About Alexandru.Rosca

Alexandru.Rosca · ‎07-06-2022

To add on top of what @KirillKuznetsov said, you can also build an import process that will target the blue print. You will need to create 30+ different import actions in each of your target modules (then include in a process). Just be careful, to always keep your source module clean. I don't believe you can pre-select what to import and will always take all line items found. must be tested though. It will not copy formula or the format.

Alexandru.Rosca · ‎07-06-2022

Pardon my ignorance, I see now what you mean by CR LF. Have you tried using trim? This will remove any irregular spaces

Alexandru.Rosca · ‎07-06-2022

Hi, could you please be more specific? What is not working if using substitute function? That should suit the purpose.

Alexandru.Rosca · ‎07-06-2022

@ashubham I don't see how you could keep track of the deleted items without keeping a copy of the original list. Yes, you will be using a Boolean to tell you if the export is required, but you need to compare both ways. Agree, List properties can be kept in a sys module, it's my recommendation also, but for this exercise it was faster for me to showcase the example.

Alexandru.Rosca · ‎06-30-2022

This is definitely not the most elegant solution, I would go with model history proposal, that will give you exactly what you need (you can also save it as an export to your dashboard). But if you wanna prospect further my recommendation, here what I was referring to: beware, you will need to export two files & you can only trace the last change on a list item. You can then create exception modules, down below shows re-naming and deleted items. You can an create additional module to apply to original list that will show you new items. - you need to create filters and save the view; then save export definition - ultimately you need to setup a recurrent process to sync again the two files: remove fake list items, copy again from original, copy list properties. For a not so complex process (where users won't do multiple changes to same line item) you could potentially use the approach, otherwise it's not a reliable solution.

Alexandru.Rosca · ‎06-29-2022

Hi @cpatdunn , I believe you could try to apply for a free 90days workspace access. As I can see there's a waiting list, you could try reach Anaplan Academy <academy@anaplan.com> for some estimation of the waiting queues. https://community.anaplan.com/t5/Talent-Builder-Independent/ct-p/ATBReg

Alexandru.Rosca · ‎06-29-2022

@jbrass Unfortunately you are not able to to build such calculation module without increasing the size, but you can workaround applying users as a dimension to this calculation module. The first question I would ask is: do you have more users than combination of inputs they can have? (ex: actuals vs budget, being one unique combination) - you may have 10 different users with this selection, you don't want Anaplan to calculate same thing for every single one of them, but you want to have one calculation being done to: Actuals vs budget. 1. Create a list with all possible combinations (if you do not have many versions, you will be keeping this one short). 2. Use this list as the new selector for the users. 3. Pre-calculate all variations in your calculation module. Do you want to also see version 1 and version 2? or just variance? variance only would keep your module size under control. 4. create a filter module that will help you filter the dashboard based on user selection. So users will only see their comparison version.

Alexandru.Rosca · ‎06-29-2022

I've just noticed he used a formula on that line item, my assumption was he tries to input and sees all list items. DCA should be working for display!

Alexandru.Rosca · ‎06-29-2022

@kartikay2110 By the name convention you used, I assume G* lists are hierarchical lists. Can you please make sure the user does not have write access to higher level: G1/G2/G3? If so, he will have write privileges to all children from that particular item. Can you provide a snipe on the user's tab as well, with selective access input?

Alexandru.Rosca · ‎06-27-2022

@ShubhamCh What you want to achieve it's a bit more complex if you want it to be working for re-naming and deletion of list items. But should be doable. 1. Create a second identical list that includes all list items with identical code names/numbering. 2. Create a property "original item" in second list (list formatted) and create an import action from original list to "copy list" and map by code. 3. create two modules where you will apply each of the two lists: (one will help you see renamed and deleted) and the other will help you see added list items. Module 1: (applies to your copy/fake list) Create line items: line item name /code / original line item name / original line item code - you can then compare the names of the two lists - where false, that means you've changed the name in your original list. Where blank (original name & original code) - it means list item doesn't exist anymore. Module 2 - do the same thing - only this time blanks represent the the line items that were added in the list. Here you'll probably need similar approach to step 2(only the other way round). 4. Create exceptions views that you can apply to a dashboard or create export actions to only download the changes. This will only work if you have clear timeframes for when you will perform the checks. At some point you need to clear and import everything from original to copy/fake list - at the beginning of each day/week, someone need to run the process so that the two are in sync.

Alexandru.Rosca · ‎06-24-2022

- What is the final result? you want to calculate full payment? or total monthly payments for your leases? - if it's a quarter or yearly payment, how you decide what is the month you will be paying on?

