-
Create Forecast based on date and occurence in Property Module
Hi, I have a Property module of Costs with following line items: * Amount (Number format) * Occurency (List-formatted with options One-off, Monthly, Quarterly, Yearly) * Cost Start (Month Period format) * Number of Months (Number format) I want to feed this information into a Calculation model that has Time as a dimension.…
-
Move employee from New Joiner list to Employee list
Hi, I have created an import process that takes any person from the New Joiner list that has a Start Date before CURRENTPERIODEND() over to the Employee list. This is all well, but then I would like to delete this very same person from the New Joiner list. How can I manage that? Best regards, Johan
-
Bottom-up Summary based on unique list members
Hello everyone, I am aggregating data in a module with three dimensions + Time: M2, which has M1 as a parent and corresponds to models R1, which is a list of roles E3, which is a list of employees and has E2 Team and E1 Group as parents. I am mapping my list of employees to their Roles which is why I have E3 as a dimension…
-
Date input query
Hi, I have a module with various bank loans and maturities e.g. 2020-2028 - this is dimensioned by quarters. I want to create a module that sums up the total bank loans by maturity. I've used a formula YEAR to extract the maturity year, but I can't seem to be able to sum on this year? Can anyone assist? Thanks!
-
Formula - last input
Hi I have a module where teams input information on a quarterly basis. I then use this to pull through into a summary and compare against previous quarters etc. However, some teams only input on an annual or half-yearly basis. In my summary, is there a way to pull through the last time teams input? Thanks in advance,
-
Count of records
Hi Team, i request your help below query. I have three grid in my dashboard. second grid showing associate details(selected associate in first grid) with account name details he belongs in PA level. Third grid showing account name details of same person in BU level. 1) I need to display one more column showing total counts…
-
Sum from list item property
I have a list of accounts and a list of account managers, broken into three categories (IVAM, DIAM, CCAM). Sales managers must assign an account manager from each category to every account. I want to aggregate the account metrics for all the accounts managers in a single table. The first image below shows the account…
-
Easy Question (Moving the Row Bar in Anaplan
Hi, I would like to know a easy way to move the Row Bar in Anaplan so I can see all the words in my Line Items? Pic is attached. Thank you
-
Conversion Number as Text like "1,234" to Number over VALUE Function -> VALUE(txt) w/o NaN
Hi, is there a good best practice to solve Text Conversion "1,234" to a number over Value(txt) giving finally NaN because "," will not be recognized by VALUE(txt). Numbers are given in text format by client as "1,234". Or is it easier to re-format the numbers in the uploadfile...by the client? Thanks in advance for a short…
-
Turn Off List Aggregation Function Work Around ?
Dear Community, I have a list A: Employee List, which is parented by List B: Department List. Anaplan automatically aggregate input to List A to List B. However, I have a situation where I want to turn off the auto aggregation and aggregate List A input to List B using a "SUM" formula. The reason is that the parent/child…
-
Finding Average using Formula
I have a table with Grade,Region,Salary of employees and i neeed to find the average of salary by region in another module and i am getting an error. I am new to the platform.Kindly guide me Kindly guide me.Thanks in advance
-
SUM by text Property: Calculation function
Hi All, I have a List Dept L3 where I want to SUM my $ Values in a module by its Code i,e not a Code of my item but a text formatted property which says Dept Code. I want to apply Sum by 'Property code'(830) in a list as shown in attached snapshot. Highlighted items are child of different parents. 830 is the Property code…
-
List referenced by DB
Hi, I'm searching which DB the Lists is referenced by. We can confirm the module which is referenced by DB. How about List?
-
ACTIVITY 6.8.2
Hi! I have reached lesson 6.8.2 and I am stuck on the 3rd Time sheet for Regions. Each time I try to enter the formula for code in SYS02 it says "code" does not apply to any lists (it has an empty Applies To) Does anyone know what to do? Thanks! Maira
-
Formula to hard code list item
Hi Experts, I have two modules. Module 1 has got lists: Cost Center, Cost Element, and Time. Module 2 has got lists, Cost Center, Cost Element, Time, and Profit Center. I need to bring data from module 1 to module 2. Whatever data will be coming into module 2, will be stored against P9999 profit center. Rest other list…
-
Monthly data to weekly
Hi, I am very new to Anaplan so forgive me for my ignorance. I am building a model where my calendar type is months/quarters/ years. The module has a list of all products that are ordered per month, broken down by product type and seller. I am trying to create another module with the same data but broken down by weeks…
-
Time and Version
My source module does not have version and has time range FY20, FY21 and target module has version-actual, forecast and time period FY 19, FY20, FY21 I want to reflect data from Data Module in the actual version of FY19 only, while data of FY20, Fy21 Data from source module should reflect forecast in the target module AS…
-
Ordered List Action and How to Use and How to Order a List Subset
Hi Anaplanners. Just a quick update on the Ordered List Action. Great functionality - a game changer for many use cases. I will show you an example plus a way to reorder a list subset. I'm sure many of you will have a more creative way to order the list subset so please share! First you have to create a module that uses…
-
How do I create an average that will exclude zeros?
