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Count items in a list
Hi, I want to do something that seems simple, i have a list (Complaint list), and it has a field (text) called custRef which is not unique. I am in another module and when a user enters a CustRef (text field) i want to then count how many times that appears in the Complaint list. As the CustRef is not from a list, and just…
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How to create a lineitem-dynamic graph and chart basing on a driver lineitem/list
Hi, everyone, I have an requirement from client that users select a standard/method (may be list types) from a drop-down in a lineitem (list formatted), and the graph/charts will automatically change the data items accordingly. Let me put it in more details with some examples. Driver (parameters) Image:…
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nested ifs
I have the following nested if, for the highlighted line item (see picture): IF NOT 'exclude' AND 'Sum fill rate gallons actuals' > 0 THEN 'Sum fill rate gallons actuals' ELSE IF 'Sum fill rate gallons PY' > 0 THEN 'Sum fill rate gallons PY' ELSE IF 'fill rate gallons FOR movement avg' > 0 THEN 'fill rate gallons FOR…
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Can I configure a chart to respect a dynamic Time filter?
I have a chart with Time on the x-axis. The saved view used to create the filter has a filter applied to Time. The initial view published on the dashboard respects the filter. However, when I change the selections in my driving filter, the chart is not updated. See example screenshot below.
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Is there a way to use SUM with Rules, such as IF
Sorry for the wall of text, I am attempting to articulate fully what my inquiry is, and due to information privacy, I am using sudo names as place holders. I am attempting to generate a summary module. I am using 2 independant heirchies, with one of the line items/fields in the first heirarchy matches a value in the second…
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Minimum item in a list grouping
Lets say I have a list to map any day in the year to an accounting month, because our accounting months don't always begin or end on calendar month boundaries. Accounting Period Date List (sample) Parent Code Accounting Month ... ... ... ... 5/24/2018 May 18 5/25/2018 May 18 5/26/2018 Jun 18 5/27/2018 Jun 18 ... ... ...…
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Reducing Model Size – Introduction to Sparsity
Summary: Unnecessary model size has a large impact on your Anaplan environment from using valuable space to slowing down key processes. Sparsity is one of the biggest causes of inflated models. Understanding what sparsity is and how it impacts a model is the first step in knowing how to reduce it. Course Objectives: By the…
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SELECT unavailable
I have come across an issue where a line item is dependent on dimensions not part of the Module makeup, I would like to use the 2021 by month line item in a new summary module but seem to be forced to add in Reinvestment Group as a dimension where in reality I want only the top level view summarised only by GL account cost…
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Using No data line item to enter comments (Admin)
Hi, a short tip ad trick to document the blueprint. I use No Data Line items, hidden in dashboard, to define distinct /homogenous chapter / parts in the blueprint. No Data line item are supposed to be No data, and they are, BUT you can nevertheless enter a formula in them. I use this feature to enter a text formula which…
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How we can concatenate two number line items?
I have got two number line items as shown below. LineItem1 , LineItem2 , Result 1 2 1(2) 3 4 3(4) 7 10 7(10) I want to get the result as shown above for the two line items. Ideally i need a concatinated value. Could you please assist me in achieving the same in Anaplan.
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Group option in RANK Function
Hi, I have a module with 3 or more lists, and Value and Rank line item. I want to rank Value for each combination of items in those 3 lists. However, I find that RANK function can only accommodate 1 list in the Group option. How can this be done? Regards, Andre
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Schedule Module as Report
Beginner Question: Is there a functionality to schedule the export of the current view of a module to a specified user?
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Show Total in Module even after applying filters
Hi All, In one of my moduel having a column "Rebate Payment Amount" which has values, and also we set the show TOTAL on Above for giving total aggregated values as single value, it works only if we didn't apply any filters on the remaining columns in the module. How to show the 'Total' i.e. sum of all rows for the column…
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Single Sign On(SSO) with new workflow method
Hi everyone, A question about how SSO works with new workflow method - since the new workflow method will enable an automatic notification email which contains the URL linking to the dashboards that the users need to update, how does it work with SSO? For instance, if an user doesn't have Anaplan logged in at the moment,…
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Dynamic Cell Access or line items with formula
I have a module with imported data. Some line items need to be editable and some do not. to make a line item not editable It seems there are two ways to do this... 1. create extra line item that references, and then hide the line item i don't want to be editable 2. use dynamic cell access I'm wondering folks opinions of…
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Retaining display names as item names when change a numbered list to unnumbered?
