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User-based security access at the node level
I have the below requirement on user-based security access at the node level. I have 3 nodes (L1, L2, and L3) For example If L1= Americas L2 = Canada and US_Disti L1 and L2 will be my composite lists and we will have various attributes (KPIs) attached to them like Bookings or Sale proceeds etc. Now, If I am looking for…
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User-based security access at the node level
I have the below requirement on user-based security access at the node level. I have 3 nodes (L1, L2, and L3) For example If L1= Americas L2 = Canada and US_Disti L1 and L2 will be my composite lists and we will have various attributes (KPIs) attached to them like Bookings or Sale proceeds etc. Now, If I am looking for…
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Multiple Modules with same Line Items
Hello anaplan community, i try to build my first planning model. Today i am stuck in the following situation and i am not sure if its me using anaplan wrong. * 3 Planning level (C-Level Planning / top-down; Product Planning; Sales Planning) * The first level only plans three values of my Planning-Chain (x+y+z = Value) all…
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If THEN ELSE syntax
Hello, I am having an issue with IF THEN ELSE forumla syntax. I have the following fuctioning forumla, in the context of converting weeks to months. IF Start Difference <= -23 AND Start Difference >= -28 AND End Difference >= 7 THEN ITEM(Week) ELSE BLANK I am trying to add a condition that says if the week start date is a…
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Thousand format
I have the issue to change the line item format from 1,000,000 to 1,000 k. It's clear how to add "k", but how decrease the value to 1,000 without dividing? I mean it will be great to find the way how to change format, but not change the value. Thanks!
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Is it possible to set up subset list using a function/formula?
First some backstory - This question was asked in hopes of solving the following problem, since you cannot enter formulas on the grid view of the list or on the subsets tab to populate the subset : I’ve got a list of employees which is 2000+ long. Around 5% population is non-permanent and as such not applicable to many…
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Multiple Actuals
Greetings! The issue I am running into is I have a client who wants to pull in 2 sets of actuals. One set (not audited actuals) is for the budget and the other is for future forecasts (audited actuals). What they want to do is they want to bring in that second set of actuals (which some revises the first) without having it…
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Data import rejection email
I am using Anaplan Connect to import the data in to the Module/Lists and would like to automate it with windows schedular. After the import there may be some rejections and is there a way I can get an email from Anaplan with rejection details / success message so that it will be easy to track the import status. Please…
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How to make line items read only for few users?
Beginner question: I have a simple module with two lists (org and products) and three line items: Qty, Price, Sales. Qty is an input field. Price is an imported field. Sales is a calc. The Price field must be read only for few users for all forecast months. What are the steps to make the price field read only? I did not…
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Referencing a property of a parent list in a list item
Need to reference the property of a Parent list in a list item of a module Example Module: Deals List Item: SKU Tax Lists: SKU (Child), Product (Parent) Desired outcome: function: Deals.SKU Tax = Parent(SKU).Tax Property Please provide an example on how to accomplish.
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Using OFFSET to retrieve prior period data from another module
Hello, I am attempting to retrieve prior period data from module 1 to module 2 and cannot seem to get the OFFSET function to work. However, when I use OFFSET to retrieve data from module 2 (same source and same target), the function works. What am I doing wrong? This Works in Module 2, Line Item Calc OFFSET(Entry,-12,0)…
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Start Period less Date Now?
Hi! How can I get the difference between two time periods that will result in an absolute number? For example, 10/21/2013 less (the current date) 04/26/2016 = 30? Thank you!
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Avoiding circular reference in Custom Time Dimension List
Hi Guys, I am using a custom time dimension list in a module as shown below. I am getting circular reference error when I try to fetch the "Ending Backlog of previous Period" into the "Begining Backlog of Current period". Is there a way to solve this problem without using the Native Time Dimension / formulas ? "PS- I have…
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Anapedia
Where in Anapedia is there information that addresses creating "Subsidiary Views"?
