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LipChean_Soh

Hi @Tuyendungvieclam , This community is for the discussion of Anaplan related topics. I did a google translation of your message, and based on what i can tell, you're talking about the role of a Marketing Manager in a company. I suggest that you do the following: 1. Talk about the topic in English for it to be useful to the majority of the forum members here. 2. Talk about the role of a Marketing Manager in the Sales Performance Management (SPM) cycle; how he/she can work together with the Sales Manager, Finance department in the budgeting/forecasting of a company. Please do the above as soon as you can, before the forum moderator removes your message. Thanks, LipChean

LipChean_Soh

Hi, Can you perhaps explain what you're trying to achieve by creating a mock up in a spreadsheet and attaching the screen shots? Thanks, LipChean

LipChean_Soh

Hi, To your point about the 48 hrs validity, it refers to data files that you upload into Anaplan, it depends on the private/default settings that you can learn more about below: https://help.anaplan.com/anapedia/Content/Import_and_Export/Import_Data_into_Models/Overview_Private_Default_Files.htm?_ga=2.184610346.2085110697.1562746682-1239638901.1550667215 But once data from the data files are loaded into Anaplan, and if you accidentally deleted the model, then you should email Anaplan support immediately, Anaplan support might be able to help recover the deleted model. But generally speaking, if you're not sure whether a model should be deleted or not, i would suggest that you archive the model. Thanks, LipChean

LipChean_Soh

Hi, As much as everyone in this forum would love to help you, the problem you're trying to solve is too big. I suggest you break your problem into more manageable pieces, and ask more specific questions. Thanks, LipChean

LipChean_Soh

Hi, You can try the following: Assuming you have 3 Time Ranges shown above. Note the 'Time Scale' and 'Time Range' in the 'FY20 - FY21' line item. Please build according to DISCO, and build 'FY20 - FY21' in a separate System module. Thanks, LipChean

LipChean_Soh

@Vladimir I agree with @DavidSmith, i.e. " Can you ask to provider of the file to do this? It will simplify the problem because Anaplan is not an ETL tool" Remember, just because we can do it, doesn't mean we should do it. As mentioned at the beginning of my suggestion, the setup of Unique Codes should be done outside of Anaplan, since Anaplan is a client facing tool and not a database tool. Thanks, LipChean

LipChean_Soh

Hi, To be honest, the setup of Unique Codes should be done outside of Anaplan, since Anaplan is a client facing tool and not a database tool. Having said that, please see if the following works. 1. Concatenate.All combines all All Entries.Code using TEXTLIST. 2. All Entries.'Count 2' counts the number of All Entries.Code in the entire list. 3. All Entries.'Unique Code 2' grabs All Entries.Code where All Entries.'Count 2' = 1 Thanks, LipChean

LipChean_Soh

Hi, You can perform 2 imports sequentially, i.e. the first from whatever source into 'All Entries', and then the second from 'All Entries' into 'Alphabets'. You can incorporate a delta mechanism, such that previously imported 'All Entries' are flagged, and not imported again from 'All Entries' into 'Alphabets'. Thanks, LipChean

LipChean_Soh

Hi, There are 2 lists, All_Entries corresponds to your longer list; Alphabets corresponds to unique members created from your longer list. The 'Code' line item is of 'Text' format, this is used to create the 'Alphabets' list through import action. The rest of the formulas are shown. Thanks, LipChean

LipChean_Soh

Hi, @Manuela_Apostol did a good post about this recently. You can refer to https://community.anaplan.com/t5/Anaplan-Platform-Discussions/Is-there-a-formula-to-get-the-current-date/m-p/47182#M5956 Thanks, LipChean

LipChean_Soh · ‎06-22-2019

Hi， What do you mean by ' filter unique codes throughout all dimensions including versions'? Perhaps you can show the expected end results in another screen shot? Thanks, LipChean

LipChean_Soh · ‎06-22-2019

Hi, If i just look at the first row, what are "BU", "UA", "2610", "1", "302066"? Why is the Code for row 1 and 2 the same? Why do you have different separators of _ and *? Thanks, LipChean

