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Top Level - Page Selectors
Hi Team, I find that sometimes Page Selectors published to a Dashboard default to a list item other than the Top Level item on opening even though the 'Use Top Level as Default Page' has been selected within the List How do you set it up so it always opens on the top level? FYI - In the below example 'All Investment Cases'…
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Bill of Material (BOM) structure in Anaplan
Hi, I am currently building a model for production planning, which is largely based on the Bill of Material (BOM) of the different products. I have previously discussed other topics regarding this in this thread. I have however another question which it would be great to get some input on, namely how to build the BOM…
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How show first ten items in a chart/table
Hello. I have one problem with asceding sorting in anaplan So, for example: I have module with dimensions: Users, Time, Line Items (value). I need to filter my values in the way to show only top10 values on the chart. Are there any ideas or tricks how to do it? I faced a problem that fuction 'RANK' doesnt work with users.
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Email %40 error
Hi, I'm coming across an error where for a text email formatted line item, email addresses are sometimes captured with %40 instead of the @ symbol. For example, typing in john@abc.com saves as john%40abc.com instead. When later line items with the MAILTO function then reference this, the generated email will be sent to…
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Planual Explained - Day 8
“Rule 1.07-02”: Article 1, Chapter 7, and Rule 2 – “Version line item subsets”. Use line item subsets to create different numeric formulae to avoid multiple ifs. It goes against Performance, Logical elements of PLANS if you wish to use multiple if statements. Use Case: Based on the user defined months we want to compare…
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Tier Pricing
Supply Chain Anaplanners! Just found out my tier pricing best-practice article was published on the Anaplan Community Site. In this article I show you, step by step, the most optimized way to implement price lookups in Anaplan. Great for wholesale and CPG use-cases. I can not possibly share this post without thanking Rob…
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Is it possible to roll forward balance within the same List?
Hi, I have Deal List and Funds List with their Top Levels and Beg. Available Fund, Fund Utilization for the deal, and Remaining Fund as the Line Items. In module, Deal list and Funds List appearing in the Rows (Each deal has the same Funds list appearing again) and Line items in columns.The scenario is, one by one each…
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How I can avoid Display Period in Module without filter
Hi, In my module I am using a Week Time Scale however, I don't want period to display in it also, I don't want any filter or hidden technique to achieve the same. Thanks!
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Level 2 Model Building Size?
Hi folks, Can anyone confirm LM2 model building all activities completed till the end model size? I am starting lm2, have limited workspace access, was wondering if anyone can let know before I begin. Thank you so much! This community is awesome and you guys are super helpful! Grateful.
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How to obtain Period Format item for out of time range month
Hi experts, Could you please help me, obtaining period formatted item for out-of-time-range month? example) Financial year: 2018/4 ~2022/3 target month: 2018/3 ➡ Mar 18 (expected), Blank(actually)
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Partial weeks split bw months
Need the split of a week which overlapped two months into 2 partial-weeks. The target is to have a full calendar view of month and weeks together. The costumer can make planning on month or alternatively on week level, where data will consistently splited or aggregated. Moreover it is also important for aggregating the…
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Sum, Lookup Mapping
Hi, Still in the initial learning phase.Was wondering about Sum, Lookup function. When it comes to mapping, any line item in the source module, target module, or any other sys module can be used? Thanks
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Is is possible to apply lookup in the same module to pick value of the previous line item?
Hi, Is it possible to get the value of the previous line item with in the same module? if yes, what should be the formula? Thanks!
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Planual Explained - Day 6
"Rule 1.05-10": Article 1, Chapter 5, and Rule 10 – “Never delete list and reload the list as daily occurrence”. Using a unique key to update to values rather than delete and re-load. It goes against P & N elements of PLANS if you wish to do so. Here is how it was done in Pre Planual Era: When we had to delete the…
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ITEM formula for on flat list
Hi, I have two modules (see pictures). The Attainment Employee Position Check module checks which positions an employee has during the current planning year and the Attainment Employee Active Position Check module will use the information used in the previous module. So in the example below an employee named TBH has the…
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Delete line items based on time period
Hi, I want to delete selected line items in a module based on their year time period. i.e.: i want to delete all records that have a year time period format of FY19. Is there a way to do this? Best, Amanda
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How to calculate % share?
