About kathleenseiler

kathleenseiler · ‎10-22-2021

@pdekas I would recommend having a module dimensioned by the Family level of the hierarchy. In that module you can have a boolean line item for the Family items that you do not want to show any detail for. In the module that contains the Elements which roll up to Family, you can have another boolean line item where you can use it as a filter. Step 1: Module by Family with boolean selection for items that you only want to show total level. Step 2: Apply that at the Element level. You could set a filter on the last line item

kathleenseiler · ‎10-22-2021

@fgabarrin You aren't able to put a link TO a classic dashboard FROM a UX Page. The classic dashboards do not have their own individual URL, you would just be directing them to the model overall. You could do vice versa, and have a link TO a UX Page FROM a classic dashboard, this is because each UX page has it's own unique URL that you would be able to use for the text line item.

kathleenseiler · ‎10-22-2021

@Tricia If the Purchase Orders roll up to the Department as part of a composite hierarchy, you should be able to set this up by setting up synchronization between the two views. You could have your top view by department, and view below that which has the purchase orders. If you turn on syncing in the second view, then whatever department is selected, it would show the purchase orders below that. Or, like @obriegr mentioned, you could do a line item that is formatted as the Department list. A user could then pick a department from this line item dropdown on the page. You could then have a boolean line item in both of your views (still a similar set up to what I mentioned above), filter on if the department associated with the PO is equal to the department selected in the line item.

kathleenseiler · ‎10-22-2021

@Erwanlenavenec You could go back to the original page and choose to create another personal page. This will then give you two "My Pages" for the same original page. You could then make the same edits to both "My Pages" to ensure they are the same.

kathleenseiler · ‎10-22-2021

Hi @Nehal1511 It looks like you are trying to map the Line Items to the Name and the Column Headers to the Code. You have to select which specific Line Item / column contains the Name and which contains the Code for the import action to work correctly.

kathleenseiler · ‎09-09-2021

Hi @Chau, You use the existing model that you created as part of L1.

kathleenseiler · ‎12-07-2020

@jmroesserCan you confirm you are importing into the List itself? It sounds like you are importing into the Module and expecting list members to be created. You should have two steps: 1. Load the data file into the List and create the list members themselves 2. Load the data file into the data Module which will load the data, mapped based on the list members created in Step 1.

kathleenseiler · ‎12-07-2020

Hi @mmmarto , I would definitely recommend @GONI 's points about reading the Anaplan Way, it really is super helpful in learning about the basics of Anaplan!! Here are some general notes around when to make changes in the Data Hub vs Spoke Model: Data Hub (essentially data only- no logic) Used for loading the data Should only contain flat lists (no hierarchies) Only flat data sets Light transformation logic (i.e. date is formatted as Text for file load but then translates to a real Anaplan Date format) Spoke Model (all inputs, logic, reporting) Creation of hierarchies Import flat data to dimensionalized module or flat Contains all model logic, reporting, inputs

kathleenseiler · ‎12-07-2020

Hi @neg177 are you able to use the NEXT() function? This will grab the value from the next time period. If I have line item Sales with an amount in each month, NEXT(Sales) will always give me the next month value. If I am in June I would see July, etc.

kathleenseiler · ‎12-07-2020

@neg177 Yes, if you are loading in a flat file into Anaplan, once you create the load action, you are able to then take that action and publish it to a dashboard. I would recommend you put the action into a process before publishing to a dashboard, in case you ever need to add anything to the process you wouldn't have to update the whole dashboard with the new process as well. @nathan_rudman's point was more around if you are navigating dashboard to dashboard within the model, you are also able to push navigation buttons to help take you to another dashboard without using the contents panel. Or link to other pages if you are using the NUX.

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.

kathleenseiler · ‎11-19-2020

@stiwrx1do you mind providing screenshots for the lists from Dev / Prod?

kathleenseiler · ‎11-18-2020

@stiwrx1 I am assuming same case for the DATE CREATION list?

kathleenseiler · ‎11-18-2020

Hi @Quentin, Are you able to provide some screenshots of the current set up? it's hard for me to visualize what the issue is. I'm thinking something must be wrong with the way the count is working at the lower level. If that team only has 5 employees, and you have 3 in dashboard 1 and 2 in dashboard 2, at the M1 level it would add up to 5. Thanks, Kathleen

kathleenseiler · ‎11-18-2020

Hi @stiwrx1 , Did you double check that the list which you have the line item formatted as (LTC06 Fiscal Month), has codes in the Production model? If the list is set up as production data, it may differ from the Development model. Thanks, Kathleen

kathleenseiler · ‎06-29-2020

Hi ruben.garcia@peakepm.com It seems like the issue is because you are not referencing the private key at all in the script. In the successful scripts that I have run on 1.4.4, you have to 'set' the public certificate (what you already have) and set the private key. See the example below. set CERTPATH="D:\prod_anaplan\prod_anaplan_connect\CAcertificate.pem" set PRIVATEKEY="D:\prod_anaplan\prod_anaplan_connect\private.key:" Hope this is helpful. Thanks, Kathleen

kathleenseiler · ‎05-20-2020

Hi @Star To determine the first MONTH of each year (timescale set to month), I would recommend using a boolean formatted line with a formula along the lines of MONTH(ITEM(Time)) = 1. To determine the first WEEK of each year (timescale set to week), it is a little tougher. I would translate the week into a year so the line item would say FY18 for every week until reaching FY19 and then say FY19 for the 52 weeks. Then, you could have another line item that says if Year line item > Previous(year line item) then TRUE (i.e. would work out to say IF FY19 > FY18 THEN TRUE). Kathleen

kathleenseiler · ‎05-20-2020

Hi @sunilramakumar , You are using the WEEKVALUE() function, but trying to grab data from a yearly formatted module. What you really want is the YEARVALUE() function, so it will pull the yearly value into the week you are looking at in your target module. Kathleen

kathleenseiler · ‎04-17-2020

Is there a filter on time for the second view? If the modules are just referenced in the formulas, the Product Family Manager does not need to have access to them. If there is a module being used as a FILTER, the role needs access to that module to have access to the filter being applied. If the chart is using the second module, the chart should be fixed once the security on that second module is working correctly.

kathleenseiler · ‎04-17-2020

@davidmccarty Yes! Now if you try to run the import actions you shouldn't have any issues as all the data should be pulling from the Data Hub with your name on it now.

kathleenseiler · ‎04-17-2020

In the Settings gear, click on Source Models, click the Data Hub **Your Name** and then click Edit Mapping at the top and map it to Data Hub David McCarty. Hope that helps!

kathleenseiler · ‎04-17-2020

I would do something like this, I believe the Final Filter line item at the end here is what you're looking for. What I did was use 'Ratio' to get the parent level of Week to have a '1' in it even if the Week was not selected. See below for the blueprint. NOTE the applies to on 'Technical' is blank. The Ratio on Level 1 is Technical / Technical. The Ratio on Level 2 is Level 1 / Technical. Hope this helps!

kathleenseiler · ‎04-17-2020

It would be helpful if the references throughout the model to subsets of lists appear where you click on General Lists and have the three reference columns over to the right. Having the subset references separate, you have to click on the list, click into the subsets tab, and then scroll to the right to review the three reference columns. Since it is still all part of the list it would make sense for it to appear in the general lists. When going through all of the references to a list (for any reason) it is painful to have to remember to click into the subsets and check those references separately from the full list.