Platform

rob_marshall

@saurabh.raheja , Why multiple the data, just reference it with a formula (if filter then data else 0) which assumes your filter is Boolean formatted (which is should be for performance reasons). Essentially, it is the same as multiplying it, but easier on Hyperblock because it is not having to do the multiplication. Thanks, Rob

rob_marshall

@MarkT83 , There is a SUM/Lookup combination, but that can lead to performance issues at scale, so I would not advise that. What I would suggest is creating a calculation module which sums the data you are wanting (your Mgmt Allocation list by time) - the formula would be Source Module.'$(AUD)]'[sum:'Mgmt.Alloc', Sum: Month]. Once you have this data dimensionalized, then you can can create a SYS "lookup" module (not dimensionalized by any lists), where you have the same line items (Software Transactional Revenue, Software Platform Revenue, etc.) that is list formatted as Mgmt Allocation (your list). So, your formula in the target module will be, Calc module.data[lookup: SYS Lookup.Software Transactional Revenue]. Hope this helps, Rob

rob_marshall

Yes, you are absolutely correct. But if you don't use that functionality (inputting data by user), it can work.

rob_marshall

@eije.wiersema That is fair...If you want to use a true sledgehammer approach to wipe out all security on all the lists at one time, set the users access to NO ACCESS, change it back to the role they need, and then apply the security. But, I do understand where you are coming from. Rob

rob_marshall

@eije.wiersema Quick question, why would you want to do a full load when a delta (what has changed is already needed)? In the post that I linked above, you could import your Read/Write booleans by person into that module and because the views are setup to only load the changes, that should be more efficient. Thanks, Rob

rob_marshall

@eije.wiersema Take a look at this post (https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Selective-access-for-lists-from-dashboards/m-p/45763#M5583). When using the "List None", it removes the access for the member passed in. By doing this, you are not completely removing all access to the list, just removing the desired member(s). Hope this helps, Rob

rob_marshall

@aakash , This going to be a long post (might be a record), but the short answer is you have to create an action to write into the User list. When you do this, you have to specify the Read, Write, and if you are removing access, the None. Say your list is L3 Projects, you will have to specify L3 Projects Read, L3 Projects Write, and L3 Projects None. To do that, follow these instructions. Lists Needed: Fake Users - you will need this to dimensionalize the input You can either use the L3 Capital Projects for input or what I did is use the Capital Projects Flat list. Either way will work, but the flat list will be smaller (especially if L3 rolls up to L2 which rolls up to L1), but is a bit more complicated as you have to link to the L3 member. So this example will be on the Projects Flat list. Create a module named SYS Fake Users which is dimensionalized by Users. Create 4 line items: In Fake Users List (formatted as Fake Users), Load? (formatted as boolean), Anaplan Calcs (formatted as No Data - this is used as a spacer), and User txt (formatted as Text). Formulas: In Fake Users List: FINDITEM(Fake Users, User txt) Load?: ISBLANK(In Fake Users LIst) Anaplan Calcs: nothing User Txt: NAME(ITEM(Users)) Create an action with a filter on Load? The results are everyone that that has access to the model, but are yet to be loaded into Fake Users. Only show the line item Load? and User Txt. Rename the action to Build Fake Users Create a SYS Capital Projects Flat Properties module. Since I am using a numbered list, I need to get the "internal" name of the Capital Project. Create the following line items: Code of Capital Projects (text): CODE(ITEM(Capital Projects Flat)) L3 Link (L3 Capital Projects): FINDITEM('L3 Capital Projects', Code of Capital Projects) Name of L3: (text): NAME('L3 Link') L2 Link (formatted as L2): PARENT('L3 Link') L2 Link (formatted as L1):PARENT('L2 Link') Create a module dimensionalized by Capital Projects Flat and Fake Users. You have to user Fake Users because you will not have access to everyone. Create the following line items with the associated formulas: User: (boolean) - IF Write OR Read OR ISNOTBLANK('L3 Capital Projects None') THEN ITEM(Fake Users) ELSE BLANK Write: (boolean) - Read (boolean): Anaplan Calcs: (formatted as None) - L3 Capital Projects Write (formatted as Text): IF Write THEN SYS Capital Projects Flat Properties.'Name of L3' ELSE BLANK L3 Capital Projects Read (formatted as Text): IF Write AND Read THEN BLANK ELSE IF Read THEN SYS Capital Projects Flat Properties.'Name of L3' ELSE BLANK L3 Capital Projects Non (formatted as Text): IF NOT Write AND Previous Write OR NOT Read AND Previous Read THEN SYS Capital Projects Flat Properties.'Name of L3' ELSE BLANK Load? (formatted as boolean): Write <> Previous Write OR Read <> Previous Read AND ISNOTBLANK(User) OR ISNOTBLANK('L3 Capital Projects None') Clear Area: formatted as None Previous Write (formatted as boolean): Previous Read (formatted as boolean): Create a view: Load to Users Change the pivot where you have Capital Projects and Fake Users on the Rows, showing the following line items: User, L3 Capital Projects Read, L3 Capital Projects Write, L3 Capital Projects None, and Load? Filter is defined as: Create another view: Previous Read Write Selections Line items to show: Read and Write Filter is defined as: Create a third view, called User Access db which will be published to the dashboard. Go to the Users area and click Import. Select the view User Access - Capital Projects.Load to Users. Fill in the blanks with the appropriate fields. Click OK. Rename the action to: Build Read Write Security Create another action which will write the current Write and Read selections to the Previous Write and Previous Read line items. This will be based on the view User Access - Capital Projects.Previous Read Write Selections. Rename the actions to: Build Read Write Security Build Read Write Security Create a new Process is named Update Security with the following actions: Publish this to a new dashboard as well as the view you created earlier (User Access db). I also created a "Refresh Projects" button that refreshes the Capital Projects based on the selection, but that will be a different post. Hope this helps, Rob

