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RANK with Selective Access
I'm trying to build a module that displays only the top ten cost centers based on a variance line item that I've got calculating. I'd gotten it to work with a RANK formula and then a boolean line item, but then when I started trying it with selective access set up on the cost center, it broke and I only see a few of what…
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How to find Delta value between current period record and most recent period records.
Hello All, Need you help in calculating the credit for sales rep month by month for Orders he is working on. Order#Order StatusInitial Order DateOrder Change DateNet ValueDeltaPayout 111Initial Order01-Jan-18 100100100Jan Credit111Changed 01-Feb-18150150-10050Feb Credit111Changed 01-Apr-18300300-150150April Credit…
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Collect Function doesn't work
Hi, guys! Collect function doesn't seem to work on the model that I am currently building. I have created line item subset using one of the modules I have created. I used this line item subset in my current module which has the same dimensions as with the source module where the subset comes from. I can't figure out why is…
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How can you capture the last update date in a list?
Hi I have a requitmemtn where the data is maintained in a List and when the user updates the data (edit/create),then we should capture the system date in a column in the list. This is to know when the data was last updated. Appreciate any pointer on how this can be acheived . Thanks Regards rabakaran
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Collect Function doesn't work
Hi, guys! Collect function doesn't seem to work on the model that I am currently building. I have created line item subset using one of the modules I have created. I used this line item subset in my current module which has the same dimensions as with the source module where the subset comes from. I can't figure out why is…
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Naming Convention : tips
Hi, anyone should read an apply the Naming conventions which are described in Anapedia. I found it usefull to add some personnal ideas. When you build a model, you will often find duplicate names for : * module (Sales Plan) * dashboard (Sales Plan) * action open dashboard (Sales plan) Of course Anaplan will prevent using…
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Budget Rejection
Hi All, What is the budget rejection mechanism in Anaplan? Is there a way to reject budget submitted by cost center user, reviewed by manager and rejected, which then notifies user via email for instance Regards, Andre
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How can you "Paste Link" in Anaplan
Could not manage to “paste link” the TO PAY (SAR) column (manually inserted in module X) from X module to Y module. The look up unique identification is the Transaction No. OR Document Number. Can you help? Module X PAGE: Bank Element List Vendor NameVendor CodeVendor CategoryDocument NumberAmountTO PAY (SAR)OUTSTANDING…
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Use line Item of a Module as Filters on a Dashboard
Hi , I want to use a combinaision of line items in a module I published as a Dashboard as filters for that Dashboard. This without creating a Button for refreshing the result in the dashboard but to have it updated automatically according to the selection of those 2 lines Items. Is this possible and how ? Thank you in…
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Getting the maximum value
Hi, Could you tell me how to get the maximum value of a line item? I would like to get the maximum value of the 'Number of Days' line item in the attached screenshot. ('Seq No.' list is applied to Row and Line item is applied to Column in this module.) Best regards, Maki Yasuda
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Sorting and Filtering options
Dear Anaplan Developpers / support First of all, I'd like to say Hi and thank you for the great job you guys are performing. I do have one question for you Anaplan developpers / Support... Do you plan to add a kind of Sorting and filtering functions in the dahsboards and modules tabs in order to filter or sort the…
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Calculate median value
Hello, the MEDIAN Anaplan function doesn't exist ("No native Anaplan function: can be built using calculation"). I have all the wages of my company and I need to calculate the median wage per job type. How can I do ? Thank you for your help.
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How to populate a boolean to child list
Hello, I'm working with 2 list with ("Product Family" and "Products"), and "Product Family" is parent of "Products". In my list "Product Family", I have a Boolean "Forecasted Family" used to know if the family need a forecast. I want to have the same boolean in my "Products" list, based on the value defined in the "Product…
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Sum based on attribute of input
Hi All, I am a beginner in Anaplan, just finished my training course and started building my first model. What I am trying to achieve here is to sum a column (input) based on each record's category (another input, formatted as list created previously). For instance, This is my input: Value Category 100 A 200 B 500 A 50 C…
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How do I sum across dimensions other than time?
