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Pulling in Data Question
Hi, I need advice on how I would pull in past data into my Model. I have a Excel file that is attached and have set up the layout of the Model in Anaplan and have put the Formulas in my Line Items. I just need to pull in this data and then create a Flat File that will be uploaded into Anaplan Daily. My question is with the…
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Effective date of Employee in a Location
Hi, Looking for a solution to get the effective date for working on a location(Result(output Required)). Employee 1 1. Got hired on 15th March so output to be 15th March for the period March. 2. Moved to US location in May and stayed there for 3 months, for July period the result to be 31st May(period since working at that…
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Vote for your top function for Anaplan Live!
Hi, everyone! Join me on December 9 for Anaplan Live! In my session, I'll be discussing the 5 foundational functions in Anaplan. These are the most common functions and understanding them will allow you to start building and planning with Anaplan. I'd like to add a 6th surprise function that you would like to learn more…
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Rank Formula Issue - Not Starting at 1
Hello, I am running into a strange issue with the rank formula. In the attached screenshot, you can see a line item with the formula: RANK(1, ASCENDING, SEQUENTIAL, CURRENT FLAG <> Previous Current Flag, Current Flag Mismatch) I have displayed all related line items. A screenshot of the filter on the view has been provided…
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Level 1 MB Exam- Activity 5
Hi, I'm working through the L1 MB exam and cannot figure out activity 5. The question asks you to update the formulas for the bonus and benefits lines, using a combination of data from the new role data and module SYS08. When I update with this formula: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role'.Bonus %…
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Still ROUND issues with EXACT?
Hi, I was under the assumption that the EXACT rounding method had fixed the issues with floating decimals? My use case requires several rounded export modules out of one calculation module and thought it's good practise to use ROUND() only once in the calculation module and not in every export module. Yet, I just…
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To pull or not to pull?: Loading Distribution List to SYS07 Location Details Module (Lvl 2 1.3.4.3)
Hi all, This is an exercise to create a data hub and, as a preparation, I have asked to load data in a flat list in a preset structure as per below: Please note that there is Distribution Center? field to it, which was already set when I uploaded this assigned model. Since it is there, I have uploaded the true/false…
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Approval process
HI In my module I have Profit Center list(25 items) and revenue Line item .I have also created 1 Boolean line item for approval process. so for each profit center I need to check approval boolean. Instead of that can I check only one boolean so that all the profit centers should automatically checked. Is there any…
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Version Formulae & Formula Scope
I need some assistance understanding the limitation of Version Formulae and how it interacts with Formula Scope. I have inherited a model build which has a comprehensive P&L module (down to GL level) split into its respective areas - revenue lines, cost lines, etc. Each respective area naturally points to a different part…
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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.…
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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
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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…
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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!
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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,
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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…
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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…
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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
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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…
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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…
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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
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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…
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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?
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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
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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…
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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…
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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…
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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…
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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)?
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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…
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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.…