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Aggregation Functions Other Than SUM
There are several types of functions in Anaplan: aggregation, numeric, financial, time and date, logical, text, call center planning, and miscellaneous functions. As a model contributor, you are probably already aware of the SUM function in Anaplan, which is an aggregation function, but how many other aggregation functions…
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Including Text within a Number Formatted Line Item?
Our client requests to see "no MTA" when MTA= 0 and Warehouse <> 0. However, instead of 'no MTA', I'm getting 'NaN'. Is it possible to include text within a number formatted line item? Formula - Final MTA = IF MTA = 0 AND Warehouse <> 0 THEN VALUE("No MTA") ELSE MTA
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Update Codes in a numbered list
Hi there, the model has been in use for a very long time. However, it is full of dummy codes instead of the correct ones. Certainly, there is a lot of data associated with these elements. So I can't export change, delete the old elements and import the new ones. Is it possible to mass update the codes in a numbered lists…
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Usage of First Occurrence formula with conditionals
Hello, I'm using the ISFIRSTOCCURRENCE formula to assist in creating hierarchies so the processes don't return a bunch of errors when generating the hierarchy, but now I'm facing a little issue, I want the first occurrence formula to return true only if other columns match some condition, but I can't find the correct…
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Need Help with Exporting parent list item in different tabs
Hello Everyone, I Would like to know is there any way to get an export in such a way. Like, let's say we had a module with hierarchy list. I want the parent items in Different tabs of an export and all the child items associated with that parent should reside in respective parent item tab. For Eg, we had R1 Request ID, R2…
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How to delete "filter" drop down selections - case: driver -> filter/driver -> filter
I have three drop downs: Division (driver), Area (filter/driver), Type (filter). At first Division is supposed to be selected. Area drop down list members are defined according to Division selection. And Type drop down list members are filtered according to Area selection. Now: 1) If I change Division → Area and Type drop…
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Dynamic List
Hi All, How to understand the dynamic List? Is there any recorded session or training provided on it ? I have already gone through the number of community pages on dynamic list creation but still could not understand how to create it and what is the purpose of creating it ?
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How to Achieve in pre-built Anaplan Eco-System , Hierarchy into to flat list & Replacement
Hi All, Currently the Anaplan eco-systems has multiple workspaces and multiple models[8 workspaces ~55 GB], now there is a proposed hierarchy change(as some models are quite complex and have Dependency on that flat list to create further Folded Lists for Reporting) 1. The List to be eliminated is a Flat List 2.Against that…
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Months as Line Items
Background I need to design a UX view for our finance team that shows the entire year Jan-Dec, with past months showing actuals and future months showing forecast. I already have sales actuals and sales forecasts sitting in modules that I can reference, but to get the other pieces required I need to bring in and store the…
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Custom Date Format while exporting
Anaplanners Currently I have a grid at a day wise granularity. While exporting the grid the day is shown as follows: 1) As row header [here time is pivoted at a rows] - format comes as '1-Apr-2024' 2) When i bring it as a line item [with formula- ITEM(Time)] format comes as '4/1/2024' I would like to get a custom format of…
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Model is Busy (Running exports while people are trying to use the model)
Hello, wondering if it's possible to somehow use a model when someone else is running a heavy export action. We currently have exports scheduled at night but sometimes we need to run them during the day. However, when this happens anyone using that said model is locked out basically because the model is busy. The exports…
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How to populate current year and last/previous years' months booleans
I have boolean type 'Current Year Month?' and 'Last Year Month?' line items. To how populate them easiest way without huge amount "support rows". Attached pic. (in the pic the green ones. Now they are manually fed)
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Rolling Forecast Chart
Hello, Is there a way I can create a line chart that connects the Actual data and the Forecast? Attached is the screenshot from Excel that I plan to create in Anaplan. Thanks, Tom
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automatically include quarters and months when adding a new fiscal year
Hi everyone, I'm working with Anaplan and have encountered an issue with my setup. I've created a list with a parent-child relationship: Fiscal Year > Quarter > Month. However, I'm having trouble ensuring that each year contains the same information for months and quarters. When I add a new year, I can't parent the months…
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Boolean Filter
This module consists of E2 Employee# list and 2 line items, one is to filter out the employee whose department needed to be changed. When I applied the filter and enable it all the unchecked line Items vanished. what I need is, when all is unchecked the list should appear and when one list member is checked it should…
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Summaries of properties within numbered lists
Hi, We have a numbered list for sites , and within this numbered list, we have a property of regions). Regions sit above sites (E.g., Manchester consists of Site A, Site B, Site C). We want to be able to see this from a region basis. I was wondering if there is a standardised approach to getting this summarization? Thanks…
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Can I add in Cloudworks a Delete Process using Selection?
