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Planual Explained - Day 37
"Rule 1.05-11": Article 1, Chapter 5, and Rule 11” Do not embed Numeric values or Dates within the Code of a list Dates and values are "data" and should not be part of a code Here is how it was done in Pre Planual Era. What is wrong with this method? Dates and Values are data points and should never go to the list as part…
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Planual Explained - Day 31
"Rule 1.01-04": Article 1, Chapter 1, and Rule 4” Consider All Periods. Consider the use of All Periods.This is effectively the Top Level for time and whilst increasing the model cell count very slightly it does allow for flexibility in modelling.It goes against PERFORMANCE elements of PLANS if you wish to go against this…
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Planual Explained - Day 33
"Rule 1.02-01": Article 1, Chapter 2, and Rule 1” Use Current Version setting Utilizing the Current Version (and Actual Version) within the Version Settings allows the use of CURRENTVERSION() and ACTUALVERSION() for use in calculations and SELECT statements and ISCURRENTVERSION and ISACTUALVERSION() for Boolean checks Use…
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Planual Explained - Day 34
"Rule 1.05-05": Article 1, Chapter 5, and Rule 5” Format the Display Name property as a list, if possible. Format the Display Name property for Numbered lists as List Formatted, not text. This is more efficient, saves a line item, minimizes text fields and simplifies mappings Here is how it was done in Pre Planual Era.…
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Planual Explained - Day 35
"Rule 1.05-06": Article 1, Chapter 5, and Rule 6” Only use Top Level for ultimate parent Only use Top level for lists that will need sums so not Currency codes, or True/False (Indicators), or children in composite lists Here is how it was done in Pre Planual Era. What is wrong with this method? It is not required at all.…
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Planual Explained - Day 36
"Rule 1.05-07": Article 1, Chapter 5, and Rule 7” Avoid Top Level for large flat lists If you need the totals, look to add dummy parents to make the calculations more efficient Here is how it was done in Pre Planual Era. Lists that need to be aggregated we used to have a top level for all these lists irrespective of the…
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Formula Error
Hi, I have a list of 'Brands' which is a production list. I know that 'select' function does not work with prod list members however, it should work with the list top member/ highest level . But when I am using it with the highest level i.e. 'All Categories' I am getting an error that the list member or version is not…
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Formula Error
Hi Pls can you help : ----------------------------------------------------------------------------------------------------------------------------------------------------- The formula for 'EMP02 Employee Expenses By Dept & Role'.Bonus is invalid: Bonus = IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role'.Bonus…
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Deletion of Saved View for a module
Hi Experts, I'd like to ask, is there a way to delete a saved view? In my model there seems to exsit similar saved views, which confuses our develepment team members. So I want to delete some of them. Thanks in advance! Best Regards, Inoue
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DCA
Hi All, I wanted to understand that on applying DCA on a line item as I am making only certain values to the end users readable. So as my that line item with DCA is getting referred in another line item for the calculation purpose. So will DCA read access in anyway hamper the calculations or will the calculations will not…
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which user submitted changes
Hi, I am having user access management dashboard where I have one line item 'submitted by' which states who ever user is making changes its email id will appear. Currently it is a manual dropdown selection. If I want it to automate based on user then what should i do. Eg. suppose I am making changes for particular user so…
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Descending number sequence with Dates (Months) as the heading
Assuming my heading is the time: Jan 19, Feb 19 to Dec. 20. This is due to a parameter set. and the range changes based on the parameter to be set. My line item will be Date in number. this will make Jan 20 - Dec 20 to 1, 2, 3 and so on. I have successfully sequenced Jan 20 - Dec 20. However Jan 19 to Dec 19 will have to…
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Planual Explained - Day 32
"Rule 1.02-02": Article 1, Chapter 2, and Rule 2” Do not use formulas in the version settings. Whilst this is a simple construct and it might be OK for simple models; it effectively adds size to models every time versions are used in a module even if you don't want the variance. Also, in modules with 3 or more dimensions…
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Subgroup within Parent structure
Hi Please refer the screenshot, we would like to further subgroup the records under each parent based on the job name. ex. for example, for the parent 'C-4K/768/960, there are 6 records, with two records for a job name. We would like to further subgroup the 6 records within a parent, based on Job name. Please see the…
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INV01 Module - Some observations in Override Switches
Hi Anaplan team In both 'Óverride Suggested Order Amount' and 'Override Shipping Method' toggle switch scenarios, when ''checked'' the user entered values at lineitems Override Amount and Override Method correspondingly reflect in Final Shipment Amount and Final Shipping Method as per formula.Here are the steps : Initial…
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ARIMA forecasting method
Hii all, Does anaplan has ARIMA method of forecasting inbuilt in any app?
