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Formula to number a line item to create an order 1,2,3 etc.
I am creating a module that will be a template to import into our ERP. One of the line items is called 'Journalnum' which essentially needs to start at 1 and every line thereafter will be 2, 3 4, etc. E.g. in excel cell A1 is journal number 1 and cell A2 will be a formula to equal A1+1. There are 1000+ lines in the…
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Display few months of data based on time selection
Hi All, I am working on particular client requiremnt. Where, the user dashboard has time as page selector (weekly format). Each time the user selects the particular week, I need to display that particular month and last 2 previous month data (not weekly). Note : In other words, I have a "movingsum" formula which is…
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Year over Year Growth
Hi - I'm trying to calculate year over year growth in the time summary lines for my fiscal years. I can calculate year/year growth for each quarter (we are viewing our year by qtr only) using the offset function - (Revenue - OFFSET(Revenue, -4, 1)) / OFFSET(Revenue, -4, 1). However, Anaplan doesnt' allow the offset…
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Simple Sum
Hi I have 2 modules, EPOS Daily Module which has EPOS data stored with a 'cust-bvfsku' and a date, updated on a daily basis. Then I have a top level module EPOS Sales List Module, which has a single line for each unique Cust-BVFSKU, and a start and end date. I want to SUM the p_unit Qty from the top module into P_Sales in…
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Need help on intermediate model building course , 12 section Rep quota part
IF NOT Active? THEN 0 ELSE IF YEAR(START()) - YEAR(REP SETUP.Start Date) = 0 THEN MONTH(START()) - MONTH(REP SETUP.Start Date) + 1 ELSE 12 - MONTH(REP SETUP.Start Date) + (YEAR(START()) - YEAR(REP SETUP.Start Date)) * 12 - (12 - MONTH(START())) + 1 Please explain me this formula for tenure for Rep quota?
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Different Dimension of two different modules
Hi, How can we manage to move data from one module to another eventhough thier dimensionality is different? Is there any standard solution approach to this? Regards Wasim Nasir
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Using a date range in a SUM
Hi, Module1 = dailysales has customer-product and date line items Module2 = periodsales has customer-product and startdate and enddate lineitems I want to SUM the sales from Module1 in Module 2 where the product matches and the date is within the start and end dates I can SUM using the customer-product :…
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Lookup using another Lookup as reference
Is it possible to use a Lookup as criteria within another Lookup? Using Excel as an example; vlookup(vlookup(A1,B:D,3,0),Sheet3!B:D,0) I know the workaround would be to create a seperate list where the value of the Lookup becomes a reference use for another Lookup in a different list. However just wondering if it is…
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Hub Model Hierarchy Management (305)
This class gives the Anaplanner the fundamental steps to automate a hierarchy load from a Hub model to a downstream model. This training is intended for Anaplanners wanting to automate loading hierarchies/lists. You should have a good understanding of modules, views, actions, and processes before taking this training.…
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Drill to Transaction (features and limits)
I'm building a model with drillback to transactions. Are there ways around the following behaviors? 1. If the SUM functions used to generate the drillable amount include time, the drill to transaction fails if the source module containing the transactions doesn't contain time (but uses a line item mapping transaction date…
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Depreciation Using Profile Formula
Suppose materials are purchased in January, and then in another Line Item, I would like the materials to be depreciated over 3 months (spread that purchase value out over 3 months)? Which formula should be used?
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Login History
Is there a way to track login history – who logs in, when and logs out? History doesn’t seem to have that information.
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Documents Delivered during Anaplan Implementation
Hi Experts Kindly guide me the documents that are are developed during Anaplan Implementation. What is the methodology that is followed as part of documenation. 1.Requirement phase document template 2.Model Configuration template 3.Deployment Phase 4.User Acceptance 5.Production roll put 6.Support Transition Regards Sam
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need to hide summary after running a process action button
Hi, Need to hide the summary of a process which is published on a dashboard as an action button from the end users. Any leads on the same. Thanks, Kunal
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How to cumulate using the display order instead of original order of the list?
While applying the cumulate function on a list, the function works considering the original order of the elements, Is there a possible way to cumulate using the display order instead? This is required when new members can be added anywhere in the list.
