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LipChean_Soh

Hi, Cool. Please mark as solution, so that this topic is closed. Thanks

LipChean_Soh

Hi, Assuming you have 2 models, i.e. Data Hub and Spoke Model. You do the initial load into Data Hub, there's now 5 million transactions ID in the Transaction# List, and you have 2 modules, i.e. 1. Transaction# Properties with line items of CODE, NAME, and any properties of Transaction# 2. Transaction Module with the transaction data of Sales, Cost, etc etc You can add 2 line items in the Transaction# Properties Module, i.e. 1. True Flag = TRUE, format = Boolean 2. Not Exported?, format = Boolean Create a Saved View in the Transaction# Properties Module called Delta, with a filter where 'Not Exported? = TRUE'. Create a Saved View in Transaction Module, with a filter where 'Transaction# Properties.Not Exported? = TRUE'. Then perform the 3 actions below: 1. Import Transaction# List to Spoke Model using Saved View 'Transaction# Properties.Delta'. 2. Import Transaction data to Spoke Model using Saved View 'Transaction Module.Delta'. 3. Import 'True Flag' to 'Not Exported?' in 'Transaction# Properties' module. The idea is that any data that has been sent from the Data Hub to the Spoke Model will be flagged, so that only new data will have a blank 'Not Exported?' and is filtered out in the Saved View ready for the next export. Having said that, you should consider 2 items below: 1. 5 million data point sounds like a lot of data, is it daily transactional data? Do you REALLY need this in Anaplan? (Follow 'N' of PLANS, is it necessary?) 2. If you only need an aggregation, do have a discussion with your database colleague, and get them to aggregate before sending the DELTA to Anaplan, so that you don't even need to do the steps above. For more info on the best practices on Data Hub, you can refer to https://community.anaplan.com/t5/Knowledge/Building-a-Data-Hub/ta-p/33593 Thanks, LipChean

LipChean_Soh

Hi, @sandeep_bk is right, everytime you create a new line item that you want to import to, you can reuse the existing import action but you do need to remap by doing 'edit --> Line item tab'. Another thing that i would like to point out is that it's not best practice to have subsidiary views for input fields. Ideally all the line items would have the same lists combination as the module, but it's very hard to do so for calculation line items. However we should build a separate module for input line items which share the same lists combination. Off the top of my head, one reason i can think of why this is a bad idea is the severe limitation of Filtering. You'll see in the screen shot below that the line item can only refer to itself for filtering purpose. Thanks, LipChean

LipChean_Soh

Hi, Can you please provide some screen shots and brief descriptions of the issue you're facing? Thanks, LipChean

LipChean_Soh

Hi, I'll expand further on my previous 'Quick Filter' comment. Create a module 'Store Properties' with 'Store' as list, and 2 line items of 'Store Type' and 'Location'. Note that the 'Store Type' and 'Location' are also of 'Store Type' list format, and 'Location' list format. Create a module 'Store Sales' with 'Store' as list, and any monthly value line items that you want to analyse. I have created 3, i.e. Sales, Foot Traffic, Rent for illustration purpose. Create a dashboard combining the 2 modules above. To do what you want, you can first do a quick filter. Note that the 'Quick Filter' only shows what's available in the current column, i.e Type C is not an available option in the Quick Filter, though it's a member in the 'Store Type' list i created. After doing a quick filter, you can click on either Store 1 or Store 3 to analyse their monthly values. Do turn on 'Synchronize Paging' for the 'Store Sales' module. Thanks, LipChean

LipChean_Soh

Hi, Assuming you follow the DISCO methodology of System, and you have 'Store Properties' module with Store along the row, and all the required properties along the columns. You can use the Quick Filter as explained below: https://help.anaplan.com/anapedia/Content/Modeling/Working_with_Data/quick-filter.htm Thanks, LipChean

LipChean_Soh

Hi, I would encourage you to do the following: However if you're keen with the 'Rep_Customer_Product' list, i would ask why you have the 'Rep' by 'Customer' by 'Product' by 'Time' module? Why not just create a 'Rep_Customer_Product' by 'Time' module? Having said that, you can still achieve what you wanted by creating the 2 line items below: 1. Concatenated Name = NAME(REP) & "_" & NAME(CUSTOMER) & "-" & NAME(PRODUCT) 2. Active? = ISNOTBLANK(FINDITEM(Rep_Customer_Product,Concatenated Name)) Finally create a Filter by referring to 'Active?' Thanks, LipChean