rob_marshall

@sushmit.singh , I think an easier way is to create a revision in the source model and then create a model from that revision. Then you can copy or import this into workspace 2. Hope this helps, Rob

rob_marshall

@abhay.kanik , Is the filter applied to a view or the module? Thanks, Rob

rob_marshall

@sandeep_bk , Ok, I am going to play devil's advocate here because it is not a good practice to load a into a list (using combination of properties) and do what you need to do, and then delete that list. It is bad for Hyperblock as well as takes up time in doing the delete and then load again. A better way of doing this is to understand the data, figure out what really makes the data unique, create a code to make it unique, and then load that. We have seen many folks loading transactional data as well as the Time period using a combination of properties which over inflates the list which also increases the model opening times. For example, I found a list of 168k members, but after analyzing the data and understanding what makes it unique and creating that code, the overall list size decreased to only 638 members. This was accomplished by: Creating a unique code for the list Creating a transactional module for the transactional data (data) which was dimensionalized by Time and the just created list Creating a Properties module of that list to store all properties/meta data. This is where you would create the link to the other list, either by loading in the code of that list and doing a finditem() to make that "link" or a better way is having the code of the flat list as part of this code. Then you can simply parse out the codes of the flat lists. For example, lets say your code is 100_200_300 where 100 is a code for Company, 200 is a code for Region, and 300 is a code for Rep. Company, Region, and Rep could all be flat lists and now you have links to all of them. So, is there any way to review the data to see what really makes it unique? Hope this helps, Rob

rob_marshall

@abhay.kanik , I believe Audit has to be enabled by Anaplan support. Simply have your tenant admin (if this isn't you) email support@anaplan.com and they can turn it on. Thanks, Rob

rob_marshall

@sandeep_bk , If I understand what you are saying that is the problem with using Combination of Properties, you really don't have a code that you can use. May I ask why you are using Combination of Properties instead of creating a true code? When using numbered lists, it is imperative to have a code so you can link other lists to it as stated by Akhil stated. Thanks, Rob

