About nathan_rudman

nathan_rudman

Using properties for managers is usually enough. But if you really need it as a hierarchy, you can do it several way (one element cannot have two parents): - the manager is the parent: you'll create an element for employee A as a child of each manager. These elements will have a property that link them to the "real" employee list - the manager can be the child: create as many managers as you need as children of the employee

nathan_rudman · ‎02-20-2018

Hi, Two notes on your question: - modules are just a display thing. The property you look up on can be in the same module than your target or in another one, it doesn't matter in terms of performance - it's better to do SUM over line items rather than list properties (as Paul Said) - don't do SUM and LOOKUP within the same operation ( tosum[SUM:line item1, LOOKUP:condition]). This results in bad performance. You better do it in two line items even if it takes more space.

nathan_rudman · ‎12-19-2017

Hi samarapalli, the format doesn't really matter: whatever it is, you need to check the "summary" setting of the line item you are filtering on. For a list formatted one , if you filter is "is not blank" then you just have to select the summary type "last non blank"

nathan_rudman · ‎12-19-2017

Hello, Have you checked the user's right tomodify the list itself ? The list you are updating must be clicked In Users -> Roles -> Lists

nathan_rudman · ‎12-19-2017

Hello, This is the sum of the gross sales amount by customer and contract name, only for the selected "Reporting Contract Stage One.Contract Map". It's comparable to a sumifs in excel

nathan_rudman · ‎12-18-2017

Hello, you need to use the previous() formula to reference the line item where your calculation is: previous(my regression). Don't hesitate to do it in several line items for clarity.

nathan_rudman · ‎12-08-2017

Hi Amyx, You should check out the Time Filters app on the app hub, it might show you a trick or two you can do on time filtering (additionally to your immediate need helped by alec)

nathan_rudman · ‎11-13-2017

Hi, I don't know if you're looking for it, but there's a way to do it currently, which works, albeit a bit complicated: You can rank your list elements from 1 to x. then you create a module / line item over time, with a daily calendar. With your calculated rank, you can assign every element to a specific day. Then you are able to do all the time functions (previous included) on those line items.

nathan_rudman · ‎10-17-2017

Hi, as far as I know, you cannot execute the import/export of the user list if you aren't a workspace admin (don't think anaplan connect can). However, what we do a lot is that a model has its own list of user (as a regular list). That list is used to set the roles & selective access and then exported to the user list of the model (that has to be done by a workspace admin). The non-workspace admin can then see the users, set the rights etc. They just need a workspace admin to effectively apply them. Not perfect, but it's a start...

nathan_rudman · ‎09-19-2017

Hello, If you are using the variance version, adding an additional line item as you did might be the only way. Link your second line item to the first one, you should get the same values on the three versions. Then you can apply the conditional formating on the second line item only and hide the columns you don't want showing.

nathan_rudman · ‎09-18-2017

Hello, you should build yourself a previous element in the FY list, with the format of the list itself. Then you can either set manually the previous element or with logic (roughly: with finditem(name()-1). This way you can lookup on the previous element this way: module.line item[LOOKUP:FY.previous]. Please note that this manual previous does not avoid circular references and you won't be able to look up on the same line item

nathan_rudman · ‎09-15-2017

Hello, If your target module doesn't have the same dimension as the source model, then you often need to specify that dimension with either a SELECT or a LOOKUP:if you need to select a specific version then it is: line item[SELELECT:Versions.'version name']. However, it is unlikely that the version is causing the issue because the data automatically resolve to the default version of the model anyway. It would be easier for us to help you if you were to show us the dimensionality of your source & target module.

nathan_rudman · ‎06-20-2017

"Then pivot the module to get the two page selectors and pubish them to the dashboard." If that means what I think, you should have a look at something: when you are in your module (with the selectors you want) go to View -> Publish Page Selectors to dashboard -> choose your dash

nathan_rudman · ‎06-19-2017

Hello, go to the dashboard designer, select the module you want and for each dimension that you want filtered, click the boolean "Synchronize Selection"

nathan_rudman · ‎06-16-2017

Your question is very large, but here's one thing: I'd say the "trick" is to have an additional time list (that you create) that you can cross with the anaplan time dimension in a module. This way you can load the commission amount (past and future to plan), spread it over the amortization period and see the deferred waterfall overtime.