LipChean_Soh

Hi, You don't need to do anything special, as shown below. Monthly data.Value = Weekly data.Value Thanks,

LipChean_Soh

Hi, You might need to email support@anaplan.com for help on this one, because it doesn't sound like a problem that front end users can fix. Thanks, LipChean

LipChean_Soh

Hi, For the folks out there, the circular reference happened during a module creation, because of an error in Standard Version formula, i.e. Forecast = Actual - Forecast. The circular reference error didn't happen during the Standard Version formula processing, but during the creation of a module involving standard Version. Thanks, LipChean

LipChean_Soh

Hi, I'll pm you. Thanks, LipChean

LipChean_Soh

Hi, Did you get the error message when you clicked 'Ok' and tried to create the module? Normally we get circular reference error when we tried to process a formula. Can you try inserting only 1 line item, eg Units and see if the module can be created? Thanks, LipChean

LipChean_Soh

Hi Peggy, You can do a 'Print Screen', i.e. look for 'prt sc' on your keyboard. Then you can insert photo by clicking on the icon as shown below: Thanks, LipChean

LipChean_Soh

Hi Peggy, Please provide more context, descriptions and screen shots of your model for us to help. But essentially, you get a circular reference problem when you create a line item that refers to itself, eg Line Item A = 2 * 'Line item A' Thanks, LipChean

LipChean_Soh

Hi, It was mentioned in my previous post, but i'll repeat. Put in the formula 'Delete = True' in the module to select all entries automatically. Thanks, LipChean

LipChean_Soh

Hi, Do have a look at the link below: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Actions/Other_Actions/Delete_from_List_Using_Selection.html?_ga=2.244226501.1534137348.1556540715-1239638901.1550667215 Put in the formula Delete = True to select all entries. Thanks, LipChean

LipChean_Soh

Hi, I'm afraid you'll need to be more specific with what you meant by " data management strategies that allow different members of a list to be used depending on time and version." Anaplan as a tool is flexible enough to cater for most business planning scenarios, but it does depend what you're looking for. I suggest that you talk to your end users about what they would like to achieve, letting them know it's important to keep an open mind, i.e. not limited by previous experience with other tools. Do have a read of https://community.anaplan.com/t5/Knowledge/The-model-design-process/ta-p/33544 Thanks, LipChean

LipChean_Soh

Hi, Then i'm guessing someone turned it to a 'numbered list' (changed names to #xxx), and then unticked it. (#xxx remains). Once again, history is your friend. Thanks, LipChean

LipChean_Soh

Hi, The 'Numbered' checkbox is probably checked for 'Sales Rep L1'. Go to 'History' and look for 'Description = Change List' to 'Sales Rep L1', and have a discussion with the person who did it. Thanks, LipChean

LipChean_Soh

Hi Jsdeloria, I'm not sure what your end goal is, whether you're trying to come up with a unique ID for your transactional data, etc etc. But if you're trying to derive unique ID using Anaplan, then our experience with other clients tell us that this is a solution which is unsustainable and performs poorly [This goes against the 'P' & 'S' within (P)LAN(S)]. The reasons are: 1. There'll be a lot of TEXT formatted formulas and line items. Anything 'TEXT' is bad for performance. While TEXT is unavoidable, we should still do our best to limit the usage of TEXT. 2. I'm not sure how big your Transaction list will grow, but a module with USERS x Month x Transaction list will be huge. Please check out myth 3 in https://community.anaplan.com/t5/Blog/The-Truth-About-Sparsity-Part-1/ba-p/44493 But in anycase, do see if the following works: 1. Number = VALUE(MID(NAME(ITEM(#Transactions)), 2, 10)) 2. Rank = RANK(Number, ASCENDING, SEQUENTIAL, ISNOTBLANK(Metric)) Thanks, LipChean

LipChean_Soh

Hi Mohammad Husain, I'm still entirely sure what you meant with " So in module you should see only those records which have the C2 and C3 items in list formatted line item", but i'll give it a try anyway. See if the following works. Assume Cost Center is the list with selective access enabled, this is your C1, C2, C3, etc. Create 2 modules, i.e. 1. "Cost Center Filter" with list of 'Users', 'Cost Center'. This is the module you allow different users to select specific Cost Centers. 2. "Cost Center Expense" with list of 'Cost Center'. This is the module with the relevant transaction data, of which you want to limit Cost Centers as selected in "Cost Center Filter" In "Cost Center Expense", create a filter as shown below: Depending on what's selected in "Cost Center Filter", the Cost Centers available for viewing/ selection are limited as shown below. You do need to refresh the dashboard/ module to see the filtering take effect. For more tips and tricks on smart filter, please refer to https://community.anaplan.com/t5/Knowledge/Increase-End-User-Adoption-with-Smart-Filters/tac-p/43282#M232 Thanks, LipChean

