About jonathanpascual

jonathanpascual · ‎01-21-2021

Sending an update. Thank you for your reply, @jasonblinn It gave way for me to think further. I think this has been addressed: 1. I created a step line item that would rank all of the employees' salary 2. Then another line item that ranks the step 1 above by position title. I only needed the '1' lowest per position title and gave me that for both 1 employee or more than 1 employees assigned to a role. Thank you again! Jonathan

jonathanpascual · ‎01-21-2021

Thank you, @jasonblinn I tried the formula but it is not ranking it by the position title. It is pulling their actual numbers from the entire employee list. I probably missed out an important information on my previous posts. There is a dimension at the top for the Position Title as well. Please see attached screen shot. Thanks much! Jonathan

jonathanpascual · ‎01-21-2021

Here's the excel equivalent of my module. Just to give a picture of what my module is. I hope this helps you in helping me... Thank you very much...

jonathanpascual · ‎01-21-2021

This is the formula I'm using: RANK(Basic Salary, ASCENDING, SEQUENTIAL, ISFIRSTOCCURRENCE, Position Title) I've tried MAXIMUM, AVERAGE, MINIMUM in place of SEQUENTIAL, it did not work.

jonathanpascual · ‎01-21-2021

Hello, I hope you're all doing well. I have this problem that's preventing me from proceeding on to the next steps. I'm trying to rank the basic salary from lowest to highest, by position. As we all know, even if employees have the same position, there are instances that they don't have the same salary. The idea is, I need to get the lowest salary per position. The issue I'm encountering is that, if I do a rank formula, it does return the correct order when there are more than 1 employees. But if the position is assigned to only 1 employee, meaning only 1 employee has that position, it always returns 2. I need the value to be 1 since that will be my basis of getting the salary amount: IF Rank = 1 THEN Basic Salary ELSE 0. Thank you for all the inputs you may share. Regards, Jonathan

jonathanpascual · ‎10-25-2020

@Puneeth H P thanks for the reply. The source and target have the same time dimension. The source is by quarter and the target is also by quarter. Remember, the source came from 2019 dimesioned by only a year. It was then brought to the 2020 with a quarterly dimension. This quarterly 2020 module is the source for the detailed target sales module. I'm not sure which part of that I got wrong. My check ratio for each of the country has '1' in all of them, which means also that the PY Account/PY Country & Product Family, if summed up by country and product family totaled to 100%, and the Check Your Build, always had the same results as my model. I'm really confused. Which part I did wrong. No matter what formula derivation, it always ends up with the same value for product family and country. Thanks! Jonathan

jonathanpascual · ‎10-24-2020

@bleeds @sosunkwo @Puneeth H P Obviously, I did something wrong. But I'm not sure which part(s) I got wrong. When I was building the model, my numbers were tying up with the "Check your Build" section. But when the tech questions came along, I was surprised that I'm not getting the correct answers. This project was put on hold for me for now. Thanks! Jonathan

jonathanpascual · ‎10-15-2020

@Puneeth H P @bleeds I believe I was able to do this by adding a line item in the SYS module that houses the accounts and importing the Sales Rep to Accounts data.. and using a SUM function by that line item... I was albe to get the Quota... I'm struggling now on the Length of Service and Tenure, I believe the other line items in there are dependent on those two so I can set a formula to get the correct data from the assumptions.

jonathanpascual · ‎10-09-2020

Thank you. I understand. I'm confused what would be the child/children of the G4 Territory>Accounts. Do we have the data to be uploaded for this? As you can see, this list is a numbered list and is a parent for A1 Accounts. But how do we know which Accounts are in each territory? Is there a data to be uploaded to accomplish this? For example, for territory US East, does it have ALL the accounts or just a few ones? And so on. How can we ensure the accuracy of the data? Thanks! Jonathan

jonathanpascual · ‎10-09-2020

Hello, Many of you have probably finished the Level 3 Model Building Certification. As I start Level 3, Sprint 2, I got confused with the below instruction: My questions/clarifications: 1. In Sprint 1, the Level 3 Model is connecting with the Data Hub, and there was an option to download a New Data Hub or Use the Data Hub in Level 2 Model Building. I used the Data Hub in my Level 2 Model Building. There is no Territory List in Level 2 Data Hub. Where can I import the data? Do I have to create a new list for Territories in the Level 2 Data Hub? See screenshot below: 2. Do I really have to do it in the Level 2 Data Hub? It seems that it's already in the Level 3 Model itself, both in List and Sys module: Thanks so much! Jonathan