rob_marshall

@NicolasCadier , Regarding your Org not doing a straight sum, there is trick that you can utilize (using RATIO as the summary). Take a look at the below: Create a Signage module: In the P&L Module Create two additional line items Temp New Way Ratio New Way Add the following formulae Temp New Way= IF Sign Flippage.Mixed Child? THEN New Way * Sign Flippage.New Sign ELSE New Way * Sign Flippage.Sign Ratio New Way = Sign Flippage.Sign Change the summary option to MAX for the Ratio line item Amend the summary option for the New Way line item to Ratio Make sure for the Ratio piece, it is Temp New Way / Ratio New Way ***obviously, you can change the line item names, but I didn't want to confuse you or others with different names vs what are in my pictures. The Result: Hope this helps, Rob

rob_marshall

@Karolina_SKY , So obviously, managing model changes is much easier with ALM as ALM takes a "snapshot" of the model and promotes the changes to Production. If you don't have ALM, you will have to recreate all new objects (lists, modules, subsets, line items, views, actions, dashboards, etc) manually in the production model and make sure you capture all of the development. So, without ALM, it can be very tedious, especially if you miss something. Essentially, this is what we had to do prior to ALM. As for Best Practices without ALM, the administrator or model builder, will have know and understand everything that has been built and what needs to be recreated, as well as the order it needs to be created in (can't create an action from a view without the view or module being created first). As far as when to do the changes, I would recommend in off hours in case you have a rollback (bad formula) so you don't impact the users too much or you can take the system Offline which locks everyone out except for model builders (workspace admins). Hope this helps, Rob

rob_marshall

@NicolasCadier , Yes, you can absolutely do that, if I am understanding what you are wanting. The functionality is called dependent dropdowns and more information can be found here: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Dropdowns/Many-to-many_Filtered_Picklists.htm?_ga=2.112292676.1177185376.1556539957-1916962816.1554898270 With that said, I have replicated what you have with the employee by department module: So, I have two lists, Employee Flat and Department Flat which I used to create the above. Also, there are a couple of different line items: Code: IF In Department? THEN SYS Department Flat.Code to Use & SYS Employee.Code ELSE BLANK Employee Flat Code: SYS Employee.Code Now, build a composite list with Departments as L1 and Employee as L2, with L2 Employee being a numbered list. Based on the module you already have, you can create a view, filtered by Department? to only load the necessary pieces. Now that you have this, the Department dropdown will now drive the employees who actually roll up to that department using Dependent Dropdowns that is placed on the Employee line item: The result is: Hope this helps, Rob

rob_marshall

@visivasa , If I am understanding you correctly, you can use a lookup module formatted as Time (Year) with the formula PERIOD(CURRENTPERIODSTART()). Hope this helps, Rob

rob_marshall · ‎04-19-2019

@Dileepkumar , How many records would they need to load, are you talking about 5 or 100? Either way, the 2nd paragraph (the one where you dimensionalize the rows with D6) should work out for you. The process would be, the user inputs data, clicks a button, and then the D7 list is populated with the information they entered. Hope this helps, Rob

rob_marshall · ‎04-19-2019

@Dileepkumar Correct, the Create action only allows you to create one at a time. Another way, which is more manual, is to click the blue check at the top right of the module and select Edit -> Insert. If you don't want to do that (which I can understand why you wouldn't), you can create a module dimensionalized by D6 and a "Row Count" list of 1-20. In the lines of 1-20, you put the information needed to build the hierarchy, using a combination of user inputted data and formulas. Then, create a view that only has the data needed to be loaded to the hierarchy (member, code, parent), and create an action to load the data. Let me ask you this as I am unclear, when and what data should "D7" be populated with? Meaning, is it from a data load or from the User? Thanks, Rob

rob_marshall · ‎04-19-2019

@Dileepkumar , Have you considered using the Create Action? https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Actions/Other_Actions/Create.html?_ga=2.140330298.840975375.1555279209-1916962816.1554898270 Rob

rob_marshall · ‎04-19-2019

@visivasa , Correct, simply is always better than complex and by making the formulas easier to read as well as maintain, you are helping the system. So yes, break them out. Rob

