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How to check if the text in the line item exists in a list?
Hi Guys! I'm trying to build a formula where I basically need to check if two conditions are true. One of these conditions is to check if a certain text from a line item exists in a separate list that I created. Bringing it to a language that I know more (I'm new to anaplan) I would like something similar to IF LineItem IN…
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I cannot start Level2 spint2 learning
I completed the test with a 90% response rate. But I can't take the next step. What action do I need?
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Create DEM03 Demand Forecast Module: Growth Rate % line item zero values
Hi Anyone who can help me with the formula for "Growth Rate %" line item? I put this formula ('DEM02 Volume Growth Rates by Week'.Growth %[LOOKUP: 'SYS08 SKU Details'.Product Family]) but I have zero values
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Running Actions in a Loop (Conditionally)
I have a use case to simplify let take an example. Assume we have product that can be bundled. Product A is single SKU. Product B is bundle of Product A plus some extra cost (eg packing cost). Product C is bundle of Product B plus some extra cost. User has option to either modify the price of Product A or Modify the extra…
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Anaplan Agile App - New UX
Hello, Are there any downloadable NUX pages/reports available to accompany the Anaplan Agile App to ease use, or is this all managed within the model itself? Any help would be much appreciated. Many thanks, Becky
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SUM for two line items (in the same module) that have a common list format
Hi, I'm trying to SUM two line items in a model - currently we have the below which works: THEN '[SUM: 'PL 1. P&L '] …. As we want to SUM two line items in the module, we have tried the below (and other SUM formats) but failed with the comment the line items have the same list format. If somebody could advise it would be…
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How can I unolock the locked Budget Version?
OK. So we wrote a budget, had it approved and locked down as the Budget Version in Anaplan. A few months later we decided to move some of our assets around, with an impact on the budget. We would like to change our Budget Version to reflect these changes. We can't unlock the Budget Version! How do we do this? Chris.
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Apply Value only to certain list members where line item matches others in list.
Is there a way to apply a value to a certain list member and only the ones after, where a particular line item (where the adjustment was applied) is equal to? In my example, List members are shown in order. On Cell G13, 1500 was applied to Sales ID 11. H12-H16 reflects the additional 1500. Because Line 22-26 is also…
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How to pull together values from multiple modules
Looking to pull together values from multiple modules, which have started, as shown in the right hand screenshot. The difficulty I have is trying to pull the values across from a module such as INP08, shown on left hand side of screenshot below. Ideally I want to be able to pick up individual lines from this module into…
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How to lock a specific version?
I am looking for a way to lock a specific version so that numbers do not move for that specific version. I have used a version list in my modules instead of Anaplan's native version functionality. For example, I have three items in my versions list used in all modules- actual, budget and forecast and want to lock down the…
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Formula Question
Hi, I'm trying to create a formula that will pull values in accordance to each weekday. Below is the Formula I'm currently using. I have screen shots of the Modules I'm pulling from as well. If you need more information on the topic please let me know. 'D01 Funding Ratios'.Average of Fund * '01S03 Weekday count by…
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How much time does it take to restore a model to previous version
I have a model which is of 500 gb in size and I have restored it to a previous version. How much time will it take? It is already 30 minutes since its running.
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Cell history not being captured correctly
Hi All, I have come across a weird scenario where cell history of a Boolean formatted line item is not getting captured properly. For e.g. : In the attached snippet of a cell history of a module below are updates 1 - Data got updated after a bulk import to TRUE (History ID - 3994882) 2 - In the next update (ID -3996409 )…
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Summing a percentage of a list amount from one module to another
Here is my situation: I have a module that contains a $ amount for a list of accounts , I am then mapping those $ amounts to another module that contains line items that I have in a List. In my screenshot you can see in Line item Mapto contains values of the list as well as Line Item Mapto2 contains values of the same…
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Get the Sum of Column
Hi everyone. how can i get the sum of Lease Liability column in Module 1 and insert to Monthly column in Module 2 Module 1: Module 2:
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Importing older classic dashboards into Anaplan apps
Question When one imports a dashboard, is the original dashboard in classic lost, or is it still available after the import? My preference is to have both and then, after tweaking, I can manually delete the older dashboard. Thank you
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Raised to the power of
Hi all. i want to achieve the formula with raised to the power of. I have this formula in excel which is =(S12/(1+($E$14/12))^(P12-1)) now how can i convert into anaplan formula? this is what i've got so far: Amount / (1 + 'REP00 SL Display Lease Details'.Implicit Rate / 12) ^ ('REP02 SL Lease Liability'.Period -1)
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Regarding anaplan workspace access
I have purchased a Anaplan work space but still its approval is pending can anyone follow up this issue please ..