jonathanpascual · ‎08-20-2020

Thank you, @jasonblinn You directed me to the right path, I think it's now working... What I did: 1. Created a staging line item as you have suggested, with the subset CAPEX Element Leasing as the Applies to. It created a subsidiary view and brought all the #s of the list members. But I only need those that are populated with the category. 3. So I then created another line item and applied the same applies to above. 4. I put a formula: Staging Line Item[LOOKUP: Equipment Category] and it then populate the original numbered list (#1, #2, and so on). This is the line item that I used to map in the import. Thank you all! Jonathan

jonathanpascual · ‎08-20-2020

Thanks, @jasonblinn . Yes, it is a numbered list. I think I have tried creating a line item -- though it is only a subsidiary view because I had to use the subset in the Applies To for this particular staging line item. I also tried putting a formula and it indeed brought in the #d items. However, it populated it for all of the members in the list. How can I import just those populated ones. In the module, not all equipment (in the row/left side) would be populated with equipment categories. In my example, only 2 equipment have the category, and I'm intending to import those just two populated with category into the same module but just a different Cut. Thanks, Jonathan

jonathanpascual · ‎08-20-2020

Hello, I am having this difficulty since last night, I can't figure out how to address this issue. If anyone has encountered this issue before, what did you do to solve this? Situation: 1. I have created saved views inside the same module. I'm using saved views to import to the very same module. 2. The module has a custom version such as Budget Year and Forecast Year... and cuts such as Current cut and Previous Cut 3. The use of the saved views is to import the same information from Budget Year to Forecast Year , or from Current Cut to Previous Cut, into the same module 4. I have a specific line item in the module that I can't seem to import. It's the "Equipment Category" line item. It has a list Format and is a subset of another list, and it's a numbered List. 5. Issue is, when I try to import the populated Equipment Category, an error would occur: "Item not located in ss: MEQ Capex Element Leasing list: Air Compressor" --- but I know for sure that it's listed there. Screenshots attached. I'm trying to import the Equipment Category from Current Cut to Previous Cut for the same Budget Year: In my mapping, I use connect to Anaplan model > Saved View and select that saved view I created. I'm only changing the custom version in the mapping because I want the information in the Current Cut to be imported to the Previous Cut: The line items are mapped correctly as well: But when the import is ran, I'm getting the below error. Notice that it has 2 errors in it, and it looks like it does refer to the 2 populated equipment categories for "Air Compressor" above: Here's the subset and Air Compressor is really in it, what am I doing wrong? 😞

jonathanpascual · ‎08-20-2020

Hi everyone, Thanks for your responses. I was able to use a property on the list I want to get the values from using a Sum function, without the need for changing the formula summary. Thanks! Jonathan

jonathanpascual · ‎08-15-2020

Hello, I'm getting an error when changing a line item's summary from "Sum to Formula: Time, Sum": "Invalid combination for line item 'Sales' of summary method 'Formula' with formula using LOOKUP and/or SUM (or other summary function)" The formula of the line item does indeed have a Sum function, and I'm getting it from another module which has a "Formula: Time, Sum" summary. I would like to be able to get the same amount as that module summed by industry for example: SourceModule.Sales[SUM: Industry] But because they have the different summary, I'm not able to get the same results. Thanks in advance for any input you can give. Thanks, Jonathan

jonathanpascual · ‎02-27-2020

Thanks, @andre.lie. I do have a follow up question on this. This works when the other companies have data on them. However, when only company 'A' has data for a given period, the top level should only show the account specific for 'A' company. Is it possible? Thanks, Jonathan

jonathanpascual · ‎02-26-2020

Thanks for all of your input. Thanks! Jonathan

jonathanpascual · ‎02-26-2020

Hello, Good day! I hope every one is having a nice day. I would like to ask for any information that may help in troubleshooting this issue. I have a line item in a module called, "Credit Account". I have it in formula which basically says: If the Company is 'A' then use account number '12345', ELSE, use '67890'. This is working fine, and the accounts are populated in the line item BUT only on the lower levels of the company hierarchy. If I go to the Topmost Level/ the Conso Level, it is not showing up -- it's just blank. The information must show up at the top level as per the requirement -- an output to a csv/excel. What am I missing? Thanks so much! Jonathan

