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How can I get hands on training on Sales Performance Management modules
Hi , Would like to know the learning path for Sales Performance Management. Is there a way I can simulate sales plan, quota setting, forecasting in a test environment? Thanks in advance. Murali
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Allowing circular references
I have a case where I want to allow Anaplan to make circular references, what do I want to do? Basically to make a coffee I need: 1 Cup 1 cookie 50 grams of flour 5 grams of butter ... 150 ml of coffee 160 ml of water 3 grams of coffee powder So when I needs 2 cups of coffee I can go down the "hierarchy" and calculate how…
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How to show only the last uploaded data from a module in a dashboard
Dear Community, Could anyone please help me to implement a requirement? We are getting a monthly file from various manf. locations that tells the available inventory bucket values for various product lots. Here is a sample of the file we are getting I am loading the file every month to a Data module dimensioned by…
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Level 1 model building exam - model building activity 2
Hello. Can anybody help? I struggle with the Level 1 model building exam. "in the level 1 model , update the REV02 volume inputs module to include a formula to pull data from the DATA 02 SKU Volumes module".
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Order / Sorting on a List
Just in case you'd missed it, the functionality for Ordering a List via an action was launched two weeks ago It has been a great success (used 2,300x since then) Details of the feature are here https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Actions/Order-list.html This is a video of it in action…
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Getting 4x the value of import in target module
Hi, I'm importing OPEX data from a datahub to a spoke model with the same dimensions but are getting 4x the values for every cell in the target module. Does anyone know why this might be? Best regards, Johan
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Reorder flag
In module 2 sprint 3 it says keep the reorder flag referencing to Suggested order amount. WHile my formula for reorder flag is OFFSET(Ending Inventory, Shipping Time Weeks, 0) < 0 I cant get it Pls clarify
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Accessing Data in other module
Hi, I have 2 modules say A and B Module A has id, name, key, value, key2_value For example: id name key value key2_value 1 x k1 v1 row_numidnamekeyvaluekey2_value1 1 xk1 v11 21xk2v12v1231xk3v13 42yk1 v21 52yk2v22v2262yk3v23 The formula for key2_value is IF key = "k2" THEN value ELSE BLANK Module B has name as rows and line…
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How to make DCA line item go blank when FALSE
Hi, Module: I have created a module to submit and approve new employees. Line items of interest: Submit, Approve. Submit is boolean formatted and is TRUE when a person is submitted for approval, FALSE otherwise. Approve is a list-formatted line item with 2 list items (Approve, Reject) and DCA driven by the Submit line…
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Level 2 Sprint 3 Module INV01 : Formula for Shipping Method
HI I am using the above formula but getting an error. I understand I have to look into SYS07 Module(Distribution Center Details) for Default Shipping Line item looking up SYS08 SKU Details'.Code and SYS08 SKU Details'.Supplied By ..pls guide
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INV01 - Beginning Inventory off by 2
Hi all, I've been wracking my brain on INV01 and just when i think i have it, I notice that my numbers starting in Week 3 for beginning Inventory are off by 2. See screen shot attached from my module - in Week 3 FY 20 i'm showing 8,904 and in the example 3.3.5.3 Check Your Work it's showing 8,902. I'm also seeing my…
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Monthvalue in Anapedia
Hi I'm confused by the guidance in Anapedia on Monthvalue and Yearvalue functions whilst doing the Level 2 Model building. Having been advised to use these as part of the training to result in a boolean (which works) I was baffled by the Anapedia guidance that states it must result in a number. Is it a platform change…
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How to post a Month from current year to previous year
Hi, I have a scenario where I have to post a line item which is month formatted from current year and post it in previous year . Module is by Year dimension . for example - I select FY 20 as dimension Line item -entry is jan 19 , Result - Want to post jan 19 in Jan 19 (though I input in FY 20 as dimension) Post /lag works…
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show summary with Selective access enabled
Hi All, Can I show Summary when selective access is enabled at children level? there are lists in a hierarchy say A(PARENT) B(Children of A) C(Children of B) Selective access is enables at C but want to show the summary at B(at parent of C) , attached the screenshot for reference Please suggest if this approach is not…
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Mapping issue - only populate Manager that is from that Department
Hi, I'm wondering how to only get the name of a person who is part of a department in a module that has department as one if the dimensions. SYSTEM Module for Users: Dimensions: Users Line Item: Departments (List-format with department which is populated based on a formula using the lookup function). Module Mapping:…
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Sort list
