About jwrenne01

jwrenne01 · ‎12-02-2020

Just in case anyone reads this. The baseline forecast is uploaded and has no relation to the previous year actuals. I calculated the baseline forecast using the previous year as a baseline which was not asked for. I didn't realize the baseline was provided in an excel file.

jwrenne01 · ‎11-24-2020

Actually think I found them in the E2 employee list.

jwrenne01 · ‎11-24-2020

I am working on the account over assignment module. However, to this point there have been no assignments. Assuming this means assigning accounts to reps. The Sales Rep list is empty. How should I populate it?

jwrenne01 · ‎11-24-2020

I have a module that has country and accounts as dimensions. My accounts are part of a composite list that roll up to segments. I've created a user filter using another module to show only the countries and accounts specific to a user. My filter is working but seems to cut out the aggregated totals for the segments. When I apply the filter it shows all the accounts per country but does not show me total country amount or total amounts per segment. I've tried playing with my summary methods but can't seem to get them to work. Anyone know how to get those aggregations back?

jwrenne01 · ‎11-19-2020

So I don't understand the below snap shot. My previous year actual revenue ties out. My initial sales targets does not. I calculated the initial sales targets by taking previous years actuals and bringing them forward as a baseline and then applying a growth rate at the product family and country level and applying that per product/account to get initial sales targets per account. How can the initial sales target be less than the previous years actuals as shown below? That would imply a negative growth rate which is not what we were instructed to upload. If the initial accounts sales targets are correct below then is my baseline method incorrect or are there negative growth assumptions? If my baseline method described above is incorrect then how is the baseline calculated and why would it be less than the previous years revenue? Other than the starting numbers being wrong my build is working as it should. Thanks!

jwrenne01 · ‎11-06-2020

Hi Everyone, There are two ways to approach this line item as stated in the learning directions. If you are going to use SYS12 and SYS13, I will provide a big hint if you are getting the error that started this discussion. You are essentially trying to aggregate for each account the product level from the SKU. Simply stated “are there any Account SKU’s that have data under each product? Since SYS14 and SYS13 both use the Account flat list as a dimension you must ask yourself what I can use to aggregate SKU’s to Product when working with no hierarchies and a Boolean. This has been answered by AP in the question by telling you to look at SYS12 where when building the datahub you imported the product for each SKU to later build a hierarchy list. If you just want to sum time then you have actually used the function before in your datahub and simply need to change the module and line item you are aggregating. Hope this helps and I would suggest trying both methods as they help cement concepts.

jwrenne01 · ‎01-15-2020

Hey Everyone, I currently have a dashboard that allows certain users to update a list of employees by adding a new employee. I am using an action and a button on my dashboard to allow them to update my employee list. Is there any way to not show the current list of employees? Only showing a blank line representing the end of my numbered list. What I don't like about the way I am doing this is that not only can users add a new employee but they can delete the parent, code, and display name for current employees. I only want them to be able to add a new employee but not edit the current ones. I'll attach a screen shot. Thanks!

About jwrenne01

Re: Level 3 8.4 check your build - Question

Re: Level 3 Sprint 2: Where do I download the Sa...

Level 3 Sprint 2: Where do I download the Sales ...

Setting up a user filter on a composite list

Level 3 8.4 check your build - Question

Re: SYS14 Automatic sum over Flat List not possibl...

Letting users update a list on my dashboard

Re: SYS14 Automatic sum over Flat List not possibl...

Re: Level 3 8.4 check your build - Question

Re: Assigning Accounts to Territories Process Ques...

Re: Level 3 8.4 check your build - Question

Re: SYS14 Automatic sum over Flat List not possibl...

Re: Assigning Accounts to Territories Process Ques...

Re: SYS14 Automatic sum over Flat List not possibl...

Re: Level 3 8.4 check your build - Question

Re: Assigning Accounts to Territories Process Ques...