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Selective Access
Hi, For example, Selective Access is applied the list labeled 'Samples1' which has 4 list items and the top level item of 'list total' like the screenshot attached. In the module using the 'Sample1" list, I want to give some users read access to AA, BB and list total (No access to CC and DD). However, when access is given…
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Formula for comparison of previous quarters and months
I am looking for a correct formula where, in a destination module, if I do a time selection on a specific month I get the periodic value and the ytd value of that month and the previous month. But in the same line item the formula should hold when I select a quarter. So when selecting a quarter it should give me the…
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Workspace Space Evaluation
I am wondering if anyone has any helpful tips to use when evaluating space within a model or workspace. For example, taking into consideration our current data loads, lists, dimensions pulled into reporting etc, how much space adding 1 fiscal year would take without doing anything else. Any information regarding this would…
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Time filter per project when project are in rows
Hi everyone, I'm facing the following situation. I need a different time filter per project (WBS-Elementen), but my projects are in the rows and so are my line items. When I try to filter the timedimension using a timefilter (boolean) I need to select a project, because there is no 'Current page'. Is there a way around…
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Hiding subtotal lines
Hi, Where two lists are prepared in a hierarchy structure, is it possible to hide the parent's subtotal line in a module? For example, where the two lists of product category and products are prepared (screenshot_1.png), I want to get the results without product category subtotal lines in the module whch calculates sales…
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Goal Seek
Given a complex function y = f(x), you sometimes need an inverse function that finds the value of x required to produce a given value of y. In Excel this can be done using the Goal Seek feature, but that's not available in Anaplan. You can do this in Anaplan by using the Time dimension as the basis of a recursive…
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Error Loading Data
Hello All I have come across the following error ... while importing data in to a LIST _Error_1_New property combination found but name or code already exists Now i have been to the source file and done checks multiple time to see if there was any duplicates but there were none. I see this error as a there being…
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Scheduling SFDC Native Connector Actions
Hello, I am looking for information on setting up the batch script to schedule actions that use the SFDC native connector. Scheduling does not appear to be possible inside of Anaplan so I am looking for the correct batch script to complete the SFDC login information that the Anaplan native connector requests when executing…
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Delta Loads
Hello Is Delta loads possible for BOMs data in Anaplan and if so what is the best way... Thanks
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Date Conversion
Hi I am looking for a forumula that converts the year and week number in to a date format Example - 2015.01 converted to 1.01.2015 What could be the formula for this Thanks
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Module copy
Hi, It it possible to copy a module to other model within same workspace? Regards, Maki Yasuda
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Data import scheduling
Hi, I'm using the Anaplan Connector for Salesforce model downloaded from App Hub. I want to import data from Salesforce into the model at the scheduled time such as on Fridays at 1:00 pm. Is it possible? If possible, could you tell me how to implement it or where I can check the procedure in the anapedia? Regards, Maki…
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Not a Parent function?
