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Tracking history of changes
Is there a good waya to document dates changes and keep a history record in an Anaplan model?
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Current Version
Hi all, I would like to ask a question regarding Current Version. If we have an entry module with no formula and no version applied to it, is there a difference if in the Formula Scope All Versions or Current Version is selected (provided there is a current version selected)? Also what is the impact if new data is added in…
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Circular references
For a client I am building a planning model. Part of the model is that the model itself is attrackting funding based on a minimum cash level. Due to the fact the new funding generates cash in that specific year a Circular references occurs. Does anyone know how to deal with Circular references in Anaplan? Hope to hear from…
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Deleting Data from a list, without actually deleting List
How to delete data uploaded from excel, from a list, without deleting the list. I have to delete the list again and again, whenever I upload the data incorrectly.
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COUNTIF Type of Function in Anaplan?
Hello, I am trying to figure out if there's a COUNTIF type of function that can be used in Anaplan. I have a line item that lists various years in number formatting and need to know, for example, how many times 1988 is shown throughout that module. Any help is greatly appreciated! Best, Chase Cantwell
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How to Calculate Days Difference between Two Dates
Does anyone know how to calculate the difference of days between two days? For example, (4/1/2015) - (4/5/2015) = 4 Thanks!
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Changing a module's dimensions
I’m new to Anaplan, doing my model builder training.I wanted to know, when I copy a module, if I want to change the dimensions applicable to that module how I can do that?I think I’ve found one way – you can go to Settings > Modules, click in the “Applies To” column and switch in and out fields that way.Are there any other…
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How to get COUNTIF type of formula in Anaplan
I was looking to count a list property text and come up with a numerical value total. In excel we can use countif, what can i use here in Anaplan?
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Change user details
I need to change a user's information in the platform. How can I do that?
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Backup & Restore
Hi everyone, I need your support regarding the restore function. Indeed, I have a model with 2Go which contains the data of 2014 and 2015. To reduce the occupied disk space I deleted the data of 2014. The space disk remains the same (2 Go). So I copied and archived the model (with data of 2015 only) and restored it,…
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How to map a line item into a dimension
Hello, below my issue. I have a Module Product_FollowUp with product list and Time as dimension of this module. Inside the module, i have a line item "Assigned Resources" based on a list of Resources and others line item with number (ie : "Validation Done"). The Ressources is not a dimension of this module. I need a Module…
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Error in Formula in Rep quota module
Hi , Can any one please help me with the following formulas used in Rep Quota Moduel: Tenure Formula: IF NOT Active? THEN 0 ELSE IF YEAR(START()) ‐ YEAR(REPSETUP.Start Date) = 0 THEN MONTH(START()) ‐ MONTH(REPSETUP.Start Date) + 1 ELSE 12 ‐ MONTH(REP SETUP.Start Date) + (YEAR(START()) ‐ YEAR(REP SETUP.Start Date)) * 12‐…
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Unique Count in Summary
How do you write a formula that takes the UNIQUE count of values in the summary. For example: Product A: Rep 1 and Rep 2, Total = 2 Product B: Rep 2 and Rep 3, Total = 2 Product C: Rep 4, Total = 1 At the summary level for all products, the count of reps would be 5 however, the count of unique reps is 4. How can you get…
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Timescale related formulas
I have update the list with fake time periods, how do I use the timescale related formulae like next/previous etc in the module? cheers,ym
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How to use Time Period Format in a Date Formula
The date formula requires you to use numbers for the years, months, and days. I have 2 line items in a module that have the year, and a custom month list that contains the members of Jan, feb, mar, etc... For the month, I have a property on that list with the month number, so I can easily pull that into the date formula,…
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Time and version variance report
I used to be able to do a time variance report with columns like Actual Period, PY Acutal, Act Period - PY Act, R3m Actual, Budget Period, PY Budget, Budget - Act, etc and rows individually formatted with styling, number formats etc. They way I did this was with line item subsets from two modules, one with variance…
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How do I copy and “lock down” a version?
