About rob_marshall

rob_marshall

@johan.marketoft Check out this training that covers exactly that. https://learning.anaplan.com/totara/catalog/index.php?catalog_fts=effective%20dating&orderbykey=score&itemstyle=narrow

rob_marshall

@nishantgarg Is this for a reporting requirement like for a dashboard or page? Something like this where you can choose what you want to sum on and then it displays the results? Or am I overcomplicating it? If so, you can create a list, as you have it, but then create a SYS module with line items detailing the parents.

rob_marshall

@nishantgarg We might need a little more information in order to help. A couple of questions: does everything have to be in a hierarchy or list? How are those attributes related to the clients? can the clients span multiple categories, models, statuses, geographies? Based off the information, I would create a composite list of what you know to be the standard with the attributes in line items in a SYS module, formatted as lists. Then, you can can do different types of Sums off those attributes to get the aggregations needed. Rob

rob_marshall

@riyazpasha Would YearValue() not work for you? IF PREVIOUS(YEARVALUE(C)) + A + B < 0 THEN -(PREVIOUS(YEARVALUE(C)) + A + B) * 0.0386 ELSE (PREVIOUS(YEARVALUE(C)) + A + B) * 0.0386 Rob

rob_marshall

@JosephA @arindam82 Check the format of the date. So in the mapping within the Action, on the line item tab, to the right of the date line items, click the Edit and you will be able to customize the format of the dates.

rob_marshall

@tbeck That would make sense because that user was no longer in the system and therefor the system considered them deleted, like a deleted list member. Essentially, if that user is not part of the system, they couldn't approve/deny the workflow so everything was lost.

rob_marshall

@tbeck So, to answer your question, no, there is not a way to save that data. When you dimensionalize data by Users, it it is exactly the same as dimenionalizing the data by another list so it will have the same consequences as deleting that list member - the data gets deleted as well. Out of curiosity, if a user is no longer defined in the model, why would you need what they entered? "Usually" when you dimensionalize a module by Users, it is for filters of some kind for reporting, not necessarily for entering data. Rob

rob_marshall

@tbeck I don't believe changing the timeout to greater than 30 minutes is in the future. As for the issue you stated below, I can simply say to save early and often. Rob

rob_marshall

@CommunityMember124946 At this time, the answer is no, there is not a way to change the timeout of 30 minutes. Rob

rob_marshall

@kauldheeraj Out of curiosity, why is this information needed and what are you hoping to accomplish with it? Rob

rob_marshall

@RajeshPrabhu Take a look at this course which speaks to Delta Load processing. https://learning.anaplan.com/enrol/index.php?id=1265 Rob

rob_marshall

@jagalindo Please don't use combination of properties as it adds unnecessary overhead to the process. The list can be numbered or not, that doesn't matter because you shouldn't be using properties on that list and using combination of properties requires you do use properties. Please read this article which explains exactly why and how you should load your data. Data Hubs: Purpose and Peak Performance The concatenation of ten properties is fine, in fact that is what you are supposed to do. Just be careful to use the codes of those attributes/properties because you have limited space available (60 characters). This will be your transactional list. Now, create two modules: Transactional data which will be dimensionalized by the transactional list and Time. This is where your transactional data (Net Sales) gets loaded to. The second module will be your Attribute or Properties module where you will, by using formulas, decipher the attributes from the code. That will get your data loaded to the hub correctly. Now, since your are doing an incremental load from the source, which is PERFECT, now you need to figure out which records/data have been loaded so you only load that data (the data that has changed) to your spoke model. Please watch this video. Delta Loading Rob

rob_marshall

@dameyer01 Well, isn't that interesting...I will let Community know. Send me an email at rob.marshall@anaplan.com

rob_marshall

@neg177 Have you played with the column settings?

rob_marshall

@Sravan_Kumar Reserved for future use. https://help.anaplan.com/c76502e3-175c-46f2-8696-71d0080bc178-Lists

rob_marshall

@CommunityMember111481 You could use the Substitute function (link), but it would be better to just load the data in as numbers and not make HyperBlock do extra work.

rob_marshall

@CommunityMember111481 You should load the number data as number, not text. Try to stay away from text as much as possible. Rob

rob_marshall

@Quentin Not sure if this will help, but what if you don't use E3 (the Employees) and just use an Employee Flat list, so the module would be M2 by Employees Flat and another module E2 by Employee Flat. That way, you will get a true count of employees. Does that help? Rob

rob_marshall

@dameyer01 Maybe we can get on a phone just to make sure I am understanding you correctly. But you should be able to do a sum off the SYS module where you have Position Type as a line item. Feel free to DM and you can explain the missing pieces. Rob

rob_marshall

@dameyer01 Create a module that is dimensionalized by Position Type. The formula will be Account Assignments'.'3yr Avg OIT'[SUM: 'Account Assignments'.Position Type] as long as Position Type is list formatted. Rob

rob_marshall

@TGagnon Try this link: https://help.anaplan.com/7a09027d-894e-4817-9f92-1fd11d018e2a-Order-List

rob_marshall

@varun.joshi07 Let me ask you a question, why are you wanting to use an action instead of using a formula to pull the data in? Are you wanting to snapshot the data or are you just trying to get the data into another module?

rob_marshall

@MarkTurkenburg Sure thing

rob_marshall

@MarkTurkenburg Because it defaults to the first period...If you had quarters, it would do the same because they are formatted to Month.

rob_marshall

@MarkTurkenburg If you need it to show up, change the format to Text and use your Formula summary.

rob_marshall

@MarkTurkenburg I believe it is because you have the format set as Time Period Month?

rob_marshall

@swapnil_J Are you using Native Versions? If so, there are two options: in blueprint, change formula scope to Actual Version. the other option is to use Version Formula which would be good if your formulas change for different Versions (Actual data comes from source model A, Budget data comes from source model B, and Forecast data is entered by the user. For more information about Version formula, check out this link: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Add_Version_Formula.htm Let me know if this helps Rob

rob_marshall

@neg177 First, please remove the properties from the list and instead create a module dimensionalized by this list and Time at the Year, it will be much better and easier to use. Then, in your SYS Time - Day module, you will now be able to look up these values. Create the following line items: Year: item(time) with a time period of Year Bank Holiday?: start() = module you just create.line item (I would assume Holiday)[lookup:year]. Bank Holiday should be a boolean Rob

rob_marshall

@varun.joshi07 Are you using Native Anaplan Versions? If so, please make sure the SwitchOver toggle in Blueprint is turned on.

rob_marshall

@neg177 First, I would create a new line item that is summing those line items up so it is not doing the sum in the IF statement. Then, I would use the function MonthValue (link)

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