jonathanpascual · ‎02-24-2020

You're awesome, @ben_speight ! Thanks a lot... That's why I was wondering why the first schedule was running twice... but it didn't bother me since it was just overriding what's in that period/month. However, considering there might be few more schedules to incorporate on the script, it might affect the performance in the long run. I removed the -execute for the next two schedules from the script and it worked. Thanks, I'm learning a lot. 🙂 Jonathan

jonathanpascual · ‎02-21-2020

Thank you so much for all your assistance, @ben_speight , @Misbah , it is working now. This will be helping a lot in the future. Aside from what has been suggested, I needed to tweak the script with the below: set Operation=-debug -service %ServiceUrl% -auth %AuthUrl% -workspace %WorkspaceId% -model %ModelId% -chunksize %Chunksize% -file "FILE1.csv" -put "C:\Users\MYPROFILE\Desktop\FILE1.csv" -import "IMPORT FILE 1" -execute -output "C:\Users\MYPROFILE\Desktop\Anaplan Connect Import" set Operation=%Operation% -execute -file "FILE 2.csv" -put "C:\Users\MYPROFILE\Desktop\FILE 2.csv" -import "IMPORT FILE 2" -execute -output "C:\Users\MYPROFILE\Desktop\Anaplan Connect Import" All is good. Again, thank you so much! 🙂 Jonathan

jonathanpascual · ‎02-21-2020

Hello, I hope you're all doing fine. I would like to seek help on this issue that I'm currently having a challenging time accomplishing. I am using Anaplan Connect basic Import authentication. I am successful running the script when only one file is in the script. If I tried to include two files in the script, it is not recognizing the other one. It is possible that I'm going to use the script and there will be a lot of files to be imported come production. Is it possible? Please help. Below is the script that I'm using with basic authentication, this is working fine. But how can I include additional file in the script? @echo off rem For Windows OS : This example explains the usage of basic Authentication with Anaplan Connect. rem It also loads a source text file and runs an Anaplan import into a module. rem For details of how to configure this script visit https://help.anaplan.com/anapedia/Content/Downloads/DL_Downloads.html set AnaplanUser="myusername:mypassword" set WorkspaceId="myworspaceid" set ModelId="mymodelid" set ServiceUrl="https://api.anaplan.com" set AuthUrl="https://auth.anaplan.com" set FileName="file1.csv" set FilePath="C:\Users\myprofile\desktop\file1.csv" set ImportName="Import File 1" set DumpName="C:\Users\myprofile\Desktop\ANAPLAN CONNECT\Anaplan Connect Import" set Chunksize=1 set Operation=-debug -service %ServiceUrl% -auth %AuthUrl% -workspace %WorkspaceId% -model %ModelId% -chunksize %Chunksize% -file %FileName% -put %FilePath% -import %ImportName% -execute -output %DumpName% rem * End of settings - Do not edit below this line * setlocal enableextensions enabledelayedexpansion || exit /b 1 cd %~dp0 if not %AnaplanUser% == "" set Credentials=-user %AnaplanUser% set Command=.\AnaplanClient.bat %Credentials% %Operation% @echo %Command% cmd /c %Command% pause ========================================================== I tried the below script in attempt to include another file in the import but it only processed the file2: @echo off rem For Windows OS : This example explains the usage of basic Authentication with Anaplan Connect. rem It also loads a source text file and runs an Anaplan import into a module. rem For details of how to configure this script visit https://help.anaplan.com/anapedia/Content/Downloads/DL_Downloads.html set AnaplanUser="myusername:mypassword" set WorkspaceId="myworkspaceid" set ModelId="mymodelid" set ServiceUrl="https://api.anaplan.com" set AuthUrl="https://auth.anaplan.com" set FileName="file1.csv" set FilePath="C:\Users\myprofile\desktop\file1.csv" set ImportName="Import file1" set FileName="file2.csv" set FilePath="C:\Users\myprofile\Desktop\file2.csv" set ImportName="Import File 2" set DumpName="C:\Users\jspas\Desktop\ANAPLAN CONNECT\Anaplan Connect Import" set Chunksize=1 set Operation=-debug -service %ServiceUrl% -auth %AuthUrl% -workspace %WorkspaceId% -model %ModelId% -chunksize %Chunksize% -file %FileName% -put %FilePath% -import %ImportName% -execute -output %DumpName% rem * End of settings - Do not edit below this line * setlocal enableextensions enabledelayedexpansion || exit /b 1 cd %~dp0 if not %AnaplanUser% == "" set Credentials=-user %AnaplanUser% set Command=.\AnaplanClient.bat %Credentials% %Operation% @echo %Command% cmd /c %Command% pause Thanks a lot in advance...

