About rob_marshall

ShekharGite

@rob_marshall We are in the development phase and some of the SME's are testing side by side the pages which are being developed. That's the reason for this thought to cross my mind but luckily no one has raised any issues yet. Shekhar

andrewtye

You might find this https://community.anaplan.com/t5/Best-Practices/Modeling-Best-Practices-Video-Series-1-Flexible-Time-Mapping/ta-p/93234 helpful particularly around the rolling weeks piece.

rob_marshall

@brettnish May I ask why are you needing the tenant ID? I am not sure that is available if you are not a workspace admin. But, if you need a workspace ID (this is really all you need) or model ID, you can find that in two places: in the address bar or click the Help and select About

rob_marshall

@CommunityMember122229 So, in that module, are you going to dimensionalize the module by Users? What exactly are you trying to accomplish with this line item being User? Can multiple people update this module? Can Selective Access be used so only certain people update it or is more of who updated it last? If it is the latter, then you will most likely have to have an action to update that line item with User in it. Rob

rob_marshall

@DeveloperCYT Did you try using YearValue? This assumes you don't want to span the year which I believe your MovingSum does since it is a rolling time period. Again, happy you figured it out, I was just wondering if this alternative way would have worked for you. Rob

rob_marshall

@suruchi.kapoor Yes, it will work for Outlook as well as Windows.

Kanishq17

Thank you all, Its amazing to be part of this lovely ecosystem

rob_marshall

@dameyer01 Well Played!!!

rob_marshall

@Shradha Which role is running the action, an administrator or someone with specific roll access (Not Full Access)? I ask because if the person does not have full access, DCA is still observed while if an admin, the DCA setting is not observed. Rob

AdamE

Hi @rob_marshall Thank you, yes that does the trick. Kind regards Adam

rob_marshall

@swapnil_J I totally agree the action should not prompt the user when importing which is what I stated: First, it is really not best practices to have endusers upload files to a production model because: could possibly lose data integrity data can no longer be audited back to the source (user can manipulate/change the data before they upload it) when a user runs an action, it blocks the model for input by others, so now there could be a concurrency issue Second, when a member or metadata is loaded, the member has to go into a list first and then the supporting metadata or transactional data goes into a module. So, if you are importing a new member to the list and then want to load supporting information to a module, you can do that with two actions: load member to list load supporting data to module. By doing that, it will only load the data from that one file. Rob

rob_marshall

@SudhirY Yes, I do see issues with what you did. because you are nesting the NEXT function and making Hyperblock work harder for every calculation. Instead, I would break it up and do this Create two line items: Previous Year/Previous Quarter mbr:'Current Period' - 5 (formatted as Quarter) Previous Year/Previous Quarter?: item(time)='Previous Year/Previous Quarter mbr' (formatted as Boolean)

bmfrancis007

Hi @rob_marshall @Mike.McLaughlin I recreated a version of this for training purposes and noted the count line item can be stored in the SYS properties module. Take a look at the attached blueprints: SYS00 - Flat Attributes SYS01 - Composite Hierarchy Build Use case = Client source system gives a parent child format, list is ragged. 4 columns, a) member name, b) member code, c) parent name, d) parent ID. Ragged explained - If the lowest level is level 6, certain branches will only go down to L3 and client needs to plan something at L6, the lowest level. Steps to complete: Step 1. Load CSV file to 'Flat list' (import code and name), if numbered, import code and display name property. Step 2. Create 'SYS00 - Flat Attributes' (flat list applied), import the properties/attributes into this model, Parent ID and Parent Name (match on code, will need code line item) Step 3. Add line items and formulas to SYS00, refer to excel attached, purpose here, is to identify the members with no children, aka "base member" Step 4. Create 'SYS01 - Composite Hierarchy Build' (flat list applied) refer to excel attachment, purpose here, is to create dummy members where the hierarchy is ragged --> append (LX). Step 5. Create saved views in SYS01, a saved view for each level of the hierarchy Step 6. Create X number of lists, relate them into a composite hierarchy by assigning the parent in general lists Step 7. Import saved views from step 5 into each of the lists. Lastly, in practice, the composite hierarchy lists, would be created in the spoke model and saved views from the datahub would be imported into the spoke. Level 2 Model Building gets this concept across. However, it does not cover the specifics of leveling a ragged hierarchy. Thanks, Brett Francis

ChrisHeathcote

@rob_marshall An idea I can use in future projects but for now it is not a burning priority of the client.

alexpavel

@vazqulu1 Indeed, the subsidiary formatted line-item cannot be used directly as a "filter" in a saved view, but it can be referred in any formula. In order to create a usable filter line-item, just create a new boolean line-item without a subsidiary view and refer in the formula the subset subsidiary formatted line-item

egc8r

Hi, I have since changed the decimal places to 2, and things are working now. I find it curious that a display setting affects the function of a load. In any case, I consider my problem resolved. Thanks.

