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nathan_rudman

I was there already when I joined, much more than 2 years ago 🙂

nathan_rudman

something to know as well, it is possible to detect the level of a composite hierarchy and thus you could set a specific level to 0. not that I recommend it here, just giving the art of possibles

nathan_rudman

Hi, Round is known to have an issue as found in this topic. Your is different but might be related to the underlying engine as well. I tried to reproduce it as well but I couldn't. My module rightly display 32.49000 Have you raised this case to support ? It would be interesting for us to be able copy copy this model to be analyzed. https://community.anaplan.com/t5/Anaplan-Platform-Discussions/ROUND-Function-Not-Always-Rounding/m-p/7290#M333

nathan_rudman

Hi, The way to avoid this long formula here is, in my opnion, to make the conversion first of every element. This way every currency can pull its own FX rate and you don't even need a LOOKUP. Then you can add the converted amount into your final line item. You can do that in the final module you have with line item subsidiary view with Currency as additional dimension. You'll need a top level for that.

nathan_rudman

to be clear, the time mapping is also an issue here but I didn't address it as the main error was the file mapping itself, the red error. Time mapping itself only returns a warning, not an error.

nathan_rudman

Hi, I think what you are asking here is simply how to access the new UX. when you are connected to anaplan, you can see on the top left corner a Hamburger menu. Click on it an select Apps. This will take you to the NUX and show you the apps and pages you have access to If you are asking how to be able to create content in the NUX, then your user needs to be a "Page Builder". Your tenant admin can assign that role in the admin console, which you can find in the same menu as mentioned above in the "Administration" section (if your org has no tenant admin please contact support)

nathan_rudman

Hi, The issue here is probably that the import definition made when you created the action is different from how the file is now: do you have an additional header line ? is the columns header still on the same row as when you created the action? You can locate the data source in the "Import Data Source" tab of the Action menu and edit it there, or "simply" recreate the action from the current file.

nathan_rudman

I'm curious about this one: "https://api.anaplan.com/2/0/workspaces" I tried it recently and confirm it with R&D: this endpoint doesn't exist in 2.0 Did you manage to make it work or is it a mistake ?

nathan_rudman

Hi, I'm doing a similar project currently. We chose to go down the road of two timelines: the real time being the "performance period" and the re-created time being the data load/payment period. In the data module we have these two dimensions, the calculation modules automatically selecting the "last" payment period for the relevant employees/group. You can also have them in the calculation/export module so that you are constantly calculating for all combination if necessary. It takes more space but typically ICM models are very small.

nathan_rudman

no. Where are the SKU located ? that will be the parent

nathan_rudman

not this action. The import is two action: 1 create the list, 2 import the data. You need to open the action 1.5 and change the parent mapping in there, rerun it

nathan_rudman

MONTH() returns the month you should take a look at my time filters app you might find some inspirations 🙂

nathan_rudman

Arun's right. Time setting module is a must have in every model (almost). You can download the time filters app from the app hub to have an example: https://community.anaplan.com/t5/Learning/Time-Filters/ba-p/28086

nathan_rudman

Hi, You could do a new list for forecast but that would mean rebuilding the modules calculating as well, so it is not the solution we go for. Here's what you can do: - multiple instance: you will create a new John B into another cost center, but mark that John B to be valid only for forecast (you'll need to change your formula calculation your plan). You can do that with a boolean, a list formatted version line item, a date of validity etc - make a copy of your plan numbers and your employee list as of now into another list to save them for comparison and simply use the current list for forecast - make an archive/copy of the entire model to save the plan and simply use the current model for forecast - have a system that does not work with a hierarchy of Cost Center > Employee but a flat employee list with a cost center property over version and time. This is probably to big of a transformation but some model are implemented this way depending on who is using them That kind of decision on how to handle this is made during the implementation of the model. Having to change it know it still possible but you will have to be careful not to disturb your plan: make an archive, be ready to roll back, have a snapshot module where you copy the values and compare against the live calculation so you can know when you did a mistake that changes the plan.

nathan_rudman

Hi, I'll start with one thing: on the Anaplan side, every connector will allow you to do the same thing, no more, no less, limited by what the capacity of the API (doc here) Hyper connect specifically will provide you connectors to many other software and a web interface to set them up, schedule the loads, even between models. So I would say yes, it could reduce your dependency on IT, if you can access HyperConnect and master it (trainings are available, Anaplan can help you schedule your first actions and then you can reproduce). With AC, the scripting is usually easy enough but accessing the server and scheduler itself might not be authorized or simple.

