About Michelle Sutherland

Many of our clients use Corporate colours on their classic dashboards and replicating their dashboards in the NEW UX means that they cannot currently replicate the colours that they use on existing dashboards.  This is a really important for some customers so agree would be a great feature.  ... View more

Agree this is a great idea, I currently do use text cards but this would definitely improve visualisation on the dashboards. ... View more

@DavidEdwards  I agree this would be a useful feature ... View more

It would be best to look at using a numbered list for your Customer > Product combination.  The Sales Rep could even be a parent of this list in the hierarchy.  Numbered lists are used for precisely this situation because you use the list to create only the valid combinations required for Customer > Product.  It seems that you could probably create this list or create a process to create this list from Module 1 as seems to have your valid combinations.   It is probably best to do some reading around using Numbered lists but the basic steps for setting one up are:   Go to Settings > General Lists and create a new list called #Customer - Product then in General lists check the box for numbered list against the new list.   When you create items in a numbered list the names will appear as #1, #2 etc these are the unique names in the list for each list item.   You can the choose to give the list item a Display Name which can be the Customer - Product combination.  The unique name is still held for the list but the name that is seen is decided by you.   To Create a Display Name create a new property of the list called Display Name and give make it Text format.  After the check box for numbered lists in the General List you can select this to use as your Display Name.  You can then add the name you want to appear in the Display Name column in the Grid view of the list.  Alternatively you could create a module dimensioned by your new numbered list and create the Customer > Product naming convention in there and then link the Display Name in the list properties via a formula. If I understand your set up correctly you could probably create an action to populate your numbered list from your Module 1.   Community and Anapedia are both good sources of information on numbered lists, here are some of the useful links:   https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Working_with_Numbered_Lists.html?Highlight=numbered%20lists     https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Numbered_Lists_Examples.html?_ga=2.76350485.1648931499.1546961984-837077636.1546961984     ... View more

  The best way to acheive this would be to use Numbered Lists, for example you could merge Customers and Products into a single list.    The list should only contain the required combinations of Products and customers and Sales Rep could be a parent in the hierarchy.   There is plenty of reading material around use of numbered lists but for initial creation:   Create a new list called #Customer-Product.  In Settings > General Lists check the numbered list check box for that list.  When you add list items it will generate unique names for these list items starting from #1 you can overide these names with a Display Name which could be your customer-product combination.  Add a list property called Display Name and make it TEXT format.  After the numbered list check box you will be able to select the property Display Name to rename the list items in your list.  You can create the list by loading a CSV file with the Customer-Product combinations you require into the list and have a Sales Rep as Parent and the name that you want to see in the list as Display Name mapped to the Display Name.  This will then create the items in the list that you require.  You could also add properties for Customer and Product if you want to populate these.   Alternatively, you can also create a formula to pick up the Display Name from a module set up for this purpose if required.   For more indepth information about numbered lists: https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Lists_and_Roll-ups/Numbered_Lists/Working_with_Numbered_Lists.html?_ga=2.89475099.1648931499.1546961984-837077636.1546961984#Create   Hope this helps!   M ... View more

Hi Yugnesh, I could make 23rd Jan. Thanks for organising, Michelle ... View more