About TimothyThomas

TimothyThomas

Thanks for providing that link @HollyRieke ! Great insight. What has me inspired this week is that I start a new job at a new company this next week, which I'm really excited for! It is still fully working within Anaplan of course 🙂

TimothyThomas

Hi @tspoon, You should be importing from your Data Hub DAT03 module into your DAT03 module within the Supply Chain model. I've attached what your mapping should look like for action 9.1. Make sure yours is matching up with that! Thanks, Timmy

TimothyThomas

Hi @TahaU , Ah, I see - sorry for oversimplifying it. In that case, I would echo @ankit_cheeni's suggestion of using a different function. I think LAG would do the trick here. In fact, it may even help simplify the formula. In this case, my example formula would instead read: LAG(Demand Calc,12,Demand) * Growth Rate That should return the same month previous year's demand. In the case of your first year, it will instead just take that month's demand * that month's growth rate. Let me know if that solution works! Thanks, Timmy

TimothyThomas

Hi @TahaU , There are likely quite a few ways to accomplish this. Here's how I would do it: If you don't already have a Time Settings module set up, create one (dimensionalized by time only). Create a simple formula to find your First Period which returns a boolean: CURRENTPERIODSTART() = START(). This will be set up as a Year time scale. Create a new line item in your module called something like "Demand Calc." The formula would be: IF NOT Time Settings.First Period? THEN PREVIOUS(Demand Calc) * Growth Rate ELSE Demand Hope that helps - let me know if additional help is needed! Thanks, Timmy

TimothyThomas

Hi @tspoon , Sorry, I meant the error you get if you just run the individual 9.1 action from your "Actions" section, rather than running the full 9. Import Data from Hub Process. That should allow better visibility into why the individual action isn't working! Thanks, Timmy

TimothyThomas

I will be there! I'm most excited to simply meet others in the Anaplan ecosystem. Starting off with Anaplan at the beginning of COVID means I've yet to meet others (outside of my company) that work with the platform. I can't wait to change that!

TimothyThomas

Hi @tspoon , Could you possibly pull up your 9.1 Action import dialog box and attach a screenshot? We can then hopefully diagnose what the issue might be! Thanks, Timmy

TimothyThomas

Hi @SPelot, You're really close! The section of your formula containing the POST function looks great. I think the only thing left is to get rid of the conditional statement. Logically, since you are "posting" a number into the future, it shouldn't matter if the PO Submitted line is 0 for the period you are looking at. From your example of looking at Week 3, the PO Submitted for Week 3 is 0, but we still want the 1 to come forward from Week 1. Since you have the conditional set up, it's not allowing the 1 to come forward from a previous period. If you keep just the POST part of your formula, I think you will have it working correctly. Hope that makes sense, let me know if that works! Thanks, Timmy

TimothyThomas

Hi @SPelot , You are definitely on the right track! I would recommend you check out this similar question posed in this Community post: Link @smithevan18 has an excellent explanation in the linked post. I'd suggest taking a look and perhaps trying out the POST function instead of OFFSET, and seeing if that helps get you the right result. Let me know if you have further questions! Thanks, Timmy

TimothyThomas

Hi @taehkang30 , Apologies for the late response! Hopefully you've figured this out by now, but just in case, I think all you need to do is add another line item specifically for the conditional formatting piece. When setting up your conditional formatting, you will select this line item in the "Based on the values from" dropdown selection. The new line item should essentially check if the initial demand forecast is equal to the final forecast. Hopefully that's enough info to point you in the right direction, but let me know if more help is needed! Thanks, Timmy

TimothyThomas

Hi @zacv20 , I agree completely! It is definitely a bit of a nuisance updating each quarter...

