-
How to Select the Current Fiscal Year
Hello, I have a data module that lands data in a monthly basis. I then created a module that has Q1 to Q4 line items - the intention is to get the data from Mar 23 for Q1, Jun 23 for Q2, etc. So I then created a module with the below line items and with the year as my time dimension and put a formula in each of them so the…
-
Forecast and annual plan in parallel working in a single model
My forecast periods ends 4 weeks before the annual planning number submission. I need to find a way to use the model simultaneously for forecasting and annual planning. Is it possible to achieve? The model is also interconnected with other models. Can time and or version dimension be the solution?
-
how to decide the completed years(Length of service)
hi guys~ In Sales_Rep_Details module, What we know is the sale start date, so I calculate the completed years by: Start_Date_Current_Period(2020-01-01) - Start Date then I devide it by 356 the final formula is ROUND(('SYS01 Time Settings by Month'.Start_Date_Current_Period - Start Date) / 365, 0, Up,NORMAL) by compare my…
-
vLOOK Error "'REV04 Price Growth Rates'.Unit Price % is not a recognized line item or list member"
Hello, i am getting error message "'REV04 Price Growth Rates'.Unit Price % is not a recognized line item or list member" when i am trying to apply vlook formula.
-
Select Data using a Boolean from a module with other dimensions
Hello, I have the three following modules: Pick Year: Dimensions: Product, Forecast, Time (Year) Line Item: Select (Boolean) Employee Sales: Dimensions: Employee, Market, Time (Year) Line Item: Sales (Number) - