Data Hub as a single source of truth

Categories: Hints & tips

1. In the Data Hub: Create Flat Numbered List with the lowest level of the hierarchy (the Data Hub uses only flat lists – hierarchy will be built in the core model) – e.g., P3 SKU (called: Products Flat New # below – assuming hierarchy being P1 Product Family, P2 Product, P3 SKU) – Include Code and Display Name

2. Create Staging Module (e.g., STG1 Products Flat New Hierarchy) with the newly created list as a dimension

and import P2, P2 Code, P1, P1 Code into the module using a .csv excel or .txt text file.

3. To be able to create the hierarchy in the core model, use the ISFIRSTOCCURRENCE() function (called ‘FC’ below) on each of the desired dimensions

4. To create the hierarchy, start filtering the highest level in the STG1 Staging Module (in this case: P1 FC) for all TRUEs to look like this:

and only show the line items which belong to the P1 hierarchy which are ‘P1’ and ‘P1 Code.’

5. Create a Saved View via View > Save As and give it a name, e.g., ‘Hierarchy Level P1’

6. Navigate to the core model and search for the P1 Hierarchy list, give it a Top Level total and make it a numbered list

7. Open the list, create a new property called ‘Display Name’, click on import and choose ‘Connect to Anaplan Model…’ and search for the desired Data Hub Model, click on ‘Saved View’ and select the newly created saved view.

8. Import the Data

9. Go back to the Data Hub and repeat the process for P2

a. Filter the Product Flat New # list for all TRUEs for column P2 FC

b. Create a Saved View (this time also including the P1 parent)

c. Navigate to the Core Model and set the P1 Hierarchy Level as the parent of the P2 Hierarchy Level

d. Import the P2 saved view from the Data Hub into the P2 list and remember to map the parent this time

e. The hierarchy should look like below

10. Repeat the steps for further hierarchy levels

a. Filter and create ‘Saved View’

b. Set parent in the core model

c. Import into list using the ‘Connect to Anaplan Model…’ functionality

11. Open the Data Hub model and navigate to Actions

a. Within the ‘Imports’ section you should see the .csv/.txt file used to upload as per chapter 2.

b. Click on ‘New Action’ > ‘Process’ and enter a name for the process.

c. Once done, edit the process and assign the import

12. Create a new UX Board (pointing to the Data Hub)

a. Add an ‘Action’ Card and assign the newly created process to it

b. Once done, clicking the button will allow the user to update the hierarchy’s lowest level as per chapter 1.

c. Now that we have updated the Data Hub, the data needs to flow into the core model

13. Open the Core model and navigate to Actions

a. Within the ‘Imports’ section you should see the Import Actions

b. Those actions refer back to the ‘Saved Views’ we have created and imported into the core model to create the hierarchy.

c. Click on ‘New Action’ > ‘Process’ and enter a name for the process.

d. Once done, edit the process and assign the imports

14. Create a new UX Board (pointing to the code model)

a. Add an ‘Action’ Card and assign the newly created process to it

b. Once done, clicking the button will allow the user to update the full hierarchy in the core model based on the data entered/imported in the Data Hub