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Locked Saved Module View
Hi all, I am working on L2 Sprint 3 training and I ran into a saved view issue. Currently, there's a lock on the Default view and I'm not able to view my SYS00 Planning Period Filter for UX. Any ideas about what I may have done to lock this option and how to resolve the issue? Thanks!
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sequential numbering in line item
Hi, I would like to know how can we create a sequential numbering in a line item. I saw some post where they use RANK but it does not fit the requirement needed. In the module attached, I have a line item Transaction number where I want to show automatic numbering (1 - 100 for example) of the number of transactions. This…
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Prior year value for selected period
Hi All, I needed a logic to pick the values as below: If my current month selected is Jan, Feb or March FY20 then populate the value from Oct , Nov and Dec FY19 respectively. Thanks & Regards Madhu
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Mapping issue
HI, I have one Account flat list which has code for every accounts. there is one more flat list account items which is related to items within the accounts. So one account can be related to many account items list. there is one list which consist of items levels (1-5 numbers). so now i want to have values of account based…
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Multiple SUM&LOOKUP splitting workaround
Hi, I am trying to split multiple SUM&LOOKUP's used in a lineitem in a module in order to optimize the model performance. But while splitting the SUM & LOOKUP into different line items in separate modules (dimensioned by lists used in SUM&LOOKUP) , the result is not coming as expected. Since the size of lists is quite…
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Formatting Views in Dashboard
Hi, I am trying to format a view for a dashboard based on the business requirements and to make it more presentable in Anaplan. Following are my doubts, * How can we change the row height in Anaplan? * How can we color row to differentiate values belonging to a single row from other rows while scrolling horizontally? * How…
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New UX Forms - You Cannot Create This Item
I am creating a page in the new UX to give users the ability to add new Strategic Suppliers to a Strategic Supplier List. I used the Form Editor to create a form, but I am getting an error message that says "You cannot create this item". I've searched Anapedia for all things related to forms, but haven't found anything…
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lines disapear from a dashboard
Sometimes published grids on a dashboard do not show the entire grid. As you can see in the screenshot below, the third line "Personeelskosten" at the last item of the grid is not shown. In the dashboard settings the percentage of Height are set at 499 and a minimum of -1 px. When the percentage of Height is set at 50 the…
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I am currently working on The essentials of Model Building for customers
I have not started my Lessons training. However, I am nearing completion of the essentials of model building in the customer module. I am in course 7.6 Drill to Transaction functionality. I have tried to drill down on Pet and Food supplies expenses but get an error message. I have posted a screen shot. I am not quite sure…
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Formula to choose Dec value
Hi All I have one unit in my module that is missing a monthly phasing for 2 years (2022 & 2023). I have value only for December, so I want to say that if there is no input in a month, it should pick up Dec value and apply it to all months from January to November. I'd prefer to avoid saying that if it's 2022 then take Dec…
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level2 sprint2-DEM03 Default Version Formula
Hi Friends iam doing level2 sprint2 model iam facing difficulty in writing a formula for Default version....can any one guide me
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Level 2 Sprint 3 INV03 Distribution center Summary
Line item 'stock exception' formula - I have summed safety stock exception line item of a major module based on 'supplied by' line item of a system module (I have used only one sum parameter. As per the training program, we are instructed not to use any summary method. However, I am getting the results only when i use…
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Rank function Descending not working
Hi, Please help understand why my rank function is not working when using descending as my direction. Please find attached screenshot. I am expecting to do the ranking by starting to highest rank to rank 1. Thanks in advance for helping. Tom
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FORMULA RELATED ISSUE
hello community, i have a lineitem Has Data? which is a boolean format and in the same module i have product and store dimensions i want to write a formula in such a way that if a store has a particular product then the corresponding boolean box has to be checked please help me with a resolution sai.