Import from a Staging Module to a numbered list

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CW2
CW2 Member, ALL USERS Posts: 1 New Contributor
in Extensibility

I am struggling with the following:

 

I have a staging module, dimensioned by Users, where individual users can input some data (CostCode, Currency, Cost Type, Forecast Reference), and once completed, I want to run a process to create a new item in a numbered list (that holds the full set of approved transactions) and then import from the staging module to an "information" module, which is dimensioned by the numbered list.

 

The slight issue is that no combination of the input properties can be used to create a unique reference, as duplicates are permitted, but of course the numbered list requires a unique reference.

 

Does anyone have any advice/alternative suggestions about how to approach this problem?

Apologies if I haven't provided much information, I'm still fairly new to model building!

 

Thanks

Chris

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Comments

  • derek_chen
    derek_chen Member, ALL USERS, GroupMember, Community Member, Certified Model Builder Posts: 5 Master Anaplanner of the Year

    Anaplan isn't designed to be a transactional database, so I question if it's the best place for end users to be creating entries. Usually you'll want an external system to be the source of truth and import the data into your model. That said, it's certainly possible to do this in Anaplan.

    You could have the source module dimensionalized by User and a staging numbered list; the concatenation of User ID and the name of the list member would always be unique. Create a boolean line item for users to mark a combo as approved, and only the newly approved lines get pushed to your information numbered list. You can add actions for end users to add list members to the staging numbered list as needed. I would also add an automated process for deleting list members if all the items containing data are approved to keep the size of the staging numbered list minimal.

  • madhu
    madhu Member, ALL USERS, GroupMember, Partner Posts: 5 Occasional Contributor

    Hi Chris,

     

    Below is the suggestion based on my understanding.

     

    Module Created with User dimension where he inputs Cost Type, Currency, Cost Code etc. Which means, He will input one record at a time and submits the button. And Duplication is allowed, and same needs to be updated in Staging List.

     

    Based on Above understanding.

     

    Step 1:- Create Staging Module with User Dimension and required line items along with Line Item by Name Counter

    Step 2:- Create your desired  Staging list which needs to be updated with required line items and Counter, with Top Level Item as Total. Create Import Action from Staging Module to update the list Using Combination of prop, include Counter also. Also Create clear action to clear staging Module.

    Step 3:- Create Information Module with Staging List as the dimension, Import the data you want or refer from Staging list. Add additional line item count and hard code as 1.

    Step 4:- Update formula for Counter in Step 1, which refers to Count in Step 3. When ever new record is created, Counter number increases and It Acts as Unique field for you.

     

    Hope this solves you problem. Let me know if you need more information.

     

    SS For Reference.

     

    cjmadhu_1-1578677956691.png

     

    cjmadhu_2-1578677970562.png

     

     

    cjmadhu_3-1578677993091.png

     

     

    Regards,

    Madhu

     

     

     

     

     

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