LipChean_Soh · ‎06-22-2019

Hi, There are 3 lists. 'L2 Prod#' rolls up to 'L1 Division'. These 2 lists help keep sparsity low, since each Division sells specific Products. 'Product Flat' is the list of available Products. Users can assign specific 'Product Flat' to the different 'L2 Prod#', and the name is reflected as the 'Display Name' of 'L2 Prod#' the numbered list. 'L2 Prod# Sales' module is where you enter sales for different products sold under each Division. 'Product Flat Sales' module is where the aggregation by Product happens. Note the keyword SUM. Thanks, LipChean

LipChean_Soh · ‎06-22-2019

Hi, I'll be helpful if you can create and share an excel mockup of what you're trying to achieve. Thanks, LipChean

LipChean_Soh · ‎06-22-2019

Hi, The keyword you're looking for is YEARVALUE. I've attached a simple example of dividing yearly value by 12 below. Thanks, LipChean

LipChean_Soh · ‎06-21-2019

Hi, The issue you're facing is not uncommon, and you're right to recognize there's a better alternative to storing these unique combination of Division_Product. You should check out 'Numbered List' to help you achieve what you want. https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Numbered_Lists.html Thanks. LipChean

LipChean_Soh · ‎06-14-2019

Hi, ALM should be implemented as part of every Anaplan implementation, the benefits are obvious: 1. There'll be segregation of duties between model builders and business users. 2. Model builders can build freely in Dev without fear of a massive roll back. 3. Business users won't suffer massive roll back in the middle of a budget cycle. Having said the above, whether a List should be a Production or Structural list comes down to whether a List member is to be added during run time/ production or added through ALM. In most cases, it's quite clear whether a list is Production or Structural. Production List members are created in Source System or by business users during Production, whereas Structural List members are more slowly changing or fixed, and we can rely on Model Builders to add in Dev and 'Compare & Sync'. However if you are not sure whether a list is Production or Structural, it's best to leave it as Structural first, because changing a list from Structural to Production in the future will retain the list members in your production model; however if you change a list from Production to Structural in the future, then your production model will have the same lists as your Dev model (which in most case is a small list of dummy members for testing members). As a result you'll lose data in Production model. To answer your question, once you know a list is supposed to be Production List, you should start to plan the formula change from SELECT to LOOKUP. Yes it'll require some effort now, but it's necessary because properly implemented Data Hubs and ALM are crucial elements to achieving Connected Planning. Thanks, LipChean

LipChean_Soh · ‎06-13-2019

Hi, Do see if the following works. I have scrambled the order of Start and End Date. Promo uses 'Day' as the Time dimension. Do switch off the summary of this module to save some workspace. Please make sure that Start Date of an entry is the same as the End Date of a previous entry. Thanks, LipChean

LipChean_Soh · ‎06-13-2019

Hi @karank , Yes, Rank is a simple List with members from 1 to X. X should be a number less than the highest number of 'Transactions' list found within any 'Materials' list, if we refer to my illustration above. And it's always safer to put in a buffer for X, since it won't contribute that much Workspace to the module 'Find Transactions', i.e. # of Materials multiplied by # of Ranks. Thanks, LipChean

LipChean_Soh · ‎06-12-2019

Hi, You can use TimeSum as shown below: A single entry in 1 time period is ok, and nothing is highlighted. If more than a single entry is entered, then both entries are highlighted in red. Note that the 'Check' module does not have Time as list. 'Total of All Periods' is not turned on either. Thanks, LipChean

LipChean_Soh · ‎06-12-2019

You're welcome @ArunManickam

LipChean_Soh · ‎06-12-2019

Hi, I want to mention about 1 point in advance, i.e. RANK has a cell limit as mentioned in https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/RANK.html?_ga=2.1143538.25158203.1560335469-1239638901.1550667215 So if it's possible to load in the previous posting date as mentioned by @Manuela_Apostol and @JV271090 , we should do so. However i still want to discuss a possible solution that might be useful, if not with your particular issue, then maybe with some other issues. . 'Transactions' is a list that rolls up to 'Materials'. 'Rank' is a list, with a property 'Previous Rank' of 'Rank' format. (Please create this in a SYSTEM modules as part of DISCO) 'Transaction Module' has the 'Posting Date', and the general idea is to rank the 'Transactions' within each 'Material'. Then the 'Rank' number is converted to 'Rank' list, so that we can then send it to another module 'Find Transaction'. 'Find Transaction' will place the relevant 'Transactions' sequentially for each 'Material'. And referring to Rank.Previous Rank, we can then find the Previous Transaction. Back in 'Transaction Module', we can then populate 'Previous Transaction', and subsequently populate 'Previous Posting Date' and then calculate 'Days since Previous'. Changing the summary method of 'Days since Previous' will give you the average of 'Days since Previous' at Materials level. Thanks, LipChean