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Publish item to dashboard and remove access to dashboard
Hi Is it possible to publish input cells from a module to a dashboard, and have it not be able to be edited on that dashboard only? For instance, there are some input cells on a module which feeds a detailed calculation dashboard where these are completed with other items. There is also a summary dashboard, which shows…
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Maximise function and cursor placement
Hi to everyone, Probably someone can help with these 2 issues: 1. when you place a module with many columns on the dashboard (so you have to scroll to view the whole table) and need to fill it with numbers, after manual input of a number and pressing "enter", the cursor jumps right at the beginning of the module, so you…
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Last work day of month
Dear all, is there a function enabling to show the last work day (ending on Friday) of each month (date formatted), e.g. last work day of July 2016 would be 29/07/2016? Thanks a lot in advance for your feedback. Best regards Timo
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Formulas for Intermediate Model Building
Hi, I have got stuck in certain formulas. So decided to start this thread so that those who get stuck, can view the formulas here. I wanted to know formula for Headcount in Rep-Quota module for intermediate model building activity 17. Thanks in advance!
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Numbered Lists and filtering
Hi, I have created a numbered list with list formatted properties. When using such a list in a module or dashboard, is it possible to filter based on these properties? Thanks Roger
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Select and Lookup by Display name
Is there a way to use lookup by display name? I have a numbered list List B which has parent hierarchy is set to List A I have set the display name instead of the code. Module 1 : Pivot has: Pages : Line Items Columns: Country list, Sales list Rows: Storename List LineItem: Salesinfo Country Total Sales- toys Total sales-…
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‘Drill Down to Transactions’
Hi everyone…. I have three modules 1. Transaction module (Base Module with flat data) 2. Secondary module 3. Result module. Can I ‘drill down to transaction’ from result module which is getting the value from secondary module? Issue is….. If I ‘drilldown to transaction’ a value form result module which is getting its…
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User full name in formulas
How do I get the full name of the user in formulas? I have a module with owner data and i want to check if the logged in user is the owner of the data eg: I have a property called "Primary Owner" I want to check if the logged in user is the primary owner of opportunity data. Instead of hardcoding the owner name I want to…
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How does everyone architect their model for strategic planning?
For strategic planning, our executive team has a need for a 3-5 yr plan which they can tweak/adjust on the fly. For example, setting broad goals (x% revenue growth, y% gross margin, etc.), which would flow through Balance Sheet/Cash Flow. However, our Anaplan model is quite complex, and we have many modules that feed into…
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Setting a Hierarchy
We have a scenario wherein the organization hierarchy is as follows [list=1] * Legal Entity * Units * Departments * Employees Where the departments gets rolled up to the units and in turn units gets rolled up to the legal entities. The organization has multiple departments (50+ )and units (20+). All departments should be…
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Model to model data copy
Hi, We are not able to copy a module from Model A to another model B. We've tried importing the module option, but its not working properly. We tried mapping data fields and running import but it was throwing "invalid identifier" error. Please advice.
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Dynamic selection of list members based on driver list.
Hi Folks, I have two list( Product and Customer) Product in Row Axis(Its member are P1 to P100) and customer(Its member are C1 to C20) in Column Axis. If I select C1 then product list will get reduced to C1P1 P2 P3 p4 P5 C2P6 P7 P8 P9 P10 and so on How to achive this functionality.
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Pulling one specific cell data to another specific cell in Anaplan
I am quite new to model building and a client has come across trying to pull data from one specific cell to another specific cell from two different modules. Based on the training i have gotten it mostly talks about pulling rows and column data but not specifc cell data. Hope you guys can help. Thank you.
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Bulk Copy
Hello All, I am trying to do a 'bulk copy' action to copy data from Actual to another version. However, even after I select the target version, the "OK" button is still greyed out. What might be the reason for this? I am the workspace administrator, so I am assuming that I have full (write) access. Please provide your…
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List
How many max list members can be added in a list in Anaplan..
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List Referenced By
Is there a "Referenced By" for lists, like there is for modules. Thanks, Mark