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Calculating a % of a subset
I have the total active customers by product. I have products organized into schools. I can calculate the percent each product represents of the total of all products regardless of school. I do this in a module with two line items, Active and Active %. The formula is Active / Active[SELECT:’Programs P2’.All Programs]. I…
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Formula to convert a Date to the Week number of the year or quarter
I am trying to find a way to take a date and convert the date to a number that would represent the week number in a calender year or the week number in a calendar quarter. The value could either bring back the week based on a the calendar week or the actual number of days divided by 7 (for example January 5, 2015 is a…
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Delete options when deleting items from a list
When deleting items from a list, you have 3 different delete options: Delete all, Delete descendents, or Delete leaf items. They have the following functions: Delete All - Deletes ALL items, including parents if it is a composite hierarchy. Delete All Leaf Items - selects all of the lowest level items for delete (i.e. if…
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User upload file into a model or a list
Hi Is it possible for an end user (not having admin rights) to update specific columns in a model by uploading a csv file rather than typing values manually? Thanks, Jenya
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Calculate median value
Hello, I'm trying to calculate a median value taking into account several dimensions. I'm using the RANK function but the values retrieved are incoherent regarding my dimensions. Here are the steps followed: - calculate a rank - calculate a min and max rank - calculate the median rank = ROUND((Min Rank + Max rank) / 2) Can…
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Date Functions
Hi all I need to create a line item in a module which has a formula that, based on various conditions returns a 0 or a 1. One of the conditions is a date range and I am having a problem getting it right. The range that I need to use is: DATE >= today’s date – 30 days AND DATE <= today’s date + 120 days I have found out…
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Versions - Edit
Hi! I am working with versions that have different edition dates set. Working with Forecast Jun Version, which edit date is set from July 15, I have 2 line items. I have two questions: 1 - Why is it that if I set a formula (like a number 1) it is shown in the hole timescale, even though the time editable is from July 15? 2…
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Dashboard - Export to PDF while using the "Wrap Text in Headers" feature
I'm trying to build a dashboard which replicates an exisiting report used by our company. It has a very specific layout which consists of a dashboard element which fits perfectly to A4 Landscape. (There are also two small dashboard elements below it) The users will need to pint these reports regularly. To make the…
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loading duplicate names in a two hierarchy list
Hi, When loading a two level list (for example a "cost center" list with parent list "group cost center") I want lo load a member called "insurrance" in the cost center level with parent named "insurrance" too in the group cost center level. The member "Insurrance" is ignored when loading the cost center list. Could you…
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Create lists from a main list.
Hi everyone. recently I have upload all the requiered data in a single list with several properties. One of those list is the full name of the product. Well, what I need to know, if it's possible, is if I can take only the first 3 characters of the name and remove duplicates, in order to create the parents. (the first…
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Populate a Forecast
Hi everyone, This will be an easy one : What is the easiest way to populate a "forecast"'s version for 2015 based on the "actual 2014" and a constant ratio ? Regards
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Load Trial Balance Data Into a Module and then Converting Into Financials
I have loaded trial balance data into a module (called 'Trial Balance'). In that module it has the 'account string' as the row, the time period as the pages and then the line items going across the top (see attached Exhibit 1). The middle 5 digits of the account string represent the office location (profit center). The…
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Change Mass Line Item Number Formats to No Significant Digits
If I have a lot of line items that I want to change from being the default 4 significant digits to 0 decimals, what is the easiest way to change this?