How can I do an average on numbers and exclude the zeros? For example, Year 1 = 10, Year 2 = 0, Year 3 = 4, therefore if ignore Year 2, average is 7 (and not 14 divided by 3)?
-
Copy data from Actual Version to Budget Version
Hi Experts, I am testing a scenario, where user wants to update forecast data. But before user does it, he wants to copy previous year actual data to current year and next year forecast version. I do not want to use "Bulk Copy" functionality. Scenario Copy data from Actual version and Year 2019 to Forecast Version & Year…
-
Display Fiscal Year Total
Hi Experts, I have created a module, whose default view consists "All Periods & FY19, All Periods & F20, and All Periods & FY21". From this default view, I created a Saved View only comprising all periods of FY20 and all periods of FY21. To achieve, this I used filter based on the system module, created on Time Setting.…
-
LI Format - Time Period - option to choose several time period types at once
Hello, When choosing the format "Time period" on a line item, there is a choice between several types (month, quarter, year, ...). But it is only possible to choose one type. Is there any workaround to give the end-user the ability to choose a month, or a quarter or a year in the same line item ? Thank you for your help.…
-
Conditional formatting for List formatted line item
Hi I have expense list (5 list items) and one line item (Key fig list formatted).So for each expense list I need to assign one key fig. Suppose for travel expense list item If I have assigned Key fig1 and for the next expense also i have assigned key fig 1 then it should show in blue color indicating that each expense type…
-
Find if a list member has already be choosen in a line item in list format
Hello, I have two different lists of employees : the 4.0 list the people that we planned for the budget and the 4.2 list the people in the reality. I couln't link the 2 numered lists because, the matching of the 2 lists can evolve from month to month. I created a module in which the user choose wich person from the 4.2…
-
Level 2: Activity 1.3.4 Update System Modules
In order to get the SYS05 Country Details module to populate properly to load I had to use the Region codes (AMER, EMEA, APAC) in the Region Flat file, but when I I try to load the SYS07 Location Details module it is looking for the region names to be spelled out (Americas, etc.). TIA
-
SUMMARY Formula on ITEM(Time Period)
Hi team, I created a ITEM line item in a Time Map (Months) module & set the SUMMARY to formula. I expected it to return the FY but instead it returned the 1st item in the period. EG for FY19 it returned Jul 18 Any ideas on why this is not returning FY19? Thanks
-
Edit to and from Periods
Hi, I have a module with timescale in quarters. I only have actuals as my version and have set my edit from Q2 2020 i.e. July 20 to end of timescale. I've asked a colleague to test this (it seems as model builder I'm able to still update regardless of settings?) - and they were still able to edit all periods? Why is this?…
-
Best Practices - Order of Operations on Formulas?
Reviewing my work vs the listed formula in the training, I find that I wrote a formula as: 'REV01 Price Book'.Unit Price * 'REV02 Volume Inputs'.Volumes ...but the documentation puts it as: 'REV02 Volume Inputs'.Volumes * 'REV01 Price Book'.Unit Price My immediate reaction was "oh, it won't matter which order they're in -…
-
Circular References and 5 year Forecast
Hi, Circular References and 5 year Forecast. I am trying to use the Prior Year's final forecast as the starting point for the new year and get circular references because of the calculations in between. I am using the Previous year's Actuals as the starting point which is fine as this line does not relate to the…
-
Logging comments in Anaplan
Are there Anaplan folks who have worked with comment (text) logging in Anaplan for end users? The business prefers to log comments in the financial forecasting in Anaplan on multiple versions. Does anyone have a best practice in this? Building it myself rightnow, but curious whether people have best practices and tips!…