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Importing incorrect data into "Actual" version
I've built an import and mapping logic to bring my actual data into my Anaplan model and everything is correct on the line item "Actual Expenses" as shown below. However, when I run an import action to move this data from the "Actual Expenses" line item (where it is calculated) to the Actual version of the "Plan Expenses"…
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Dynamic Cell Access by Role
I am looking for suggestions / alternative approaches for managing DCA by the user's assigned Role. Ideally, there would be an easy way to maintain this going forward. 1) I have heard a rumor that there is a trick wherein you somehow create a filtering module, then use the normal Roles>>Modules access assignments. Access…
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Counting a Project name
I am counting the project item(List: Project name) based and generating a unique number by adding +1 to count . everything is working fine until a situation comes where i have to delete some existing projects. When i delete the project → my count reduces and the way i am creating a unique number which is by +1 to my count…
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Copy paste formula from excel into Anaplan blueprint
Hi Anaplan community, I wanted to make a quick fix to existing formula in my Anaplan blueprint view, so I exported my blueprint view to Excel, used the find&replace functionality in excel to update all my formula at once, and then I wanted to paste back my formula in Anaplan blueprint view, but it gives me this error…
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Import Issues
Hi All, I'm currently facing two issues related to import. I have one module (split in three tables in UX) in which the user imports data. Here's the module: The import action works perfectly well for me but not for them. Apparently, the system is considering the comas as decimal separator while they consider it as…
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Time text format?
Hello everyone, I hope you are all doing well. I am writing today to inquire about the best formula to transform text from the format DD/MM/YYYY to DDMMYYYY. For example: 02/04/2024 should be transformed to 02042024. Thank you!
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How to lookup currency from module based on selected filter
how can i lookup the currency rate based on filter that i selected in REP01 Long Term Loan Payable. General List: LO05 Currency Module: SYS03 Foreign Exchange Module: REP01 Long Term Loan Payable
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Adding a list (as a page) into a pre-existing module
Hi. In one of our modules, are current pivot set up is: Pages: Version Rows: Line Items However, we need to add a list '# Customer' into Pages, to get the below pivot view: Pages: Version, #Customer Rows: Line Items Is this possible without creating an orphan/ duplicate module? TIA. Josh
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Need count to work dynamically depending on the list size
Hi, I have a requirement where in a module i have 4 dimensions (2 as page filter, 2 in the rows), Also line items are on column. (No time as dimension) I need to have a formula where it should reflect count of the line item starting from 1 to as many as the line item count is. And this should be dynamic based on the…
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Numbered Lists (With a parent)
Hi, I have created a numbered list (# Customer Number) successfully (with no parent, code as customer code, and name as customer code name). I'm trying to now create a numbered list as a child of customer number called '# Customer Name'. I bought in the below on the import: Parent Name Code Parent > the same code as noted…
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General Question on Locking the Actuals
Hi All, How do you manage the master data changes? As the changes in anaplan are retrospective. Lets say there is a change in the master data and it will impact the actual numbers reported. Is there any native way to lock the numbers? Please don't recommend the snapshotting process as it will not be sustainable for my…
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How does one safeguard against losing data with changing current fiscal years
I would like to use the out of the box TIME dimension/logic. However, I do have concerns about losing data if a fellow model builder inadvertenly changes the current fiscal year. How have others handled this situation? We have considered building exports to backup these modules every night and store the data outside of…