About JaredDolich

JaredDolich

+1 from me @gheiler - although I have to consider the possibility of how I would know what I last saved into that export and if it's still valid. Would it be possible to either use a saved view or import the data to a "scenario" for later use?

JaredDolich

Looking forward to seeing @Misbah obtain the 500 solution badge.

JaredDolich

Thanks @Misbah for the shout out! My favorite moment in 2021 was seeing you earn the 350 Solution badge. You are the first person to ever earn it. Congratulations.

JaredDolich

Thanks @Paul - appreciate the shout out.

JaredDolich

@Kanishq17 Ah yes, this is an awesome function. It's purpose is to cumulate the values that you are ranking. It's two functions in one. It first ranks your value and secondly accumulates the sales in the direction of the rank you choose. Let's say you want to rank your top stores and you want to know what % the top 10 stores make up in terms of sales. You can use Rank Cumulate. So, RANKCUMULATE(Sales, Sales) will rank the sales first, then cumulate the sales (ascendling by default). You can read more about this function here. RANKCUMULATE - Anaplan Technical Documentation

JaredDolich

@sp40684 Srini, Actually @Akhtar.shahbaz is right on this but what's not intuitive is that your "item" is the list item, so you don't need an extra line item, Anaplan will allow you to use the list item. You should be good to go.

JaredDolich · Re: Level 2 : 1.3.10.2 Import Data into G2 Country...

@sp40684 Srini, Oh! Such a common challenge. Looks like you switched your Name and Code in your Region Flat List. Switch those around like this and you'll be all set!

JaredDolich · Re: Level 2 - Sprint 1 - 1.3.10.4 Check Your Work...

@sp40684 Srini You're super super close. In this case you need to compare your LIST not your system MODULE to that grid. Open up your G3 Location List and switch to Grid View. It should look like this, or something like it. Your System module looks great by the way! Perfect.

JaredDolich

Hey @NoxVoortella - You're super close. It's not entirely intuitive what do here but what's being asked is that you create an action in your Level 1 model that imports the SKU volume from your Level 2 model into DAT02 which is in your Level 1 model. To be fair, I didn't load mine into the actual SKU volume. I created a new line item in DAT02 for this purpose just to show that I did it. No point in ruining your Level 1 model.

JaredDolich

@gourav1kumar Sure. Go back to your original post to DAT04. Here you can set a filter on your view that will remove the years from the grid. Here's how to set a filter.

JaredDolich

@gourav1kumar great question. Two solutions available here. @rahulborkar idea to hide the years by right clicking the years and using HIDE. This is not a good long term solution though. In the New UX you can hide the time summaries which is great for visualization but doesn't really help you here. Another way is to create a Boolean line item in your HALF system module (SYS03) called "HY Only?" and set the formula to TRUE. Then use this line item as a filter in your saved view. Now only half years will appear. This is the preferred method.

JaredDolich

@Dikshant Not sure I see the calculation breakdown but you do have a lot of subsidiary views that could be the cause. Generally we only use subsidiary views when we need them for filtering (exports and reports). For planning, it's usually better to rely on system modules that carry the mapping. In this way we calculate the value once and refer to it often from one place. This also avoids issues with synchronizing calculations since the calculation is only coming from one place. Chapter 2 - Anaplan Community (2.01-06) Avoid Subsidiary Views.

JaredDolich

@aykcos Awesome. Thank you for sharing this.

JaredDolich

@aykcos Really like this. Thank you for pulling this all together. One pathway that seems that you might consider accounting for is the SUM function exception where the TARGET module has a parent of one of the SOURCE module lists. Like G1 Region (TARGET) and G3 Location (SOURCE). In this case, we would SUM but we don't need to actually use it since the relationship is implied in the structured list. Your number 5 process is close but I'm not sure how this scenario is accounted for. Love this. More, more!

JaredDolich

@Badam Great question and a popular use case. You can definitely create a submit action. There are two ways you can approach this, through an import action or with a Boolean line item with DCA. With an import action, you will set up the saved view to import the approved information to a "staging" module that holds all the approved values from the region heads. With a Boolean, you will allow the region heads to click the checkbox indicated approval. Once checked it will become disabled and so will the ability to change any of their planned values because you used DCA on it. You'll also need to create a reset action to make the plans editable again once the planning cycle has ended.

JaredDolich

@abhi12K You have two options for this line item. Leave it editable and just check the first week as TRUE. Use this formula: OFFSET(1, -1, 0) = 0. This will go back one period. If it's not a valid period then it will equal zero and set this formula to TRUE.

