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rob_marshall

@tsugumin , Ok, let's try this...I have attempted to recreate exactly what you have, but if not, please correct me. I have uploaded a csv file which looks likes: Notice, the date is rendered as YY-MMM, but you have to remember this is only a renderning and now exactly how the date is being stored in the file. If you click within the cell fo a a date, you will see date is actually a true mm/dd/yyyy date. This might be where your issue is, but I am not sure. When I upload that file to Anaplan, please make sure your headers data rows are defined correctly. Also, for the time being, please make the Defualt file permissions to Everyone. This can be changed later, but for testing purposes, set it to Everyone. Also, on the left side, make sure your Column Separators are correct. In the Mapping, please make sure you map the correct columns to the data. For Time, notice Anaplan is "seeing" the data as YYYY-MM even though the representation is different (YY-MMM). On the Time tab, make sure mapping is similiar to the below: The Currency Tab should look like: And the Line Item tab should look like: When your run the action, you should get all green checks Hope this helps, Rob

rob_marshall

@OSUBlakester , No list properties are needed and shouldn't be used. Everything you need is in the above module. So the Employee's List is really just a "flat" hierarchy where there are no levels since you are defining who the people roll up to. The Report to?, Manager L3, Manager L2, are list formated line items with the Employee Flat as the list. The count is a hardcoded "1", and the summary for the final is just a sum. Hope this helps, Rob

rob_marshall

@tsugumin , Can you please take a screenshot of the Mapping Tab? Thanks, Rob

rob_marshall

@OSUBlakester , So David is correct, just missed one additional MAX, the one for the bottome level.

rob_marshall

@tsugumin , Was the module you were entering the data dimensionalized by time? And if so, what was the granularity of Time (day, month, etc)? If you did have the module my month, but the data in the file was at the day level, Anaplan will automatically sum the data up to the granularity of the target (again, I am assuming at the month level). Hope this helps, Rob

rob_marshall

Sarah, What does the error message say?

rob_marshall

@aabalos You can use the section on Source Models and Edit Mapping.. More information can be found here: https://help.anaplan.com/anapedia/Content/Import_and_Export/Map_Imports_to_New_Data/Change_the_Source_of_a_Model_to_Model_Import.html?Highlight=source%20models Hope this helps, Rob

rob_marshall

@sweemaels , Try removing the spaces between the "-" and the command. So, it is should be -certifcate, -put, -file, and -execute. Hope this helps, Rob

rob_marshall

@MarkT83 , TimeSum is often used when the Time dimension is not present in the module. But to answer your question, I don't believe you can use Selects or Lookups as parameters of TimeSum(). Hope this helps, Rob

rob_marshall

@lucasfrcaires You are absolutely correct and this is a problem with Firefox. You can download an older version, but the problem with that is it automatically re-installs the newer version every time you log in. The other option is to install the Extended Support release. More information can be found here: https://support.mozilla.org/en-US/kb/switch-to-firefox-extended-support-release-esr Hope this helps, Rob

rob_marshall

@Vamshidhar_Reddy_P , It depends on what you are attempting or wanting to do with this import. A couple of things to note: all imports should be from a view where you can filter the appropriate data (something Vignesh mentioned above). The filtering also helps you to only load the data you need to load (detailed members like months vs. Quarters, as well as, in your case, Record List and not "All Records"). From what I can see in your mapping, you might have the the mapping incorrect. If your record list is long (longer than 5 members), I am not sure you will want to be prompted everytime this action is run. Instead, change the mapping, as well as your view, Line items in the columns (so you can use Column Headings) remove the parent levels of Record List (so you only get the detailed members). The parent levels can also be "removed" from the view using a filter. If the Record List is a numbered list, you will need to have a line item showing the code so you can link on that. Place Time in the Page axis, but you will need to use a SYSytem module to only bring in the months, assuming you are not loading into a Quarter or Year module Your mapping would then look like the following: Hope this helps, Rob

rob_marshall

Michael, This isn't DCA, but would something like this work for you? I have a module of Products and the amounts: I have another module, defined by Users as well as Products: I have third module, which will some the data from what has been selected from the previous picture: Place them on a dashboard: Different Products selected: Is this what you are looking for? Rob

rob_marshall

@sarah.esguerra , You have a couple of things going on in here. First, the formula. Start() is resolving the date that you are currently looking at, in this case Jan 19. So, in this case, what the formula is saying, if 1/1/19 is greater than 3/4/2019 and 1/31/2019 is less than 3/8/2019 then get the working days count from the Calendar module. So, a couple of issues: One, Jan 1st is not greater than 3/4/2019 while Jan 31st is less than 3/8/2019. In using the AND, this will not resolve to a true. Second issue: your Count module is at the day level while the Deadline module is at the Month level, the number that will be returned will be at the Month level (so not the highlighted values you have in the doc). Hope this helps, Rob

