About joshuastockwell

joshuastockwell · ‎05-11-2020

Hi Misbah, Thanks for your reply. I realised this morning that both lists needs to be set to production. In my case my child list was set to production but the parent was not. It was a guess and it appeared to resolve the issue when I synced my revision to the test model. Agree that changing the source model of a page does weird things to actions and forms, it seems they have to be created per model and they double up but also lose their settings. Josh

joshuastockwell · ‎05-07-2020

I have created a form in our DEV environment and set up a form to add items to a list and has a fixed parent item. When I imported the model to our TEST environment and repointed the NUX dashboard to the new model, the form parent (either manually selecting or fixed parent) is greyed out and I can't work out why. I have also created new forms in both workspaces to test this issue. thanks Josh

joshuastockwell · ‎05-07-2020

this is a problem for me too - Editing the item in a module after it has been created in a form respects the dependent dropdown settings, the form should as well.

joshuastockwell · ‎01-02-2020

Hi, thanks for your help so far. The purpose is an alternate P&L report for a subset (3 profit centres) and will go to our regulator. The KPI's will roll up to a summary lines of Direct Revenue and specific Cost lines, EBIT etc.

joshuastockwell · ‎12-18-2019

Hi Jared, I think what you're saying makes sense. in my transactions module I create a new column of concatenated GL and IO combinations (KPI Mapping column below). Then create a new list in the same format and map that to my KPI's

joshuastockwell · ‎12-17-2019

HI, In my datahub I have transaction list that I deconstruct into financial elements, profit centre, cost centre, gl account, order number in a mapping table. I have to report KPI's that are built up from multiple GL accounts and multiple Internal Orders, and I am wondering what approach to take to create a secondary KPI mapping from the original transactions? I have tried using a List Property module but it falls down where there is duplication in one of the lists being mapped for a KPI. In this example the same Internal Orders are used for both KPI's but the GL04 is different. eg KPI GL04 IO AAHEDC O13 807001321 AAHEDC O13 807001322 AAHEDC O13 807001404 AAHEDC O13 807001405 AAHEDC O13 807000209 AAHEDC O13 807001261 AAHEDC O13 807001294 Ad Hocs O15 807001321 Ad Hocs O15 807001322 Ad Hocs O15 807001404 Ad Hocs O15 807001405 Ad Hocs O15 807000209 Ad Hocs O15 807001261 Ad Hocs O15 807001294 Another idea I had was to create a module dimensioned with all 3 lists, (KPI, GL04 and Order Number) with a Boolean line item to capture the valid combinations, but I couldn't work out how to map that into an output using my original transactions. Any suggestions would be greatly appreciated!

joshuastockwell · ‎05-30-2019

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?!

joshuastockwell · ‎05-03-2019

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.

joshuastockwell · ‎05-03-2019

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

joshuastockwell · ‎02-25-2019

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

joshuastockwell · ‎02-20-2019

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

joshuastockwell · ‎02-20-2019

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)))

joshuastockwell · ‎02-19-2019

thanks @DavidSmith for the walkthough, this has worked perfectly for what I needed 🙂

joshuastockwell · ‎02-14-2019

Thanks for your response Rob, yes I want this in a list formatted line item dropdown.

joshuastockwell · ‎02-12-2019

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?

joshuastockwell · ‎10-30-2018

I have found that keeping the line item dimension the same as the main module and using TIMESUM function populates values as expected.

joshuastockwell · ‎10-30-2018

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?

joshuastockwell · ‎10-19-2018

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.

joshuastockwell · ‎10-19-2018

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.

joshuastockwell · ‎10-10-2018

HI David, thanks for your reply. I appreciate seeing the best practise methods and will build them into our processes.

joshuastockwell · ‎10-09-2018

Thank you Pavan, this works.

joshuastockwell · ‎10-09-2018

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?