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Anaplan : Send Email with link directing to specific dashboard
Team, I am currently using MAILTO function and would like to insert a link in the body of email the specific dashboard in Anaplan. Please help. Thanks in advance for any help. Tom
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Data granularity
We can get the data from lower level to higher level by applying SUM or LOOKUP. But if we already have data at higher level and want to get at the lower hierarchical level, how should we do it?
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Enter Formula
Hi, Curious to know if I enter the formula at the line item directly, would it work (screenshot)? Im doing LM1, reccommneded method is to double click and write on top or expand the formula bar. But looks like it is editable at the line item directly as well, but I am not sure if it will work..
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Circular Reference - Supply Planning
Hi, For a customer of ours we're building a Supply Planning model on daily basis. When trying to build the core module I'm running into a circular reference which I can not seem to solve. Any help would be greatly appreciated. Relevant line items are shown in the screenshot below. For the Suggested Reorder Quantity the…
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dropdown view in Anaplan
if the SKU count is >10000 it is understood that Anaplan dropdown does not show all items because of the restriction. Is there any other possibility through which we can see all the SKUs when the overall SKU count> 10000 in anaplan dropdown
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Can't find Week 53 FY20 in Time Settings.
Hello All, When Setting Calendar type as Weeks: 4-4-5 and setting for Current Period FY 2020( viz. a leap year). There is no option available for week 53 FY20. Whereas the same is available for FY16 and FY22(which is not a leap year). Week 53 missing in FY20 Week 53 in FY16 Week 53 in FY22 Am I missing something in the…
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CODE, PARENT AND 'GRANDPARENT' FUNCTION
Hi CODE(ITEM('G3 Location')) and PARENT(ITEM('G3 Location')) were defined for the following Code and Country results. Is there a 'grandparent' function that can be used to display Region?
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How to have current month or current date when i open a module?
My current month in the setting is Dec19. When I open one module it is showing Jan 20; another module is showing Mar 20. So what is the reason why modules are showing different months? Similarly once I open any module if it is having a date as a dimension, can I able to see today's date automatically?
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Keyboard shortcuts
HI, I am using keyboard shortcuts all the time on Anaplan. CTRL C / CTRL V are obvious for anyone, and very efficient in Blueprint for properties copy and paste. I find two other shortcuts very usefull and efficient, they make me save a lot of time, Function key 'F2' : it works the sae way as for Excel, I use this to edit…
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Null value vs. True zero
Hi, I am trying to differentiate between a 'null' value versus an actual true zero (- vs 0) on a dashboard. Has anyone had any experience with this? I am looking at formula options to resolve this issue. Any help is appreciated! Thanks, Kaley
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Optimizer with multiple decision variables
Hi, We are trying to create optimizer where we have the multiple decision variables like deciding on the number of line runs, forecast number to be allocated on a line and inventory norms to be met for a particular product . for instance my objective equation is as below: ax+by+cz there are multiple objectives which has to…
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Previous year unitary calculations and summing
Hello everybody! I've come across a problem with making accurate calculations for a line item in currency/unit for previous year. My model has system version called "current" which has 5 years (2019-2023). Time options: months, quarter, ytd, FY. I'm making a module that is based on line item subset (included are: Volume in…
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Level 1 Model Building - Part 13 Dashboard - Chart
The course instruction says to show Margin line item, filter Forecast Months, save as Chart DB, publish Line Chart to Margin Calculation Dashboard. Add Margin Summary heading to the chart. (style heading 3) . However, the sample Model that we were told to download shows the following Line Chart by Volume instead. Which…
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Level 1 Model Building Course Instructions
Hi, In completing the Level 1 Model Building certification I noticed, what appear to be inconsistencies or errors in the instructions and I would like to highlight these all here as they caused me issues when sitting the certification test. Hope they are valid issues and a reply to this topic helps students navigate around…
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Dashboard
Hi How do we get a split view as below?
