Sorry to cut in. Will really appreciate if the current user function comes out soon since we have client requirement that while they apply the current user filter, they also want to capture the data according to the current user filter(boolean). For example, on the same dashboard, there may be: A user: Component 1, Component 2, Component 3, Component4, Component5, Total B user: Component 1, Component 2, Other (=Component 3 + Component4 + Component5), Total C user: Component 1, Component 2, Other (=Component 3 + Component4), Component5, Total
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I'm having some trouble with creating a waterfall chart to analyze the all the factors of ups and downs between actual and forecast. First of all, I created a module (A) with all the factors as lineItems including star, subtotal, and end summary, and then, because I have to do some filtering and other sum-up mapping basing on other logic like refering to flag, I created another module (B) that applied a lineitem subset and collect the data from which I created (A) before. And then I have to publish the waterfall chart from Module B, but I couldn't get what I wanted, due to that the waterfall igores the start, subtotal and end I already included in the lineItem Subset.
Module A (simple version):
* The waterfall looks like what we want, but we have to do let users customize the mapping and filter the items dynamically so we have to change the lineitem into lineitem subset.
Module B (simple version):
This doesn't look right....It takes the subtotal and end summary as factor items while adding another end total by itself.... I can exclude the end summary from the lineitem subset, but I have to keep the Subtotal ones.
Does the waterfall only work with lineitem or list but can't work with lineitem subset? I regard the lineitem subset as the same thing as list though.
Really appreciate if anyone could help!
Thanks in advance.
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I have an requirement from client that users select a standard/method (may be list types) from a drop-down in a lineitem (list formatted), and the graph/charts will automatically change the data items accordingly. Let me put it in more details with some examples.
Driver (parameters) Image:
Waterfall Image: As attached.
If users select "Revenue Factors" for the Analyis Method, then the waterfall graph will display data items (probably set as not list, but lineitem, since each requires a different calculation logic) such as quantities, discounts, exchange rates, etc. which contributes to the gap between FY17 and FY18, but if users change the analyis method to "Marketing Segments", the waterfall graph will display the gap of data items like Product Segment A sales, Product Segment B sales, Services sales, and etc.
And another complicated thing is that, for some users, they don't want the result basing on all the factors/segments we prepared, instead they just want graph to be displayed in 3 or 4 main factors/segments, and group all the other data items as "the others", for some users, they may want more detailed analysis on all the factors/segments or 5 or 6 main ones and all the others grouped as "the others" in a flexible way.
How can I achieve that?
For the first one, I think that I may set the all the line items as a line item subset, and put it in another module (filter module) and set its boolean value according to the dropdown item (driver module) selected by users, and then set a filter for the waterfall graph (final module) basing on boolean the filter module. But the problem is that users have to manually refresh the dashboard everytime the change the dropdown value. Any better idea especially one which doesn't require manual refresh on filter??
For the second one, I have not much clue on how to do it, maybe creat another lineitem as "the others" and also put it in the same lineitem subset as mentioned above, while the value is based on users' selection for main factors/segments (boolean) in another module which is displayed on the dashboard. And as for filtering the factors/segments including the "the others", may do it in the same way as above.
Any discussion or idea is welcome. Thanks in advance!!
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Hi, Paul, Thanks for the option which sounds very helpful. And I attached the file again without password (sorry for the mistake...) I'll try to apply the lineitem subset as you said. Luckily the actual data is saved in the same module. The only risk is that we are about to apply Time List instead of anaplan native time due to workspace size problem. Thanks, I'll let you know what problem I meet.
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Hi, David Thanks for the explanation, this is really a creative way to solve the problem and also easy to understand/maintanance! Actually I was doing it by similar formulars, but I tried to put them in the same place instead of creating a Time-mapping module, which results in complexity. I'll try to apply the time-mapping way in this scenario. P.S The only risk is that we are discussing about that we may abandon Time, instead apply time list for our model, which will make those formulars unvailable after the change.... The reason that why we want to change it from anaplan standard Time to customized time list is, we are lack of workspace size allowancethe due to that we have to apply max 10 years' range (5 years for actual, and 4 years for forecast) on product number level. Since anaplan applies the same time range to all time applied modules though in some modules we actually only need to keep 2 years' data, it will make the model very huge and heavy. So we want to apply standard anaplan time (2 years) for monthly report, and also time list for acutual storage and future forecasting (10 years). Thanks!
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We have a scenario which is to calculate the s easonality % based on the past 3 years' actual, and the seasonality is applied for the planing of the next four years equally. For example:
FY18, January (Seasonality %) = FY19, January (Seasonality %) = FY20, january (Seasonality %)
= ( FY14, January + FY 15, January + FY16, January ) / FY14 + FY15 + FY16
And another requirement is that users can exclude certain year (e.g. exclude FY 15 due to irregular data) for the seasonality calculation.
I found it very difficult because I couldn't find any functions to addup all the same month from different years and also define from/to (3 years ago to last year). I implemented it by using functions like LAG, TIMESUM, and adding lots of lineitems, but not easy for maintainance. Is there any easy method or idea to achieve this?
Thanks in advance
I attached the calculation image, please refer to it.
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