About rob_marshall

@hema.murali ,   Sadly, conditional formatting can only be done on line items, so hoping you don't have a lot of line items.  So, I used my SYS Time Filter module to determine if the period is a quarter:     In my module, I have a conditional formatting line item with the following formula: IF SYS Time Filter.Quarters Only THEN 1 ELSE 0 with the summary with Formula     Created 3 different conditional formatting rules, all based on my line item Cond Format   For a final look of:   Hope this helps,   Rob ... View more

@CommunityMember120559 ,   You will have to make a line item in the transactional module a list formatted line item, whether that is what you currently have as City or a new one (preferably, your current line item of City should be formatted as a list).  In the 2nd module, you will need to have it dimensionalized by the City list so the sum will work.   You stated this will blow up your model because you have more attributes.  What are all of the attributes?  Do some of them relate to each other like a hierarchy?  For example, if you have city, state, and country, you could create a hierarchy for of just that (city rolling up to state rolling up to country), but the module to pull the Sales data in would just come from city so state and country would automatically aggregate.   Hope this helps, Rob ... View more

@DeveloperCYT ,   The only way I know of is to do something very similar to what you stated, but to use an AND instead of an OR as well as remove the IF.  Have the result render as a Boolean.  Also, since it is master data, please make sure Time is not part of the validation.     Hope this helps,   Rob ... View more

@Misbah ,   I totally agree, it is not a good workaround but it is a workaround.  I would enter a support case showing not only your example of it i not working correctly, but also it working correctly in NUX which demonstrates it is not a modeling issue but really a graphing issue.   Thanks,   Rob ... View more

@Misbah ,   So good news and bad news.  Bad news, I was able to replicate exactly what you did and I am honestly not sure why it is behaving that way.  Because, and the good news, is it doesn't behave that way in NUX.  Take a look:   Default view:   Old UX:   NUX:       Now the one workaround I did do and got to work, is create a new line item for Line B stating, if Not DCA Read then 0 else Line B.  Total workaround though.   Hope this helps,   Rob ... View more

@Anilkumarch ,   To answer your question, end users who don't have full access will not be able to delete those orphaned members due to selective access.  The only way to delete the members is via the "Delete from list using Selection"  action run by the workspace admin (create a module dimensionalized by the list, create a boolean line item with the formula:  isblank(parent(item(list))).  Second, I would suggest the action that populates this data be given a second look as this should not happen.  All actions should be coming from a view (not a List), where the view uses a filter making sure only the members   Hope this helps,   Rob ... View more

@prateek.sharma ,   To answer your question, I am not exactly sure why it is hardcoded to those months, but that is definitely not following best practices.  Since that app was last updated in 2017, I would use it for ideas for art of the possible for a brand new model. ... View more

@tobrien .   Let me ask you something, what are you trying to accomplish (what is the requirement) as doing what you are doing is not good.  First, please try to not use TextList() as it is a serious performance impact and there are likely other ways of accomplishing what you needing to do without TextList().  Secondly, can you please explain this part of the formula:   IF NAME(ITEM('sOSA - Actual/Budget')) & NAME(ITEM('sBU - Actual/Budget')) = NAME(ITEM('sOSA - Actual/Budget')) & NAME(ITEM('sBU - Actual/Budget')) THEN 'P&L: Master Details'.Variance Explanation & " | " ELSE "" "   When would the first part not equal the second part?  Shouldn't the formula actual be:   IF 'P&L: Master Details'.Variance Explanation = "" THEN "" ELSE 'P&L: Master Details'.Variance Explanation & " | "   Again, if you can describe what the actual requirement is, it is very possible we can give you a better way as doing string concatenations this way is not optimal.   Thanks   Rob ... View more

ethancomstock@gmail.com ,   Another good article to read is this: https://community.anaplan.com/t5/Best-Practices/Production-lists-and-ragged-hierarchies-logic/ta-p/33591   Thanks,   Rob ... View more

