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Best approach on creating a comment section in a Forecast
Hi, I was wondering if it's possible or the best approach on creating a comment section. I tried creating a text line item but it seems to have some flaw to it. I can't make any edit on the Actual, I can only write comment on the forecast, etc. Is there a better approach to this? I included a screen shot to give you an…
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group by line item
Hi, I have two different modules using two different dimensions. module 1 module 2 In module 2 I have an amount value, which I want to pull in to module 1. similarity between two module is Line item A (repeating text value), while pulling in to module 1 ,I want to group in amount value by Line item A( common line item in…
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Autofill Properties using the Create action
Hi all, A little issue i have : I am creating elements in a a numbered list (projects) using the Create action. My Create Button opens a new dashboard where the end users will fill in Project description that is used as "Display Property". I woul also like that a few project properties to be filled in automatically (a…
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Selecting different values over same dimensions
Hi, I have two modules that looks like the following: Module 1 - No dimensions, just two line items. One of the line items is formatted as List X and the other is formatted as Time Period - Month Module 2 - I have time and List X as dimensions, and one line item, let's say price. Now to the problem: What I want to do is to…
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Formula Syntax Function Key Search
Hi, Please help me to get the Syntax function key, how to find the any formula property in Anaplan by pressing key. Whenever we apply any formula in excel, we press TAB key then that formula shows to us what we have to select first. Regards, Vikas Jain
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Finding Items in a list basis common properties with another list
I am trying to assign Parent to a particular list in a module(basically identify the parent and then create a new list basis the established parent-child relationship): List 1 List 2: to be used for Parent List List 3: To be created using items of List 1 as child and List 2 as parent respectively The mapping logic is…
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Fiscal Year End
Hi, I want to get the value for my fiscal year end into a module (Date format) *See picture E.g. For my line item "Currentperiod" I can enter CURRENTPERIODSTART() in the formula field and get 2019-04-01 I want to do the same for when my fiscal year ends e.g. 2018-10-31 (should be dynamic)
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How to clear data from a module
Can any one suggest what is easy way (or all available options ) to clear the data present in exising module.
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Retrieve dimension as line item
Hi, I need to retrieve the selected dimension as a line item. For example, imagine I have a list with three items, Scenario 1, Scenario 2 and Scenario 3. What I need is some kind of function so that I can return the selected dimension, for example Scenario 1 in a line item. Any help is appreciated, thanks a lot!
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Auto Number
Hi, I have a list of numbers, they are used for unique product codes. As you can see the last number we used was 201028. When a user enters a product in another module, it looks up the BVFSKUID from this list using the BVFSKU column, If there is no matching record, we need to create a new line in this list, with the BVFSKU…
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Lookup on Line item subset "Parent"
Hi, I have a collect() module dimensioned by a line item subset and time and another by account and time, the account module is referencing the collect module using a lookup based on a mapping. The mapping dropdown allows me to select any member in the LISS and the formula works if I pick the first member i.e. Rent,…
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Anaplan Platform Uptime Reports
Hi, I'm trying to access the platform uptime reports as part of our revenue accounting monthly/quarterly close procedures, but don't seem to have access. How can my team and I be granted access to these reports? Thanks!
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List Property in Text and referring the text from Module as List formatted
May I know how I am supposed to retrieve List Property in Text as List formatted line item given the list property in text matches a list member. Thanks in advance. Greg
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SUM COLLECT
Hi Anaplanner, i have problem with take amount from GL Mapping (picture 1) to stagging (picture 2), and i want sum by CC(number), how must i do ? in the picture 1 i use collect to take amount in GL mapping
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Formula bar gets auto activated when using alt+tab
I have been experiencing this for long. Now I am posting it here just to see what our dear community has to say. If you have cursor in formula bar and you try to use alt+tab to move to different screen - why does the formula bar in Anaplan gets auto activated.
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Filtered list doesn't show all level of hierarchy
Hi I've created a filter using a list. Set it up as a boolean to only show products that I want to see. Issue is when I apply the filter i see the correct list - not the parents. I can't select the parents only the children. Any idea on what I'm missing.
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Percentage Rounding Issue
I have a module where users will be loading percentages - to 3 decimal places - against markets on a monthly basis. When Anaplan is summing the amounts inputted there's an issue with the calculation it's doing - see attached file, where I would expect the FY result to be 0.6 not 0.60000000000001 Would anyone have an idea…
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Circular Reference - calculating average
Hi all, I hope someone can help me, because I'm currently struggeling with a particular use case. I'm creating an extrapolation for a client, and they want to use a combination of 3 extrapolation methods: Month on Month (MoM), Year on Year (YoY) and a Manual Run Rate (Manual). Each of these methods are given a weight,…
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Data Label for any specific series in Combination Charts
Hello All, Is there any possibility that we can turn off / on the Data label for any one Series in the combination chart ?? for example : In the below combination chart I've 2 series A and B, Upon showing the values for Data label I can see Data values for both of the series. Can we show Values for any specific series and…
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How to create tree style
Hi! I want to show tree style like under one on the columns about List. I tried but tree view disappeared like above when I changed from raw to columns. Is it possible to show tree on the columns?
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Planning,Budgeting & Forecasting for insurance
Hi Team, Please can anyone clear my doubt regarding group level in insurance app and what is the work done by the group level finance manager.What covers under the group? Is it region or something else? The below is the link for the app.…
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Deployment of a Module view change
Hi experts, My colleague is encountering an issue. There are dev environment and testing environment, and he changed view of model and save it in the dev environment. Then, he tried to generate a new revision tag, but change in view of a model was not treated as "new revision tag". I mean, no revision tag was made. I'll be…
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Trigonometry function app
Hi Team, Please can anyone explain in what scenarios trigonometry function app is used in anaplan.
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Numbered Lists
Hi, I have a numbered list, in which i want the numbers to start from 1. I have used this list as dimension also have referred in some formulas. i entered wrong numbers when i was inserting numbers to the list. Now when i enter the numbers it starts from the next index number. is there any way i cant reset it? Thank You
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conditional formatting based on text value
Hi All, I have a text formatted line item which gives me the text message "Error" or "No error" based on condition satisfied. I want to color all the row having message "Error" as light yellow and "No Error" as light green. Regards Madhu
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Time Summary
Hi, I need to have a SUM summary for a line item but it doesn't add up but results to zero instead. I attached a screenshot for reference. Thank you.
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Default selection in dependent dropdown selection
Hi All, Do we have an option to set default value based on the dependent dropdown list selection. I have 2 lists A and B. List B is filtered based on selection from List A. I would like to know if there is a way to select display default value after a value is selected from List A dropdown. Thanks, Aparv
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Need Help on Filtering Data
I have a module containing multiple line items. One of the line item is "org code" with format "Text". I need to filter data based on the values in this line item. "Org code" is actually representing organizations under a department. One department can have multiple org codes. As an example, I am attaching a screen print…
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New member or parent change flag
Hi, I have Account List, when my target list is updated with new member can it be highlighted in Dashboard. And Also when change in parent of the member can it be highlight. Please let me know Thanks Asha
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Avoiding circular references with calculations on Previous List Item (Numbered List)
Hello community members! I am facing an issue which i cannot seem to find a solution to, but that someone might be able to help! This particular exercise started as a way to deal with massive amounts of sparsity in a model used by my employer. The business has a dimension (monthly vintages) representing monthly loan…