About joshuastockwell
since
07-18-2018
yesterday
joshuastockwell
Contributor
16
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4
Kudos
2
Solutions
05-30-2019
05:11 AM
1 Kudo
I needed to take an Annual contract value, and model the payments by month at different frequencies and came up with a solution I thought others might find useful. Here's the finished dashboard. For each Site, you select a Payment Schedule. Input the Annual Contract Value and tick which months to allocate the payment to. The output uses the divides the amount using the payment schedule and the phasing for each site in each year. I added some basic conditional formatting to highlight if more months than expected were ticked. Blueprint views and lists below. Hopefully this can help if you have a similar problem to solve, or could I have done this better?!
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05-03-2019
07:12 AM
Hi Thanks for your response, the relevant user role has access to the action and the parent and child lists. I can also replicate this issue with Full Access role. Sometimes clicking on the module and then on the create button works, but not everytime.
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05-03-2019
03:52 AM
I have an action to create items in a numbered list. The parent list has only one item "ALL". I am having an issue on my dashbard where I get an error as below. It seems like the user is missing the parent context and it is not selecting the first item in the parent hierarchy as described in Anapedia... If a user clicks the button immediately, before a parent context is established, the first item in the parent hierarchy is used. I have tried adding the parent list as a selector but this has not resolved the problem. Is there anything I can do to force the parent context to make the button work? thanks Josh
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- lists
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02-25-2019
02:53 AM
Hi Tristan The modules have line items for 'cost category' (which maps to a GL code) and other calculation line items, depending on the type of costs being captured as below etc. I have a travel module to captue trips so CC01 airfare to Germany mileage to Nottingham Also a module for other costs CC01 marketing spend
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02-20-2019
05:32 AM
I have various modules which use numbered lists as children of cost centres. Users add items to these numbered lists to capture planned costs for different activities over time. To export data to our reporting tool I've created a module which collects the values dimensioned by cost centre, gl and time. It is multidimensional but does not need to be in this case as there is a lot of sparsity between unused cc, gl and time combinations. Are there are any ways I can combine the existing lists to create a transactional data store based on my planned values, with cost centre, gl and time as line items. what options do I have to combine from multiple modules with different dimensions? thanks, Josh
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02-20-2019
02:53 AM
HI, If your line item is formatted as text you can use the formula. NAME(ITEM(TIME)) EDIT: This formula seems to work, there's some interesting behaviour on the day function which needed some work around. DATE(YEAR(ITEM(Time)), MONTH(ITEM(Time)), VALUE(LEFT(NAME(ITEM(Time)), 1)))
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02-19-2019
05:25 AM
thanks @DavidSmith for the walkthough, this has worked perfectly for what I needed 🙂
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02-14-2019
01:02 AM
Thanks for your response Rob, yes I want this in a list formatted line item dropdown.
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02-12-2019
07:56 AM
I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ? or would I need to create a fake period list?
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10-30-2018
02:00 AM
1 Kudo
I have found that keeping the line item dimension the same as the main module and using TIMESUM function populates values as expected.
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10-30-2018
01:44 AM
I am trying to create a module which is a summary by a single dimension Source: Time, Cost Centre, Account Destination Cost Centre for my destination line item I have Year in the time scale, which creates a subsidiary view. If I click into this I can see the numbers I expect, but the main module has blank rows for each cost centre. Is there a way to summarise the line item for all years?
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10-19-2018
07:30 AM
Hi David, Thanks for the reply yes there was a top level item, I found if I deleted reinvestment group reference it returned a value.
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10-19-2018
06:10 AM
I have come across an issue where a line item is dependent on dimensions not part of the Module makeup, I would like to use the 2021 by month line item in a new summary module but seem to be forced to add in Reinvestment Group as a dimension where in reality I want only the top level view summarised only by GL account cost centre and time.
'Module X'.'2021 by Month'[SUM: 'Module X'.GL Account, SUM: 'Module X'.Reinvestment Group]
module x is dimensioned by Account Group (parent of gl account) and cost centre.(not time)
2021 by month is a line item (subsiduary view using Month) the ine item it depends on is dimensioned by gl account, cost centre, month and reinvestment group
In the above example is the SUM formula generating a larger output (detailed by account assignment and reinvestment group)?