JBeauchs

Thanks for the response. I had entered the wrong information in EMP02 and had to go back and correct my error to get the formula to work.

Suchou

Thank you @rob_marshall ! This helps 🙂

anirudh

Thanks Rob and Kevin, That is very useful to know

rob_marshall

@ChrisHeathcote It depends. If they are wanting to sum the values for all of time, then timesum() without the Time in the Applies To is the way to go. The last part is the key! If they are wanting to sum only the monthtodate quartertoDate, or YearToDate, then use those formulas. If they are summing between two dates and the line item has Time in the Applies To, then MovingSum() is the way to go. Rob

rob_marshall

@ChrisHeathcote @shrey_meher For optimal performance, try breaking that calculation up so it is not doing all of the cumulates for the line items for every cell in this line item. Also, when any of those line items change (Revenue, Fixed Rent, Var Rent, or Total Revenue) change, this entire logic gets kicked off (for ever cell of this line item) which is why breaking it up it much better from a performance perspective. Additionally, in the above, you are doing a cumulate of Fix Rent multiple times. Again, if you break this up, you are only doing it once. Rob

AlejandroGomez

At this point, I am joining @nathan_rudman in the request for more details: are we speaking about a module (or modules) using the user list as dimension? and therefore, ending up with a huge module given the size of the users list in combination with the other dimension of the module. If this is the case, what are there other dimensions in these modules? Are you using the built-in user list or a dummy one? or are we speaking about concurrent usage of the model by thousands of users at a time, causing some performance issues? or both? Also, a few considerations if the list of users is not being used in a module, it is unlikely to impact the size of the model. The performance could be affected by the number of users using the model concurrently and there is no solution to that other than a model built according to best practices if the users list is part of models dimensions, then there is no way (to my knowledge) to cherry pick which users (or items of a list for that matter) get memory and which not. Anaplan recalculates the entire model when opening it for first time and every time something changes in it, so that means that all the items in all the modules "have memory allocated to them" in order to be recalculated. The only workaround I can think of is to manually set the Role of these users not being used to "No access" or, if is a dummy list, use a Subsets (but this might lead to other challenges such as potential data loss when removing items from the subset.. then again, these are just ideas or considerations that I think may be related to your question and hopefully are of help, but since I fail to see the exact issue here, I cannot point my finger on a specific solution.

rob_marshall

@AWhitworth While this does work, it is best to create a unique ID at the source to remove extra processing time and work by Hyperblock. Also, by creating the unique member at the source, you will be able to import the transactional data to Trans module and the properties to a SYS Properties module. If you use the combination of properties method, you will not be able to do that and will be forced to store all data as properties in the list which is not advisable and is against best practices. Rob

rob_marshall

@Jerin_KJ There are two reasons why this might be happening: Files are not copied to new models. So, if this is a different model, that file will need to be uploaded again. Most likely, it is a permissions issue on the file. Meaning, if you uploaded the file and did not change the permissions to All or Administrations vs. Private File, then another person will not have access to the data within the file. For more information on File permissions, follow this link Rob

KARASAGE

Hi Guys, I am having the same problem on 10.2.2 Activity: Import Data into Non Employee Expenses Module the Time settings isnt working and I dont understand why because I put in YYYYMM

YajingLiu

Hi Kevin, Rob, Thank you so much!!

rob_marshall

@x4uhaj No, you still can't pull in the roles and other properties of the users, you can only pull in their ID which is their email address). Rob

rob_marshall

@Misbah Too funny!

praba71

Thanks @ChrisHeathcote @rob_marshall @Noward for the tips. Let me try out. Thanks Regards Prabakaran

Donghui

how about trying to use “show” function. the order of selecting line items decide the final showing order.