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Calculate the total interest from the first blank to the last blank in the 'Interest Expense' column
I have a sample where there are loan dates. For each loan date, the nominal interest will be calculated from the first non-blank 'Date of Loan' entry to the last non-blank 'Date of Loan.' The total interest will then be inserted in every non-blank 'Interest Expense' line item.
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Parent with the same name with its baby item will also map to baby item when Import
Is anyone facing the problem? It worked all right till last week, but I fund it went wrong yesterday. For example, If Importing from Module A to Module B, and both of them applies to Dimension X, which has hierarchical structure. If Parent NNN has the same name as Son NNN, then It become Twice after import to B.
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Top-Up current period value to specific period
Hello everyone, I would like to know if it is possible to top-up the value of the current period to a specific future period. For example, in my Forecast dimension, I have a value of 1,500 for the November 2024 period and 3,500 for the December 2024 period. My objective is to top up my November 2024 value to the December…
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Send an Email Notification if a Line Item Doesn't Equal 0
Is there a way to send a notification to specific users if a variance/line item is not equal to zero?
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A table including both Text and Number format columns
Anyone knows how to create a table including both Text and Number format columns like below? What i know is that, a line item can set to one format only, like set to Number or Text or other type. ..
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ALM- How and why anaplan saves data in module after replacing list with new subset of same list?
My module contains 5 dimensions, and I am replacing one of the list subset by another list subset of the same list, I have tested it using ALM, but I would like to understand how anaplan ensures even after changing the list subset anaplan preserves input value in that module. I have updated list subset first in test…
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How to return boolean result to different module
Looking to return a boolean result from one module into another. Is there a specific formula or approach I need to take for this? I'd looked to just link straight to the line item in the module, however this doesn't currently seem to be working. Would it be a problem if they are using different time ranges between the…
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Polaris - TEXTLIST alternative?
Hi Community. TEXTLIST does not work in Polaris. Planual rule is to avoid using it, however, there are times when the functionality is needed. Has anyone got an alternative or workaround to achieve similar functionality
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How to Use Lookups from Multiple Modules with Different Dimensions
I have three modules with different dimensions: Product Details: Dimension: 'Product' Line Item: 'Dispatched Qty' Formula I used is : 'Order Import Data'. Dispatched Qty [LOOKUP: 'Order Import Data'. FIND_PRODUCT] Attributes Allocation: Dimension: 'Allocation ID' Line Item: 'Dispatched Qty' Formula is : 'Order Import…
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User rights - summaries
I have access rights set for a user on customer list and on product list. Because they are both under hierarchies, once I set their visibility in the lowest level list of the hierarchy, the user can't choose a total to view all the customers/products. how can I still provide them with a summary?
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Column type issue
There are some columns, like 'ReportingPeriod' and "Curr_Q" should be Number type while "Comments" field should be Text type. In this case, any suggestion how to set the line item format? For example, the first line item "Global Allocation", what format to be set? either Number or Text is not correct I think. Thanks.
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Best Practices for Optimizing Anaplan Model Performance?
Hi everyone, I’m working on a fairly large Anaplan model that’s starting to experience some performance issues, particularly when running complex calculations and data imports. I’ve already tried reducing cell counts by removing unnecessary modules and optimizing sparsity, but it hasn’t made as big of an impact as I hoped.…
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Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
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Definitive Current User in a formula
Hi, I have a list of invoices with an approver selected from the user list for each line item, what I want to do is check if the 'current user' is the same as the 'approver' and if so then allow them to write to the item. I have a fake users list, and i can have a module with users with show all set to off, but none of…
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Current year filter with YTD and YTG
Hello Community, I need a filter in my sys module which should show only current year (this should be FY24). I also need YTD and YTG for this year, i.e current year. I also need a filter for next year. i.e current year +1 and again should be filtered on same year YTD and YTG. Is this possible in Anaplan. Kal
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Summary module - referencing list with properties
Looking to create a module that provides a summary of a fairly detailed data set that has multiple dimensions, with having originally built this by adding the relevant dimensions to the module and then using a formula similar to the below, just referencing more elements…
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How to use TimeSum?
Hi! I am new with Anaplan and still learning the functions. May I ask how can I make a summary from a module with time dimension to a module without dimension? Here in the 1st picture is the by field with its actual value, input on a daily basis. Then I have to create a separate summary to show the total actual without…
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Restrict access to summary items in a line item drop down when using a ragged hierarchy list
Hi, Is it possible to remove the summary items from a drop down list when a line item is formatted with a ragged hierarchy list? Cheers
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How to make picklist selection user dependent
I have a situation where target lineitem is populated based on the picklist selection. The problem is when multiple users are making the selection, the latest selection is being used. I need this to be dependent on users i.e., one user selection shouldn't affect the other.
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How to transpose data
I have a module A - Dimension Class and Subject In the module, I have a line item (list formatted) called Order. User will use this module to define Order for each Subject for each class. eg. For Class X; SubA - Order 1 , SubB-Order2 etc. Now I want to create another module dimensions by Class and Order, That can show that…