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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…
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Need Formula Help
Hi all - I am very new to Anaplan and have just finished the Intro to Model Building. As a test for me before going into Intermediate Model Building, I tried to set up a copy of a report I currently have in Excel. The report is to show revenue by PI for each month & the % of their revenue at the site they are located. I…
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Formula does not work in QA but in Dev
Hi Experts, I am facing a unique issue, I have modified an formula on a line item with number format and it does pulls the resulted value in Dev enviornment but when the solution is migrated to QA, the formula does nothing and the line details read message as " Drill down unavailable for this cell: No other data cells are…
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Used IRR formula in a Model but it is returning NaN as result whereas when Same numbers are given as
Used IRR formula in a Model but it is returning NaN as result whereas when Same numbers are given as a input to IRR formula in Excel it is returning a numbe
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Optmizer constraint error - non linear constraint
Hi, I am working on a production planning optimization problem. I am building a minimum order quantity functionality using a binary variable. But I am getting error message 'The constraint has a formula that is not liner'. when I am removing this binary variable the error is resolved. Isn't it possible to use the binary…
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DASHBOARDING TIPS
Dashboards play a very important role in model building as it acts as a reporting view for the end users. It provides the end users a glance view of its key performance indicators and data relevant to a business process. It can also be named as a Progress Report/Worksheet. Dashboard Design is an iterative process. It can…
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How to synchronize Line Item Subset based on Line item ?
Below is my requirement -- I have a monthly module with 100 line items ,I want to input data and comments for each line item. I tried in this way -- 1) Create a input module with 100 line items and input data .(Module1) 2) Create Line Item Subset of above module .(Module1 LIS) 3) Create third module for input of comments…
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Finding UTF8 Characters
It's useful sometimes to add a special character to an attribute in Anaplan. For instance, a special character can further deliniate and mark the name of a list or module to add another dimension to a model's back-end organization. Alternatively, use it in conjunction with a consistent process and include select characters…
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Drop down Selection menu in Dashboards
i have a numbered list with hierarchy, suppose the items in the list are PC-A , PC-B, PC-C, PC-D. When i publish this list in dashboard as page selector, i am seeing PC-A, but the requirement is i should only see A in the drop down. How to do this? Regards, Adhvi
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Model Map
I want to print my model map on a big sheet of paper so I can get a good look at it. Can I export the map to a PDF or similar document somehow? Thank you, Mark
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Create list which is a combination of multiple lists
Hi, I am trying to create Revenue Module which should include accounts, Cost centre, Projects & products (4 different lists). But i am getting exceeds size limit error when i try to include all 4 lists in one Module. Can someone give any suggestions to build this module? Is there a way to create one seperate list which…
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Comparing partial SUM values of lines of a list.
Hi, Anaplaners From the first table in the attached file, I would like to compare (calculate changes in values in %) first year vs second year and second year vs thrid year. The former compares sum of 2012 - 2015 (2016 should not include as 2016 for the second year is always zero) and the latter compares 2012 - 2014. Is…
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COUNTIF - How to add sequence numbers within groups of repeating values
In Excel, I can apply sequential numbers within each group of values. For example - Column A has groups of values which Column B applies sequence numbers to the members of each group. The number sequence in Column B is generated by COUNTIF($A$2:A2,A2) which is copied in every cell in the column. I see that Anaplan's answer…
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Version serlection
Hi Experts, Filter Module Row axis -Line Item Members- 1)Actual filter 2)Forecaste Filter 3)Budget Filter 4)Plan filter Column Axis -Time -Future 4 years 1) Actual filter applies only for actuals Version only but inthe above screenshot it applies all versions. IF Startperiod>Period(currentperiodstart()) AND…
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MAX, AVG, NON BLANK over list dimensions and YoY Averages (seasonality) for TIME dimensions (2 Q's)
I have a Line Item "Conversion %" in a module that applies to a fake time dimension list called "Aging Days" that ranges from 0 - 365. Module: 0 / 1 / 2 / 3 / 4 // ... // 365 Conversion% 1% / 1.5% / <blank> / <blank> / 1.6% / 1.6% / .... // 26.5% If you see the above data, it is a curve (cumulative %) over 365 days.…
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Lookup in Anaplan but with different dimensions
Hi Everyone, I have 2 modules: The first being 'Module - Calculate' with 2 dimensions: 'Site and Services' and Time. It has 2 line items, number of days and total cost. The second 'Module - Rate Table' with 2 dimensions: 'Site' and 'Numbers'. It has 2 line items, number of days and Rate. Reason for separating the Rate…
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Updated forecast version based on updated Actuals
Hi, I need some modeling suggestions on the following task. I am new to Anaplan versions and would appreciate your help. There is a demand forecasting module (Demand) subject to Actual and Forecast versions. Let us assume the only line item here is Demand.Units. The forecast values are for future timeperiods and are based…
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Circular references Cash flow planning
Hello! The model that I’m building for the client includes circular reference. I need to calculate the amount of the loans and net debt that depend on the Free cash flow sum for the period. Free cash flow at the same time includes interests paid, that is calculated for the net debt. When i'm changing any parametrs that…
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Version Selection
Hi Experts, In page selector When i select Version selection.The following periods need to show remaining periods are hide Version is actual then i show previous 6 months actual periods non-editable Version is forecaste then current period to end of the with in the year data. Version is Budget then next year all periods…