@a.dilieto ,   I think I understand why you are setting all lists for Production Data at creation (so no hardcoding or select statements can be used), but this can be very dangerous especially in a Deployed model.  If you remove the the production data boolean (making it a regular list) and then sync to production, then all data in the production environment tied to that list will be deleted.  The reason for this is during the sync, the list in Production will be wiped cleaned (deleted) and the members in Dev will be inserted.  Even if the the members with the exact same codes are used in Dev as well as in Production, the system doesn't understand that and simply wipes the list out.   So, instead of making every list a Production Data list, it is best to understand what the list will be used for (does it need to be updated in a Production environment) or is a static list (Active vs. InActive)?.  If the list will be updated via actions or user involvement, then it will need to be a Production Data list.  If it is static, it should be a regular list.   Hope this helps, Rob ... View more

@nabdul , Take a look at this post where I describe how to set it up.   https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Selective-access-for-lists-from-dashboards/m-p/45763#M5583   Thanks, Rob ... View more

@ssmakris ,   Try using the point and click method instead of typing it out as you might have extra spaces in the source line items or module name.   Rob ... View more

@AlejandroGomez ,   Alex,   Just replying at the bottom so the conversation goes in order, but I believe in your TextList() example, it can be modeled using ANY.  Take a look at the below and let me know if this satisfies your requirement.  Is it a different way of thinking, yes, but I think works for you.   I have a mapping module as you did:   I then have a module that is dimensionalized by both Product and Regions with the following formula: 'Employee Mapping To Regions and Products'.Boolean[ANY: 'Employee Mapping To Regions and Products'.Regions, ANY: 'Employee Mapping To Regions and Products'.Products]   Additionally, now you can use this module for different calculations (to see if Laptops were sold in a particular region) where as you can't using TextList().   You could take it a step further and use the hardcoded 1 or Count line item and do a sum so you know exactly how many products were sold in a particular region with the following formula: 'Employee Mapping To Regions and Products'.Count[SUM: 'Employee Mapping To Regions and Products'.Products, SUM: 'Employee Mapping To Regions and Products'.Regions]      Is it more space the using your TextList()?  Yes, but it is more performant this way due to all of the text joins textlist() is doing.   Please let me know if I am missing something,   Rob ... View more

@AlejandroGomez ,   You can use the ANY in the same way was SUM or Lookup, as well as FirstNonBlank and LastNonBlank.  Honestly, I didn't know we could do this until David showed me: ANY:    https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/xANY_y.html?_ga=2.219147226.250652306.1571056523-949914996.1566509754   FirstNonBlank:  https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/FIRSTNONBLANK.html   LastNonBlank: https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/LASTNONBLANK.html   In each of those, the line item can be Text formatted and are way better than using TextList.   ... View more

@AlejandroGomez ,   Great explanation, but please do no use TEXTLIST() as this is a huge performance impact and goes directly against Planual Rule  2.02-11:  TEXTLIST requires a lot of memory for calculations and should be avoided if possible, using two dimensional modules and Boolean flags with ANY is a good alternative.   Thanks,   Rob ... View more

@ericwu011 ,   Can you give us more specifics about the actual lookup formula, ie the format of the data you are using to do the lookup, how the source data is stored (lists of the module), etc.   Thanks,   Rob ... View more

@ericwu011 ,   Can you please provide more information?  Also, ensure the format of what you are looking up on is a list formatted line item.   Thanks,   Rob ... View more

@RobinSilk ,   No, the actual mapping within the action. ... View more

@RobinSilk ,   And the Action?   Rob ... View more

@RobinSilk ,   What does the action look like where you are pulling the data from?  What does the view look like from the data hub?   Thanks,   Rob  ... View more

@Stig ,   Probably the best way to do this is use a combination of both "Real Time" and "Fake Time".  Have all of your calculations be in real time, but use the Fake Time list for all dashboarding/UI presentations.  In order to do this, create your fake time list which mirrors your real time (all the months with the same name), but instead of 4 quarters, you have 3.  Then have a mapping module mapping real time (months) to the fake time months.  Then, with fake time, it is just an aggregation of the fake months to the 3 parents.   Hope this helps,   Rob ... View more