Alexandru.Rosca · ‎06-24-2022

@Ashutosh I think you may find an answer on the other topic I've replied today: https://community.anaplan.com/t5/Anaplan-Platform/inquiry-on-how-to-execute-time-ranges-to-minimize-model-size/m-p/140460/highlight/true#M37141 I would go with a time range that includes all your lease periods, in your example: 2012-2022 (you can also use future years). Then create a calculation module where you will apply this new time range and calculate your lease payment plan in it. But avoid using other dimensions as it will dramatically increase the size. Will you use a graphical display anywhere else in an app? Do you need to have months ticked, or you just need to see what is total payment in a particular month? If so, you will be able to achieve this by comparing current month with end date. If it's <= then you need to pay. You can also map months to pay for quarterly and yearly payments in a system module.

Alexandru.Rosca · ‎06-24-2022

@Jsdeloria21 Time ranges is one of the best practices for keeping your model size under control. If your model calendar now has 2017-2022 defined, that means all your modules that use time dimension will apply same time range. First you need to ask yourself: is the entire time range really needed in all modules? do I need it only for historical data? Or I will frequently report backdated periods or do comparisons with 2017/2018 still? If the answer is to only keep archived/historical data, then you can only target those modules and apply a larger time range. You can define it from: Model time -> Time range. You can set as many as you want to. Further on you can apply those to module line items: If you do it right, you will be able to reduce the size considerably. Also, is a very good practice to review all the modules and see if all line items in the model require to apply a time dimension or if they require to apply all dimension of the module. Check your summary methods, duplicate calculations (can you use line item subsets for those?). Make use of the system modules to avoid multiple reference in each module, etc. Here are some great resource examples: https://community.anaplan.com/t5/On-Demand-Courses/Reducing-Model-Size-Introduction-to-Sparsity/ta-p/27718 https://community.anaplan.com/t5/Anaplan-Platform/Model-Optimization/td-p/49389

Alexandru.Rosca · ‎06-09-2022

Hi @IanHall2000 , why would you need to use another line item for creating a filter? Will you use it further on as reference in other formulas or is just for display purpose in a dashboard. If so, have you tried to use the native filtering option in Anaplan? You can one of two: line item is blank or line item = 0. Additionally, you could use line item = 0. As I'm aware of, numbered formatted line items will display a 0 by default, so you will get the desired result. Bare in mind to use a Boolean formatted line item for your filter.

Alexandru.Rosca · ‎06-03-2022

@Saisri8568 would you mind sharing the setup of your import action and numbered list properties? Is it a model or file import? I have tried to replicate the issue but a wrong import mapping won't allow you to proceed in a numbered list import. Still, can you check if it looks similar with below: where "list item name" is the property name we're trying to match.

Alexandru.Rosca · ‎06-03-2022

@Saisri8568 Are there multiple list items that are updated through the load and only this one fails? If so, please make sure you have the item "Headcount" in the original list that is used for the list formatted property. Also check the spelling to be identical in your list and in data source of the import.

Alexandru.Rosca · ‎06-03-2022

@riyazpasha Glad I could give a hand. If you find that the post helped on your issue, would you mind marking it as a solution? Thanks!

Alexandru.Rosca · ‎06-03-2022

Hi @riyazpasha Hope I got your query straight. Here is how I'd do it. 1. In your index list create a property named Fund (list formatted) 2. Create a filter module with 3 line items: Fund (list formatted), Index (list formatted) and Filter. See applies to - it applies to users as you need to have different filters for different end users. Also, Index is dependent on Fund line item. 3. Last step is to apply a filter in your dashboard. here's the final result. I would also add selective access if you want to avoid entering values outside of page selectors or make sure you remove user possibility to uncheck the filter. You can also consult this material for detailed walk through on dependent dropdowns. https://community.anaplan.com/t5/On-Demand-Courses/Dependent-Dropdowns/ta-p/63723

Alexandru.Rosca · ‎06-03-2022

Hi Elaine, could you share the setup of your modules? Are you using a custom version list that includes Actuals, Budget, PY and also their comparisons (Actuals vs Budget), or you defined through line items in Variance module? I would go with the following approach: 1. Create line items subsets for your P&L lines from Reporting Module 2. In your Version list create 2 properties: Compared & Compared with (list formatted) where you will define the version for lookup comparison. Or ideally do this in a system module. 3. in Variance Module create 2 line items: 1 for collecting the data (say we name it "Collect data" and the second one for performing variance calculation), will look like this: Collect data[lookup: version list.compared] - collect data [lookup: version list.compared with]. The only downside is that you cannot individually format the units to display numbers and percentages in the same time.

