-
Assign the module name for the line item
Hi Community I have a module with the following structure: Module Name ---INPUT--- Transportation fee INPUT Meal fee INPUT --- CALCULATION --- Trip expenses CALCULATION What I want to create a column named 'Module Name' is to display the module name; In this case, it is input and calculation (input and calculation are…
-
Mailto fuction-File attachment
Hi, Attachment of a file is possible while using mailto function ? If anyone knows ,kindly guide us. Thanks Neeraja
-
Planual Explained - Day 2
Rule 1.03-01: Article 1, Chapter 3, and Rule 1 – “Only give write access to the lists when needed” This goes against “Necessary” element of PLANS if you wish to provide write access to the lists Use Case: End users want to be able to input the numbers in an Input module on the Dashboard. Dimension of this module is Country…
-
Product costing in Anaplan
Hi, I am just about to start a new project where the idea is to build a full product costing, with complete BOM and routing in Anaplan. I have a pretty good idead of how to do this, but it would be great to get some input from you guys before I actually start building. There is one thing which I think will be a bit more…
-
Comments at summary line
Hi, I am building a Variance dashboard with line item subsets from another module as rows, columns to capture live data, snapshot version (past time period), variance between the two and finally comments. I need to display all of these by Management reporting which is another list used as page selector. I am good until…
-
How to control the checkbox
Hi everyone I created a Boolean as checkbox . When 1 checked ,others become disabled , and when 1 unchecked others are back to normal. how to do ?
-
Variance Dashboard Page selector
Hi Community, I am struggling building up a Variance dashboard at CC/GL level. Having so many members I encounter spacing issues. I have also added a numerous other dimensions (Rows - GL accounts / Columns - Line items ->I will bring the data through line items formulas instead of Versions so that I can calculate different…
-
Evaluate Values within in a Hierarchy
Hello, Does anyone know of a quick formula combination that evaluates the line item values for list members that share a parent? In my example provided the puppies have the same parent. They each have different "fees" which I'd like to evaluate in the variance column. How much more was collected in fees for Snoopy than…
-
Convert Text date Range to period
Hi, I need to covert the text field range to a period number, what should be the formula for that? I am getting the text range input as: JAN 2019 - DEC 2019 (in a single text cell) I need an output as period number. 1 for Jan 2019 in one line item and in the second line item 12 for Dec 2019. Thanks for the help 🙂
-
filter the values in a page selector based on another page selector
Hi, I have 2 separate hierarchies 1. L1 Region L2 Country 2. L1 Channel L2 Retailer I have a planning module that uses both these dimensions and to plan for units sold in a country at a retailer. I have published both the lists as page selectors on a dashboard. Currently when a user selects a country and then select a…
-
Time Range
Hi All, I am working on a model where in a dashboard I have to reduce the time range of a drop down from 10 years to 2 years. It displays 10 years as it uses the original time period of the anaplan model thereby displaying the entire time frame in the drop down. Please help me how this can be resolved. Thanks in advance.
-
Removing Parent Formulas
I am trying to move towards removing the parent formulas that are repeated throughout my model by consolidating the hierarchies into system modules so that parent formulas only needs to be calculated once instead of multiple times. My problem is that the system modules are built from the lowest level but sometimes the…
-
Referencing a Numeric Line Item Sum in Another Line Item
Hello, I have a numeric line item (picture attached) with cells filling in as 1 if they fulfill a condition, 0 if not. The total number of 1s in this example is 1514; I need to reference this total in another line item in a separate module. This separate module is not dimensioned off of any lists. How can I do this? From…
-
Advice regarding dynamic variance dashboard
I am looking to create a dashboard where the user selects the Version/Month for the first column and then selects the comparison Version/Month for the second column (using a selection module). The dashboard would then show the selected version/months in the first 2 columns and then show the variance in the third column. I…
-
Convert Local Currency
Hi Each individual country enters data in their local currencies. However, for the reporting in USD, it is to be done at Region level only. There is no need for Country level. Right now, I managed to convert at Country level (REP05) and the Region data will automatically be rolled up. If I do not want to store converted…
-
Double Row Line Items
Hi, Is there any way I can get a parent line item and then its Child Line items in the Column? if not is there any other way i can get something like this? Example: Parent: Q1 Child: M1, M2 and M3 Note: Parent should come in center like Merged Cells
-
formula error
"'P1 Product Families' is not recognized as a hierarchy in the model." i am getting this error
-
Need help implementing investment portfolio management model
Hi Everyone, Can some send me any leads or share any experience if you have implemented Investment Portfolio management models for your organization. Thanks, Manisha
-
Need to convert Date into a particular format
Hi, I have a line item formatted as date in the module like: "4/29/2020" and i want it to convert into "As of Apr 29, 2020". I tried myself with the below formula but didn't work, kindly advise: "As of " & TEXT(MONTH(As of Date)) & "/" & TEXT(DAY(As of Date)) & "/" & TEXT(YEAR(As of Date)) Thank you!
-
Auto Export Anaplan Model Outputs in Excel format over email
Team: I wanted to seek expert advice and see if this is feasible to auto-export Anaplan Model outputs in Excel format to various recipients over emails with native email app such as MS Outlook.
-
Time Ranges for a module
Hi - We are facing the size issue and are thinking of using time ranges in the modules as applicable. For Example, in we have a module which is relevant only for the next 6 months, I would like to have the module showing up and consuming the time periods (months) only for the next 6 months. But I fear this can't be done…
-
How to Group Total sold from 4-4-5 to calendar month if data is weekly commencing monday?
Hi all, My name is Jim and I am new to Anaplan and its community. I'm trying to build a model that tracks inventory sold for each calendar month. However, our inventory is tracked using 4-4-5 method and the data I have is aggregated weekly (no daily data) every Monday. To elaborate: for Jan 2019, per 4-4-5, it's from Dec…
-
Data format issue while Import
Hi, Is there any way I can import text value like "NA" or "N/M" in the Line Item formatted as Percentage? Thanks!
-
Adding Lines plus retreiving data
Hi Anaplanners, i am trying to build a module wherein the data can be retrieved from another table as well as Users get an option to add lines manually into the same module. Dimensions of both the sources are different to each other. i can share examples but i would like to get the idea first.
-
User List as Dimension
I have a selection module where a user selects the version & time period to display. The selected values are saved in the module. I have another module that displays the output value based on the values selected in the first module. For the first module, is it possible to add the Users dimension & store different selection…
-
anaplan project experience
Hi, I am starting to build knowledge on Anaplan solution. How do i get real-time experience to build a career? Can someone suggest
-
How to get value from database into line items
Hi, I have a source module where I have raw data (Rows: Flat list of Row Numbers and Columns: All the line items). Line Items: Funds formatted as Fund List, Trans Type formatted as TT list (Investment, Commitment, Proceeds) and Transaction amount. In my target module I have funds as row dimension and Amount as a line item…
-
Calculation within the list
Hi! I've got a list with few properties. I need to get calculations ("calculation" property in the file attached) baced on the the previous calculated value of the same item in the list. Is there any way to do this. Maybe i should use module? Thank you!
-
How To Capture Current Time?
I want capture current time in Anaplan. please suggest which function should i use?
-
Page Selector across Modules got change even if i change it in any module
Hi, I have four modules with same dimensions but with different Line Items so, when i change my page selector in any module the same page selector got changed accordingly in other three modules also. Is it how Anaplan works or am I doing something wrong? Thank you!