About lcapon

lcapon · ‎12-09-2021

How do i amend filtering so its permanent for all users? I'm not overly familiar with classic dashboards - much prefer the New UX

lcapon · ‎12-02-2021

Thank you - this has been a huge help.

lcapon · ‎12-01-2021

lcapon · ‎11-18-2021

Thank you. This may be a good solution as well - because then it wont require additional manual checks. Please could you go into slightly more detail?

lcapon · ‎11-17-2021

Unfortunately this returning a 0 value, I would like to see the ticked value of £9125.52

lcapon · ‎11-17-2021

Hi. Currently the Retention (B8) field is returning the sum of all values. I've introduced a boolean field but i'm unsure how to update the formula so that it only returns the value we want (which is always the most recently added). There maybe a smarter way to achieve this?

lcapon · ‎11-16-2021

Thank you!!

lcapon · ‎11-16-2021

Hi - Please could you help me tidy this forumla so that its accepted by Anaplan? IF Type = Supplier Type.Purchase Order ( IF 'Forecasted total Value £ (E)' - 'Supplier PO Value (B4)' > 0 THEN 0 ELSE 'Forecasted total Value £ (E)' - 'Supplier PO Value (B4)') OR Type = Supplier Type.Subcontractor ( IF 'Forecasted total Value £ (E)' - 'Original Contract Value (B1)' - 'Agreed Variation Value (B2)' - 'Draft Variation Value (B3)' THEN 0 ELSE 'Forecasted total Value £ (E)' - 'Original Contract Value (B1)' - 'Agreed Variation Value (B2)' - 'Draft Variation Value (B3)')

lcapon · ‎11-04-2021

Hi. Please could you help suggest how I can identify in an additional column what the both recently (bottom of the list) retention figure is? Most recently figure is the one highlighted below. This figure is pulled through to another dashboard but its currently provide the total sum. SUM is being pulled through to here, how can i just return latest retention input?

lcapon · ‎11-04-2021

Hi, I've recently been contact by our finance team with the below query - I wondered if someone could help point out where in the existing formula I can tweak to resolve. OLD Formula: NEW Formula: This has resulted in incorrect output in the field known as 'B6', please could you help me work out what i need to amend in the below formula? OLD Output: New Output:

lcapon · ‎10-26-2021

HI both, Thank you, i'll try this.

lcapon · ‎10-25-2021

Hi - I can't turn this setting on. What elements are affecting this?

lcapon · ‎09-30-2021

Hi - thanks for your response. I think I need to keep it more simple for now as I am fairly new to model builder - essential out business model has evolved far to largely and there is no need for payroll information to be here - so looking at a spoke design. I have done this, and via a linking module i can successful import the data required - but I just wanted to know if importing is the best way or if there is something more automated? you mentioned cloudworks? I'm not aware of what this is.

lcapon · ‎08-31-2021

HIya, I am currently pulling various modules out from a large model to provide better user security, I then plan to pull the data from the top level module back into the main business model. Is this something you recommend doing via a monthly import?

lcapon · ‎08-26-2021

FTE - IF Current Employee THEN 'ES005 Employee Details'.FTE ELSE 0 Mat Leave - IF 'ES005 Employee Details'.'Maternity/Long Term Sick Start' <= END() AND 'ES005 Employee Details'.'Maternity/Long Term Sick End' >= START() THEN 'ES005 Employee Details'.FTE ELSE 0 Head Count - IF Current Employee THEN 1 ELSE 0 Mat Leave Head Count - IF 'ES005 Employee Details'.'Maternity/Long Term Sick Start' <= END() AND 'ES005 Employee Details'.'Maternity/Long Term Sick End' >= START() THEN 1 ELSE 0 Vehicle Allocation - IF 'ES005 Employee Details'.'Car/Van Allocation' THEN 1 * Head Count ELSE 0

lcapon · ‎08-26-2021

Are you refering to this section?

lcapon · ‎08-26-2021

Thanks - the IF statements in place are an exact replica in both screen shots. I dont know what else is driving this.

lcapon · ‎08-26-2021

lcapon · ‎08-26-2021

Hi, Please could you help me understand which setting i have incorrectly which is populating my actuals in advance in image 1? Image 2 is correct.

lcapon · ‎06-30-2021

I think there was just a little delay - its working now. Does this work with the action type 'Delete Branch'?

lcapon · ‎06-30-2021

I'm struggling to attach the process in the UX

lcapon · ‎06-30-2021

I Cant see this type of action?

lcapon · ‎06-30-2021

Whats the best prcocess to create an action to delete a list member in new UX

lcapon · ‎06-30-2021

Is there also the option to delete a list member via an action?

lcapon · ‎06-30-2021

Hi, I would like to create and action that adds a new line to a list within an App Page - please could you give me a brief overview of the steps required or online training that exists?

lcapon · ‎06-28-2021

Where would these settings be found?

lcapon · ‎06-28-2021

Thanks - how do I check/how can grant me page builder access?

lcapon · ‎06-28-2021

I have create a UX board - how do I share this? Its to replace a traditional dashboard - is this the right solution?

lcapon · ‎06-09-2021

Hi, Is it possible to 'undo' and entire change?

lcapon · ‎06-09-2021

Excellent! Thank you so much for that!