About DavidSmith

The only other option in Anaplan is to use a process to set a filter parameter for each territory and use Anaplan connect (or similar ETL) to export the module using a different file name.  This is not possible to do within Anaplan directly without creating separate export actions   So, (and I'm going to hate myself for saying this..... but), you might be better to export everything and use a third party personal productivity tool (!!!) to create and distribute the files!!   David ... View more

@stephen.hoffer  "batch" processing os not something we support in Anaplan, but as ever, it is possible to replicate this although I don't know how many territories you have so the steps below could be quite lengthly   1.  Set up a series of saved views on the export module for each of the Territories.  1a. Ensure that any filter is efficient (1 boolean) and the file only contains what is needed, nothing more.  1b. Check that the view is efficient by opening up the view.  2. Set up a series of exports based on these views 2a. Explore different options of export format as sometimes the Tabular Multi Column (with a filter line item) can be very fast to export 3. Put the series of export actions in a process 4. Run this process 4.a It is best to run this "out of hours" to minimise user disruption   As a note, saved views do not take up memory space, so there is no limit of the number of saved views you can create   I hope this helps David ... View more

This is the same as  https://community.anaplan.com/t5/Idea-Exchange/Ability-to-select-versions-as-a-list-formatted-line-item-for-use/idi-p/40198     ... View more

Can I ask why do you need to reset the list? You shouldn't be referencing the code directly in a formula   In terms of sorting on a list, this has been requested a number of times https://community.anaplan.com/t5/Idea-Exchange/Sorting-items-by-code-or-name-in-number-lists/idi-p/34843   But it is worth voting for it again! David ... View more

100% Agree - This adds a lot of model size to have to use a line item in each model This is classic System module territory and calculate once, reference many times e.g formatting actual periods as blue, forecast periods as red - this could/should be set in a module by time and nothing else.  It doesn't need the full dimensionality ... View more

100% agree For me this is one of the last really big areas that if sorted, would massively simplify modelling ... View more

Yes Read DCA access will prevent end users loading data into the lines Admins and Full access can run the imports regardless of DCA settings David ... View more

Sarah, I think it might be better to use a selection module, as I described earlier, which will automatically sync all other views, but have you tried using "prompt for parents" in the create action? David ... View more

As outlined above by @VIGNESH.M  it is almost 100% likely to be down to access, as there are no known issues with end users running internal imports  David ... View more

I'm a little confused because the approach above from @Sathya will work for any grid where you use the filter, but if there are no expenses under the activity then there should be nothing to show anyway, so the fact the parent field is blank doesn't matter What do you want the grids to show if there are no expenses under an activity? David ... View more

Worth a shot!!   Send a ticket to support@anaplan.com with the details and it will get logged David ... View more

@saurabh.raheja  Can I just add, and I know I don't know all of the details, but if you can, it would be better not to have users running the copies at all.    Is there a reason why you cannot model the movement from stage 1 List item 1 to Stage 2, List item 2 through formulas?   David ... View more

I think this is a know issue, but I would raise a support ticket anyway I have got it to work if there is nothing below the second grid, but that may not be practical for you David ... View more

The same principle applies though surely. When the material is changed, I presume the line item that displays the Bulk Material code That line items should be used in the filter (instead of my selection line item) to match up in the final module.   You will always need to run a refresh as it is not possible to synchronise a module from a line item value Does that clarify things? David   ... View more

Unless I'm missing something it is simple Assuming you only want the far right module to show if an entry has been made in the selection module you jjust set up the filter to check for that: Selection Module.Employee = ITEM(Employees)       You can obviously turn off the page selector for the target module as it won't be needed, but, as per my previous post, you will have to have a refresh - either from the menu at the top, or through an "Open Dashboard" button David ... View more

Just a couple of best practice tips for the above (and I know this was just a mock up) when/if you put this into production   1. You should have a module by expenses (and no other dimension) to hold the parent values 2. Keep the filter line items in a separate module (a la DISCO) so it could be re-used if needed 3. Resolve the filter to a single boolean; this will be faster than multiple conditions   David ... View more

I think your best bet is to filter the far right grid based on the selection in the middle grid   If you pivot the right grid to have the material as row, set up the filter and then re-pivot it as you have shown, the filter should work   The only thing you will need is a "refresh" after the entry in the middle grid.  You could put this as a button between the girds, or above the right grid, or give users instructions that they need to refresh. If you did want a button, an open dashboard button acts as a refresh.   Does that help? David ... View more

@sweemaels  The problem you face is in the module dimensioned by Expense, if there are no children, there is effectively no data at that level. It might be worth posting some screenshots of your dashboards, but from what I've understood I would create a module by activity and just display the rows and use this as a selector itself.  The displayed activities should be filtered based on the user selection.  The lower grid, by expense, should then be set to synchronise to this module.  In my example below, I have just used a page selector for Program to synchronise the activities instead of a filter for simplicity.    I hope that helps David ... View more

Agreed, we should be able to SUM from a module with time. You may already be doing this, but the best workaround is to use a line item dimensioned by a fake time list - Sum the data into that line item, and then pull the data into the previous target module  David ... View more