Hi, I have a Module with List of Persons who made contributions as a row dimension along with their respective Contribution in a separate Line Item, now I want to calculate how much percentage share of each person in my second line item. Kindly assist. Thanks!
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Chart with filters
When I click the icon, there's no pop-up showing up. Any reason? Thanks.
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Time dimension not syncing from module to module
Hello everyone, I have noticed when working on some models that the Time dimension doesn't sync from module to module - as in the attached picture. Both modules have the same Time Range - Default Model Calendar - and the same Time Scale -Month. Is there a reason why this is happening and how can I fix it? 2 modules in the…
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How to calculate forecast percent based on latest 3 months (average) actuals?
Hi, I have a source module without a version list/dimension. It contains only actuals. What I would like to do is a new module that contains actuals and forecasts. There should be a version list, which contains Actuals and Forecasts. Forecast figures should be calculated from the latest 3 months average (from actual…
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Custom Time Range - Switchover
Hi Team, The Time Range training states that 'If you want to use the switchover date, you'll want to use the model calender' (see below) I ran some tests and Switchover was working fine when using a Time Range although you cannot select a Switchover Period per Time Range, it is as per the Model Calender Does anyone know…
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Ranking with continued sequence
Hi Community I have a simple list containing values, but some of them have the same values. So when I rank them, the ranking is quite discontinued. For example, 1,1,3,3,3,6,6,6,6,6,6,6..... but what I want is 1,1,2,2,2,3,3,3,3,3,3,3,....... How to approach it. Thank you. Best, Qianru
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Start Month of a Financial Year
Hi Experts, Let me ask how to fetch start month of a financial year. What I want to do is to filter client's invoice data, that invoice period start from the start month of previous financial year. e.g.) If the current month is Apr 20, the invoice data should be filtered from Apr 19 to Apr 20. If the current month is Mar…
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How to get Min/Max and Today's date in Anaplan
Hi, We are trying to get the Min/Max and Today's date for data in the Anaplan Module. Below is the sample data present in the module. DateCustomer countRevenueSaturday, 2 May 20201001000Sunday, 3 May 20202002000Monday, 4 May 20203003000Tuesday, 5 May 20204004000 We expect to get 2nd May as Minimum Date, 5th May as Maximum…
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How I can made logic against time dimension?
Hi, I would like to understand how I can make a logic against Anaplan Time dimension list. Target: To make function for "Test" line item which tap True (to Test line item) for all periods where "Actual" current period is equal or smaller. Cheers, A
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Planual Explained - Day 3
"Rule 1.06-02": Article 1, Chapter 6, and Rule 2 “Don't use subsets on large lists.” It is better to create a list on its own if the Subset is more than 75% of the list. This goes against “Performance” of PLANS if you wish to create subsets on large lists Here is how it was done in Pre Planual Era: Without checking the…
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Planual Explained - Day 1
Rule 1.01-01: Article 1, Chapter 1 and Rule 1 - Never use SELECT with TIME. This goes against “Sustainable” of PLANS if you wish to use SELECT with TIME. Use Case: Let’s say we have a source module where we have a time dimension and we want to bring in the Annual Revenue for one year into our target module (Ignoring rest…
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How to calculate forecast percent based on latest 3 months (average) actuals?
Hi, Current setup: I have a source module where I will get actuals percents every month. The module doesn't include the version dimension/list. Target module: I want a module that includes version actual, forecast, and probably later other versions as well. I would like to get from the source module the actual (allocation…
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Concatenate users into a text field
Hello, I created a matrix, including two lists (tasks list and the built in users list) as dimensions and a boolean formatted line item in order to set write access for an other line item through the Write Access Driver. That part works, no issue with it. But I want to list (concatenate) in a simple text formatted line…
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Line Item Text alignment
Hi All I have a questions when i enter the line item TEXT ,is it possible to change Align Right / Left or Center and shift to another row in single line item e.g. Text (A)