Hi All, I have a question about how to calculate sum cross specific dimension. For instance, I have a input like this: X1 X2 Y1 1 5 Y2 3 3 Y3 6 2 Now both X and Y are lists that I created and put into module's page selector so i can toggle. I would like to create a module to such that when i choose X1 and Y2, there will be…
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Date comparison
Hi all, I've got a line item where I import date from AWS everyday. I also have a list called Split Week where I have two 'Date' formatted properties called Start of Week and End of week. Is there any way I can check if the Date of import lies within the 2 properties? Thanks in advance. Prateek
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How to filter Line Items in a Page Selector
Hi, I have a module that is used to create a chart on a dashboard. The module has 10 line items and the line items are used as page selectors in chart on my dashboard however I want the page selector to show only 5 of the 10 line items that are relevant to the chart. How can I apply this filter on the line items?
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Workflow applied to a line item update process
I like the basic concept of workflow and want to use it to flag progress against various processes that my model supports. Organisation is used throughout my model and so there are several processes I need to track by Organisation - the status of various assumption builds, as well as progress in signing off the overall…
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Select different levels under different pages
I have a row of 3 levels' list (L1,L2,L3) as rows and two versions (forecast and actual) as pages. Under forecast page, I want to show details till L3. while under actual page, I only want to show L2. However, it seems that levels on different pages will sync, are there any ways to show different levels in different pages?
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Comparison (calculate a difference) of two selectable parameters
Hi, Anaplaners I am expecting to compare two parameters (in the attached file, May vs April) which users can select. (Please see the attached file). I would like your pointers on how to acheive this. April, May, and Jun do not have to be TIME dimension, but may be a list. Thanks in advance. Regards, Greg
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Summing Across Different Levels of a Hierarchy
Hello all, The model we currently use at my company currently does not have many hierarchical lists, however I am trying to sum a line item in a module with a hierarchical list as a dimension and it is doubling the result of the sum by adding up the parent's total as well as all of the children that belong to that parent.…
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Referencing Previous Row
In the attached file i've a column of data that goes up and down and in the 2nd column it's a more smoothed set of numbers. Essentially if row B is bigger than row A give me row A based on column 1. But what I want to do is if row B is bigger than row A give me row A but from column 2 so that where there's the 55 and 70…
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How should I debug to see what's happening exactly in my formulas?
Hello, One of my client is operating some models which drives a connect Supply Chain Network, and they need a stepwise debug execution so as to see what's happening exactly in the formulas. Due to the fact that most of formulas are bid over complicated, step by step debug execution would be nessary. Any ideas and comments…
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Calculating the IRR for a subset of cashflow
Is it possible to use the IRR function to calculate only a subset of the cashflow? For example, in Jul 18 I'm looking to calculate the IRR of the cashflow from the beginning to Jul 18 and then on Aug 18 it will be from the beginning to Aug 18. In excel you can simply have the formula as IRR($H2:I2) and apply that across…
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Dropdown (Time dependent)
Hi community, we currently working on a anaplan project and can't fix one major "Dropdown/Selection" problem. Background: It's for a HR Planning Tool So we have our module "position planning" where Employees were assigned to a position. Therfore we just made a Drop Down, where we can assign them. But now there comes the…
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Creating a formula to directly change a User's "Model Role" as well as read/write permissions
I have created and set up Model Roles, Selective Access, Content Access, Permissions and a defining value applied on the lowest level of the list heirarchy for what I would like security permissions to be. I have 4 levels of security with the highest being Full Access, and the lowest being No Access. The inbetween levels…
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Need help in Formula
Hi, guys! I'm doing a logical formula in my module that says if a Unit (Line Item) is classified as Current (List: Sales Type) then it will perform a certain calculation otherwise if it is Non Current (List: Sales Type) then it will display zero. Can you please recommend me a formula for this? Note: I have uploaded the…
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Align Dashboard Columns
Attempting to publish 2 views to a Dashboard but just different versions so to be able to visually compare the 2. I hid the Department List column on Published view 2 so you would only see: Department, Column 1 results (Version 1), Column 2 results (version 2) The issue that occurs is the column 2 results will not align…
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Unavailable Action Help
Hi I have a Button/Action on a dashboard showing unavailable, and if i look in contents i can not tick it, then comes the fun of trying to find which action, module, dashboard etc etc is the cause. I have been looking for an hour now and still no joy, is there a way this 'unavailable' could be more useful?
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How many modules should be in one Model general?
Hi I'm planing to re-factoring our client's Models as some Models have over 100 modules which is not easy to maintain. Please advise how many modules should be in one Model in general. Best, Hisashi Yamaguchi