About rob_marshall

rob_marshall · ‎12-09-2020

@sarah.esguerra Can you fix it so the source data only has the quarter you need? That will be the easiest solution.

rob_marshall · ‎12-09-2020

@Ishan I know I am late to the party, but let me ask a question: why are you exporting the data from 2 modules and then putting them back into a 3rd module? Does the 3rd module share dimensionality of the first two? What will the 3rd module contain and be used for? In all honesty, you probably shouldn't be using this "row count" for a list and instead use a unique key that is auditable. Rob

rob_marshall · ‎12-09-2020

@swapnil_J You got it. Rob

JaredDolich · ‎12-08-2020

Thanks @jnoone I gave it my upvote! For now, I just created a new email and added it to the tenant I want. Works fine as a workaround but can only work with one tenant at a time.

kathleenseiler · ‎12-07-2020

@rob_marshall @johan.marketoft I agree with Rob's options here. My only other comment is if the version already exists, you can easily change write access by going into Roles -> Versions and changing the version from "Write" to "Read" for all of the roles. You will want to make sure the team is aware that anyone with FULL ACCESS (i.e. you) will still have the ability to change the data in the "locked" version. By changing the Read/Write access to the version by role, you cannot adjust the Full Access role read/write to each version. With DCA, it is a little more flexible in that you can ensure it applies to every user regardless of role, but it can be a bit more time consuming to implement as it will need to be applied individually to every module as opposed to the version level where it is a wholesale approach.

rob_marshall · ‎12-07-2020

@johan.marketoft There are a couple of ways you can do this, but the best way is to use the function TimeSum() in the second module where you can use Average as the last parameter. Also, i would suggest reviewing the Anaplan Live Function vs Function video (about 10 minutes) where Mark Warren and I "battle" over which function is better, TimeSum or MovingSum. The video should come out on Wednesday.

ChrisHeathcote · ‎12-04-2020

@johan.marketoft The ability to reassign an employee to a different department/cost centre/entity etc is complicated by their inclusion within a hierarchy. Where I have used a hierarchy I have used a form in the UX to create a new list item and within the form allocated it to a new parent. By creating a start date and end date property in the employee list you can effectively deactivate the old employee record and activate the new record when creating the new list item. Just ensure that you include start date as a field in the form. I do not recommend deleting the old record as you will loose all history relevant to it. Instead deactivate it use the end date property when calculating the downstream costs. I have also used a different approach where I did not include the employee list within a hierarchy but instead created a properties module dimensioned by employee, time and versions. In such a module you can map properties against each record and use this mapping in your calculations. By adopting this approach you do not need to run any actions as there is no need to create multiple records when an employee moves within the organisation. If you are interested in hearing more about this approach please let me know and I can go into further detail. Good luck, Chris

riyazpasha · ‎12-04-2020

Hi @jasonblinn Thank you so much it worked for me. Thanks a lot.

rob_marshall · ‎12-03-2020

@nishantgarg Is this for a reporting requirement like for a dashboard or page? Something like this where you can choose what you want to sum on and then it displays the results? Or am I overcomplicating it? If so, you can create a list, as you have it, but then create a SYS module with line items detailing the parents.

thanasis · ‎12-02-2020

Hi Natasha, I had a similar experience with other systems too. However, increasing the timeout more than the average does not solve the problem because there would always be someone else who would like more. The reality is that if a user does not move the mouse once in 30 minutes in the Anaplan screen, it means that the user is not even seeing the data. In that case, the user needs to learn to save the work before moving to the next subject. Cheers, Thanos

JosephA · ‎12-01-2020

Thank you. That worked

rob_marshall · ‎12-01-2020

@tbeck That would make sense because that user was no longer in the system and therefor the system considered them deleted, like a deleted list member. Essentially, if that user is not part of the system, they couldn't approve/deny the workflow so everything was lost.

rob_marshall · ‎11-30-2020

@RajeshPrabhu Take a look at this course which speaks to Delta Load processing. https://learning.anaplan.com/enrol/index.php?id=1265 Rob

Quentin · ‎11-20-2020

Good afternoon @kathleenseiler, Please see below my module, my hierarchies are the following, from bottom to top level: Roles User -> Team -> Group Dashboard -> Model Here you can see that at the user level I have either 0 or 1 as my formula is "If there is data for the user at the Role/User/Dashboard level (lowest) then 1 else 0" to count the user as an active user. Moving on to the team level, in the Controlling team we have no issue again as there are x members using the Dashboard: Then, when aggregating to the Role/Team/Model level things get messy as the summary counts the sum for each dashboard in the model, as you see below and we know for a fact that this is wrong as we don't have that many "Full Access" users. Our goal is to count unique users in the Model, so if we count three users in Dashboard X they shouldn't be added again from Dashboard Y when rolling up to the model level. The aggregation method here is fine at the team/dashboard level but if we go higher than that things become wrong. Do you have an idea on how this can be solved ? Thank you very much. Best regards, Quentin