Hello, I want to do the dete function automaticly with Cloudworks. Can I do it with slelection? if Not, what options do I have? thanks
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Using Optimizer for production line allocation
Hi, I am having issues using the optimizer for production allocation. The model is for capacity planning. Problem statement Need to allocate the SKU demand to compatible factory lines based on the following logic. Each SKU has a production priority and a factory line priority. * If the production priority for a SKU is 1…
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Summary Reporting
We currently have our model set up in the hierarchy ‘Shop > Customer > Products for volume planning. Currently, users can see their total volumes on a ‘Shop basis, with them being able to go down to see volume on a customer and material level under the shop. How would we go about creating customer summary reports, where…
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Looking for AppHub users to participate in a user research study
Anaplan's User Experience Research team is looking for model builders with experience using the App Hub to participate in an upcoming research study. In this study, you will discuss your experiences with App Hub and Partner Based Solutions. This study will take place between February 7th and February 11th, and the sessions…
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Makelink Length Constraint
Hi, I'm trying to link through from Anaplan to a Power BI report which has pre filters applied based on Anaplan context, so that the user goes directly to the correct view. There are a number of Power BI filters baked into the URL that I've added in and as such the URL is over 60 characters. When I then do makelink("Click…
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Why do filters break when pivoting a view?
Hi, Why does pivoting a view cause filters to break? This has been a major pain point for our users- is it possible there is a good work around? Thank you.
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Formula to return a certain email address
Hello, I have a list with several emails address. I want to have a formula to return only emails adress from the company Test (so that ends in @test.com). I avoid hard coding as not best practice. I have already my formula that can retrive only the "@test.com" part. To resume, I just want a formula to excude everything…
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Bulk changing a main list
Hi. We want to update #customer list to include customer numbers, for example: Current #Customer London Manchester Birmingham Required #Customer London (1000) Manchester (1200) Birmingham (1400) How is this done, and will this have impact on history? Thanks
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In Number list name should not be mapped, I have not mapped even though giving Error. PFA
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Are there ways to hide certain line items when end user click drill to transaction?
Hi, I have a query related to drill to transaction. any input will be helpful. I have classic end user dashboard which has information related to employee. Dashboard only contains certain line items from module. but,when end user click on drill to transaction, it went to module and display all line item. I wonder is it…
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Ability for business user to override a calculated line item
I am having a requirement, where we are having a line item being displayed on dashboard, and it is being autofilled using a formula which is pulling data from another list. Business wants to have the ability where they can edit that value for a particular record. is this possible?
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Clear Filer
Hello Community I have a list of BU's which is selective access enabled For example: If user have access to only 2 BU's Is there any possibility to clear data related all BU's Is Possible How it is done? Thankyou in Advance
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I NEED HELP ASAP
Hello, I am creating a model " Production" from the revision tags of model " DEV" . my question is how to import the production data (lists and models ) easily without passing by export data from Dev model in CSV file and create an import action to load this data and pass the revision tags to the Production model ? Can…
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First Occurence Boolean
Hello Everyone, I was wondering about the use of first occurence. I have a line Item called IsfirstOccurenceAlerte and i want to retrieve the first boolean that was ticked in my boolean above called "Alerte Stock". The dimension is PP7 here so i thought i would be using isfirstoccurence but it seems not to work? The idea…