TimothyThomas

Hi @zacv20 , Great question! We ran into this issue in the early stages of our first New UX builds. I would recommend looking at each card and its underlying view (whether it be a saved view within the model or a custom view created within the New UX) and checking what the default time setting is on the card. Make sure each card has the same time period selected. Once you've done that, the page should automatically open up to the selected month. One note, of course, is if users are arriving at the page from somewhere else where they have made a time selection, the page will keep their selection synced on the page. Hope that helps! Timmy

TimothyThomas

In general, the New UX provides a ton of the functionality that was a pain point with classic UX dashboards, but there are still a few minor display-related issues that come up with our end users from time to time. A couple are: Selective data labels: When working with complex charts, oftentimes there are requests to have data labels for certain parts of the chart and not others, because if all labels are turned on then it creates quite a mess. With these complex charts, we usually default to turning labels off so that the chart is readable. But it would be nice to be able to apply labels to individual dimensions of the chart! Spacing: The "snapping" features of the layout in the New UX are overall a net positive compared to the greater flexibility (but also sometimes annoying to line up) features of classic. But sometimes, it does limit the ability to make things the exact size that end users want. We end up using lots of blank text cards to circumvent this, but certain sizing is just not quite possible. I'm sure there are others, but those are just what popped in my head at first.

TimothyThomas

Hi @taehkang30 , I imagine you can complete the training in either NMX or the classic view, but would think that it would be best to use NMX. My guess is that the training materials may not be updated to match the NMX, but that shouldn't discourage you from using it as it is becoming the preferred view to use! Others, please let me know if I am incorrect in this assumption. Thanks, Timmy

TimothyThomas

Hi @AdinahJ , It looks like you need to add the "s G3 Location: Distribution Center?" subset to your G3 Location list so that the import can fill in the missing check boxes. Here is a link explaining exactly how to create a list subset: Create a List Subset Hope that helps! Thanks, Timmy

TimothyThomas

Hi @veeraravala , I agree with @ChrisStauffer in his point that the main competitor for Anaplan is corporate mindset! In terms of other tools that aim to accomplish the same thing, here is a decent list from Gartner: Link The main ones I tend to hear about are Workday, Planful, and OneStream - from a brief look into them, none of them seem to quite match the power of Anaplan for my 2 cents.

TimothyThomas

Thanks @JoannaM ! Great question - once again, here's why it likely would make sense to have these roles split out from each other! We do not do journey flows or sketches. We generally meet with a SME/end user initially to gather the initial concept of the page. From there, we individually think through the best way to present the data (grid vs. chart, type of chart, layout, etc.) We do have a general guideline of how we build our pages in terms of layout and color, but it's not super strict. After we have built out and reviewed, we will present it to the end user and get their feedback, and make changes based on their thoughts.

TimothyThomas · ‎04-15-2022

Hi @rfilip , Do not be afraid to ask here, no matter how basic! From your screenshots, your line items seem to make logical sense, and I would expect the default summary method to work for what you are describing. Could you possibly attach a screenshot of the line item in default view so we can see the problem occurring? Thanks, Timmy

TimothyThomas · ‎04-14-2022

My company only has three total model builders (myself included), and we are tasked with virtually everything Anaplan - so my main role is to build and contribute to models, but I also end up building and designing the end-result pages as there isn't really anyone else with the knowledge of the platform that could do it instead. I'd be curious to hear if others have these roles split from each other - oftentimes I am building within the model with a thought of how it will look in the UX, which may guide how I set up my modules and filters. At the same time, as someone with a FP&A background, I'm sure having someone dedicated to the design/visual piece would improve the look/feel of our pages, as well as providing synchronicity between pages/apps!

