About a.dilieto

a.dilieto

Hi @james.westbrook , it could be an idea to create a dummy FY list with as many years as you need. Anyway, you will need to have a maintenance process to update the list at every year switch and you loose the functions that work on the native time dimension. Hope that helps. Regards, Antonio

a.dilieto

Hi @Vladimir , you could create a third line item "Actual & Budget Revenue" that takes "Actual revenue" for the closed months and "Budget revenue" for the open months and create a line chart with "Actual & Budget Revenue" and "Actual revenue" (in this order to have visible the split between closed and open periods in the graph). You should have a result similar to the example attached. Regards, Antonio

a.dilieto · ‎10-25-2019

You can avoid the SELECT that I put to simplify the example with a LOOKUP on another Line Item that results in the Parent of the List Items.

a.dilieto · ‎10-25-2019

Hi @fredrickstraube , have also a look at this example using the Formula Summary and extra line items (but maybe it over complicates things): in this case your "Line Item 1" and "Line Item 2" are my "Line" and "Job Final" Line Items. Then I applied the sorting on the Rank Line Item Regards, Antonio

a.dilieto · ‎10-23-2019

@dgregs, then It is not a normal behavior: could you post the formulas and blueprint? Regards, Antonio

a.dilieto · ‎10-23-2019

Hi, have you checked that the amount is not displayed as 0 because of the line item format but it has some decimals hidden? If it is an unexpected amount because of an allocation you can use the ROUND function. Regards, Antonio

a.dilieto · ‎10-21-2019

Hi, I have created a simple example with a list "List A" that rolls up to the list "Parent List A", proposing two different approaches: - Percentage in 1 step using the SUM & LOOKUP - Percentage in 2 steps breaking the SUM & LOOKUP in two steps with the help of an extra line item "Amount Total" (Suggested approach) Blueprint Grid View I hope this helps Regards, Antonio

a.dilieto · ‎10-17-2019

Hi Rob, Indeed, I was not clear but I meant setting to Production the lists that should be Production (not all). Regards, Antonio

a.dilieto · ‎10-17-2019

Also FINDITEM works fine with Production List as you search a correspondence of a text in a list (again, no reference to a specif list item).

a.dilieto · ‎10-17-2019

No, the PARENT function will not prevent marking a list as production as you are not referring to a specific item (that is the case of the SELECT instead). Regards, Antonio

a.dilieto · ‎10-17-2019

Hi, I think this can help: https://community.anaplan.com/t5/Best-Practices/Setting-production-lists/ta-p/19284 To make it easier for the next implementations, you should set up the lists as production as soon you create them. Regards, Antonio

a.dilieto · ‎10-17-2019

Hi, You can set up an import in the Users settings (from a dashboard/file/API) to create new users and modify their roles and selective accesses (also access to several items of the same list); you can't delete users or grant admin access. To remove the selective accesses, you should give the user "No Access" and then update it with the new information. Regards, Antonio

a.dilieto · ‎10-10-2019

Hi, In case you create new items one by one, when creating the action "Create..." you can choose a dashboard to open when the action is run. In this dashboard you will publish a module dimensioned by the list in which you have added the new item; The view should have applied a filter on the new items (or those with BLANK Display Name property) and a line item in which you can input the name to display for those items. Then you should run a process to copy the text from the module to the list or link the property in the list to the module line item via formula. Anyway, to avoid showing the #ID on items without a Display Name, you can apply a formula in the list property that references the module explained above, and in case of blank you can put a default name. Regards, Antonio

a.dilieto · ‎10-08-2019

Exactly!

a.dilieto · ‎10-08-2019

Hi, I think this occurs because you are using the native Versions, which results in the RANK being reset for each Version. You might consider to switch to a fake Version list with a mapping from the native Versions. Instead, in case "3.4 Kostenart L4 Code" does not depend on the Versions, you could reference one single version through a boolean that is TRUE for only one version and add this condition to the final check. Regards, Antonio

a.dilieto · ‎10-08-2019

Or, directly in "FO L4 Code": RANK(1, ASCENDING, SEQUENTIAL, TRUE,'3.4 Kostenart L4 code')=1

a.dilieto · ‎10-08-2019

Hi Dalim, you could try creating an additional numeric line item "RANK ID" with formula: RANK(1, ASCENDING, SEQUENTIAL, TRUE,'3.4 Kostenart L4 code') and then in the "FO L4 Code" line item apply the formula: RANK ID = 1 Hope this helps! Regards, Antonio

a.dilieto · ‎10-08-2019

Hi, indeed, as Arun suggested, you should hide the page selectors (you can publish them separately) and after that your tables will be aligned. Regards, Antonio

a.dilieto · ‎10-07-2019

Have you tried applying a Show on each single Step item and the "Completed?" line item and publishing these views to the landing dashboard? Alternatively, you could get rid of the Step List and create 5 boolean line items in a module by Users: "Step 1: Completed?", "Step 2: Completed?", "Step 3: Completed?", "Step 4: Completed?", "Step 5: Completed?", to be published separately in the dashboard and 2 numeric line items to be used to create the pie chart: "Steps Completed": (IF 'Step 1: Completed?' THEN 1 ELSE 0) + (IF 'Step 2: Completed?' THEN 1 ELSE 0) + (IF 'Step 3: Completed?' THEN 1 ELSE 0) + (IF 'Step 4: Completed?' THEN 1 ELSE 0) + (IF 'Step 5: Completed?' THEN 1 ELSE 0) "Steps Not Completed": (IF 'Step 1: Completed?' THEN 0 ELSE 1) + (IF 'Step 2: Completed?' THEN 0 ELSE 1) + (IF 'Step 3: Completed?' THEN 0 ELSE 1) + (IF 'Step 4: Completed?' THEN 0 ELSE 1) + (IF 'Step 5: Completed?' THEN 0 ELSE 1)

a.dilieto · ‎10-07-2019

Hi, I think you can achieve in this way: - create a list "Step" with the elements "Step 1, Step 2, Step 3, Step 4, Step 5" and the Top Level Item "Total Steps" - Create a module by Step list, Users list - Create a boolean line item "Completed?" where the user checks the completion of each step - Create a numeric line item "Completed Steps" with the summary option active (Sum) with the formula "IF Completed? THEN 1 ELSE 0" - Create a numeric line item "Not Completed Steps" with the summary option active (Sum) with the formula "IF Completed? THEN 0 ELSE 1" - Pivot line items in Rows (Show only the two numeric line items), Step list in Columns (Show only the Top Level Item "Total Steps", Users in page and create the Pie Chart. Hope this helps! Regards, Antonio Di Lieto