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Plannable List combinations
Hi Team – I want to understand how we can create a combination of lists and restrict the planning across only those combinations. Please go through below as an example case: Let’s presume we have two lists: Product and Location. * The product has 4 list items P1 to P4. * The location has 2 list items L1 and L2. * P1 and P2…
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Creating Formulae that are specific to a version
Hi Apologies if this question is over simple, but I'm fairly new to Anaplan, although I've done the certification. I'm trying to create a cell that calculates differently based on wheteher it is the actual or forecast version. I thought I had found the solution with the following article on "add version formula"…
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How to Group Weekly revenue into a customized Month (List)?
Hi Anaplanners, For my organization, we have revenues recorded by broadcast period and we have to report it by Gregorian month. Since the default Anaplan 445 timeline is not the same as broadcast period. I have to create a module that allows me to create custom grouping of the Anaplan week into my custom month. Then, I've…
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Level 1 - Model Building - Module Report - Different Results
Hi In the Module - REP01 Country Margin Report below, G3 Location and P2 Products were selected in Pages and the results are as per below screenshot. However, in the Module - REP01 Country Margin Report - Copy below, G2 Country and P1 Product Family were selected in Pages and the results shown is '0' as per below…
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Property Based Flag for List Item Match
Hi! I am working on a solution and I feel I am spiraling down the wrong lane for no reason. I have a text formatted line item that has the same values as of the name of the list dimensioning the module. I want to flag items in the list which are present in this line item, no matter against which list item. Here is a…
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Level 1 Model Building - DATA01 P&L Actuals and Budget
Hi I loaded the 'P&L+Actuals+&+Budget.csv' file and found out that Forecast is calculated (in black). I cleared data again and Actual, Budget and Forecast was 0. Is it because there is a formula defined for 'Forecast'? If so, how can this be trouble-shooted? Thanks.
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Level 1 Model Building - Module
Hi, the screenshot below refers. 1) How do you delete either of the modules in the orange box? 2) Why 'EMP02 Employee Expenses - Result' is not appearing in modules tab (pink box)? Thanks
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Issue with Percentage Number Formatting
Hi All, I noticed recently that the drill down ability on percentage formatted line items has been limited to the amount of decimal places / minimum significant digits selected for the format. Furthermore, if you drill into a cell that Anaplan is storing more precise decimals for, and then enter out of the cell, the stored…
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Pivot - Lists and Roll-ups
Hi When a module is created, the 'Lists and Roll-ups' appear on the left for selection. In the pivot screen, how can the 'Lists and Roll-up' be called-up for selection? Refer to screenshot below -> 'Lists and Roll-ups' not available. Thanks.
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Publishing a list property as page selector in the dashboard
Hi Anaplan, Is it possible to use a property of a numbered list as page selector in Anaplan? I need to filter my module based on a list property to select which lines I need to delete through a boolean line item. To give an example: List Property (Details) Dashboard: 1 Criteria 1 Details Page Selector: Criteria 1 2…
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How to Set search conditions for each user
Hi everyone. I would like to set search conditions for each user and I want to filter and display data. There are 110,000 items of data I want to display, and I want to specify search conditions for each user and filter and display them. Please tell me a good solution. Best regards. Taku
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Modify the Page, Column and Row dimensions
Hi For a module created, how does one modify the Page, Column and Row dimensions? E.g. Region and Products were selected as Columns and would now like to move them to Page and have Time as Columns instead. Understand that Pivot function provides a temporary view only and cannot be saved for future usage. Is it true? Thanks
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Identifying a Line Item's Max Value
In the attached example, I am using a rank function in the RANK line item to identify rows with non-blank ICM_ASNMT_ID and assigning them ascending rank values. Next, I want the MAX RANK VALUE line item to search through the RANK line item and return the highest value it can find (as demonstrated). In the example, this…
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Day level charts
Hey Guys, I'm working on some day level charts, where i need all days of the year to be on the x axis. On doing this, it errors out saying "Unable to create chart as selection size limit exceeded 200 items per axis, i understand this can be the case for other types of dims, but is there a way to add time/days to the x axis…
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Line Item Formatting
Hi All, I need to be able to show actuals across a selection of line items which are populated by data sources and forecast inputs across the same selection of line items. My current solution is to use two modules containing identical line items with identical formatting using the same styles. This ensures they align when…