About NicolasCadier

Is there a best practice way to remap line items between modules?   What I mean by this is taking a set of line items from a module and remapping them to another set of line items in a module, as per the screenshot below?   My use case for this would be to summarise P&L lines or to reclassify line P&L lines into a different format.   For my first attempt at this - I did the following. Created my source P&L and target P&L, creating a line item subset for each module. Create a line item mapping module with the following attributes: Dimensioned by the source line item subset. One line item called 'Target Line Item' formatted as the target line item subset. (This is shown in the earlier screenshot) Another line item to COLLECT() the values of the source module. This line item is dimensioned in the same way as the source P&L. In the target P&L module, reference the COLLECT() line item in the mapping module, SUM'ing on the 'Target Line Item' line item in the mapping module.   To me this approach is OK - but not perfect. The most significant disadvantage is the fact that I effectively have to build the source P&L module twice - using up valuable model space. Once for the original source P&L module, and once again in the COLLECT() line item in the mapping module. This is because the COLLECT() line item is dimensioned in the exact same way as the as the source module. Unfortunately, I cannot remove the dimensionality from the COLLECT() line item as it is required to pull through my organisation list, LOB list, time, and version detail to my target P&L module. What I like about this approach is the flexibility, line items can be remapped from a quick pick list, on the fly. It is also easy to ensure that all the line items from the source P&L module are being mapped somewhere (it is for this reason that I don't want to simply link the two modules via referencing the line items themselves. It is very easy to lose track of which line items in the source module have been referenced and which ones have not). Any other ideas or thoughts on this would be fantastic - open to any suggestions. ... View more

Is it possible to do a FINDITEM on a numbered list without using the code field?   The numbered list restriction exists because I need non-admin end users to easily add to the list (e.g. by adding a 'Create' action). The code restriction exists because non-admin end users will be adding to the list, and hence will not be able to amend the code. I realise that a non-numbered list could be used, where non-admin users would be able to add items and amend the code through an import. However the file requirements (file name, column names, column count) seem onerous on the end user and ideally I want to keep things as simple as possible for the end user.   With that in mind I'd like to add some context. I have two lists: Client (numbered). 'Client Name' property, text format. Organisation (non-numbered). 'Client' property, client list format. My organisation structure is, broadly, based off a combination of client and country. Example below: I would like to map each organisation to a client within the client list. I have created a module that dynamically pulls the client name from the organisation name in text format. I now need to lookup this client text formatted name against the 'Client Name' text property within the client list, and return the corresponding client as a client list item.  Unfortunately, to the best of my knowledge, FINDITEM does not work against properties. I imagine that this is because the property could be duplicated multiple times. Any help on this would be greatly appreciated!   ... View more

Hi,   My company uses a matrix style hierarchy where we look at client and country on separate dimensions as per the below image.     I'd like to recreate this view in Anaplan (without the sparsity). Where client leads can see their client across all countries, and country leads can view their country across all clients. I'm thinking of using a numbered list and concatenating client and country, then mapping each list item to a country item and a client item. Is there another/better way that I haven't considered?   Any advice would be great!   Thanks,   Nic ... View more

The title is pretty self explanatory, but if I have model A and model B, is it possible to create a process in model B to runs a process in model A? ... View more

How do you import to a numbered list from a numbered list in a different model - using the 'connect to Anaplan model' function? The aim of this is to store the lowest level of my organisation's hierarchy as a numbered list - this is needed as some of the organisation unit names are duplicates.   At the moment, I get the error message " Cannot add new entities to numbered list when matching involves name" when trying to import.   My intent is to use this method in conjunction with a method for sharing lists between models (explained here) to create a data hub that contains my organisation's hierarchy which can then be pushed out to several models. This will allow me to maintain one master list instead of several.   Also as a side note: in our organisation, we create and manage our hierarchy within Anaplan rather than using external uploads to Anaplan from other sources.     ... View more

Is there a way to share lists between models? We use a number of different models all for the same company which uses the same structure - and it would be really handy if it were possible create a 'shared' master list(s) in one model that could be referenced by all the other models. ... View more