rob_marshall

@usman.zia Instead of using OFFSET, use MOVINGSUM(). Thanks, Rob

rob_marshall

@pnataraj , You can use the NAME() which turns the list formatted line item to a text. Hope this helps, Rob

rob_marshall

@UMAMAHESH , In order to see "top" level members, you will need to create a "flat" list with all possible members. Hope this helps, Rob

rob_marshall

@sweemaels , You can upload all of the files in one batch script, but the actions will need to be different as the actions are tied to the file name so please make the file names different. Also, for audit reasons, I am not sure you will want to overwrite the files. Hope this helps, Rob

rob_marshall

@Adhvi.Panata , Can you change the Display Name of the numbered list to A, B, C, and D? Thanks, Rob

rob_marshall

@kavinkumar , From the original attachment, I believe the data was at the day level, thus start() would work great. Thanks, Rob

rob_marshall

@mguth , Users are not pushed during a sync, this way, you can keep your developers and production users separate. The only user needed in both models is the person doing the sync and they have to be a workspace admin (WSA). Thanks, Rob

rob_marshall · ‎02-13-2019

@aabalos I just DM'd you

rob_marshall · ‎02-13-2019

Kavin, I don't have a lot to share, but I do have a couple websites that might be of interest to you: REST API https://anaplan.docs.apiary.io/# Audit API: https://auditservice.docs.apiary.io/# https://anaplanbulkapi20.docs.apiary.io/# When playing with either, I would download a product like Postman (https://www.getpostman.com/) which can help as well. Also, I found this in the forums as well: https://community.anaplan.com/t5/Best-Practices/RESTful-API-Postman-examples/m-p/30539#M548 Good luck, Rob

rob_marshall · ‎02-12-2019

@aabalos , Ok, I think I know what you are attempting to do, but in order to accomplish this, it depends on your codes within the Territory hiearchy. Do you know who you manufactured them, how the account is tied to the Territory? Hopefully, you guys used the Territory "_" Account code (the NAxxxx) code. If so, you don't need to do a lookup, but rather a sum after you create a line item (at the Account rolling up to the Territory hierarchy) that links back to your Strategic Accounts. So, the key difference between Lookup's and Sum's: Sum's allow you "sum" over line items from a module as long as you sum over a list formatted line item where that list formatted line item correpsonds to your target module. A Lookup, on the other hand, only allows you to lookup information where that data is on the outside of the "house" (think rows, columns, or Page Axis). So, I can do 'Module1'.data[lookup:Territory] IF module 1 is dimensionalized by Terrority. Hope this helps, Rob

rob_marshall · ‎02-12-2019

@aabalos , So where does the Territory fit into the equation, meaning is it part of the hierarchy you attached or completely different? How do associate these accounts as well as Account Owners to the Territory? Thanks, Rob

rob_marshall · ‎02-12-2019

@aabalos , Why do you need to make it a subsidiary view? We see this a lot, creating subsidiary views in multiple modules which leads to the same formula being kicked off from multiple modules. I assume you have a composite list with accounts rolling up to an owner, and those end up rolling up to a Territory, and so on. What I would recommend is havign a properties module at the lowest level (Account) with different line items for different parts of the hierarchy (Account Owner, Territory, Region, etc). That way, the formula is only kicked off one time, but many other modules can share that formula. Also, when other module builders need some information, instead of re-creating the same line item multiple times, they can very easily link to that properties module. So, long story short, but it would be very helpful to see/understand the list structure to help you further. Thanks, Rob

rob_marshall · ‎02-12-2019

Sorry, I just reread the question, you were only wanting the members in a dropdown or a line item, is that correct? If so, then I don't believe that is available with straight time.

rob_marshall · ‎02-12-2019

@joshuastockwell , You can do that, you will just need to use Filters to accomplish this. First, my Current Period: I created a Time Filter 2 module dimensionalized by time with one line item: Greater than Current Period which is formatted as a boolean. Now, in my "data" module, I created a filter showing only the months where the above are checked: If you would like to see the Quarters and and Years as well, change the summary on the Time Filter 2 module to be Any. Hope this helps, Rob

rob_marshall · ‎02-10-2019

@Jcorlett In my testing, when I put information in the Tool Tip area for an action, the user will see the tips when they hover over the action.

rob_marshall · ‎02-10-2019

@visivasa Can you not use the previously answered question but also use the function MovingSum()? Thanks, Rob

rob_marshall · ‎02-10-2019

@visivasa , We actually need to konw more information in order to help with this further, such as are you using Switchover or not? Also, are you using the Current Version as well? If youa are using Switchover, then you can use the function MovingSum( https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/MOVINGSUM.html) Thanks, Rob

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