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LI Format - Time Period - option to choose several time period types at once
Hello, When choosing the format "Time period" on a line item, there is a choice between several types (month, quarter, year, ...). But it is only possible to choose one type. Is there any workaround to give the end-user the ability to choose a month, or a quarter or a year in the same line item ? Thank you for your help.…
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Conditional formatting for List formatted line item
Hi I have expense list (5 list items) and one line item (Key fig list formatted).So for each expense list I need to assign one key fig. Suppose for travel expense list item If I have assigned Key fig1 and for the next expense also i have assigned key fig 1 then it should show in blue color indicating that each expense type…
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Find if a list member has already be choosen in a line item in list format
Hello, I have two different lists of employees : the 4.0 list the people that we planned for the budget and the 4.2 list the people in the reality. I couln't link the 2 numered lists because, the matching of the 2 lists can evolve from month to month. I created a module in which the user choose wich person from the 4.2…
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Level 2: Activity 1.3.4 Update System Modules
In order to get the SYS05 Country Details module to populate properly to load I had to use the Region codes (AMER, EMEA, APAC) in the Region Flat file, but when I I try to load the SYS07 Location Details module it is looking for the region names to be spelled out (Americas, etc.). TIA
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SUMMARY Formula on ITEM(Time Period)
Hi team, I created a ITEM line item in a Time Map (Months) module & set the SUMMARY to formula. I expected it to return the FY but instead it returned the 1st item in the period. EG for FY19 it returned Jul 18 Any ideas on why this is not returning FY19? Thanks
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Edit to and from Periods
Hi, I have a module with timescale in quarters. I only have actuals as my version and have set my edit from Q2 2020 i.e. July 20 to end of timescale. I've asked a colleague to test this (it seems as model builder I'm able to still update regardless of settings?) - and they were still able to edit all periods? Why is this?…
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Time and Version
My source module does not have version and has time range FY20, FY21 and target module has version-actual, forecast and time period FY 19, FY20, FY21 I want to reflect data from Data Module in the actual version of FY19 only, while data of FY20, Fy21 Data from source module should reflect forecast in the target module AS…
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Question on how I set up my List
Hi, I need advice on how to set up something in my Model. I need to pull into my Modules a Time Setting that excludes Bank Holidays. I have created a List of all the Bank Holidays and plan to use this as a filter in my Module's. I want to know if this is the correct way to approach this task? A screen shot is attached.…
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Data Encoding & Feature Scaling
Was wondering if: * there are Data Encoding features (like one-hot encoding) available to process categorical data into ordinal/numeric values, so that they can be fed into forecasting/ML algorithms available in Anaplan. * there are Feature Scaling (min-max) methods available to bring columns within specified ranges. For…
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Best Practices - Order of Operations on Formulas?
Reviewing my work vs the listed formula in the training, I find that I wrote a formula as: 'REV01 Price Book'.Unit Price * 'REV02 Volume Inputs'.Volumes ...but the documentation puts it as: 'REV02 Volume Inputs'.Volumes * 'REV01 Price Book'.Unit Price My immediate reaction was "oh, it won't matter which order they're in -…
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Anaplan DocuSign Integration
Hi Team, Could anyone please share their experience in integrating Anaplan With DocuSign? Our use case is below - Users should be able to create Purchase orders in anaplan, Route for approval and track the approval statuses. Our Approver Business users are not Anaplan users. So, we need to create a PDF file using the PO…
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Copy data from Actual Version to Budget Version
Hi Experts, I am testing a scenario, where user wants to update forecast data. But before user does it, he wants to copy previous year actual data to current year and next year forecast version. I do not want to use "Bulk Copy" functionality. Scenario Copy data from Actual version and Year 2019 to Forecast Version & Year…
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TIMESUM syntax error
Hi everyone ! I am currently doing the Level 2 Model Builder, Sprint 1, and I am stuck at step 1.5.7 Basically, I need to feed a boolean Line Item called "Has Data?", which is on the SKU ; Account dimensions from a numeric Line Item called Volumes, which is on SKU ; Account ; FY19 dimension. Therefore, I need to aggregate…
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Where to put the END() Formula/Trying to get a formula to retrieve the end of the month total
Hi, I'm trying to get a formula to retrieve the end of the month total of the line item. I know I need to use the END() function but not sure where to put it in my formula. my formula is below. Thank you IF 'S01 Time Filter'.Allocate to new line item? THEN MIN('Barrowing Base (payment for prior day loans)' + Cash Collected…
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How to pick up my previous day not including weekends
Hi, I would like to some advice on how I can pick up my previous day not including weekends. Ex) My previous day for Monday would be Friday. This is the Formula I tried to use below. I have a Time Filter Line Item that marks 0 for any weekday and 1 and 2 for weekends, so I can try and only pick up the 0's. Below is my…
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Adding a list subset in dimentions while making a module (Level 1 - 10.2.5)
I am on this activity from Level 1 training at the moment, making a module as per below. And it says to add Active? List subset as well as E2 Employees# and Time to the dimensions. I took it as doing this: But I got the following error message instead: I am not too certain what I should be doing from here to accomplish the…
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Logging comments in Anaplan
Are there Anaplan folks who have worked with comment (text) logging in Anaplan for end users? The business prefers to log comments in the financial forecasting in Anaplan on multiple versions. Does anyone have a best practice in this? Building it myself rightnow, but curious whether people have best practices and tips!…
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HELP
Hi! I have gotten a little behind because I am a little confused. I completed lessons 1-6 but still have not created a model. Would anyone be willing to help me?
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Look Up Function Functionality in practicality
In how many ways can we use Look Up function in Anaplan model in real time ?
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Having trouble writing Boolean Line Item
Hi, I'm having trouble writting a Boolean Item that checks true if it is the 10th of the Month or the next business day if the 10th falls on a Weekend. The following is the formula I was using but not working. Thank you INPERIOD('S01 Time Filter'.Start of the Month + 9, 'S01 Time Filter'.Month)