nathan_rudman · ‎06-15-2017

Hi, Adding a list as a dimension only to be able to "filter" is often used. However it's good to know that this additional dimension is only necessary as the module dimension and on the filter line item, not all of the line items in the module. For example if you are talking of an employee list in the cost center, not all the employee's data need to have that dimension: name, function, start date, annual salary need not to be applied the additionnal cost center dimension. ps: "with a line item (Cost Center) set as a list(also cost center)" -> what do you mean by that ? It's unclear to me

nathan_rudman · ‎06-07-2017

Hello, List elements and line items are very different we would need clarification on that. In case you are speaking of the former, then the ability the edit a list element is not linked to the module but the access rights of the list itself, which can be set in a tab along the modules access (in the "Users": "Roles -> Lists"). Uncheck it and they won't be able to add/delete/modify the list.

nathan_rudman · ‎05-25-2015

Often, it is useful to split your formula. Try & create a new line item "Schools" formatted with the formula 'Programs P2'.School Then do a lookup on this one.

nathan_rudman · ‎05-25-2015

unless you are willing to enter some parameters yourself (such as for every year, which day is the 1 of january), I don't think it's currently possible. In the next version a function weekday() will be released: allowing you to know which # of the week is a specfiic date. With some calculations, that should do what you need.

nathan_rudman · ‎05-18-2015

Hello, The calendar type set up in your application is very important to define what can be done with week/day and time functions. Do you have one already fixed ? if yes what is it ?

nathan_rudman · ‎04-23-2015

Oleg, if you have an "easy" solution I'm curious because to my knowledge there is no "count" function. Victoria, if you want only unique associations to be created, use numbered lists. To count, you have to use some tricks, unless Oleg can light our way.

nathan_rudman · ‎04-13-2015

ok let's ask precisely then: - what do you call summary ? - what are fruits ? hierarchy, line items ? - what are the reps ? hierarchy, line items ? - what's the relationship between those two ?(technically) ?

nathan_rudman · ‎04-12-2015

Hello, If I may say, your question is unclear, very much so.

nathan_rudman · ‎03-30-2015

Hello, it seems,given your description, that your issue is in the way you acquire you rank values but you do not show how you do that. Can you elaborate ?

nathan_rudman · ‎03-30-2015

what do you mean by published web service ? what kind of access is allowed by this service ?

nathan_rudman · ‎03-30-2015

Hi, No there is no "today" to my knowledge but you can use the functions currentperiodend() or currentperiodstart() which will give you the first or last day of the "current period" that you set in the time settings. I agree this is not optimal... ps: a trick,you can use is enter a "today date" in a line item of a specific module and use it, but then you have to update it yourself...

nathan_rudman · ‎03-24-2015

and by the way, the switch over option might help you doing what you need: it automatically clone a version to another up until a date

nathan_rudman · ‎03-23-2015

1. formulas are applied on the whole line item, no matter what, even if you have historical data on it in the past. 2. note: there is the bulk copy function in the version's settings screen. what's to retain ? "edit from" and "edit to" only block the edit of the value in the cell for a user, not for the model builder in import, bulk copy or even and you noticed when changing the formula. I believe that the bulk copy should be added some date options, probably allowing you to do what you siwh, while the rest should stay as it is.

About nathan_rudman

Re: How to create "One employee reporting into two...

Re: Referencing Line Items from Other Modules/List...

Re: Show Total in Module even after applying filte...

Re: Getting an error for a user who is not a works...

Re: Formula clarification required

Re: Circular Refference - using prior month valu...

Re: Only show year total with time filter module

Re: PREVIOUSITEM() - PREVIOUS() on a list

Re: Export user list without Workspace Admin tick

Re: Conditional formatting on variance versions

Re: To Get value of previous fiscal year where fis...

Re: Seeding Line items

Re: Filter by list hierarchy in the dashboard

Re: Filter by list hierarchy in the dashboard

Re: Amortization of Deferred Commissions

Re: Filter using Selective Access on Line Item Spe...

Re: End User Changing Line Items

RE: Calculating a % of a subset

RE: Formula to convert a Date to the Week number o...

RE: Formula to convert a Date to the Week number o...

RE: Unique Count in Summary

RE: Unique Count in Summary

RE: Unique Count in Summary

RE: Calculate median value

RE: Calling a pubilshed webservice for Importing d...

RE: Date Functions

RE: Versions - Edit

RE: Versions - Edit