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Identify upgrade/downgrade a record in a list
Hi, Please go through the attached file. here each userid has a plan and start /end date of each plan. User can upgrade/downgrade their plan. here i m looking at the solution where i can identify which is the latest plan for unique userId to consider them for the pricing. Ex : User1 has A plan . after that he has upgraded…
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Linking Calculated Values Vs Re-Calculations
What’s more efficient ? Linking (using Module.Line Item): A Line Item in the Target Module to a Calculated Value in the source Module OR re calculate the same scenarios in the Target Module as all the requirements for the formula are in the target but you end up with two formulas ( giving the same answer ) in two different…
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Model Import Failure
HI All, I'm trying to import a model from one workspace to another but I'm getting the attached error. This error is happening only for specific models and not all models to which I have access to. Can you please let me know what is causing this issue. Thanks & Regards, Prateek
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Convert multi-dimensional form to RDB form
Hi, Anaplan friend I understand Anaplan is capable of converting RDB format to multi-dimensional format, but how about opposite ? Would you take a look at the attached file ? Now I have a module on the left hand side, and this has to be what is shown on the right in order for another system to import. I appreciate if you…
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Specific Count function ?
I am currently looking to build a line item in a pre-existing module that shows a count of open shift request sent to only one employee. I have the "amount of shifts sent to" data as well as list of employees. Wondering if there were suggestions on how to make this work. Maybe a Count if blah = true then 1 else 0 then…
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Calculating date 90 days past identified date
Hello - I am looking to calculate the date 90 days past an identifided date. I know there is an ADDMONTH and ADDYEARS calculation, but not an ADDDAYS, which would have been helpful. Is there another approach to do this? Example: What is the date 90 days from 11/15/18. Thanks K.
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MAKELINK -Should be easy...
All right, I did the very easy Makelink modules and added it to a dashboard. What my "click here" button should do is direct users to a Sharepoint on our network where we made/created documentation related to our dashboards. If I make the URL www.google.com it works. If I put our HTTP://Company Sharepoint URL (example:…
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Anaplan Connect
Hello Experts I am new to Anaplan . Want to know the sequence of releases for Anaplan. Also let me know any reference document with this details Regards Sam
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Returning one line items value using other line items
Hi all, I'm trying to find a way to return the value of one line item in a list, using two other line items. Background: I have one large module built off sequence numbers as the rows, and line items as the columns (no page dimensions). Each row is a seperate transaction (either a product being added or a product being…
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Copying data from one list member to another
Hi I need to copy data for a particular line item (number format) which is a user input from one list member to another. Use case: We have set up a target setting model wherein User will input targets for their Financial Metrics at various stages throughout the year. The stages are performed one after another in a periodic…
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Importing Line Items with 4 or more dimensions to a Numbered List
In my model I have a number of modules that are dimensioned by 4 Lists, typically Time, Region, Resource and Product (e.g. hours worked by Resource A on Product B in Region C in Week D. I want to save changes to line items in these modules to a Numbered List with Time, Region, Resource and Product as Properties along with…
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Copying a model
Hi We are trying to find out if we can create a process to copy a model into a new model. Anybody having any idea about this? Basically, we want to autoamte the model copy activity. Thanks Regards Prabakaran
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Anaplan issuing new certificate on Dec 8, 2018
Update (May 31, 2019) Please see the Anaplan-Generated Certificates to Expire at the End of 2019 blog for more information. Original message: Based on customer feedback and to allow admins additional time to transition to new integration clients, Anaplan will be issuing a new Anaplan certificate on December 8, 2018. The…
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turn off subsidiary view in module after "version" is added
Hi All, I was wondering if anyone might have experience in this issue I am having. I built out a few modules and am now realizing that I need to add the versions dimension to a few. However, when I apply the versions the module changes to a subsidiary view and therefore eliminated the ability for data to be manually…
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Time Summary: MoM, QoQ, and YoY on the same line item
Hi all, I am trying to create a "% growth" line item, where this line should be able to represent MoM, QoQ, and YoY on the same line (with or without the use of working line items) As time summary does not allow us to use OFFSET or PREVIOUS, what should be the best workaround for this? (Note: with the creation of new…