rob_marshall · ‎11-20-2020

@jagalindo Please don't use combination of properties as it adds unnecessary overhead to the process. The list can be numbered or not, that doesn't matter because you shouldn't be using properties on that list and using combination of properties requires you do use properties. Please read this article which explains exactly why and how you should load your data. Data Hubs: Purpose and Peak Performance The concatenation of ten properties is fine, in fact that is what you are supposed to do. Just be careful to use the codes of those attributes/properties because you have limited space available (60 characters). This will be your transactional list. Now, create two modules: Transactional data which will be dimensionalized by the transactional list and Time. This is where your transactional data (Net Sales) gets loaded to. The second module will be your Attribute or Properties module where you will, by using formulas, decipher the attributes from the code. That will get your data loaded to the hub correctly. Now, since your are doing an incremental load from the source, which is PERFECT, now you need to figure out which records/data have been loaded so you only load that data (the data that has changed) to your spoke model. Please watch this video. Delta Loading Rob

rob_marshall · ‎11-19-2020

@dameyer01 Well, isn't that interesting...I will let Community know. Send me an email at rob.marshall@anaplan.com

neg177 · ‎11-19-2020

Gotcha! Thank you

Dlambert09 · ‎11-19-2020

Hello, This kind of modification should be done before loading in Anaplan because Text format will use more space and Number format will be more efficient in term of performance. This is the recommandation of Planual. Once that said, you can use Subsitute formula to change all "," by "." and you will not have NaN issues :). Have a nice day

rob_marshall · ‎11-19-2020

@Sravan_Kumar Reserved for future use. https://help.anaplan.com/c76502e3-175c-46f2-8696-71d0080bc178-Lists

varun.joshi07 · ‎11-17-2020

Thanks Rob for reply. The formula worked. I am trying to figure all possible options to bring data in module 2 from module 1, hence used action to import data.

swapnil_J · ‎11-17-2020

@Akhtar.shahbaz Thank you for the solution, I was not getting the actual values because my summary method was set to none for both -main summary and time summary in the Data module.

rob_marshall · ‎11-16-2020

@TGagnon Try this link: https://help.anaplan.com/7a09027d-894e-4817-9f92-1fd11d018e2a-Order-List

tbeck · ‎11-16-2020

A good way to avoid versions (as the size of the model multiplies with every version) is to create a list of "Scenarios". Item 1 is Forecast, Item 2 is Budget, (or Actual), and apply the 2 item list to the module instead of an entire version. This will call for the SELECT function down the road when Forecast needs to be pushed to Actuals, and Forecast needs to be cleared. 1) Create a staging module with the same dimensions as the input module, minus the scenario list. 2) Set the line items in the staging module equal to the Input module and use the SELECT Function to select the forecast data 3) Copy the staging Module and create a Data Clearing Module to import into the forecast scenario by inputting a 0 as the formula in all line items. 4) Import the forecast data from the staging module into the Actuals by importing into a fixed item "Actuals" 5) Clear the forecast data by importing the 0's into the forecast. This will allow a bulk copy to function efficiently without using versions.

DavidSmith · ‎11-13-2020

@YuliaL Good to hear

MarkTurkenburg · ‎11-12-2020

Thanks @rob_marshall

rob_marshall · ‎11-11-2020

@neg177 First, please remove the properties from the list and instead create a module dimensionalized by this list and Time at the Year, it will be much better and easier to use. Then, in your SYS Time - Day module, you will now be able to look up these values. Create the following line items: Year: item(time) with a time period of Year Bank Holiday?: start() = module you just create.line item (I would assume Holiday)[lookup:year]. Bank Holiday should be a boolean Rob

dameyer01 · ‎11-10-2020

Glad you were able to find a solution that works for you! I have two additional thoughts on your conclusion. 1) You should be able to put the 'Payment frequency = Payment frequency.Yearly' clause in front of the IF statements, so it's not being evaluated every time. So it would look like this: Payment frequency = Payment frequency.Yearly AND IF Payment # - 1 = 12 THEN TRUE ELSE IF Payment # - 1..... 2) Although your formula does what you need it to, it could be shortened so that the period in question is being evaluated against the period in the 'Payment 1st month by item' line item. 'Next Payments ?': Payment frequency = Payment frequency.Yearly AND MONTH('Payment 1st month by item') = MONTH(PERIOD(START())) AND PERIOD(START()) > 'Payment 1st month by item' That said, it matters most that your solution works, which it clearly does!

rob_marshall · ‎11-10-2020

@neg177 First, I would create a new line item that is summing those line items up so it is not doing the sum in the IF statement. Then, I would use the function MonthValue (link)

neg177 · ‎11-09-2020

yes, I got it and applied it to my formula and works great. ty again

rob_marshall · ‎11-09-2020

@neg177 Why didn't this work for you last week? https://community.anaplan.com/t5/Anaplan-Platform/Question-on-Formula/m-p/89871#M20045