Hi, From your first picture the "Blueprint" We can see that "Monthly Cost - Dynamic" had a different time scale if compare to the rest of the line item. The time scale in that line is "Month" compare to other line items which is "Not applicable" Is it on purpose ? Because if the dimension is different, even a simple formula can act different than we expected. Is it on purpose or you rather add it later ? If you add it later then you should add the time scale to all of the line items including the header. if it is on purpose than you should use different approach in the formula. Hope this help SA
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Hi, We actually can limit each user access for a particular Lists. For Ex. You have a structure like this Project Name Employee Name House 1 Jon House 2 Anna House 3 Mark House 4 Will And we want each employee only see their project. We achieve this by setting "Selective Access" from the list into True, then set the user permission in the user right. 1. In the "Project Name" List go to the "configure" tab, there will be a checkbox "Selective Access Enable ?". 2. mark the checkbox so we can use the selective access function. 3. Go to "users" setting, now in the user grid there will be 2 new columns "Project Name Write", "Project Name Read" 4. in this column we set which user can access what project. some notes on this approach. 1. once we set a list to have selective access, each new user will have to be assign an item from the list to be able to see any data. 2. if you want to have a user that can access several data or even can see all the data. You should assign "Top Level" item, and maybe some parent-child relation to make it easier to manage. 3. It is possible to assign a user to only be able to read the data but not change the data. we achieve this by setting the value in "Project Name Read". 4. if we use this approach, there is no need to filter the data with page selector, because Anaplan will automatically filter the module content based on the users setting. Hope this help Regards, SA
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Hi Debbie, Can you also posted the blueprint picture, or the dimension. Because the information that you gave is to little. Which calendar type that you use ? Because I see that the column is in week format. Or you add another list and filled it with weeks ? and the 'exclude' line item I can not find any reference to that line item. Lastly if the picture is from your screen shot. All the numbers are in black which is means that they're all formulas. or it is black because you copy it to excel first. Regards, SA
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I am also a SQL Server Programmer, so I know how hard it is to translate things into Anaplan. But after I get used to Anaplan, I learned that, I should stop to comparing Anaplan with SQL Server. It will be better if you try to compare it with excel it will be easier that way. The way Anaplan do aggregate function will be more like how you do VLOOKUP in Excel. It is not just a simple command SUM, but you have to have a comparison cell (Line items in Anaplan) then a reference table (in excel) or module/list (in Anaplan). then you can get the aggregate that you want. Back to your case. I will try to solve your case by using accounting date to select the corresponding Accounting period 1. We need to make the list that you need, let call it "Accounting Period" And then add another property "Period" with the data type of "Time period - Month" Fill some data and it would be like this Parent Code Period 2018-01-01 Jan 18 2018-02-01 Feb 18 ....... !! Important Notes in SQL Server they can automatically convert when dealing with Dates. But here we are using List and the data type is TEXT So when we enter "2018-01-01" , "01/01/2018" , "01-Jan-2018", they all treated differently, be careful with this make sure u use the same date format 2. We make a sample module call it "Accounting Period Sample", In my sample I only have Version as the dimension and 2 line item - "Accounting Date" with data type "List - Accounting Period" - "Accounting Period" with data type "Time period - Month" 3. In the line Item "Accounting Period" - FORMULA, enter the following formula "Accounting Period.Period[LOOKUP: Accounting Date]" Explanation how to understand the formula Accounting Period : This is the List or Module from where we want to do the aggregate in this case Look up Period : This is the property (if list) or line item (if module) that we wanted to the operation to get the result LOOKUP : This is the aggregate, like LOOKUP, SELECT, SUM .... Accounting Date : This is the line item that define what data that we have to search for 4. Next every time you Choose the "Accounting Date" it will automatically look up the corresponding Accounting Period. Several important point to remember here. 1. When you do want to look up from a list like "Accounting Period", you must make sure that you use the "Accounting Period" Item. I mention this because from my experience, I tried to lookup from a "Text" line item that I fill with the data I want (in your example will be the accounting date), It can not. You have to use the same list key or module key, to get their corresponding item. 2. The result corresponding item that we want ("Accounting Period") both have to be the same type. The one in the "Accounting Period" property and the target Line item must be the same, in this case I use "Time period - Month" That should solve your problem. I just trying to give an explanation based on your description. If there is still any problem, a screenshot of your sample module would make it easier to understand your problem Regards, SA