Alexandru.Rosca · ‎05-31-2022

Personally I use images but more for communication purposes rather than icons, but the more we'll be using new UX probably we will start finding new use cases. As for the storage, we began using our internal shared pint sites, but always bumped into access issues (not login related but with the way we share the file with entire organization-couldn't make it work in a reliable way) - and eventually we switched to Imgur. We also make sure no confidential data is stored on those sites.

Alexandru.Rosca · ‎05-31-2022

Thanks for the advice Tim, that's actually what I am trying to avoid to have the app built based on the dev. It is my current setup, but sometimes there are multiple admins working on different stuff - I prefer to have changes done in dev and then deployed after we have a final solution. While, on a "playground" we can test multiple solutions and don't worry something might be mistakenly brought in production - and this must be applied to an app. For the time being, we will continue with manually changing the source, but stick to only pages that require testing and not change entire 100+ pages when new model must be linked.

Alexandru.Rosca · ‎05-31-2022

Currently there is this possibility: Go to desired app --> Manage apps where you can modify source model to all pages within the app. But is this the most effective way? We have 100+ pages Alternative for creating a new model each time we need to test is to create import actions between production and test(for updating production data) model, but again would require additional work for setting it up.

Alexandru.Rosca · ‎05-31-2022

Hi Colleagues, I'm trying to find the most effective way of maintaining a testing app for one of our models. Model is not yet mature enough and constant new enhancements are build on top, requiring frequent testing by multiple teams. Also, production app has a few dozen pages, making it cumbersome to change source model for all of them if want to bring in fresh data through a copy of production. Requirement is to have regular copies of the production data (one a month) and this new copy to apply in the test app as well.

Alexandru.Rosca · ‎05-27-2022

You could also create a "clear" action if there is a specific day in your process when you need the data to be cleared out and not after every file upload. You can achieve this by creating a similar module with "No Data" format for the line item. Then in target module create an import action that pulls from the newly created module.

Alexandru.Rosca · ‎05-27-2022

@dnd2022 have you mistakenly imported the file in the blueprint instead of the module? You shouldn't have product codes in line items dimension, let alone the subsidiary views. Better start from a blank sheet, recreate the module and make sure you make the import while you are out of blue print in the module.

Alexandru.Rosca · ‎04-12-2022

Thanks Ryan, this was really helpful, appreciate all the guidelines. A similar approach I was thinking - as you said, the only way I could filter was to have users as a page selectors and another dummy users list. Which is what I tried to avoid, creating another dummy list that ultimately needs constant maintenance every time new users are added in the model. But it seems this is the only feasible solution, so I will go ahead with this proposal for our needs. Thanks once again for the solution provided.

Alexandru.Rosca · ‎04-11-2022

Hi Ryan, long story short, we need to get managers the possibility to lock individual direct reports (employees) - freeze data input in a forecast module. Currently we store manager details in a system module and don't use any other employee hierarchy besides 'Users'. Currently, based on the setup I shared, a manager can lock the data for input but for all direct reports. Now the requirement is to show all direct employees in the dashboard, but lock them individually. I want to achieve this, without displaying entire 'Users' database in the dashboard.

Alexandru.Rosca · ‎04-07-2022

Hi Colleagues, I'm currently facing the following dilemma, hoping I can get some guidance from you: We have a freeze module driver that locks all direct reports of a Manager like this: Module X (applies to Users, line items) Line item 1: Manager (format: users) Line item 2: Freeze/Unfreeze input - Boolean Line item 3: Read role - Line item 2 [lookup: Line item 1] It is working just fine, but now the requirement is to lock individual employees rather than in bulk. It's important that when displayed in app, to show only direct reports and not entire user base. Also, looking forward of achieving this without creating a list with users that must be updated constantly.

Alexandru.Rosca · ‎08-20-2021

Hi Colleagues, I've recently started doin a cleansing exercise in one of our models to remove old and redundant data (lists, modules, actions, dashboards, contents, etc), pretty much everything that we can think of. We don't use the new UX and pretty much all the navigation is done through open dashboard buttons rather than through contents panel. Here, my question is: how I could easily or more effectively identify which are the dashboards that were not used in a while? Asking our users won't be a solution as we deal with over 100 and we'd also bump into a change management problem where majority are comfortable with keeping old data, although they do not use. Also, "Start day and time" does not apply to open dashboards actions so it's not big of help over here. Did any of you bumped into this query? What clever solution worked for you?

Alexandru.Rosca · ‎03-08-2021

Hi Guys, Is there an easy method of scheduling process running in Anaplan? Our consolidation process is not live and requires data pushes through inport actions within the model - that we need to run at certain hours. Basically we would need to open Anaplan model and run the process that we can even attach to a welcome cockpit to make it easier. Just saw CloudWorks, but I am not familiar with it. Can it achieve the desired result? Are there alternatives?