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Insert a Return into Dashboard Text Boxes
Dashboard text boxes are very useful, but the text defaults to being one continuous paragraph. How can I put in a carriage return to break up my text? I can copy carriage returns in from Word or HTNL documents, and then overwrite the copied in text, so that I am left with my own text and a return. There must be some sort…
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List Subset ID
Is it possible to see the EntityLongID of a list or list subset? I am trying to find out if a particular list subset is actually being used anywhere in a model. It’s not a dimension of any module, nor is it referred to in any formula. List formatted line items show the name of the list or list subset in the Format column…
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Line Item Reference Syntax by Dimension
Hi, I feel like this is something super easy but have not been able to find anything in the tutorial or forum board. Let's say I have 3 teams A, B, and C uploading to the GL line Sales. So Sales is a total of individual uploads from each team. How do I write a formula so that I can reference each team's contribution and…
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Order of Modules and Dashboards in Functional Area on Home Page
Is there a way to have the Dashboards sort to the top of the modules and dashboards in the functional area on the Home tab? I know I can change the order of the modules and the order of the dashboards, but the modules are always listed before the dashboards. I would like to be able to change the sorting of modules and…
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Prior Year on Weekly Module
Hi All, Thought I would post this question... I'm working on a model with a weekly timescale. (13 4Week periods) Normally there is 52 weeks in a year, but every few years there will be a 53rd week. I was planning to use a LAG() function to pull the PY value. Offset would work too. LAG( Source Line Item, 52 , 0 ) I have to…
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Dates and Salaries Question
I have a module where a user enters in employee start dates and then the termination date. There is also a field for annual salary. This module does NOT have time as dimension. It does have organization and employees (employee 1…10). In another module WITH time as dimension and organization but NOT employees, how do I pull…
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Summing Module Results at Different Levels in Hierarchy
I'm relatively new to Anaplan having just completed the various training courses. I've been trying to figure this out for a couple of days using sum and lookup but seem to be encountering the same error "level mismatch". Here's my issue... I have a module that uses a numbered list as a dimension having three levels:…
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Drill through from an aggregate module to detail data
Hi. I have a flat data module at 'opportunity' level, with eg. column for 'division', 'dept', and lots of others at a very granular level (eg. by day). I have an aggregate module (eg. at division by month) derived from this detail module. In the aggregate module, I have a list selector that allows me to see division and…
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Creating a Module
New to Anaplan so please bear with me. Taking online fundamentals training and have got as far as creating module. With Versions (Monthly), Line Items (Products), Sales Reps I have created Forecast, Actuals and Variance Module. I am only able to enter values in Actuals. IS there any reason why I am not able to enter/amend…
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Show vs Hide
What's the difference between Show and Hide for rows/columns (apart from the obvious)? The answer is how the module behaves when new items are subsequently added. So, if I have a module with 10 line items, and only want to see 5 by default then I could... * select the ones I don't want to see and select 'hide'....the…
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Text Symbols
In one of the models on the App Hub I have found a text-formatted line item with a tick symbol (✔ - possibly a check in American?) input. How can symbols be input as text? What symbols are acceptable? I tried some Wingdings, for example, but they didn't work. Mark.
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Chart Options
Hi All I am new to Anaplan and in a learning mode. I see on my workspace administrator login, that on a dashboard displaying charts, if I click on the green "menu" in the corner of the chart, there is an option called Chart Options, however, when a standard user having read only rights clicks on the same green "menu" in…
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Selective access for certain users during specified periods of time
We use Anpalan for commissions and would like to be able to restrict access to sales folks during a periods of time when we are finalizing the compensation. There are times when we are making adjustments and this causes a lot of questions from the reps. We would like to just lock them out during certain times on a global…
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Setting a Current Version
Why is setting a current version "a potentially destructive action and may lead to data loss"? If I have no current version and want to select one, does any data get lost? If I already have a current version and now want to make a different version current, will anything change that doesn't involve an ISCURRENTVERSION…
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How can I apply breakback on a calculated line item?
A partner asked us about some modelling techniques for top down budgeting. They would like to create a model where there would be a growth percentage applied to the whole P&L as the first step. Then in a second step they would like to be able to fine tune the results by using the breakback feature. As a calculated line…
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How can I check if items in one list exist in other lists?
How can I check if items in one list exist in other lists that I have in a model as well?
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Adding free form Line items when forcasting in a module
Hello - I have a client that is requesting that users (non-administrators) be able to add detailed line items, on the fly, when completing their forecast. They will also need Time as a dimension to enter forecasted amounts for these detailed line items, and the detailed line items need to sum to the total of the account.…