Requesting a serious help

[Sravan_Kumar]

Hi Friends,

I want to create an Action process.

That will automatically import the current year data.

Please assist me in this.

[naushad786]

Hi@Sravan_Kumar,

Create a dynamic filter based on current year and apply to module 1 and create saved view to import to the module 2.

Thanks,

Naushad

[Sravan_Kumar]

Can you please share an article mentioning the same.

[prabhu]

Hi@Sravan_Kumar-

Create a system module:

which should have 1 year formatted line item and no dimensions.

You can get Anaplan System Time by writing a formula as mentioned below or you can use as existing drop down (without writing formula).

Create additional 2 Line item, to get the year and to filter

Apply filter and use the saved view as a source for import.

Thanks,

[Sravan_Kumar]

Thanks@prabhu.

I am trying and letting you know.

[Sravan_Kumar]

Thanks for the help.

I am able to select the current year.

[prabhu]

Hi@Sravan_Kumar-

Follow these steps to convert Text formatted date to Real DATE

Thanks,

[filip.sypniewski]

Hi@Sravan_Kumar,

why do you need two modules? do you have the same dimensions in both of them?

[Sravan_Kumar]

First is the initial module with historic year data.

Second is the final module (which we will be building) with the current year data.