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Intermediate Model Building - Req Quota Module - Goal calcuation is not working
I've entered this formula for the goal calculation. IF Active? THEN ROLE GOALS.Quota Goal[LOOKUP: Region, LOOKUP: Role] / 12 ELSE 0 I'm getting this error. Dimension of mapping used for lookup doesn't match any dimension of the result Has anyone else run into this?
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formula generation query
Hi, For suppose there are 2 versions in a module. Then how to write a formula for particular version. For instance , 2 versions named forecast and actual & a line item as Units sold. How to write a formula which is only applicable for units sold in the forecasted version(only one)
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SUM vs LOOKUP vs SELECT
Hi everyone, Capps Europe and Advanced AnalytiX have made a video on how to use SUM, LOOKUP, and SELECT functions in Anaplan. The way these functions work is quite different from Excel, and hence they may often be confusing for beginner Model Builders. I hope you will find this helpful. The video is available here.
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Is there an ELSE IF or Switch statement in Anaplan
Hello, I am trying to create an IF statement with 3 possible answers. I was able to do it in excel using this formula: IF(C2="SUPPORT",0 IF(C2="BILLABLE",1,IF(C2="FREE",-1))) But I was wondering if there was a way to do it in Anaplan so I can use the conditional formating with text rather than numbers. Thanks
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Sum parent only for items where I have access to
Hi, I'm trying to create a sum on parent level, that only includes the items where I have access to. I attached an example. The only way I can think of is to add the users as a dimension to the modules and create an extra line item that only gets the number if the user have access to the item and then use this extra line…
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Eliminate pop-up box for all records when creating new record
Hi, I created a numbered list "record List", it will have the records that the user will create. Record list has "All Records" list as Parent. "All Records is just a list with one record. And created an action which will add the new record to the numbered list. While creating this action I gave I gave the following…
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Push Boolean selection from input module to detail module
Thanks in advance for the adivce... I am trying to push a boolean selection from one module to another. Let's call them input module and calculation module. The input model sits at a hierarchy several levels above the detail module. Input Module has not time version or time dimension and sits 3 levels above in the…
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Pick list item based on property and use it as a dimension/LOOKUP
Hi, I have a list "Aging Buckets" with list items like below, and 2 properties (Range Min, Range Max): Range Min (Property1) || Range Max (Property 2) Bucket 0 0 1 Bucket 0_30 1 30 Bucket 30_60 31 60 Bucket 60_90 61 90 Bucket 90_180 ... .... Bucket 180_360 181 365 There is an "Average" module which is dimensioned ONLY by…
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Create a new module with TIME (and others) as dimensions from a module where TIME is a line Item
I have a module called Sales: dimension is a list,Employee-Product Groups. Line Item is Units Sold and Time Period (MONTH). I want to create a module with 2 Dimensions , Employee-Product Groups and TIME, and the rest of the line items. Please help.
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Retrieve time period where a certain value matches
Hi, Anaplaners, I am struggling with how I can retrieve Time Period where num1 matched to num2 (please see the attached file for the detail) Thanks in advance for your help (cell colors in the file do not intend conditional formatting)
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Chart creation - Omitting Null values
Hi Team, i would like to create a chart wherein the zero values need not be plotted on a graph.In other words, I would like to create a chart excluding the null / zero values,. Please provide some guidance on the same. Existing chart screenshot is attached herewith for your ready reference. Thanks and regards, Aishwarya
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Count layers in a list?
Hi, I am looking to count the number of layers (not descendants) in an employee hierarchy. For example: Manager 1 has 3 direct reports Mananger 2 reports to Manager 1 and has 4 Direct Reports Manager 3 reports to Manager 2 and has 1 Direct Report The result would be: Manager 1 has 3 levels Manager 2 has 2 levels Manager 3…
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Order of rows in a module
Hello, I'm rather new to Anaplan, and now I'm stuck at solving an issue. I have a module and a dashboard (built by someone else previously). The module using a list subset as rows. In the dashboard there are different views of this same module, but in one view I see the raws in their original order (the order which I see…
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Two Dashboards have a same model and Page selector is different
Hi, I kept a module in two different dashboard Dash_1 and Dash_2. It is driven by list suppose List_A. Now I created two subsets for list List_A they Sub_1 and Sub_2. Now in Dash_1 I used Sub_1 as page selector and in Dash_2 I used Sub_2 as page selector. But the thing is when I select Sub_2 in Dash_2 the module in Dash_1…
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How to get line item "Identifier"?