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Hi Michel, Just want to add, there is also a "Notes" column to the far right when you are in the blueprint. We can use this to make any comment as a reminder or explanation regarding the line item. For the Line Item with No Data Type, we can also use this to make a section or segment separation to make our module is more readable to other. Ex Revenue Section -> No data Revenue 1 Revenue 2 Revenue 3 .... Expense Section -> No data Expense 1 Expense 2 Expense 3 ... Summary Section -> No data Summary 1 Summary 2 ... Regards, SA
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Hi Johnny, If you make a list of "Accounting Period Date List" like your example, would not it be tedious if you have to mapped all 365 days into which period, not to mention the risk of error would be quiet high. I would suggest for you to make an "Accounting Period List" and "Accounting Calendar Module" Accounting Period List will be consist of your Accounting Period - All Period - Jan 18 - Feb 18 - .... And Accounting Calendar Module Will have "Accounting Period List" Only as Dimension and 2 line item - Period Starting Date -> Type Date - Period Ending Date -> Type Date It would be like this Accounting Period Starting Date Ending Date Jan 18 01-01-2018 25-01-2018 Feb 18 26-01-2018 25-02-2018 Mar 18 26-02-2018 25-03-2018 So when we want to take the starting date or ending date, we can use lookup. Regards, SA
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Hi, This is an interesting case that you have, But before we jump to how i would suggest the approach, I would first point out some of the factors that you should consider before doing this approach. I had this case before and after I completed it then I realize what was my mistake. Hope you do not repeat my mistake. The Pros - You will have a cool looking dashboard that dynamic and sophisticated. - you can show the "Revenue Factors graph", "Marketing Segments", maybe some "Expense graph", "Sales Commision" and all that in one graph just by changing the parameter. - Each person can have their own clasification, some will have 3 segment, other will have 4 segment it easy for them to change as they like The Cons - The facts remain that you ONLY have one graph. Because it is depend on the parameter. - When the management wanted to compare how good is the "Revenue Factor" performance compare to the "Expense", They can't. Because you can only show one graph at a time. - The second option (custom segment) actually is the worst in my opinion, because when you make this possible for them. You actually make them talking in each other with the different language. for ex. if John have 3 item for category "Other", and George have 5 item for category "Other". imagine if you are the CFO and wanted to know your revenue segment. Of course based on the segment, George will have a better revenue for "Other" because it is 5 item compare to John only 3 items. Those are my thought on your case, hope you will take that into consideration. Okay on to the next section. In your case it is better if you do the second one first (custom segment) then go into the (custom Report) 1. You make a dynamic "segment filter" module for each user so they can change their preference by them selves For Ex. you will have list maybe as follow : - list of products - list of users (default by system login) - list of Segments Then you make the " Segment filter " module with "Product" and "users" as the dimension. and 1 line item with the "list of segments" as the data type. in this module user can change their product will have what kind of segment as they like this will be the "Segment filter" module for your summary operation. 2. you have to make a calculation module that will take data from your "sales module" and connect it with the "Segment filter" module so you can sum the data base on your preferred segment. After doing this 2 step your second case should be covered. 3. For your first case you should have a new list: - List of graph option this list will contain all the different scenario that you like. 4. you will have a "graph parameter" module that contain user as dimension and line item of "graph of user choice" with the "list of graph option" as the data type. you can also add all other parameters as line item as you like that will be used in the calculation like you mention before "referral actual", "Starting actual" ...... 5. Then you take the data from the previously created "second case module" into one big calculation module using the parameter taken from the "Graph parameter" module Why i call one big calculation module, because essentialy you will have to have one final "Line Item" for each item in "List of graph option" for ex. Line Item 1 = "Revenue Factor Amount" Line Item 2 = "Marketing Segments Amount" Line Item 3 = "Expense Amount" Line item 4 .... and so on 6. you will have to have one line item to take the "graph of user choice" value from the "graph parameter" module Line item 99 = graph of user choice. Formula = graph parameter.'graph of user choice' 7. The last line item will be the Line item 100 = "Graph Amount" with the nested if formula Formula : If line item 99 = "Revenue Factor Amount" then "line item 1".value elseif line item 99 = "Marketing Segments" then "line item 2".value elseif line item 99 = "Expense Amount" then "line item 3".value this way the "Line item 100" will reflect the amount that the user choose. 8. You make the graph based on the line item 100.value. Hope this help. Regards, SA
