
  • Click on J2 and enter the formula =a2 and copy this down to the rest of the header linesPicture 2.png

     

    Picture 3.png
    • Remove the filter
    • Now highlight from J2 down to the last row in the blueprint
    • From the “Goto” menu option (usually <F5>), choose Special and then Constants

Picture 4.png

 

Picture 5.png

  • This should select all of the “detail” line items

Picture 6.png

  • Without clicking anywhere else, type =J2 and then CTRL+Enter, or CMD+Enter
  • This will enter the return the module name against each line item
  • Voila!

Picture 7.png

 

 

 

 

 

Miran
Community Manager
 
Status changed to: Your support is needed
alexpavel
Certified Master Anaplanner

@DavidSmith  thanks for this nice workaround!

sandeep_bk
Regular Contributor

Hi Team,

 

It would be really great if this functionality comes handy as we are working with rebuilding the model considering all the best practices. we are facing difficulty in identifying the module name by line items.

 

We want to search the particular line item from the module menu and need to know which module it belongs to.

Currently, it holds all the other information like reference, cell count, data tags, etc. 

 

We are searching the line item as per the below screenshot and we don't know which module it belongs to.

 

sandeep_bk_0-1579607436374.png

 

 

Any methods or adding this information tab would be really great.

 

Thanks,

Sandeep

 

Miran
Community Manager
 
Status changed to: Your support is needed
alexpavel
Certified Master Anaplanner

The same can be achieved also using 2 columns

column K: just copy the module name from the column filtering only the modules like @DavidSmith indicated

Column L: 

           - in cell L2: fomula  = K2

           - in cell L3: formula: =IF(K3="",L2,K3)

           - Drag the L3 formula on all the rows

 

This way in the column L you will have on all rows the correct module name. 

 

Capture.JPG

alexpavel
Certified Master Anaplanner

@sandeep_bk 

take a look also at this idea:

 

There is a workaround to export into an Excel all the line items and in Excel you can create the column with the Model name. 

 

https://community.anaplan.com/t5/Idea-Exchange/Add-module-column-to-master-line-item-view/idc-p/5768...

 

sandeep_bk
Regular Contributor

Thanks @alexpavel 

 

It helped.

CallumW
Certified Master Anaplanner

@Miran  - could we please merge this request with the idea highlighted above?

 

https://community.anaplan.com/t5/Idea-Exchange/Add-module-column-to-master-line-item-view/idc-p/5768...

 

 

 

Miran
Community Manager

Hi @CallumW

 

The ideas have been merged.

Gwen.pryor
Regular Contributor
 
Status changed to: Under Investigation
M.Kierepka
Certified Master Anaplanner

Hi @rachel_goering ,

 

Great idea! It would be very useful. I can also share my current workaround for this, "oneliner" in Excel (paste in Y2 and double click the bottom-right corner of the cell):

=IF(D2="",A2,Y1)

I'm using D column (s "Is Summary"), as for line items is either FALSE or TRUE, but for modules it's blank.

 

Maybe it should be in separate Idea, but it would be also helpful to see size of single modules/line items - for optimization works overview, as cell count can be misleading. Again, I'm posting my formula to determine single line items size (paste to cell in 2nd row in any column after V and double click the bottom-right corner of the cell):

=IF(D2="",0,V2*IF(IFERROR(FIND("BOOLEAN",E2),0)>0,1,IF(OR(IFERROR(FIND("NUMBER",E2),0)>0,IFERROR(FIND("TEXT",E2),0)>0),8,4))/POWER(1024,3))

 

V column is Cell Count, E is Format, D is used to determine if it's line item or module, as in previous case (module size is calculated as 0 here)

The "/POWER(1024,3)" part is used to convert size to GBs, omit it if you want just bytes, change "3" to "2" for MBs.

 

vicky_ascencio
Occasional Contributor
 
Status changed to: Considered for Future Roadmap
DavidSmith
Master Anaplanner/Community Boss
 
Status changed to: Delivered
DavidSmith
Master Anaplanner/Community Boss

This was released this weekend

David

Status changed to: New
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