如果您有一个多年模型,该模型的数据范围各不相同,例如(例如,历史涵盖两年,当年的预测和三个计划年),那么时间范围应该能够以术语获得显着的收益模型大小和性能。
但是,在您赶紧赶上所有模型的时间范围之前,让我分享一些注意事项,以确保您最大程度地提高功能的价值并避免任何不必要的陷阱。
As with all Anaplan models, there is no set naming convention, however, we do advocate consistency and simplicity. As with lists and modules, short names are good. I like to describe the naming convention thus—as short as practical—meaning you need to understand what it means, but don’t write an essay!
我们建议使用以下约定:
可用的时间范围从1981年到2079年,因此“ 19”或“ 20”前缀并非严格必要。保持名称的简短,具有几个优势:
可用于时间范围的聚合在每个时间范围内都可能有所不同,并且与主模型日历也有所不同。如果您利用此优势并具有与模型日历不同的聚合,则应在描述中添加后缀。例如:
Time Ranges can span from 1981 to 2079. As a result, they can exist entirely outside, within, or overlap the model calendar. This means that there may likely be some additional manual maintenance to perform when the year changes. Let’s review a simple example:
At year end when we “roll over the model,” we amend the model calendar simply by amending the current year. What we have now is as follows:
You see that the history and plan Time Ranges are now out of sync with the model calendar.
How you change the history Time Range will depend on how much historical data you need or want to keep. Assuming you don’t need more than two year’s history, the Time Range should be re-named FY17-FY18 and the start period advanced to FY17 (from FY16).
同样,计划时间范围应重命名为20财年2月21日,并提高到20财年(从2019财年)。然后,将有18财年的历史记录,并可以用于计划数据输入。
时间范围可以为您的模型带来巨大的空间和计算节省,但要小心。在上面的示例中,将16-Fy17的开始期更改为17财年将导致使用16-Fy17作为时间范围的所有订单项删除2016财年的数据。
Before you implement a Time Range that is shorter or lies outside the current model calendar, and especially when implementing Time Ranges for the first time, ensure that the current data stored in the model is not needed. If in doubt, do some or all of the suggestions below:
The majority of the formula will update automatically when updating Time Ranges. However, if you have any hard-coded SELECT statements referencing years or months within the Time Range, you will have to amend or remove the formula before amending the Time Range. Hard-coded SELECT statements go against best practice for exactly this reason; they cause additional maintenance. We recommend replacing the SELECT with a LOOKUP formula from a Time Settings module.
There are other examples where the formula may need to be removed/amended before the Time Range can be adjusted. See the Anapedia documentation for more details.
这是一个很好的问题,在该功能的开发过程中,我们在Anaplan进行了思考。时间范围会使模型日历多余吗?好吧,我认为答案是“否”,但是与Anaplan中的许多结构一样,答案可能是“取决于!”对我来说,使用模型日历的一个很大的优势在于,它是本年度的动态,而+/-在任一方都具有动态性。更改本年份,模型将自动更新以及您设置的任何过滤器和计算,以参考当前年度,历史期,未来期间等。
(You are using a central time settings module, aren’t you??)
时间范围没有这种活力,因此每个时间范围都需要对年度进行任何变化。因此,我们在第一次实施时间范围之前的建议是查看每个模块,并且:
我们提倡构建模型从逻辑上讲,这是李kely that you will have groups of modules where Time Ranges will fall naturally. The majority of the modules should reflect the model calendar. Once Time Ranges are implemented, it may be that you can reduce the scope of the model calendar. If you have a potential Time Range that reflects either the current or future model calendar, leave the timescale as the default for those modules and line items; why make extra work?
As outlined above, we don’t advocate hard-coded time selects of the majority of time items because of the negative impact on maintenance (the exceptions being All Periods, YTD, YTG, and CurrentPeriod). When implementing Time Ranges for the first time, take the opportunity to review the line item formula with time selects. These formulae can be replaced with lookups using a Time Settings module.
As with the majority of the Time settings, Time Ranges are treated as structural data. If you are using ALM, all of the changes must be made in the Development model and synchronized to Production. This gives increased importance to refer to the pitfalls noted above to ensure data is not inadvertently deleted.
祝你好运!有关更多详细信息,请参阅Anapedia文档。请询问您是否还有其他问题,让我们和您的Anaplanners知道时间范围对您的模型的影响。
Great new feature!
Another consideration I noticed when playing around with the Time ranges is time-based formulas such as LAG. It is not possible to use LAG and POST across line items with diffferent time ranges. TIMESUM and MOVINGSUM works.
Yes, I didn't want to get into all of the details of what can and can't be done because the Anapedia documentation covers all of that
and
https://help.anaplan.com/anapedia/Content/Modeling/Dimensions/Time%20Series%20Functions.htm
Hi David,
很棒的功能,并且期待着。肯定会帮助稀疏。
快速问题回复:时间范围设置:
The base setup allows you to define a time range based on "number of periods" but does not appear to define the base timescale (ie is that number of periods months, quarters, or years?) Modules that you assign a custom time range to can have different timescales (months, years, quarters). When I apply a custom timescale to modules, should I need to create a new one for each specific timescale basis?
For example, "FY18 only (months)" and如果我想在模块上使用自定义时间表数月和宿舍模块,则“仅15财年(季度)”?几个月来,我认为周期数为12个,并且在季度中,期间数量为4。
Best,
马修
Thanks David,
是的,这阐明了这个问题。一项快速跟进:
我去了一个较大的模块,重新尺寸为“基于”quarters," with a new timescale subset I created. When I did so, the module's base timescale changed from quarters to months. When I tried to revert the base timescale back to quarters, it said that quarters was not supported by the timescale subset.
Do timescale subsets only work only if your modules are on a monthly basis? Or is there a way to apply them to quarterly modules?
Best,
马修
嗨,马修
The availability of the granularity depends on the settings here:
Turning on Quarter here will enable you to set Quarters as the Time Scale
Just a word of warning, if this is not the model calendar setting, check that you haven't got any Parent() functions that refer to a timescale nested within another formula. The value may change. For example, Name(parent(item(time))) for Jan-18 = "FY18" when quarter totals are off, whereas the same formula returns "Q1 FY18" if quarter totals are turned on.
这是时间尺度变化的正常行为,但要注意的是
Hope this helps
David
大卫,我们在一些较大的客户模型上利用此功能非常愉快。做得好!
We've noted that when using Time Periods to format a line item (ie. for a user to select a time period) the entire superset is presented. This can be awkward when the superset is large (ie. contains multiple years of history etc.) Have you considered an enhancement where the Time Period could apply either the Model Calendar or a specfied Time Range on a formatted line item?