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Hi, I had an opposite case with yours. My case is we wanted to have a formula to fill the cell but if the user wanted to change it, they can and the final result will be the user input. How I did is to create 3 line item. 1. -> using formula to generate the cell content. 2. -> a standard line item that can be inputted by user 3. -> the result line item with if function. if the "2 line have value" then "2 line value" else "1 line value" In your case you might take the same approach 1. -> boolean that user selectable 2. -> your formula that will overridden the "1 line value" 3. -> the final if that will take the "2 line value" if exists. then your condition read or write should base on the "3 line value" Hope this can help you. Regards, SA
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Hi, To make it easy to illustrate let say we wanted to copy the list of "Employee" from Model "Human Resources" into the list of "Employee" from Model "Sales Forecasting" 1. in the "Sales Forecasting" go to "actions" and then tab "Import Data Sources", click the "New Sources" and then choose "Connect to Anaplan Model". 2. In the next screen choose the "Human Resources" model, and pick the "Employee" then choose "Ok" 3. Here after you will see that there is a new data source at the grid below. Next you need to do the transfer data manually first time to mapped all the data. 4. Go to your employee list and import the data using the new data source that you just create 5. After you do the import, a new action will appear in the "actions" 6. Just select the new "actions" and then choose "view" then "publish to Dashboard" it will then create a button in the new dashboard. Next time you wanted to transfer the "Employee" from "Human Resources" into "Sales Forecasting", just go to the new dashboard and click the action button. Hope this help. SA
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Dear Paul, First off, thank you very much for your answer and suggestion. Though not precisely as you suggested, mostly I already done it. If you can refer to my picture so I can give a more clear explanation about my case. 1. The Red circle one, is the user define selection "Subportfolio Filter" module, in here user can select as they like what data to be shown 2. The Green Circle one is the actual setting "Report Option" of which filter will be used. Your suggestion about adding user into this Module is a very good one, I just realize that several user could be using the dashboard at the same time and it could result in a confusing result. 3. The Blue Circle one is the P&L data, already combined with the modifier and also the result as you can see at the last few line items already multiply by the modifier 4. The Orange Square one is actually my problem. As you can see the formula actually already working fine. No result there only 0, so the sum in the all subportfolio already correct. But how can I hide the data in the Orange Square so my user will only see A14, A15, and all subportfolio. Actually it can be done but the user have to manually change the filter every time he/she change the Report Option, more over the filter that can be choose is only "Subportfolio Filter" so there is a higher chance of user select different filter than the one that set in "Report Option" As for you last suggestion I already tried to apply, by adding user as dimension to both my P&L Module and Report Option, the result in the data filter of the dashboard there is another Tab "User", when I add filter there is a "report option" selection but when i choose it, it immediately show another list box consisting of subportfolio filter list. I still have to choose which one. My goal is to have user select the filter they want in the report option (green circle) and the P&L shown the data and total for that filter (without the orange square). Thanks Surya Arif
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I have a list 'subportfolio' data as follow
- All Subportfolio
And a module 'P&L Data' with subportfolio and line item (Rev, Exp, Total)
Now the user want to see the P&L data as per their settings,
i.e Grade A consists of A14 & A15
Grade B consists of A16 & A17
One way to do this is by making a 'Grade A' subsets and 'Grade B' subsets. But this approach is hard to maintain because the user setting is very dynamic, they can change or add another criteria easily.
My option is use a boolean/list filter module, so i make :
1. Report Option Module, in this module user can choose the filter from list 'filter option'
2. Option filter module, in this module user choose which subportfolio that they wanted to see
3. I combine it with 'P&L Data' by adding 2 line item, 'list filter?' and 'modifier' to check if selected then all the value will be multiply by 1, else by 0. (IF List Filter? THEN Value ELSE 0).
This approach already work, but only for the totals, the totals already correct but the other non selected still shown.
I can make the other data disappear using the filter and by select the list module.
But this take 2 step, and there's a chance that the user select different filter for both case.
My question, is there a way to synchronize the filter that is set in the 'Report Option Module' with the filter in the data filter ?
Or is there a better way to show data and total (parent) as per user setting ? (without using list subsets)
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