About Ethan_Rold

Understood and agreed - I phrased my reponse poorly as an answer (got a little carried away) rather than a contribution but thank you for responding in the way that you did!    I agree completely with your idea on the simplification of the roles - as mentioned it is difficult to manage and can lead to vastly different results through the process that I described (as you well know).   I do have a couple of additional thoughts that correlate to my last post that your article brings up in context to my thought process from the last. I suppose I bring up tenant admin because it seems as if that would be better incorporated there and made available to all subscribing orgs - not just enterprise - if Anaplan was to make that enhancement? I see similar issues if the structure you are proposing isn't centralized since you would have to designate those roles by the user at the model/workspace level - especially where there are multiple workspaces present. In that way you could have your IT administrator, DBA, and modelers segregated within those centralized functions - as you suggest - and keep it out of the model user settings altogether.    While there are needs for continuing to maintain data process integrity at the model level (per my post), I do agree that the process is very involved and shouldn't necessarily be owned by the folks participating in Launchpad already. Since that level of access and admin is inherently a different skill and not one that I would add to your enhancement request that this become an IT function that can be trained independently of Launchpad. I don't know about the projects that you have lead but generally these responsibilities are outside the scope of the launchpad model builders that I incorporate into customer projects and I would want that put in the hands of the IT function and those auditors more easily than it is done now.    ... View more

Can you load a screen shot into your comment showing where you are trying to do this? A couple of items that I have picked up from your post:   1) YEAR(), START() or SELECT:Time.Current Period are both default time functions that are going to pick up the time scale that you have set in your model. If you have a module with Time included as a dimension it will use these functions to pick up your time settings.  It appears that the current period in your model time settings is set to 2018 and it won't reflect 2019 until that year is in the model. 2) I assume you created a year list in the model and have references where you put 31-Dec-2018 as a child to 2019 in a hierarchy. Your FINDITEM is only going to work to match a text formatted value - property or line item - to a list member. I assume in your situation that you have a year field that creates a numeric reference on a portion of the time (guessing that year is pulled out as a number field as the third part of a date part) and so when you do finditem it is transforming the number 2018 as the year. Instead you might be able to use your FINDITEM but leverage a PARENT(FINDITEM('Year*',"31-Dec-2018")) to look at the correct year.   I am making a lot of assumptions in my answer but hopefully it gets you closer. Feel free to load some more detail or a screen shot to the thread and I may be able to help further. ... View more

This may be an oversimplistic answer, apologies if this is the case, but have you looked at saving your exports as tabular multiple column? If you choose the option to omit zeros or filter based on a boolean you will create a more efficient data set in your export options, which of course can be saved and repeated based on the view you are exporting.   There is also the potential for pivoting and selecting to have restricted list member(s) selected - generally I see these as standard dimensions (versions, time, etc) - show up in pages? I have done this a couple of times before to solve for creating saved views that have multiple nested requirements. You should also be able to reselect levels to the leaf level in order to help with performance on those saved views should you need. In addition, if you have performance issues on a saved view, you can create a boolean line item to filter on so that you aren't testing for 0 within the filter function, but in the module itself.     ... View more

Have you checked into whether your clients have tenant administration enabled for the security portion of your question? The following link may help with that requirement since it does standardize and control security across apps in the workspace from a centralized admin view. https://help.anaplan.com/anapedia/Content/Administration_and_Security/Tenant_Administration.html   For the data admin component, I have seen where a "blank" IT or master admin owned user is established in the workspace, with its own role created and restricted from having workspace administrator privileges. This causes you to keep the data admin functions consistent by user but performed at the individual model level. Each model within the workspace will have its own requirements in terms of data and process and since your master data in the model should be dependent on your data hub, the "user"'s only role is to execute those prescribed actions. This will keep the data hub process separate, and assigned to its manager user, and allow a single "user" to import standardized data out of the hub into your spoke models as they require invididually.   Please let me know if you think either of these might be helpful in getting your enterprise customers answers. I would be interested in your feedback as to whether or not these recommendations might help with those needs.     ... View more

You have two ways to set up workflow that Anaplan currently has enabled, which I think can help your question especially in respect to cost centers:   1. System driven workflow: This will allow you to establish workflow along any list - which will show up on the workflow tab next to model map (as an admin). If you have selective access assigned along the same list (top level on composite hierarchies) then you should be able to have the email address associated with that user available to use in the mail to function. https://help.anaplan.com/anapedia/Content/Modeling/Manage_Models/Workflow.html?_ga=2.167810977.1259662637.1533049470-1144842599.1518466360   2. Model workflow: You can develop an approval system for submitting budget workflows through modules set to different permission levels based on the roles that are approving. This is generally done through setting up a system of interdependent boolean line items to flag submissions, approvals, rejections, and the connection between each. For this system - in the module you establish as the submission module - you can add in the email address of the user, or use the User system list, to manage the responsible party. This would allow the approval role to use the hyperlink to open an email in their platform and draft to the responsible user - but wouldn't be templated.   All this being said, there are product roadmap enhancements to   workflow   that you should check on the community. Let me know if this helps.  ... View more

Hello,   Another option here would be to put the mapping line item directly in the input module, and then you don't have to worry about the line item subset. The way that this would work is to have your input line item as well as a reference line item, in the same module, formatted to the accounts list and referencing, by formula, the member of your accounts list that is the target to include in your financial statement. Then you would be able to consolidate your individually planned accounts into a P&L module utilizing the formula not unlike the one previously commented, T&E Module.Input Line Item[SUM:Mapping Line Item]. This solution is, from my experience, best practice because it minimizes model size and streamlines the aggregation (you don't have to have a separate "staging" module containing your line item subset), provides ease of use for the model builder, since the reference is with the input, and you don't add the complexity of having to create many line item subsets (or manage the subset to contain all of the different module's line items) to do the mapping.   Let me know if you have further questions.   Best, Ethan     ... View more