Hi anaplanners, I have to set a summary to 'ratio' for 800 line items. I can automated this using excel then copy-paste. The issue is that summary in excel looks like somewhat like this: {"summaryMethod":"RATIO","timeSummaryMethod":"RATIO","timeSummarySameAsMainSummary":true,…
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Compare and Sync to a model
Hi, I'm having trouble with a compare & sync. This is our current model workflow: DEV->UAT(deployed)->PROD(deployed) I made a copy & archive of our PROD model. I changed the mode to standard and it is not deployed. I renamed this model DEV1. I made a copy & archive of our UAT model. I changed the mode to standard and it is…
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TIMESUM/Returning only forecast period values
Hi, My current module has Year as the time dimension and my reference module has months as the time dimension. I want to return a field from the referenced module but only for the forecast period (Current Period is set to Jan19) & hence for FY19 that would be the sum of Jan19 to Jun19 and FY20 Jul19 to Jun20. My formula is…
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Data Export with Filters
Can we give the users to choose from a list of combinations for a view, while providing them with an option to export the view from a dashboard. Regards, Kunal
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Create a new line item to be max of old line item
This might be a silly question, but I just got stuck and couldn't think of a solution. I want to create a new line item showing the max of an existed line items. Take the example below, I want to create a new line item called max days, which takes the max of Days. Original: Days A 1 B 2 C 3 D 4 New: Days Max Days A 1 4 B 2…
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SUM when dimensionality is different b/w source & target in terms of "VERSIONS"
Hi, Anaplanners, I have a question regarding how to SUM when a source has versions and a mapping doesn't. In the attached file, what I am tyring to do in the target module is to simply sum by products. As per what I understand is the formula "Source Module.Production Vol[SUM: Source Module.Product,…
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Sum of grand total of transactions
Hi, I am trying to sum a column within a module on open balances for all of my bill-to Customers. The reason for me doing this is I have them by aged deductions and then I used the SUM function onthe aging buckets to get the total of that particular customer. Now I would like a calculation that tells me what the percentage…
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Prioritized Allocation
Trying to do some allocation by priority. Example. I have Product as a Parent and Customer as its child. I have 100 units of product A and 3 customers. Customer1 has a demand of 50 and is first priority so he gets all 50 he needs, customer 2 has demand of 40 and is second priority. I have 50 units left after customer 1 so…
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Numbers of Months (elapsed time) since a month when consecutive zeros are started
Hi Anaplaners, I would like to figure out numbers of months elapsed since consecutive zeros have started. (please see the attached). For instance, in the attached file, as sales of product BBB is zero since July 2019(instead of April 2019), I would like to get "4"(months) given current period is Oct 2019. Thanks in…
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Is DCA the right way to solve this?
I have module where I need to make the line item formula dependent on user defined criteria. For example, the user selects the material they wish to be use as part of a price quote and the formula for the line item cost calculation changes based on that material, as different materials have different yields. Should I use…
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Fetching Count and Sum Information different Reports
Hi All I have an audit module which has a list as dimension. The list contains multiple report names. The List is pivoted as rows and line items has 2 columns as Count and Total_amount. My need is to go to respective source module of the reports and fetch the total count of records in that report and sum(Total_amount) in…
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Retrieve a max value from given dynamic periods
Hi, Anaplaners I posted a similar question before (https://community.anaplan.com/t5/Best-Practices/Time-where-a-value-is-max/m-p/40577#M4185), but this time I have faced an issue that cannot be solved by the solution I get to received in the previous question. Thing is that (see the attached) the line item "MAX Value" see…
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Time Dimension - date
Hello, Am trying to make a calendar in Anaplan to plot weekdays and holidays. Time dimension for the model is "DAY" and I wanted not to type the dates in each days, but to put a formula instead. What would be the formula to return the "date" of the time dimension to the line item. I tried to use "ITEM(TIME)" but it does…
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Calculations
Hi experts, we mainatained joining date, Resigned date and last working day properties in employee dimension. Based on those properties we need to calculate previous 6 months Organization Active employees and resigned employees count. We create one module called headcount planning module.In these scenario current period is…
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Property based filter
Hi Experts, In Employee list we maintained one property called Reporting Person. In Reporting person property we maintain reporting employee names for eg: manager reporting to owner , Supervisor reporting to manager,Staff reporting to Supervisor. In Selection When i select Owner position then Show all owner combination…
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Property based filtering
Hi experts, I have a requirement But i am cofusing acheive the requirement. In employee list we are maintaining some Properties like (Joining date,Resign date,Last working day ,Position,Employee Type, Department,Salary properties). In Employee Module, i want to get data based on page selector selection. Suppose, in page…