TimothyThomas · ‎04-14-2022

Hi @margie.llana , I would refer you to this article , and more specifically the section discussing Personal Dashboards and ALM. I think this is the key portion that answers your question: "Personal dashboards do not synchronize as part of model synchronization in Application Lifecycle Management (ALM). However, when an ALM synchronization process is initiated, any dashboards that have been modified will be reset to the master dashboard. Personal dashboards that have not been amended will be unaffected." So, yes, this is a feature which is working as intended in your situation. I'm unaware of any workarounds, but if anyone else knows of any then feel free to correct me. Thanks! Timmy

TimothyThomas · ‎04-12-2022

Great! More than happy to help. This same thing stumped me a while back so glad the explanation made sense 😊 Best of luck with the rest of L1! Timmy

TimothyThomas · ‎04-12-2022

Hi @MindyU , Could you possibly share a screenshot of the Format box of your Revenue line item? My assumption is that you have the format selected on "Minimum Significant Digits" rather than "Decimal Places." This is the default setting for Number-formatted line items. It is tricky because, despite it being greyed out, the Decimal Places will display as 0 even though it's really just dependent on the total digits of the number you're looking at. So, since Revenue for Jan 19 in this case is $218.40, it will display as $218.4. If the revenue were $2,184 instead, then it wouldn't display a decimal point. I'll attach a screenshot of the default setup in comparison to what you would want to change it to, which would be selecting the Decimal Places format with a 0 selected. Hope that helps! Thanks, Timmy

TimothyThomas · ‎04-08-2022

Hi @shoaib986 , The way the display of the numbered lists work is it will show the Anaplan-assigned # in parentheses if the list item is a duplicate. So from your example, the list member "Clear" shows up twice (from what we can see in your screenshot) under parents Wash & Care and Hand & Body Care, which is why it shows the #. Contrarily, the list item Cream Silk must be unique to Wash & Care, which is why it doesn't have the # displaying. If you were to add another list item named Cream Silk somewhere else on the list, it would start showing the #. Hopefully that makes sense - please let me know if it doesn't! Thanks, Timmy

TimothyThomas · ‎04-08-2022

Hi @shoaib986 , As far as I'm aware, the native Display Name property setting is only for numbered lists. You can add a text-formatted list property to a non-numbered list which you can reference throughout the model, but it won't change the actual display name of the list itself. Someone else can correct me if I'm wrong! Thanks, Timmy

TimothyThomas · ‎04-08-2022

Hi @mramkissoon , There are probably quite a few methods here, but here is one possible solution: Create an intermediate summary module dimensionalized by the LISS and Category list. Just needs one line item with the COLLECT() formula. In the initial INP03 module, add a line item "Final Value" with the formula *LISS Module*.Line Item[LOOKUP: Select Option] In your result module, the formula to properly pull in would be 'INP03 Category Planning'.Final Value[LOOKUP: Category] There are likely many other methods you could go about, some of which may be more efficient/simple, but this should at least get you there for now. Let me know if that works for you! Thanks, Timmy

TimothyThomas · ‎04-08-2022

Hi @rob.arce , It looks like your Medical Expenses line item is set up with a subsidiary view. From your screenshot, the dimensionality looks fine. I wonder if you accidentally got rid of its Time Scale? I would check that out and see if changing the Time Scale to match the other line items fixes your problem. Thanks, Timmy

TimothyThomas · ‎04-08-2022

Hi @RaghuMulki , I don't see a problem with jumping into L3 after becoming a Certified Model Builder. Practically, it probably would make sense to get some hands-on experience with the tool first, and L3 is significantly more difficult than L2, but I don't think the year of experience is necessarily a strict prerequisite. With that said, to my knowledge 1 year of experience is required for you to receive your Certified Solution Architect certificate. So if you complete L3 but still don't have that year of experience then you would have to wait to receive the certificate. Hope that helps! Timmy

TimothyThomas · ‎04-08-2022

Hi @rob.arce, As for the items that are greyed out, that just means that those line items are populated with a formula already so they can't have anything imported to them - so don't worry about those. For the role line, I'm unfortunately unsure - looking back at my Level 1 model I don't have that line item in my SYS08 module either, but it has been a while since I completed it... if anyone else has done it recently perhaps they know what it's for? Thanks, Timmy

TimothyThomas · ‎04-07-2022

The classic IT fix!

TimothyThomas · ‎04-07-2022

Great to hear!!