I have attempted to work around this as below
'Module X'.'2021 by Month'[SUM: 'Module X'.Account Assignment, SUM: 'Module X'.Reinvestment Group, SELECT: Reinvestment Group.'Top Level']
'Module X'.'2021 by Month'[SUM: 'Module X'.Account Assignment, SELECT: Reinvestment Group.'Top Level']
in both cases I get an error, the top a general formula error, and the bottom an issue that Module X is not dimensioned by Reinvestment Group.
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10-10-2018
12:34 AM
2 Kudos
HI David, thanks for your reply. I appreciate seeing the best practise methods and will build them into our processes.
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10-09-2018
06:38 AM
Thank you Pavan, this works.
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10-09-2018
12:37 AM
Trying to start using data hub methodology and I have a Master data list of GL account and a Gross Margin subset. In a separate model I want to bring in only GL's relating to Gross Margin but I can't work out how to import just the GM subset of my list.
Is this possible?
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My Accepted Solutions
| Subject | Views | Posted |
|---|---|---|
| 1405 | 02-20-2019 02:53 AM | |
| 739 | 10-30-2018 02:00 AM |
Activity Feed for joshuastockwell
- Got a Kudo for Re: Data hub - can I import from a list subset in a different model?. 08-16-2019 10:24 PM
- Kudoed Re: How to: Annual Repeating Value shown with Monthly phasing (rents etc) for ArunManickam. 07-24-2019 05:42 AM
- Kudoed Questions on Data Hubs and how to have Peak Performance? for rob_marshall. 07-24-2019 05:41 AM
- Kudoed Planual for DavidSmith. 07-01-2019 07:30 AM
- Kudoed Re: Formula Optimization in Anaplan for DavidSmith. 06-18-2019 06:36 AM
- Got a Kudo for How to: Annual Repeating Value shown with Monthly phasing (rents etc). 05-30-2019 06:15 AM
- Posted How to: Annual Repeating Value shown with Monthly phasing (rents etc) on Anaplan Platform Discussions. 05-30-2019 05:11 AM
- Posted Re: Create Action missing context problem on Anaplan Platform Discussions. 05-03-2019 07:12 AM
- Posted Create Action missing context problem on Anaplan Platform Discussions. 05-03-2019 03:52 AM
- Tagged Create Action missing context problem on Anaplan Platform Discussions. 05-03-2019 03:52 AM
- Kudoed Allow the Create action to work with a numbered list that has no parent hierarchy for AnaplanIdeas. 05-02-2019 03:13 AM
- Kudoed The Truth about Sparsity for DavidSmith. 05-02-2019 12:39 AM
- Kudoed The Truth About Sparsity: Part 1 for DavidSmith. 05-01-2019 07:04 AM
- Kudoed Re: Ask Me Anything! for jliu. 03-22-2019 02:41 AM
- Kudoed Re: Ask Me Anything! for edgargomez. 03-22-2019 02:40 AM
- Kudoed Re: Ask Me Anything! for sbrooks. 03-22-2019 02:39 AM
- Posted Re: creating transactional store of plan data on Anaplan Platform Discussions. 02-25-2019 02:53 AM
- Kudoed Re: Time Dimension - date for DavidSmith. 02-25-2019 01:43 AM
- Posted creating transactional store of plan data on Anaplan Platform Discussions. 02-20-2019 05:32 AM
- Kudoed Re: Time Dimension - date for DavidSmith. 02-20-2019 03:16 AM
My Top Kudoed Posts
My kudoed posts
| Subject | Kudos | Posted |
|---|---|---|
| 1 | 05-30-2019 05:11 AM | |
| 1 | 10-30-2018 02:00 AM | |
| 2 | 10-10-2018 12:34 AM |
My kudoed posts
| Subject | Kudos | Posted |
|---|---|---|
| 1 | 05-30-2019 05:11 AM | |
| 1 | 10-30-2018 02:00 AM | |
| 2 | 10-10-2018 12:34 AM |
Kudos given to
Posts I kudoed
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