A list which has been used to dimension many input line items was incorrectly made a numbered list when it should have been a normal unnumbered list. I can change it to unnumbered but am left with the expected #123 number as the item name. What I now want to do is replace the #123 with the display name but so far I have…
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PREVIOUSVERSION(Data) not showing prior forecast actual data - please help!
Anaplanners - I am using PREVIOUSVERSION(Data) to pull the previous forecast's data (formula in first pic). It's not pulling actuals before the current month as you can see in the second pic for May 2018. It seems to be working fine prospectively for June 2018 and pulling in the previous forecast's values for future…
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TIME as a Line Item/Bulk copy time
Hi All I have a few modules which are being used to capture settings/variables which the users will select via a dashboard. The modules include the TIME dimension using the Quarter timescale as they want to potentially have different settings for each quarter. I want to give them the ability to copy the settings from one…
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Dynamic changes on List Item
Hi Team, I am trying to do the currency conversion where countries will be reported in 3 currencies USD,Euro,LC Now if the country is suppose France then only Euro and USD should appear in the drop down list as Euro is the LC i.e. LC in the above list should dis appear. e.g. For France Only Euro and USD should appear…
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Blank for numbers
Hi all, Perhaps a straightforward question, however I cannot find a direct answer. I would like to have a BLANK formula for numbers, so IF ... THEN BLANK. Currently I have IF ... THEN 0 ELSE ... , however it has to be blank instead of zero. Is there a certain formula that works for numbers? Kind regards, Mickel
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charting with generic week numbers
I need to chart multiple years with one line for each year and the axis showing the week numbers. I've been looking off and on, through the forum, for about four months and no luck finding a solution. Please help. Thanks.
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Need help with SUM and/or LOOKUP functions
I'll be using 'Formulas and functions' app as a base for this. We have 'Transaction Values' module: I created 'adv prod' list and 'T: map' module. It's goal is to assign basic products to advanced products: Any product can be assigned to no advanced product, to one or many. My goal is to write a formula for this simple…
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Boolean true by default?
Is there a way to set a boolen line item as true by default, allowing the user to de-select items rather than select them? The module has a large number of dimensions - and is accessed on different dashboards - and so setting each of them to true isn't really practicle (even with the space bar trick) Thanks,
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Monte Carlo Simulations
Dear Anaplanners, I would like to know if Monte Carlo Simulations are possible on the Anaplan platform ? I would appreciate to any kind of help pertaining to this topic. Thanks a lot. regards, Krishna Veera
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field missing
. I have two modules with the same dimensions. I’m bring fields into the calculation module from the import module. I’m bring fields into the calculation module from the import module. This works fine for tons but not for percentage distribution. I created a test field and change time scale to year and the values show up…
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Time Scale changes
Hello, Please do let me know if there a way to rename the Time period Label of Year? For eg FY2015, FY2016 etc. to 2015 or CY2015. Thanks, Suneesh
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'Formula' sum for 'list'-formatted line item
Hi all, This article ( https://help.anaplan.com/anapedia/Content/Modeling/Build%20Models/Summary_Methods.html ) claims that list formatted line items can have 'formula' as summary type. In reality it does not work for me. If I try to set summary type to formula - system tells me to enter formula first. I do that and try…
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Lookup between list formatted line item value in one module and list property in another module
Hi All, This is around a Top-Down allocation functionality being built for Demand adjustment. Based on the available capacity & resources the demand needs to be adjusted but instead of adjusting at the lowest level (Devices) the idea is to adjustment at another higher level(Packages) and the % adjustment flown down to the…
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Compounding across a list
Hi. I've a question as to how values can be compounded across a list. i.e. If I was to have a 'Driver list' of 3 items. Each driver item improves sales by 10%, the total improvement to sales is 1.1*1.1*1.1=1.331 or 33.1%. It is similar to how a product fucntion would work in Execl. Checking the Anaplan v Excel…
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Top Level on the Users List?
Hello, Is there any way to get around not having a top level on the users list, other than creating a "fake" users list with selective access?