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Import Mapping Issue
Hi All, I'm having an issue with importing a csv file from excel. Below is the column headers that I want to match, the Unique ID and all the other column is what I want as "Header Row". When I make the "Header Row" to be the Unique ID row it then shows me this Does anyone knows how to rectify this and make it show all the…
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Want to match a property that one data source has to another data source
Hi, I currently have two different Data Sources in my Model (D01 & D02). They both share a MID and a CID that can link the data together. I need to be able to look up my data in my D02 Module by a List named Legal Process. I'm having difficulties making this List match the data in my D02. I know I can potentially create a…
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Prevent import in selected months
Hello, I would like to give access to a user so that he can upload himself a CSV file in a module (with a time dimension). I do not want that this user changes by mistake past months. I've done a DCA on the line item of the module saying "write in July 2023". The module is in "write" in July 23 and "read" the other months.…
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Manage User Imports
Hello! I'm developing a Demand Planning Model for school books. Every year, it is critical to update the list of SKUs [both delete and add SKUs] as well as the SKU details [School Subject, School Year, Type of Book] - in the systems module Given that these SKU information are also lists in my ANAPLAN model, I would need to…
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I want to put a period filter.
I want to put a period filter like this so that when the user checks the boolean, the data of the months associated with the year will be shown in the below grid. Need some help with this.
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How to choose multiple departments in page selector
I'm creating dashboards for budget owners at my firm. In the dashboard I have a variance analysis module showing budget vs actual. If one of my page selectors is the department (Dev, Sales, G&A) and i wanted to show only software dev, and strategy under the dev department in the module how could i do it so that the budget…
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Formula showing YTD actuals + Remaining Year Forecast
I'm looking to build a formula that would show the current YTD actual expenses, + the remaining year forecasted expenses to arrive to my FY total expenses. The current model we have set up adds together "Expense from direct Input plan" (Basically our YTD actuals) and adds this value to another column called "Expense from…
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Condition on a Boolean.
Hello, Is there any way to have boolean line item with a formula and editable depending on the condition? For example: IF Condition_1 THEN True ELSE (boolean editable by the user) Thank you
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How to change order of line items in a saved view of module
I am trying to change order of line items in a saved view but everytime I click on reorder It opens all line items if module and not default view ones
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Employee department Change
For example, Amit Kumar joined on 01/01/2020 in the sales department and transferred on 05/01/2021 to the finance department. I made a UX page where user can choose the leave date and the new department the employee has joined and run the action which will add a new List Item [ Amit Kumar ( Transfer) ] with a new Code…
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List not aggregating by top level
Hi, I am building a model which stores historic data of investments/"assets" and reports on them both individually and in aggregate (i.e. the portfolio). I have two Lists. One is called "Assets" and a second called "Portfolios". "Assets" has the total list of the investments in the portfolio. The Parent Hierarchy of the…
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Formula for calculating Time Coverage
Hi everyone! I'm having trouble in resolving these request in Anaplan. Basically I've got 2 line items in a module with Time Scale Weeks: Expected Sales Quantity = Qty of Product that is expected to sell in every week Final Stock Quantity = Qty of Product in Stock in every week The request is to calculate for each week of…
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Copy data from one item to another item by cloning
HI
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Can't show previous period month
Hi, I'm trying to create formula to display the last date of the month with logic like this: If 'Manufacturer end date' is the 1st, the last date of previous month will display, otherwise the last day of the current month will display. e.g. If 2023-07-01 is the 'manufacturer end date', then 'Shipping end date' will display…
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Sample Reporting
Good Day All I m looking for a sample report template on the assessment of incorporating two models into one ( like workspace optimization, impacts, and advantage ). Can anyone help to share the same? Thanks in advance.
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How to handle time when setting a filter?
Hi all, I'm sure you guys already have dealt with this issue. How do you handle time when you need to set a filter (for instance "greater than zero) on a line item and Anaplan forces you to pick a specific month? Thanks in advance
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Total number of Archived models in Workspace
Hi team, Is there any limit of archived models that can exists in the workspace? Any links/articles will be appreciated..!! Thank you, Shraddha
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Count line items
Hi, I am looking for a way to count the number of TRUE items for a Boolean formatted line item. As per above image, since 3 of the Booleans are selected, I need a mechanism where I can get 3 as the output (it could be in different module as well)
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Using Users Dimensioned Line Item in a Formula With No Users Dimension
Hello, I have L1 and L2 lists, and recently I added a new flat list as A, and A is actually acting like parent of L1 that determines the groups L1 list members belong to. Since I do not want to mess the existing hierarchy and model functionalities, I prefered adding A as a flat list. In an L2 system module, I have an L2…
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How to Update Anaplan Module line item values with Users List
Hi, I have created two module and first module with four dimensions(State,City,Product,User) and one among them is standard User List and with one line item quantity. Created second module with only three dimensions(State, City and Product) and added User, quantity, quantity override as line items in it. In second module…
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How to create saved view with specific dimensions
I want to create saved view but mudule having 4 dimensions and for saved view I only want 3 dimensions so how do I create a saved view of that module. Please suggest a solution for it.
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Filter with Sync Selections
Hi All, Just looking for ideas on using filters and sync selections together on different axes... I want to filter the Markets (shown in Columns), and use Sync Selections on Products (shown rows) to only show the products under a selected Product Category. *See screenshots* Currently the filter isn't working because you…
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Employee department Change
I have an Employee details module which includes ( Code, Name, Start date, Leave date, Salary, etc.). There is one more module where the monthly employee salary is shown and we get the salary detail until the employee is employed. I have made a process where the employee has changed departments on a certain date. For…
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Open balance for the upcoming list item
Hello, I have to build a module in anaplan where I have to calculate the remaining hours in a month after an employee is working on a project. Let me to explain more: I have this "X" Persona that in a month is working for 3 different projects. This persona has been allocated on the first project with 5 days, then will be a…
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How to set closing balance summary in a year-to-date sort of way
Hi all, I am having an issue trying to set properly the closing balance summary. I am working with a module with three dimensions: cu, time, workflow status. Specifically, time is set to half year and workflow status has two list items, "closed" and "not closed", meaning respectively "compiled and approved" and "compiled…
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Importing same data into two versions - best approach
Hi, I need to import the same data into two versions (there are more than 2 versions, but only 2 are applicable for this requirement). I could have two independent import functions to import the data twice, once into the first version and another time into the second version but this is a slower process for the user.…
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Nested Axis Sorting
Hi I have a nested axis that I would like to sort. This is something that is not supported - but does anyone know of a workaround for this? I was hoping that if I hid the subtotal on each line item it would allow the sort, but it does not. If there is no workaround, I hope this is something that can be considered for the…
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Fiscal Year change
How to prevent data loss during the change of fiscal year. Suggest any ways.
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Why is my import not working??
Hi everyone, I am trying to run an import and it is not working. Or rather, Anaplan tells me it worked wonderfully but it's actually ignoring the data. And I really can't figure why… I've used a csv file, I've mapped the dates correctly, but it is somehow ignoring the data. Any help welcome, please! Flavie.
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Shouldn't this formula evaluate to True for the period below?
I'm wondering why the formula for "Actual" in the period "Jun 23" isn't evaluating to True for that top line next to the red #1 in my attached screenshot. The formula for that line item is [ITEM(Time) <= 'SYS01 Version Settings'.Full Month Actuals Through]. I would think that the less than or equal operator would evaluate…