I have a line item with a list format where the items contains some parents. Eg. List contains Parent: Sector A with Child Material A, Material B and Material C Parent: Sector B with Child Material D, Material E I want to either 1) allow the selection to excludes any parent items, (Select Only Material A, Material B,…
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Refer to Parent list
Hi, I'm new here and I'm not that experienced yet with Anaplan. My problem: I've created 2 lists. Prof_level5 tells me if it's a mortgage loans, consumer loan, professional loan or defaulted loan. Prof_level6 is a drill down of level 5, it contains for example more detail on the professional loans saying if it's an immo…
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Format Line Item as Versions
I am trying to use a lookup based on month to return versions. We have 12 versions one for each month in the current year. I was thinking I would create a mapping table with months as a dimension and format a line item as version to use a lookup. Is it possible to format a line item as versions. If not, any other…
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Separating List updates and propreties updates
Hi, There are a lot of situation in Anaplan where you need to make a distinction between actions which ADD / UPDATE Lists items and actions wich updates ONLY PROPERTIES WITHOUT adding new items to the lists. My assumption is that you are usig a Hub mode, as you should. This Hub model manage all you Lists, and the…
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Naming conventions : saved views name for sources
Hi, Modules are used as sources for lists or others models (and fro time to time as source for modules within the same model). In addition to the Convention for naming you will use in Anapedia, I use the following for the saved views of theses Source Modules : Source for List Source for Subset (a new one since Peter gave…
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Naming Convention : lists vs properties
Hi, in addition to Anapedia Naming Conventions, which you should apply, I used the following practices or my models : * Lists : all names in plural. * Properties of list : singular. Example of lists : * Products Families * Products * Countries * Customers Types * Customers Example of properties : in the products list : the…
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Current Month, YTD and YTG in modules with no versions
Hi, The ability to know where you are across time is a common requirement in model building. Anaplan native feature of switchover allow this when you are using version in your modules. But there are cases where some modules are build without versions. For example, a pure Sales forecasting module may not need the Actual…
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Making accounting entries
What's best practice for how to move a value that is the intersection of 2 dimensions (e.g. accounts, departments) and moving the value to a different intersection of the same 2 dimensions, as though you were making an accounting entry to transfer an account value to another account?
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How to build a model for daily report
Hi, Anaplan does not have daily time dimension, however I want to build a model for daily sales report. Could you tell me how to implement a report on a daily basis? Thanks, Maki Yasuda
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Backup
Hi all, We are starting to use Anaplan and we wish to know if there is any way to export the full model for backup proposes? Kind regards, Tiago
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AdHoc Subsets as an alternative to Select function
Hi, I posted this years ago (2012) but I realized that new comer do not go that deep in the forum history. Thus I post in again for the newcomers. From time to time, it may be convenient to create an adhoc subset as an alternative for the SELECT Function. Business case : * Source module : full list * Target Module : need…
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Weekly Auto-Number Updating
hi, I'm trying to find out the function that updates numbers on row automatically week by week. What I expect is that, from attached capture, if I put numbers on "customer request" on week1, then the numbers will move to "prev. customer request" automatically a week after. If anyone knows about this kind of function,…
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Bypassing: IF this version THEN
I recently made my first model, and I used a lot of IF-function to select data for the line-item from another model. However I recently saw a model with the following line items (Picture attached), which allows a submodel in the line item and Anaplan being able to collect the data behind it. I was wondering how this was…
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Populating Actuals with Forecasted Data
Good afternoon- I have a question for a customer asking that instead of overwriting forecast with actuals they would like to have forecast values populate Actuals when the switchover happens. Long story short is they do all of their adustments in forecast and would like to have the forecasted values populate actuals when…
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List Subsets
Hello, I have an employee list. When adding an employee below are the questions i have: a) If I select a particular value in SpendType column list(FTE, Contractor etc), I want the employee to move to a different list Subset (FTE subset, Contractor subset etc). How can I achieve this? Note:I do not want to check that Subset…
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Formula in list or module
Hi, Background I’ve a CSV file, 300K to 400K lines, with 3 fields, “Salesperson”, “OrderID” and “OrderAmt”. This file is loaded into a list, “List_Orders”, which in turn drives a module “Module_Orders”. “Module_Orders” is 2-dimensional, with “List_Orders” in the columns field and line items in the rows field. It’s used to…
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ITEM(Versions) : Versions is not recognized as a hierarchy in the model
Good afternoon, I recently worked with the IF ITEM(Hierarchy) = Hierachy.HierachyItem THEN ... ELSE ... to aggregate calculation modules. Currently I want to do the same for the different calculations I made regarding actuals, forecasts, budgets on bases of input files. However, when using the formula: IF ITEM(Versions) =…
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User selected version comparison
Hi, I have a module in which variance calculations are executed on 2 static versions. However, I'd like to set up a variance module in which the user can select two versions from a list of versions to be used in the calculation. I've set up a 'Budget Selector' module with 2 line items (Budget #1 & Budget #2) and have tried…