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Moving line item subset to another module
Hello everybody! Currently I have really bulky module that is not used in any dashboard and line items are not referenced by any other module. I'd like to delete it though I couldn't due to the fact that there's a line item subset created using line items of this 'obsolete' module. I would be glad if you could share the…
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Return Summary Value/Parent Value
Hi Team, I'm trying to create a function whereby I can return the parent value of a list item without using SELECT. I am trying to use LOOKUP & it is not working I have a source module with a list (Machines - with a top level of Total Machines), a Mapping module with the Machines list and a line item returning the PARENT…
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Flagging Non zero , number formatted line item
Hi All, I have a number formatted line item, i want to flag this field in another text formatted line item. saying its " error in value" else " No error", based on blank or non blank of first line item. Regards Madhu
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Is it possible to have 2 different formula on the same line item?
I am creating a module that needs 2 different formula on a bunch of line item. Basically, if it's Actual, than its formula 1, if it's Forecast than it's formula 2. Is that possible, or am I better of creating 2 different module and using dashboard to create this? I know i can confine the formula to Actual or Forecast in…
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Subtracting Months when using lookup
Hello.. I'm trying to figure out how to write a lookup formula that will subtract months. For example, I have the following line items Hire Date (Month format) Set for Jun 19 Revenue (Number format) Has 100 for Jan and each month increases by 100 (so 200 for Feb, 300 for Mar, etc) Test Result (Number Format) In Test…
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To display a Text message in the dash board based on the Variance
Hi, To display a Text message in the dash board (Separate Grid not part of the line item) based on the Variance (If it is 0 to display message like " No Difference", If it is 1 " Need to take corrective action" ) Kindly Suggest on the same. Thanks Usha
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Returning Parent/Summary value
Hi team, I'm attempting to create a function whereby it will return the line item value of it's parent without using SELECT. I have a target module with Machines List (Top level All Machines), a source module with Machines list and a system module with the Machines list & a line item returning the Parent of that list item…
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how to avoid parents in a composite subset list
There are 4 levels in one list. A subset list is created where in subset is for level 4, but while selecting level 4 automatically the parents of all levels are selected and are visible to user for selection. I need a list selection in a module with the above composite list with format of a subset which is part of a level…
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How to highlight with color entire row in module based on the Boolean check is True
Hi, Could you please suggest the solution on below. We have a requirement to highlight the entire row with color in module based on the Boolean check (i.e if it is True then highlight with color. Thanks Usha
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If date falls within a date range in a list, then apply the end date of the date from the list
Hi, I have the following: • Module with a column for Lease Ending Date - My particular date I'm using for this example is 7/14/19 • List built that houses bi-weekly ending dates the Lease Ending Date can fall into (Goes from 2/3/19 to 2/17/19 to 3/3/19, etc.) - The date range the Lease Ending Date falls into is 7/8/19 -…
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Date Format Conversion Formula
Hi, I am trying to convert a date from Ex., May 5 2019 12:00AM TO M/DD/YYYY format. I have created a list for all 12 months to convert May to a 5 by referencing the Code column in the list of months I made. I now need to pull in the day and year and add the slashes. Can someone please help me with the formula build to pull…
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Clearing anaplan data before new load
Hi all, I have a module with data value against every month, and my process takes care of loading the new file data to the module. before loading new data file, I want to have a action to cleanup the existing data and the load the file data. Dont want to delete the target list here, but only the data in the module.…
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SUM function usage on different dimensionality
Hi, Please let me know if anyone can help me on the below question. I was trying to analyze an existing module. Here is an simple example of the logic I was trying to analyze. I have 2 modules namely Module 1 and Module 2. Module 1 has a line item 'Total' and Module 2 has two line items BU and Hours. The formula for…
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PF&A Case Study (299) Access
Hello, I have completed Level 1 Model Builder and 201 Intermediate Model Building but I still don't have access to PF&A Case Study (299). I request the concerned authority to please grant me access for this case study.
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How to add a Line item with a formula in a list within a module?
