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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…
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Get Value of Top Level
I have three lists: Product Lines L1, Product Category L2, Products L3. Total Products is the top level of Product Lines L1. I'm trying to calculate the product mix of each product in Products L3 as a percentage of Total Products. The module.line item that has the volume is Sales.Units Sold. But my question isn't about the…
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File Load to List via process
Hi, I have loaded few Lists hierarchy from a file .txt and list was updated. used a process and included these actions, but when I run the process system is not allowing me to browse and choose the source file. So, If my source file data changes ,this process execution will not help me as it picks the old file everytime?…
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Loading parent/child DRM file to Anaplan
Hi All, I have a source file with Parent/Child and node Levels, total 7 levels max. I want it to Load it to Anaplan list(7 different list) at different list levels. we are creating 7 different load files to load at different levels in the list, is there any other way to eliminate the 7 load(1 process) and do this in one…
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Insert text into summaries
Hi, I've got a simple list (with codes) with summaries at different levels. I've got a module that applies this list I've got XL file where I have codes(from the list above) and text (1 to 1) How do I insert text from the file into the module into the summaries in my list? Thanks
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Revenue and Expense eliminations in reports
I am creating a Income Statement where I would like to see a column for eliminating intercompany activity. Has anyone built a report or module that handles eliminating accounts?
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How to reduce the dropdown list of a column
I have graders name as a column in a module. The column datatype is a list (graders name) I want to reduce the dropdown from that column to only active graders ---- I tried creating a subset of the list (graders name) and then using that list as a datatype in the column but that erases all the data related to previous…
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filtering
Hi, Please see details on the attachment. Regards,
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Edition Compatibility between SQL Server 2012 “Evaluation” Edition and “Enterprise” Edition
Hi all, I'm Newbie to SQL Server 2012, I found out that there are paid and free editions of SQL Server 2012 available . those are 1.Enterprise [paid] Tableau 10.4 B.I [paid ] 3. Standard [paid] 4. WEB [paid] 5. Express [free] 6. Evaluation [free] 7. Developer [free,paid] Now I have ambiguity between paid version and…
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Incremental Load
Hi, How incremental load works from data source to data hub ?
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Sum by Account starting with specific number
Hi, I have a List with accounts starting from 4* ,5* and 6*. These accounts have some data value against them,I want to Sum up the data value by 4* ,5* and 6*. Regards Madhu
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Unicode References
HI Folks, Can we use Unicode Characters in Anaplan? As of my knowledge, we shouldn't use as it might reduce the performance of the model. Is that true? (I have access to One APP which itself built by Anaplan and I can see Unicode characters over there) If we can use it, can someone give or suggest the source where to get…
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Pricing of Products with semi finished goods
Hi, How pricing of products for one plant can be used as semi finished goods for other plant with updated cost of product as raw material cost for the next plant. Please provide with the solution for designing the same. Thanks Pujitha