I have all of the manual data entries (as well as imports) completed for a version to show exactly what I want. How can I lock down this version so that any manual entries from here on out will not have an effect?
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Numbered Lists
I am trying to get the underlying number from a numbered list for referrence on imports; without turning display name off and on. Is it possible to create property in a numbered list to return the underlying number? If not, is there a formula that can pull out the underlying number in a module? Thanks, Mark
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Show Vs Hide
It would be very useful to add a simple tickbox to choose whether to show or hide a row or column. If often find it useful to hide as much as possible when searching for bugs, going thru row by row would be much easier with a tickbox.
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Day of Week
I'm trying to find a "day of week" function. Essentially i don't want to count hours on the weekend. Any ideas? It seems like it should just be a formula dayofweek(start()) but i can't find anything like that. Cheers, H
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need SUBTOTAL across Time
In several cases I need to use a subtotal for 5 quarters in calculations. I have been using the All Periods total for most and it works some of the time. However, often I don't want values included from previous years. Ideally there would be a function like SUBTOTAL in Excel where the total would only be for the columns…
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Changing Time Scale from Quarterly to Monthly in existing module
Hello, When we built a model recently it was all setup with Quarterly data. Now the business is going to change to monthly data. So I need to change my module to include the months. When I do this I still have the quarterly totals, but now I would like to basically take that quarterly total and divide it by 3 or put 3…
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IF CONDITIONAL FORMULAE
Dear Anaplanners: I have a question regarding usage of IF conditional statement. All the conditional constructs in Anaplan are related to IF with ELSE as a mandatory clause. However, I have following requirement - 1. I need to chnage the contents of cell A only when condition_A is satisfied. Otherwise, I do not want the…
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How to sum with filtering data
I have some data as per below table. RevenueCountryNew bizJanFebRev aChinaY 3,000.00 3,000.00Rev bHong KongN 2,000.00 3,000.00Rev cChinaN 4,000.00 5,000.00Rev dHong KongN 2,000.00 4,000.00 I would like to sum the revenue by country and month as well as filter out the new biz = Y. Answer: China: Jan revenue = 4000 and Feb =…
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Sorting then summing down a list
Hi, I have a list of deals which are imports from salesforce opportunities which I need two things done to. Firstly i need them sorted by the close date and secondly i need a cumulative sum down the list so that i can tell what percentage of quota has been attained. Anyone know how to 1. sort the list based on a line item,…
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Anaplan's equivalent of a COUNTIF function
Anaplan's equivalent of a COUNTIF function While Anaplan doesn't have an official COUNTIF function like Excel, you can combine an "IF THEN" statement with a "SUM" function to accomplish the same goals. Using the "IF THEN ELSE to create a count saying "IF True Then 1 Else 0" You can then use a SUM Function to get the value…
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"Freeze Panes" Functionality
Hi Expert, Currently we are implementing ANAPLAN solution , and we have questions and would like to check with you. 1.Is there any functionality in ANAPLAN similar to "FREEZE PANES" in EXCEL to lock the columns and Rows header 2.When we use drill-down functionality in ANAPLAN, there's "FORMULA" that showing in the top of…
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Decumulation of vakuations
Hi, I am trying to create a module that contains line items for Gross Cumulative Project Valuations. I need to be able to calculate the individual valuation (the current cumulative less previous cumulative) without having time as a dimension. What would be the best way to achieve this in such a module?
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Time Period Format does not have Days as an option
Hi, I am working on a retail POC which is based on daily sales. The modules I've created contain a Day timescale which works fine. However, I don't seem to be able to create a Time Period Format that contains days. Week seems to be the lowest level. What I am trying to achieve is to lookup sales from a Day in the previous…
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Publish Export Action to Dashboard
Hi, Is it possible to publish an Export action to dashboard? When I put the cursor on the specific export action the view menu is not available. When I stand on an import action the view menu is available. Thanks