jonathanpascual · ‎02-06-2020

Finishing this thread with a logical reason why it behaved that way on my model... All of the comments were extremely helpful, thanks everyone! The DCA was the reason why it was behaving that way. I have this module called "Control Access" which is for the read/write access for the modules and it has a Time Dimension - "Month". So naturally, when there is a read/write access restriction, and the line items in the module problem are set to "Not Applicable" time, it could not see it. So the resolution was to remove the read/write access in the specific line items that do not need time dimension. Thanks all! Jonathan

jonathanpascual · ‎02-06-2020

@Akhtar.shahbaz , Thank You so much. I was about to update this thread as well. I found out that there were read/write access at the module level. I then tried to remove that from the line items and it worked. Thank you again, everyone! Jonathan

jonathanpascual · ‎02-06-2020

I have not been able to find a resolution on this issue, unfortunately. Any other ideas? Thanks for all your help. Jonathan

jonathanpascual · ‎02-05-2020

Thanks, @Egor ... For your #1 comment, I have verified that the Formula Scope is set to All Versions. For your #2 comment, the subsidiary view shows blank if the Time is set to Not Applicable. And it does show the value when it is set to Month. Thanks, Jonathan

jonathanpascual · ‎02-04-2020

Thanks for the response, @JaredDolich . The line items in issue are in text format, TIMESUM is not an option: I am only using the line items for the purpose of generating an output file with the exact format needed for the project. The other module with the same setting works fine and I find it strange that it's not working on this module. The only option that works is to put a Time - Month and it shows up: Thanks! Jonathan

jonathanpascual · ‎02-04-2020

Here's the module that does not work: And here is the module that works using the same setup: Thanks! Jonathan

jonathanpascual · ‎02-03-2020

Thanks for the comments, @Misbah , @ben_speight I tried First Non-Blank, Last Non-Blank, and Formula as the Summary Settings but still did not show the information in Grid View. The other module has Formula as the Summary Settings and does show the information in Grid View just fine. In addition, they both have no Applies To and strangely, they do not work similarly. Any other ideas? Thanks, Jonathan

jonathanpascual · ‎02-03-2020

Hello, I would like to ask and gather some feedback on the situation I am having regarding the above subject line. I find it strange that a module which has a line item that does not need a time dimension (it's set to Not Applicable) shows the information and the other module does not. For example, in module A, I have a line item "CS1", it is a text, and therefore does not need time dimension so I set it to Not Applicable, it is showing the "CS1" on each row, this is fine. However, I also have a module B, which has the same setup as a line item, I also set it as Not Applicable for the Time, but it's NOT showing the information. This is affecting model optimization since Time Dimension when used increases the size of the module. In addition, it's affecting the list being generated because I'm using the said line items as well as part of unique identifiers in the schedule I'm generating text files for. A lot of times, I'm getting the error, "A same key has already been added" - it's because the line item in issue does not show the information in the module which causes the information to be not unique. For illustration: This is the module that shows the information even if the line items are set to Not Applicable for the Time: Here's how it looks in the grid view, it has the information for the said line items: And this is the module where the line items using the same setup as the above Time Scale, they do not show in the grid view: Any ideas? Thanks a lot. Jonathan

jonathanpascual · ‎01-30-2020

Thank you for all your feedback. I was able to run the script successfully. In addition to the helpful comments... - I needed to specify a path which served as the destination of my exported files -- this was where the -get command placed the exported files. - I needed to include the filename inside the destination path and also added it on the script, and since I wanted it in excel, I had to make sure it had .xls as the file extension. Here's the revised script that worked: @echo off set AnaplanUser="username:password" set WorkspaceId="******" set ModelID="******" set Operation=-service "https://api.anaplan.com" -auth "https://auth.anaplan.com" -export "ACHFM001" set Operation=%Operation% -execute -get "C:\Users\jspas\Desktop\ANAPLAN CONNECT\Anaplan Connect Export Destination\ACHFM001.xls" rem *** End of settings - Do not edit below this line *** setlocal enableextensions enabledelayedexpansion || exit /b 1 cd %~dp0 if not %AnaplanUser% == "" set Credentials=-user %AnaplanUser% set Command=.\AnaplanClient.bat %Credentials% -workspace %WorkspaceId% -model %ModelId% %Operation% @echo %Command% cmd /c %Command% pause Thanks a lot! Jonathan