JaredDolich

@Badam There are several things you can do. The first is to build the CEO a dashboard that shows the approval or submitted status. On that board will be the Boolean checkboxes enabled or disabled by each individual region head. You can then use DCA to disable the editability once the box is checked. You will also need a process to reset the checkboxes when it's time to recycle the plans. Alternatively, or in addition to, you can use actions to copy the approved values to a secure module that only the CEO can see or edit. Create email notifications. This can be done manually by each region head or through formulas. This feature is only possible in the New UX though. Create notification actions - Anaplan Technical Documentation

JaredDolich

@Chmacpherson Great question. The reason is because in your "Users" "Roles" sections, you have not given that specific permission to read or to write, therefore it is assumed no access and the box is disabled. To make it editable, simply change the role's permissions to access the appropriate objects.

JaredDolich · ‎12-25-2021

Macy's Department Stores has chosen Anaplan for Merchandise Planning. The time of Retail + Anaplan has come. Thank you Joe Guilfoyle, best Anaplan AE in the world. What a team we made.

JaredDolich · ‎12-23-2021

@GKothiyal Understood. While we cannot provide answers to exam questions we can try to steer you in the right direction. During the course you were shown a naming convention for structured lists (parent/child). You were then asked to create a child list in the product hierarchy. Based on the instructions, can you follow the pattern to name your new list?

JaredDolich · ‎12-23-2021

@Tom1407 Your flat list is fine. It's your G1 List "Try It" that needs to be adjusted. This is the image you shared: Rebuild this list making sure the Code is only used once and for "Code" Use the Region description for the "Name" . You got this!

JaredDolich · ‎12-23-2021

@Tom1407 Ah, okay! I see the issue. For G1, you have Region CODE for both the name and the Code. You need to load the "Name" into G1 Region first. You'll be all set! Like this:

JaredDolich · ‎12-23-2021

@Tom1407 Hey Tom, looks like you're really close. You did everything correctly but I'm wondering if your G2 Country list is set up correctly. G2 Country is part of the "Try it" hierarchies so the need to have their parent/child set up. Make sure it looks like this:

JaredDolich · ‎12-20-2021

@Afroxyz Oh, so very close! You can do one of two things: Manually map department code to department. Anaplan will accept the name or the code and map it correctly. Ignore department and use a formula instead. PARENT(ITEM('E2 Employees#')). To be honest, this would be my preferred method because you already have the department identified in the lists because department is the parent of the employee. By importing the department manually, you run the risk of being out of sync with the lists and that can cause all kinds of problems later. If you're just trying to blank out the line item use the formula BLANK and it will remove everything. Then delete the formula.

JaredDolich · ‎12-20-2021

@neg177 Gotcha! Let's take this step by step. You will continue to get the error because Anaplan doesn't know what to do with the 2nd column "order". Since your line items are in column 1 and your lists (time) is in the column headers, you've exhausted all the mapping options. I can only think of two ways you can get the magical green checkbox. First, You'll have to remove the order column from your source file since it doesn't seem to be needed. Second, create a list called "order" with one list item in it called "1" and change your source file to be "1" for all rows. This will not work: This will work Option 1: This will work Option 2:

JaredDolich · ‎12-20-2021

@neg177 Almost there. Almost there. Can you please show me the time format you are using? Should be Date, Y-M-D, or Custom build, like YYYY?MM?DD. See? Your source is YMD

JaredDolich · ‎12-20-2021

@neg177 Your source data is Y-M-D Try that combination or use the custom build code with YYYY-MM-DD or YYYY?MM?DD

JaredDolich · ‎12-20-2021

@neg177 You should be able to use Y-M-D "periods", or try using a custom fixed-position pattern YYYY-MM-DD Make sure you match the date format of the SOURCE not the TARGET.

JaredDolich · ‎12-20-2021

@AlinaK Very close. You've got this. For the INV02 view, you only need one filter, as shown below. In this case I used a custom view, but you can do the same in Classic if you want with a saved view. Use SYS00 Month Only Filter! Anytime you need to get grids to synchronize, try using the "Context" tab for each grid and select the lists that you need to synch.

JaredDolich · ‎12-20-2021

@Versha67 I just tested this myself in NewUX and I couldn't replicate this issue. I tried searching on a parent level that I didn't have access to and it wouldn't show up. I also tried searching on an child level - selective access is working well. My suggestion would be to double check the User security for the parent level to make sure they don't have access because it appears as if they do. If you can provide some more details about how the selective access is set up for P1-P3 for this user I'd love to help you figure this out. Sorry, not the best answer but I guess I need to know more about your configuration to identify what's going on.