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    How I Built It: Fast, efficient model build of scenario planning with P&L impact analysis

    Thumbnail_Marina.png

    Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect.

    In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business cases, projects, strategic initiatives, cost-saving campaigns, or any type of allocation rules, this method has you covered.

    Here’s what you can expect:

    • Comprehensive insights: Seamlessly analyze how any business case/initiative impacts your P&L.
    • Flexible rules: Precisely assess the financial impact of initiatives with adaptable allocation rules. From high to a granular level. As % impact or as a lump sum.
    • Instant results: Easily activate or deactivate business cases to see their immediate effect on your P&L.
    • Concatenate list creation: Automate creation of Concatenate Lists based on any movement in any P&L Line (based on LIS)
    • GP P&L summary module: Aggregate results effectively on the LIS dimension for clear reporting.

    This approach is fast, lightweight to implement, and provides detailed, actionable insights for decision-making. Let’s dive in!

    https://play.vidyard.com/LXxzvc4oKpCPbSSTxGUSJQ

    Questions? Leave a comment!

    Re: How to get value from time dimensioned module to non-time?

    @KacperSzafranski13 create another line item in the target Module "FY" and format it to the Year . Then use this line item in the look up.

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    Re: How to get value from time dimensioned module to non-time?

    Hi @KacperSzafranski13 - You can also set the time summary to first non blank for the line item & use the formula - source[select: time.all periods] in the target module.

    It is similar to the method suggested by @lokeshm but skips an additional lookup line item.

    I'd avoid timesum since the calculation effort is higher in that than the other 2 methods.

    Hope this helps :)

    Re: Announcing: Statement of Direction for Anaplan calculation engines

    @andrewtye - From our analysis, even with all the workarounds for limited dimensionality in Classic models - almost all classic models are very Sparse. Yes, theoretically a model could be very dense and be more memory efficient in Classic than Polaris. We could make Polaris more efficient for very dense data - but so far we have not seen a real-world example where that is warranted. This is especially true when you consider ADO replacing the need for Data Hubs storing high volume transactional data.

    We believe that Polaris is the better engine choice for all use cases.

    @ViktorW - At the moment Polaris is only available in some tiers, however pricing and licensing is always subject to change and review in future.

    Re: How to converte a Date to a text

    @AmalmMahmoudi : to have leading zeros and avoid IF statements you can use the RIGHT function. See example for DAY:

    RIGHT("0" & DAY('DLC DATE 2'),2) .. if the day will be less than 10, it will return 03 … as you concatenate 0 before… if the number is above or equal 10, it will return the same number…

    Hope it helps

    Alex

    Re: Order in SUM agregation parameters for performance

    @david.savarin

    You know I am going to ask you this, but why is Time a line item in the source module? Is this transactional data that is being loaded from a data hub/other source system or is it something else entirely?

    But to answer your question, yes, it does make a difference the way you are doing your mapping within the SUM. It is best to make sure it matches the Applies To of the Target module. As for Time, you can place that at the front of the back, I don't believe it makes that much difference but you can definitely test it using the new Calculation Effort column in the blueprint.

    3.3.5.4 I AM CONFUSED,

    Please Help I am not able to understand what we have to do in this particular section
    Here are my queries
    1)The formula hint shows IF/THEN condition and then it says The next condition is override suggested amount? line item, so do I have to nest both the conditions ?? Please let me know
    2)Also it says Update another line item
    Confirmed Purchase Order Receipt

    • Redirect the formula for this line item that currently references the Suggested Order Amount for the Month line item to the Final Shipment Amount line item instead.

      So do I have to remove my Final Shipment Amount formula and paste the Suggested Order Amount for the Month , or how to redirect it??

    I will make formula myself i just want to understand what needs to be done

    Thankyou

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    Re: L1 Model Building - Lesson 7 Data Mapping issue.

    Hi 

    if it is numbered list then use the column 2(code)

    Column 2 -->employees
    Column headers ---> Sys08

    Thanks,
    Manjunath

    Re: Microsoft Edge - Bad Message 431

    Hi @TimWard70
    Based on my experience with MS edge (not specific to Anaplan), The "Bad Message 431" error typically indicates that the request headers are too large for the server to process.
    Typical resolutions include:
    Clear Cookies and Cache: Start by clearing your browser's cookies and cache. This can often resolve issues related to large headers by removing old or unnecessary cookies.
    Check Cookie Size    : If you have control over the server or application, check the size of the cookies being set. You may need to reduce the size of the cookies or the number of cookies being used.
    Server Configuration    : If you have access to the server configuration, you might be able to increase the maximum header size. This is typically done in the server's configuration files (e.g., for Nginx or Apache).
    Latest update: Make sure you have latest browser updates installed.

    If you believe this is Anaplan specific, best possible way is to open a ticket with Anaplan tech support.