User Story 2.4: Customer-Product List

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yimch1
yimch1 Member, ALL USERS Posts: 4 New Contributor
in Anaplan Community

Hello,

 

I'm working through setting up my customer-product list and I'm a little confused. The data hub provides a customer-product list based on actual data (186 unique combinations). And then the 2017 budget file provides data showing there are 656 unique combinations of customer-product where users are forecasting sales volume (65 combos overlapping with actuals). I combined the two for a total of 777 total unique combinations where data could intersect. This is the customer-product list that I used in my development model for end users to complete their budgeting. Is this the correct approach?

 

Also, user story 2.4 says, "Ensure to update the Customer-Product List into a process so that it also updates when updating Actual Volume Units." How do you make this an automated process?

 

Thank you.

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  • Pronoy
    Pronoy Member, ALL USERS, Partner, Certified Model Builder Posts: 2 New Contributor

    Hi, I can try and answer your questions:

     

    1. yes your approach is correct. We try and create all possible combinations so that we don't have any sparsity and all combinations are valid.

    2. what they are saying is that when you import the actual units file, you should create an import action to update customer-product combinations and this action should be part of the overall process. to create a new process, you go to actions>new action>process> there you can add multiple actions as part of one single process so all actions get executed together in sequence.

     

    Hope this helps you.

     

    Regards

    Pronoy

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