I am creating an income statement module. Inside the module I want to create a few line item that is sandwich within a list. List - COA, Department, Line Item - Amount Example. 5000 (A part of my COA list) 50001 (A part of my COA list) 5002 (A part of my COA list) Cost of Good Sold (A part of my COA list) Gross Profit…
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Process Builder - Cannot create new process because of Naming Conflict
Hi, I am trying to create a New Process in Anaplan Process Builder. After entering a Name and selecting a Model, when I click on Finish, I get this error message: "There is a naming conflict with your model structures." In the target model, we have used standard naming conventions and don't see any conflicting names. What…
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Need to create multiple version comparison
Hello Anaplanners - I am trying to add a 2nd column on this module that calculates variance between 2H Budget minus Forecast as you can see in the 2nd pic. 1st pic shows my versions. Every time I attempt to create a new row for this calculation, I get the error that you can see in the 3rd pic. At a past company, I was able…
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Return sum of forecast in a module with no time dimensions
Hi I want to return the sum of values for a line item for my forecasted months. The module I want the value to be returned in has no time dimensions. Originally was using a look up to look at a certain month but not sure how to do it for sum of multiple months. - I have created a module that has my time filters. - Used a…
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Get value of Day(numerical) from Timescale Day
Hi Team, I have a module in which the Timescale is Days. Now I need to get the Day from the date. E.g. for a time period 26 Jul 2015, I want to get 26 as my day. Could you please guide me on how to do that.
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Process builder in anaplan
Hi, Can I know how to get rule option in process builder. Thanks, Tejaswini
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Creating Sub Districts
Hi, Has anyone experimented with having Sub Districts in their Territory and Quota Planning? For FY20 we have a new requirement to merge our North East District 2 and North East District 6 into one district: North East District 2. But, all vault accounts in the original North East District 2 will become sub district North…
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Remove Subsidiary View
I was working with a module and accidentally created a subsidiary view. How do I remove that? The line item is related to a list item and it was selectable until I pulled that list in as a dimension. I took that dimension out but its still showing that line item as a subsidiary view.
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Find YTD excluding current month and find YTG including current month
Hi I am in need to find the Year To Date excluding the current month and Year To Go including the current month. I tried with different formula and still facing some issues. Can you please help me on this?
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Summary options with LOOKUP/SELECT functions - wrong percentages
Hi all, I've had some trouble lately with combining the LOOKUP/SELECT function and the summary function, when working with percentages. Let me show the issue with a concrete example. 1) First of all I have a product structure: [img height="75" style="width: 218px;" width="230"][/img] 2) For each product I calculate the…
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Best practice for 'Corkscrew accounts'
Hi, What is the best practice way to do a classic brought forward / movements / carried forward calculation? Using OFFSET in the brought forward formula to capture the previous period? Or is there a better way? TIA
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Multiple Drivers for Dependent Dropdown
Hi All, I am maintaining a list formatted line item dependent on its parent to provide the end-user a "picklist" using which they can select list items basis their selected parent. However, I want to show only some items on the picklist instead of all based on a list property(say Active?). The only solution I can think of…
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Access to 102: Intro to Model Building
Good Day, Please assist I have completed training's 100,101 and New user exp but I am still unable to access 102 training.
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Formula to populate lime item with months for a selected year
Hello All I have a Masterfile module that has lines items that use a select function to get the data for a specific month. However, I am now trying to make the module dynamic. This means that the end user can select a year and the module is updated with the months in the selected year. I have created a "Masterfile - Time"…
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Returning Dimension/List Item based on Line Item
Hi, I'm trying to understand whether I can return a Dimension/List item when referencing a Line item rather than the Line Item result itself I have 2 modules. 1st module is dimensionalised by FX Rates (columns) & Regions (List Formatted Line Item) The 2nd module has a Line Item which is List Formatted with FX rates &…
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Formula
Hi-Experts, I Have a requirement for that I need your help. Module name: Summery module Dimension in the module - Time, Category, Product, customer I wanna move to all products(except fruits) sales data to one customer(AR Channel). Fruits data move to another channel(FR Channel). IF ITEM(Customer) = Customer.AR Channel…