LipChean_Soh

Hi, I have 3 comments, i.e. 1. Adhering to Logical of PLANS, It's better if you arrange your list according to sequence, i.e L1, L2, L3 instead of L3, L1, L2. 2. Adhering to Performance & Necessary of PLANS, please turn off summary of line items if you don't need aggregation. 3. Try WEIGHT*ALLOCATION[LOOKUP:PARENT] instead of WEIGHT*ALLOCATION[SELECT:PARENT] Thanks, LipChean

LipChean_Soh

Hi, Lists are essentially Master Data, which have the following attributes: 1. Lists can be referred by many modules, (Normally once you ask yourself the question of 'Will these items be used in many modules?', it should be quite evident) 2. Lists have properties that help with LookUp and Sum 3. Selective Access can be controlled with List Line items are more of a measures, and are meant for containing values or calculation. Like what @ArunManickam said, your requirement fits that of a 'List'. Thanks, LipChean

LipChean_Soh

Hi, Do see if the following works: There are 3 modules 1. Assumption Module with Year as list, line item of 'Training per Pax' to enter the 'Training assumption per person for the specific year'. 2. Yearly Roster Module with Employee, Year as list, line item of 'Active?' to indicate if the relevant employee is active that year 3. Training Expense Module with Employee, Year as list, line item of 3.1 Flag = IF Yearly Roster.Active? THEN 1 ELSE 0 3.2 Training Cost = Assumption.Training per Pax * Flag The Training Cost at 'All Emp' level should give you the Total Expense by year. Note that i have turned the summary of 'Training Expense.Flag' to 'None' because it's best practice not to aggregate unnecessarily. Thanks, LipChean

LipChean_Soh

Hi Cameron, If Region Percent * Geo Goal Set.Projected Goal[LOOKUP: Parent] gives you 0, then at least 1 of the components is 0 or blank: 1. Region Percent 2. Geo Goal Set.Projected Goal 3. Parent You can use the 'Drilldown' feature of Anaplan to find out which is 0 or blank, and proceed from there. Thanks, LipChean

LipChean_Soh

Hi Amit Paul, I suggest that you reach out to your local Anaplan Account Executive to get the latest license/ subscription related information. If you're not sure who your local AE is, please go to https://www.anaplan.com/contact/ Thanks, LipChean

LipChean_Soh

Hi, You can create 2 line items, i.e. 1. Year Selected with 'Year' as format 2. CurrentYrAvgRatio = Shipments.ShipmentRatio %[LOOKUP: Year Selected] Thanks, LipChean

LipChean_Soh

Hi Abinchen, If there's no 'Parent Hierarchy' relationship between the 2 lists, then you cannot use 'Synchronization'. However you can use 'Smart Filtering' as outlined in the article below: https://community.anaplan.com/t5/Knowledge/Increase-End-User-Adoption-with-Smart-Filters/ta-p/42821 Thanks, LipChean

LipChean_Soh

Hi Abhay, There shouldn't be a limit to a csv/ txt file to be imported into Anaplan. However the load might fail for the reasons below: 1. Resulting workspace needed > max client workspace or 130 Gb (whichever is lower for your specific client) 2. Resulting list > 1 billion members 3. Resulting backend calculation > 70 Gb. This 70 Gb is invisible to the users, because this is the memory/space used by Anaplan core to deal with memory allocation/ garbage collection etc etc. More importantly, I suggest understanding the data load requirements involving IT and business owners, especially at the beginning of the implementation, i.e. 1. Do we really need data at the detailed granularity? 2. Is there Data Hub set up? 3. What's the schedule of data load? 4. Can IT come up with unique code in the data file? 5. etc etc Please have a read of the Data Import/Export page in Wikipedia. https://help.anaplan.com/anapedia/Content/Import_and_Export/Importing_and_Exporting_Data.htm Thanks, LipChean

LipChean_Soh

Hi, Please go through this and see if it helps: https://community.anaplan.com/t5/Introduction-to-Model-Building/Introduction-to-Model-Building/ta-p/32571 Thanks, LipChean

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