nathan_rudman

no that's the right code. But you can see in the data you have, the code is not 001 but 1, so Anaplan cannot match it. That usually happens when you open the CSV file with excel and save it, then import the saved CSV. Re-download the CSV from the training and reload that file, without opening/saving in Excel

nathan_rudman

truncate isn't the right word, you want to round down to a specific decimals. In which case Jared anser's is correct, round allows you to do that https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/ROUND.html

nathan_rudman

your mapping is correct here. The reason why it is not working is probably because your employee list doesn't have the code set up (you might have missed it when creating it). Re import the employee list with the code and it will work

nathan_rudman

If you do not want to round then your only other option is text cutting. You can do LEFT(TEXT(number line item),5) You can have an IF statement to not always take the 5 first (2.229) but the first three (2.5), depending on a numeric condition.

nathan_rudman

Hi, in the first tab, Mapping, which field are you using to map the Employee ? You should be using the code, not the name.

nathan_rudman

Hi, Usually, to map to a P&L, you are going to need two dimensions: - the nature of the expense - the cost center The salary of sales is going to COS, the salary of Finance is going to G&A. So to do this, we usually do the mapping module over this two dimensions, and then in your GL module you can double LOOKUP to bring the correct mapping. If your ledger data is already structured in a pre-arranged P&L way, which seems to be your case, you can work exception wise: IF NOT Exception Station THEN Account mapping.'map to 1' ELSE Account mapping.'map to 2'. (That formula in your GL module).

nathan_rudman

text format will not work for a LOOKUP, it needs to be list formated, the list that you are trying to link (the list where you type the formula). And to get that list formatted element, you can do as I describe in my first reply

nathan_rudman

what's the format of employee name ? and is it filled with a value ?

nathan_rudman

Hi, Linking two list is usually done with the LOOKUP formula. Flat list.value[LOOKUP:reference line item] So you need your reference line item: - if the two list have a common property like the employee ID, you can use the FINDITEM() formula. This formula, given a list and a code, will result in a list item of that code. You can then use that list item as a key for LOOKUP. - if the numbered list is created from the flat list, make sure your numbered list has a property / line item formated as the flat list that you fill in during the import creation. You can then also use LOOKUP You can find these formulas here: https://help.anaplan.com/anapedia/default.htm#cshid=1550

nathan_rudman

https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/TEXTLIST.html I don't think you should have a workaround here, creating many saved views isn't a viable option on the long term.

nathan_rudman

You want to bring the total values of inbound for each factory in your "mapping" module, is that correct ? In your source, you need to have a line item called "Factory" formatted as your factory list. I think that's you module 2. Then in your target module, where you want to bring the information by factory, you can do Source.Inbound[SUM:Factory] (in your mapping module ?) This is equivalent to a SUMIF, bringing the sum of the values by factory. That only works for number, as Anaplan cannot sum text. It's possible to concatenate the text if that's what you want.

nathan_rudman

I dont see any attachment

nathan_rudman

Hi, A LOOKUP is used to make a link between two modules that have different lists. In your case it seems you have only one list, Factory, so I'm not sure I understand what is your problem. Do you have a flat list of inbound transactions and you are trying to convert that into a module that has Factory as a list so you can see the inbound by factory ? Are you working in a module or in the list itself ? Could you show use a screenshot of your source and of your target ?

nathan_rudman

If you want to keep the import action for snapshoting reason, you might want to filter the source module to export only the forecast. No need to keep the actuals in the target module if you don't use it. Simply right click on the forecast version and click on "Show", save the view and use it as a source of import. this will import only the forecast. You can so this via a boolean as well, having a setting module where you select which version should be exported (and using this boolean as a filter), so you can switch to another forecast version without having to change the view.

nathan_rudman

Hi, that is a very open question. Anaplan is very flexible so we do a lot of different thing and thus have a wide range of architecture. And even for the same use case, you can use two very different architecture depending on constraint such as number of users, volume of data, reporting level etc. If you ask me what is the architecture of one of my work I'd answer you with: - the list of models: data hub, model, reporting model etc - the data flow between the sources, the data hub and the other models - High level schema of the main parts of the models, with major structuring lists and important modules - the number of users ans teams using these different models I hope it helps

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