About Jagmit

Jagmit · 02-01-2021

Hi @Misbah , Thank you again for your valuable inputs. For the time being, we are trying to gather all the information available and need to evaluate the best possible (least maintenance) way. Anaplan Connect- This is familiar to us (have worked on another similar tool, developing batch scripts(windows based)) 3rd party connectors - I want to explore this part, as it looks promising. But, what I could find out from Hyperconnect's list of connectors - IQVIA, Integrichain wasn't available. So, need to zero-in on a universal connector- which can help us connect with the mostly used source systems. Looking forward to know more about the Informatica connector(Hyperconnect). Thank you! Regards, Jagmit

Jagmit · 02-01-2021

Hi Team, I am searching for some information to connect Anaplan with different source systems. Is there any white-paper as such to know which will be the best way to connect different source systems to Anaplan for planning purposes? Also, if I may ask about IQVIA, Integrichain, SAP and other ERP sources? Does getting the 'flat-file' from them and using Anaplan connect is the optimal way to do it ? Or, we have any direct connectors available for them (using 3rd party ETL tools ex. Informatica,Mulesoft etc..) ? Thank you for your time and support. Warm Regards, Jagmit

Jagmit · ‎01-31-2021

嗨团队,我发现这篇文章虽然寻找way to connect Anaplan with different source systems. To introduce myself, I am Jagmit, and have been working on Anaplan since few months, mostly gaining knowledge through the courses Anaplan has beautifully curated for us. Is there any white-paper as such to know which will be the best way to connect different source systems to Anaplan for planning purposes? @kjacokes Also, if I may ask about IQVIA, Integrichain, SAP and other ERP sources? Does getting the 'flat-file' from them and using Anaplan connect is the optimal way to do it ? Or, we have any direct connectors available for them (using 3rd party ETL tools) ? Warm Regards, Jagmit

Jagmit · 01-21-2021

@MarkWarren @ChrisAHeathcote @Misbah Thank you for your inputs. I am attaching the solution we have decided to go for 'Monthly' update of Current Period. I would only need End Period for lookup and also using MOVINGSUM and 1 Calculated LineItem, as everyone suggested to go for it when it was all figured out. Also, I am trying to figure out a solution for Rolling Forecast 'Quarterly' update of Current Period, to have the flexibility to choose the frequency of Current Period update. (Please see attached Excel) Please let me know your inputs. Thank you! Regards, Jagmit

Jagmit · ‎01-19-2021

Hello All, Thank you everyone for their valuable inputs and time spent into suggesting the best solution. I am reviewing this with my team, and possibly might move from Current Month update frequency from monthly to quarterly. Thank you! Regards, Jagmit

Jagmit · ‎01-19-2021

Hey Chris, Thanks for the revert. Unfortunately, cannot use MOVINGSUM, and have shared my excel mock-up above. I am using 2 Versions: Actual and Forecast (from Time Dimension- default) I have Actual Sales Value = Jan'20 till Dec'20 I am populating Sales_Calculated = Jan'21 onwards in Forecast Scenario.

Jagmit · ‎01-19-2021

This is close, only thing different here is the Sales_calculated line-item to be populated Jan 21 onwards.(i.e. Current Year Months)

Jagmit · ‎01-19-2021

Yes, I have Time as a dimension in my Target module. I have attached the excel here for your reference. Earlier I was using MOVINGSUM, but then requirement has been changed and Forecast values need to be as per the Excel shared. This was the previous thread: https://community.anaplan.com/t5/Anaplan-Platform/Last-12-months-SUM-and-Actual-Version/m-p/93795#M21166

Jagmit · ‎01-19-2021

Hi Misbah, Thanks for the inputs. I am attaching an Excel here, maybe that will help explain the Problem statement. I can't use MOVINGSUM here, as the Forecast Month values i.e. (Current Month and onwards) the values need to be same.

Jagmit · ‎01-19-2021

Hi Nathan, Thanks for the quick revert. No, LAG won't work here as I am looking for Sum of Last 12 periods with respect to the Current Month. But if we change the Current Month i.e. shift from Jan'21 to Feb'21, my Forecast Line Item will calculate new values and will over-write previous Forecast values when Current Month was Jan'21 for the Jan'21 period. So, in brief: Current Year Months = Jan'21 till Dec'21: The Forecast values shouldn't change for (historical current year months)

Jagmit · ‎01-19-2021

Hi Team, I have one situation, where I am calculating a Line-item in Forecast scenario using Sum of Last 12 months (from the Current Period). Need your inputs to help with the below model design. Scenario 1: Current period = Jan 2021 Actual Version = Jan 2020 till Dec 2020 Forecast Version = Jan 2021 till Dec 2021 (i.e. including current period) Forecast_LI = TIMESUM(ACTUAL_LI, -12,-1) i.e. Sum of Actual Values from Jan-Dec '20 for all periods in Forecast Scenario as the Formula scope is Forecast. Scenario 2: (when we change Current Period to Feb 2021) Current period = Feb 2021 Actual Version = Jan 2020 till Jan 2021 Forecast Version = Feb 2021 till Dec 2021 (i.e. including current period) Forecast_LI = TIMESUM(ACTUAL_LI, -12,-1) i.e. Sum of Actual Values from Feb'20 - Jan '21 for all periods in Forecast Scenario as the Formula scope is Forecast. But what I want is: For Jan 2021 Forecast Data it should still be: Sum of Actual - Jan'20 till Dec'20 from Scenario 1. and Feb 2021 - Dec 2021 (i.e. 2nd Scenario), it will be : Sum of Actual - Feb'20 till Jan'21. Kindly advise.. Thanks ! @rob_marshall @DavidSmith @Misbah Regards, Jagmit

Jagmit · ‎12-18-2020

Hi Rob, Thank you for your revert. I follow what you're suggesting, will surely try Line-item subset and post my update here. Dimensionality is something like : versions, time, Product,Channel, Market type and the line item subset). Can't use native versions and switchover for this requirement. Thanks for helping! Cheers, Jagmit

Jagmit · ‎12-18-2020

I am forced to re-consider, as the number of line-items for which the same calculation has to be done is around 10+. So, if we have number of original line-items = 10 Same number of line item to get 'sum of past 12 months' into 1 Forecast month = 10 Total line items = 20 Hence, looking for better way to achieve this.

Jagmit · ‎12-18-2020

Thanks Nathan! I am new to Anaplan community. Is it possible to request Anaplan for best way to resolve this ? If not, can they consider this an idea for future releases? I do want someone to validate and correct/guide me, if I can improve on solution design. Regards, Jagmit

Jagmit · ‎12-17-2020

Okay I did something similar, like creating a new line item to capture the Last twelve months using Movingsum function. And then using Select to fetch the information in Target. I was hoping to avoid the extra lineitem in Source Module, only to store last 12 months data for existing lineitem. Regards, Jagmit

Jagmit · ‎12-16-2020

Hi, I am trying to workout a formula for Forecast Version Line Item. The requirement will be as given below. Source Module: Source Line Item - Sum of "Sales" of last 12 months in Actual Version Target Module: Target Line Item- "Sales" for 1 period in Forecast Version. Eg. Assuming I am forecasting Sales in Feb 2021; So the result should be = Sum of Actual Sales from Feb 2020 till Jan 2021. It is needed to get some ratio calculated for further calculations in Forecast version itself. Any help will be appreciated.

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