LipChean_Soh · ‎06-12-2019

Hi, Before we talk about the solution, i do want to talk about 'In Anaplan, just because you can, doesn't mean you should'. All of us love Anaplan, because it's super flexible and we feel empowered. But we must realize that Text must ONLY be used where ABSOLUTELY NEEDED, and not as a means to capture everything from the source system (at least i think that's why you did what you did). Text takes up a lot of workspace, and it consumed a lot of server overhead in the background, dragging the overall performance of your model. Please talk to whoever needed, be it the Database folks or the business users to make sure the source is number formatted before sending it over to Anaplan. I might be wrong in my assumption, and please correct me if i'm wrong by providing more context. Do explain the above effects to the client. Having said that, please see if the following works. Do note that i'm using ROUND, VALUE keyword, and the 'Decimal Point' options in the number format page. Thanks, LipChean

LipChean_Soh · ‎06-07-2019

Hi, You can use DCA as shown below: Thanks, LipChean

LipChean_Soh · ‎06-06-2019

Hi, Do see if the following time dependent Sales to Plan relationships shown below works for you. The 'Plan' formatted list is a field you can assign to different Sales at different point of time. To prevent yourself from entering new/old Plan ID every month, you can use the formula shown below to update itself with previous Plan ID unless there's a change in this month's Plan ID. Then subsequent modules can refer to 'Plan ID (Final)' for an up to date Sales-Plan assignment. Another observation i made is that you use 'Plan ID' as the Code of Sales ID. I would strongly suggest against it, because we should use CODE the way it's intended, i.e. as a unique alphanumeric texts to identify the particular list member, so that Inbound/ Outbound integration is made easier. Having a good CODE naming convention is important towards Connected Planning. Thanks, LipChean

LipChean_Soh · ‎06-06-2019

Hi Elaine, I'm still confused with your requirements. What do you mean by tagging? Can you create an example of what list 1 and list 2 are? What are the name of the subsets, and what business problems you're trying to solve? Thanks, LipChean

LipChean_Soh · ‎06-05-2019

Hi, Assuming you're using the standard versions, and not a custom version, you can try the following, which is also suggested by @bdeaton . I only attached some screen shots for your reference. Note the 'Formula Scope'. Thanks, LipChean

LipChean_Soh · ‎06-04-2019

Hi, A date or text can be converted to a week as shown below: Regarding your specific example of converting P1 2018 to Week 1 2018, is P1 2018 a list member or a time from a data file? Perhaps the example above can give you some ideas? Thanks, LipChean

LipChean_Soh · ‎05-31-2019

Hi, In that case, can you share screen shots of the 401k and SWB Cost blue prints? Do create the line item in the 401k module even if it's a blank field at the moment due to the faulty formula, and type out in full the formula that gave you the error in the community. Thanks, LipChean

LipChean_Soh · ‎05-31-2019

Hi, Can you try using double quote i.e. "TEXT" instead of 'TEXT' ? But besides the above, i would like to point out a few things: 1. TM Type is a property of L5 TM List. Then TM Type shouldn't be a text format, because Text format captures everything, and there's a possibility you might add/ load a TM Type in the future that is misspelled, therefore giving you the wrong calculation somewhere within the model. You should have a TM Type as a list formatted property, i.e. built TM Type as a list before using it as a property of L5 TM List. 2. I don't know the business logic behind 'TM Total Salary', but hardcoding it to Time.FY19 seems a bit permanent. Now maybe that could be the case, but it's still better to use a LOOKUP instead of SELECT, and refer it to a 1 cell module on the Admin dashboard, where the entry is FY19. 3. The 0.03 and 3600 are hardcoded values that makes it hard to be tracked and modified in the future if needed. Making 1 change is easy if there's proper documentation and the model builder is familiar with the entire setup, but imagine if such hardcoded values are throughout the entire model. If any number is missed, the wrong calculation happens. Also note that for hardcoded values, you'll need to make the change in the DEV model before running Compare and Sync (I'm assuming you have ALM). Using LOOKUP to refer to Assumption modules on the Admin dashboard should solve the issues mentioned above. Thanks, LipChean

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