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User / Role Access: Sensitive (Salary) Data
We are having trouble restricting access for a model builder. Is there any way to restrict access to sensitive data? We have experimented with setting access level to NONE for the specific modules. However, because he can model building access, he can simply adjust his own access level for any modules. Any good solutions…
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Inserting a new Level into a Composite Hierarchy
Hi All I currently have a Composite Hierarchy with 3 levels. Cost Centre Division -> Cost Centre Department -> Cost Centre Code I want to insert an additional level in the middle called Cost Centre Grouping so my new Composite Hierarchy would have 4 levels looking like this Cost Centre Division -> Cost Centre Department ->…
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Search by pattern (wildcards)
Hi, all. Is there a way in Anaplan to search pattern, using wildcards %^*_ for example?
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User to Run a process with their own file
Users have the ability to run an import while using their own documents, but there is no way to run a process with their own document? I have a few modules that need to be populated with data coming from the same upload file, but at the moment the users are having to manually run through each module import instead of just…
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Have a formula differ within different organizational tabs of same module?
I have a simple sources and uses of cash model (in a single module) that reflects different legal entities, each which consists of multiple countries. I have some line items pertaining to intercompany transfers and am struggling with how to configure them; if I am on the USA entity's organizational tab and want to create a…
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Only show Dashboards
Hi, I would like the users only to see the Dashboards, is it possible to hide the underlaying Modules for the users? Regards Fredrik
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Use variance line items to show multiple time periods in a waterfall chart
A useful trick for showing line item data across more than 1 time period. As you can see from the module grid view, the first line item pulls in 2013 Sales, then the next 2 use the lag formula function to show variance between the 2013 and 2014 data for those line items. The Sales 2014 line needs to be a summary item i.e.…
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Maximum Value of a line item
Can you please suggest a way to find out maximum value of a line item across time period? So for example My module has 2 dimensions Partner Name and Time. I have to find ma bookings for that partner in last 24 months and use it further For a partner named ABC what is Maximum Value(bookings) across years 2013 and 2012 where…
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Breakback in a Forecast Version
Hi! I’m trying to use the Breakback function in a LI that’s Formula Scope: Actual. So, my Switchover’s in Jun 14, and I’m in the Fcst Version. It doesn’t do Breakback for Q2, just adds the units that I put in the cell to the Quarter. The same happens in the FY14 cell. Is there a way to pass this on??
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Making inputs more visible to end user
Is there a way to may inputs really stick out when a user is looking a module? I would like for people using my dashboards to be see the diffference betweeen calculated fields and inputs i.e. shading, borders, etc. Thanks Joe
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Dynamic month selection
Dynamic month selection
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Dynamic month selection
Dynamic month selection
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using Parent and Item
I have a module that is products (div, dept, class) x locations (channel, store) x time (week). I have a line item PRD_PARENT. I want to know the parent product at all times. lowest level product list is ProductsL3. I set the format for PRD_PARENT to be list ProductsL3. I set the formula to be PRD_PARENT =…
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Parent - Parent Hierarchy?
Hi, While creating a list i came across parent in the grid view and parent hierarchy that appears in the subset tab of a list. What is the difference between the two? Can I get an example. Thanks.
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Count Function?
Hi, I have a line item 'country' based on which my account module is developed. These accounts are mapped to countries. I need to find out the count of accounts from each country. In the sample below, there are 5 US accounts, 2 Canada and so on. How to come up with the count of accounts based on each country?…
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Retrieving YTD value when timescale spans multiple years
Question: Is there a way to retrieve a year-to-date value for the applicable year when our module spans more than 1 reportig year? If we use the "Year To Date Summary" checkbox on the setting tab under time, it only provides the YTD value for the current year and current month selections made on the settings tab.
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How to calculate Year to date (YTD) Growth rate?
Hi, I have build a forecast model and need to show the Year-to-Date growth rate. Is there a systematic way of doing it? Regards, Atyagi
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Multi select in module (Auto refresh module on dashboard)
Main Idea is to have employee multi choose in module on dashboard by checkboxes. Is there in anaplan possibility to implement this? I created a workaround, (see file as example), but i have to manual refresh dashboard or module each time selection changes. Can I get auto refresh for Employee KPI module based on chooses in…
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Publish list subset to dashboard
Hi all. I created subset “Active” for Employees list Then created module Plan Sales, using subset "Active" from Employees List and published to dashboard both Employees list and Module Plan sales to enter Plan values only for chosen Employees Anaplan published all properties from Employees list, though i do not need them…
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HOW TO SELECT HALF YEARS
I know how to use the select function to select a time period e.g. SELECT [TIME. 'FY13']. However, I need to split my data by half years. Is there any way of selecting a half year or a group of months, e.g. Jan to Jun.?
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Create running total not associated with timescale
We are looking for a way to assign decile values to transactions where the order of a measure in a module determines its ranking. We cannot use the RANK() function (without a subset workaround) as the number of transactions exceeds 1M. The CUMULATE function only applies on a timescale. Has anyone found a way to do this?…
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Something like "group by" to get rid of duplicated rows?
Hi, if I refer to a list and receive duplicated rows - is there any way to get rid of them by export or in a module itself? Example: List: Account SalesOrg Segment xx BCS Commercial xx ISS Commercial xx HPSD Commercial yy BCS Commercial In my module I want only the below based on above table: Account Segment xx Commercial…
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Opening two or more models
Hi, I was building a Budget Model with a customer of mine who already had a Forecasting model. A lot of Business Rules are different between Forecasting and Budgeting processes, but a lot of them are simlar. We are using copy and paste of formulas. We needed to switch between models, but that made us close all the active…
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Add List item properties to Rows Section
The goal is to create module like it was designed in Excel. List Product has Property Category and many other properties. Module is made up of Product list , Line Items and Time. How can i get desired look and get Product list properties out of time dimension? See example. Is it possible?
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How to change subsidiary view into regular columns in the given module?
Hi I would like to change subsidiary view to regular columns (so that I can see the data per columns in the module without having to click on the eye).How do I do it technically? Greetings Dorota
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Color cells or rows that were changed since base load date
Hi, is there a possibility in Anaplan module or in a list to color cells or rows that were changed since base load date??
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Workaround for a Last value function
Hi, There is no Last Value function in Anaplan (Adaytum had one BiF @Last), thus I have tried to modelize something because I was needied this Last Value feature for a customer of mine. The business need is as follows : the user enter values in some month, not all of them, of course months are random, and the following…
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Automatic Locking of Versions
Dear Community folks, There is requirement to Automatically lock a particular Version at a specified time. Currently we could lock a version by following 2 methods: - In the Versions tab, change the edit period for those version - In the User Security, make it a read access for those version There is defined time table at…
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When building a formula, unable to select a Line Item from another module..
When building a formula, unable to select a Line Item from another module..
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Opening and Closing Inventory
Hi, A quite usual topic easy to solve with Anaplan is the Opening / closing inventory formula. Here is my proposal. Feel free to share yours. Line itemFormulaInitial Value Opening InventoryPREVIOUS(Closing Inventory) + Initial ValueInput Output Closing InventoryOpening Inventory + Input - Output Alternative…