About ChrisHeathcote

ChrisHeathcote

Use ITEM('reference the list in general lists') to return the relevant list item contained within the list referenced. The list referenced must be a dimension of the line item.

ChrisHeathcote

You need to update the time scale for each line item in addition to the module.

ChrisHeathcote

Check that page selection is set the the same product and location. The screenshot shows that they are not the same...

ChrisHeathcote

@aawd1945a The only issue I can see is that you perhaps have not added a formula to your 'Total' line item. Easiest way to ensure that the total is summing up all the associated line items is to assign the 'Total' line item as the parent of the other line items in the blueprint. You will see the 'Parent' column in the blueprint of the module if you scroll to the right. Select from the drop down the 'Total' line item for each of the other line items. The formula will auto populate with the current sum.

ChrisHeathcote

@awebber10 Try the solution to this similar thread. https://community.anaplan.com/t5/Anaplan-Platform/Correct-MONTHTODATE-for-Gregorian-calendar/m-p/105701#M25143

ChrisHeathcote

@pdekas I think the only way you can achieve this is to use line items in combination with the parent of your product list. This is because it is not a simple sum so you can not use a parent. When it comes to mapping this forward in any process create a line item subset and map this to your product list. Then you can utilise the product list in downstream calculations and map these inputs using the line item subset mapping.

ChrisHeathcote

@rob_marshall Appreciate the confirmation. I am surprised it is even possible to use formula scope when the line item has not versions. Thanks,

ChrisHeathcote

Hi All, I am reviewing a model where formula scope has been assigned to a line item which is NOT dimensioned by versions. The line item also contains a formula. The line item can be manually edited which would suggest the formula is cancelled out by the formula scope settings. My instinct tells me that the formula scope should be changed to 'All Versions' but I have seen this a number of times in the same model. Is there any occasion where this would be a deliberate set-up. It feels like a whole lot of wrong however!!!

ChrisHeathcote

Excellent, I am happy that the solution worked. If you are satisfied that the solution I offered solved your problem please can you kindly mark as the solution to your query.

ChrisHeathcote

Check your time settings and make sure that your current period is set to Jan 20. Your screenshot is not comparing the same time periods!

ChrisHeathcote

@denzalvin As part of the model build process you will have created a systems module called, 'SYS00 Time Settings'. In this module a line item called, 'Forecast Months Only' can be used to filter out the full year. Either add a filter to the saved view in the model and use this module and line item as your query or apply the same filter to a custom view in the UX. This will remove the FY totals.

ChrisHeathcote

@MarkWarren The clients calendar does not follow a standard roll up and can not be created from the standard calendar settings. The mapping shows that some weeks fall into different months to the calendar settings therefore I am not able to simply reference the weekly module from the target. I need to map weeks into months using a custom mapping. The solution I am using is to convert the real weeks used to make the calculation then convert to fake weeks before mapping into real months. This will work but is not a very elegant solution to what I think should be a straightforward SUM. Do you know why SUM can not be used with TIME like this? Is there an alternative to the above option? Could I use TIMESUM even though the target is using a time dimension?

ChrisHeathcote

@MarkWarren Thanks for getting back to me. This is all in Anaplan time. Source module; Mapping Module; Target Module; In my head it should be a straightforward SUM from source to target via a time systems module. But no!

ChrisHeathcote

Hi All, I am receiving a very unexpected error when trying to SUM Anaplan weeks into Anaplan Months. The reason we are doing this is because the clients has an unusual calendar that we are not able to replicate in native settings. Therefore, we created a mapping to map weeks into the month but I am receiving the following error; I thought it could be because we are using a custom timeframe but I receive the same error even when I update my time systems line item to the custom time frame. Very odd! Hope there is an easy explanation.

ChrisHeathcote

You can create an import action using a no data formatted line item from the same module. Import this new line item into the mapping line item and it will remove all entries.

ChrisHeathcote

The Anaplan platform and Anaplan Community require different sets of login and password details. However, if you use your browser to remember the password you must use the same password for both logins as the the tool does not seem to be able to distinguish the difference.

ChrisHeathcote

If you are unable to get assigned the Page Builder role you are able to create pages using, 'My Pages'.

ChrisHeathcote

A tenant administrator will be able to assign you page builder role.

ChrisHeathcote

Thanks @rob_marshall for pointing me in the right direction. I had to ask as I couldnt see a clear use case for the TEXTLIST and I can see that we are strongly advised to NOT use it which was my instinct all along. The case for being able to reverse the LOOKUP while it appears useful is achievable using a more effective and less performance sapping technique.

ChrisHeathcote

Hi All, I am unsure where I might use TEXTLIST function. There has never been a need for me to use this but I would like to understand where, when and how this might be useful. Your insights are much appreciated!!

ChrisHeathcote

Follow the advice from @rob_marshall but also make sure to update the 'Fiscal Year Start Month' to June.

ChrisHeathcote

The UX section of Level 1 actually instructs trainees to utilise My Pages when building out the Margin Summary board and Volume Entry worksheet. While not ideal it would seem that the instructions were written with the inability of some to be given page builder role but as you say ideally it would be best to build these out within an App as some functionality is not available within My Pages.

ChrisHeathcote

You can use My Pages to build the Level 1 board and worksheet pages.

ChrisHeathcote

@loicissartel I wrote an entry detailing exactly how to do this awhile ago. Link to post Hope it helps.

ChrisHeathcote

Create a time dimensioned module and use SUM to aggregate the valued into each time period using the month formatted line item in the source as the mapping. @andrewtye is correct. The easiest solution is to use a time dimensioned module to sum each entry into its corresponding month

ChrisHeathcote

@KubotaNatsuki Remember that using HALFYEARVALUE will allocate the value to all months in the target module. If you want to distribute this down to months you will need to phase the value across the 6 months based on a assumption. This could be flat by dividing the value by six or based on another driver such as sales activity.

ChrisHeathcote

It is the use of dummy time that complicates this. Use of the PREVIOUS function would be a quick solution but this is not possible with without Anaplan time dimension. Therefore, create a staging module using Anaplan time, map your opening value into the staging module. Calculate the closing balance using PREVIOUS to pull in the opening balance / closing balance from previous time period. Then map this back into the original module using the same mapping. The exact mapping is unimportant as the important thing is that you use the same logic to map in and then back out. Anaplan time is simply utilised to take advantage of time functions such as PREVIOUS.

ChrisHeathcote

If you found @Misbah or my own suggestion helpful please can you kindly mark them as your chosen solution.

ChrisHeathcote

@Nehal1511 Use the SYS00 module, line item Forecast Months Only in a filter to remove the FY items from the column chart.

ChrisHeathcote

@Jsdeloria21 You should already have a systems module in which you are able to define properties of the list. Here would be the best place to set up the mapping into the line item subset. To make it a little easier when you add the list formatted line item to the system module change the applies to in the blueprint to the subset. When you enter the grid view to create the mapping only those list item that are part of the subset will be available to update.