Hi everyone, I have a list of selective access for users. Due to the dynamic maintenance of that list from various sources, a sorting of the list items is missing. For readability, I want the list items to be sorted in the modules and on dashboards. I use a line item with formula CODE (ITEM ()), on which I set sorting. Due…
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Role assignment level2 sprint 2
HI Not sure what I am doing wrong in Activity 2.4.11 create role and test as end user. Did following steps 1.Create new role : Product Family Manager, 2.Assign Role > Modules like DEM01 Volume Growth - Write , DEM02 Volume Growth weeks - Read, DEM03 Demand Forecast - Read SYS 00 Time settings-Read SYS02 Time settings-Read…
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INV01 - Final Shipping Time Weeks and Final Shipping Amount
Hi all, In 3.3.5.1 while creating the INV01 Inventory Ordering module, we are asked to create 13 line items, none of which are "Final Shipping Time Weeks" or "Final Shipping Amount". Maybe i missed something, but where is the instrux to create these two line items? Here is the screen shot from the training: I moved ahead…
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Sort a flat list with a composite hierarchy
For those of you who have touched HC or resources planning might be able to relate to the example below. Composite hierarchy is very useful, however, in some cases it is significantly easier for end users to managing data with a flat list. In those scenarios, sorting using a hierarchy can be helpful. Example: When…
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Need help for the optimizer error
Hi Team, We are getting error while running the optimizer. Can you please guide whether the error is due to time or some constraints or some data issue? Please find attached the image for your reference.
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Formula help
Hi, I need some help with a formula/modelling. I have a module dimensioned by Products and returns (row) and measurement periods (columns) (1 yr, 3 yrs etc). My line items are actual performance and benchmark performance (see screenshot below). Products may track performance against more than one metric (e.g. Returns A and…
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SUM of a Line Item
Hi all, I am trying to calculate the total of a Line Item to use in a formula (for example: totals are listed at top or bottom but I need to use this total amount in a formula). I have tried to use a 'SUM' formula for the line item but have not been able to get the formula to correctly work. Is there a simplified way to do…
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Model couldnot be restored
Hi team, I have problem about restore data in production model, first i sync form dev to prod but after sync i want to restored data before i sync and i have pop up like this How to fix it? regards, Panji
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Input Module as Quarters to apply to Months in Calculation Modules
Looking for a way to have a data input module of 1Q, 2Q, 3Q, 4Q as one axis and years as the second axis (2020-2025). This grid would be the input module for end-users within Anaplan. The calculation module uses a monthly time scale. I want the formula to retrieve the value from the input module for the quarter/year which…
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HyperModels Group
Hi All We have created a group for all things HyperModels https://community.anaplan.com/t5/HyperModels/gh-p/HyperModels This is an open forum for you to ask questions, post experiences, migration paths, best practices, etc. David
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Calculation Month Mapping MODULE change???
Hello. Dear Anaplan Community. Anybody who can help with the Calculation Month Mapping? I got a task to change the calendar matrix and do some changes. In particular month, I have to delete the final run and move it to somewhere else. Or change the final run to 3rd run. If anybody is familiar with this module setting,…
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Drill To Transaction Details on Dashboards
Allowing end-users to have visibility into source transactional data is very important for many Anaplan customers. There is always the ability to Drill-Down into source data, but at times, this may not be intuitive or may take several drill-downs to get back to the raw data. There is another option that can be easily…
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Adding new people to a numbered list with code auto-generated?
Hi, My client is wondering if they can add new employees to the Employee numbered list and having Anaplan create a unique code for them, so that the user does not have to do this part themselves. The code should be relevant to the process (i.e. budget, forecast, ad hoc) so might have name FC123 or BU123 etc. What is the…
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Matrix Grid Help
Hi, I currently have 2 entity lists (identical), and a module which maps the entity 1 list to entity 2 list. What I'm trying to do is to create a matrix with entity 1 as rows, and entity 2 in the columns (i.e. an entity matrix). 1. How do I create a formula which states if Entity in row = Entity in the column, select…
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Parent to Child Lookup/Selection
Hoping someone can help me with this one. The target line items are Split 1, Split 2, and Split 3. The target module is named 'Sales Pursuits' and is dimensioned by a list named 'Pursuits.' The source line item is 'Split Rank'. The source module is named 'Pursuit Team Split' and is dimensioned by 'Team Members' which has…