rob_marshall · ‎04-18-2019

@Valeria , So, you need to create a unique ID for your data, which will form the list. You have to remember within Anaplan, the data is tied to lists or dimensions. So, you import the list with a unique code to make the record singular. But after that, you would load the transactional data into module (dimensionalized by Time as well as this list). The 2nd module needed will hold your metadata (you do not want to put this data in the previous module as it most like will not change over time). If you have created your list correctly where the code is a combination of the metadata codes (100_200_300_400), then your 2nd module (the metadata module) can be rendered by formulas (thus, you don't have to load that data). So, via Anaplan Connect, you would simply load the file to Anaplan and then call a process (say, Night Load Process) that would do the following: Load the list (Ideally, the file loaded to Anaplan would be a delta load from the source system) Load the transaction data to the transactional module. Hope this helps, Rob

rob_marshall · ‎04-18-2019

@visivasa , Actually, I would not do ALL of what I said earlier with the concatenation of the codes of I/O and D/O. Can you just have a list of Operations with the metadata about them (I/O, D/O) in a module and then in another module (dimensionalized by Time and Operation), you have the three line items I had above. thanks, Rob

rob_marshall · ‎04-18-2019

@visivasa , A couple of questions...Is Operation essentially your transaction ID where you could have 1,000's of them? Also, can Operation 1 only be Inbound and direct or can there be another Operation 1 with the values of Inbound and Inbound? If the answer is yes to the last part, create a list having a code of the code of Operation 1 and concatenate that with the I/O and D/I codes. So, the code could look like this: Codes for IO and DI: Inbound = 100 Direct = 200 Outbound= 300 Indirect = 400 ***Make sure you have a delimiter to separate the different pieces of information in your transactional list *** Transactional data would look like this: Oper1_100_200 Op2_300_400 Op3_100_400 Op4_100_400 Create a module based off the above list (without Time) with two line items (I/O and D/I). Since you already know what the values are based off the code, you can formulaically figure out the value using Finditem(). For the actual transactional amounts, create a module based on the list above that you just created with 3 line items: Volume, Headcount, Throughput which is dimensionalized by Time. Load the data in. Hope this helps, Rob

rob_marshall · ‎04-18-2019

@stephen.hoffer , How many territories do you have? How much data are you exporting? Have you looked at the Excel Add-in as an option? Thanks, Rob

rob_marshall · ‎04-17-2019

@aabalos , Sorry, I am confused. Can you please explain your issue in more detail as well as talk a little bit about the structures (lists) you have created? Also, as best practice, it is best to not have attributes in lists, but rather in modules (dimensionalized by the same list). This will help in formula writing (it is easier), the model map (list attributes are not portrayed in the model map), as well as be a central place for all model builders to get this data (create once, reference many times). Thanks, Rob

rob_marshall · ‎04-17-2019

To add on to what Jesse is saying, create a new row in the data load set to True or 1. The process to load the data would be: Run and action to set the boolean to False Load the data (thus it will switch the boolean to a true where new records are created) Load only the trues to the spoke. Hope this helps Rob

rob_marshall · ‎04-16-2019

@tbeck While you can do that, it is best practice that you don't and instead break that up into multiple line items so it is cleaner, easier to read/maintain, as well as it performs better because the formula is no longer single threaded. So, you would have four line items: one for Year, one for Month, one for Day, and the last one which puts them all together. Thanks, Rob

rob_marshall · ‎04-12-2019

sorry, the above should have been @Chamanpreet

rob_marshall · ‎04-12-2019

@Hayk , If it is a numbered list, as you stated, on the load, instead of using the "name" of the parent, use the code in the mapping area. By doing this, it will resolve to the correct parent. Hope this helps, Rob

rob_marshall · ‎04-11-2019

@JLD , David is correct, this is a bug. If you haven't yet, please enter a support ticket so it can be tracked (I know for a fact it has already been entered by other clients, but the more people noticing it will put more pressure on getting it fixed). In my testing, it seems to work when there are 3 children already defined under the parent, but when there are 0 or 1, it the grid doesn't always reshape itself. The only workaround that I know, is to add the member and have a button to refresh the dashboard. Sorry for the bad news, Rob

Platform

Academy

Master Anaplanner

Programs

About rob_marshall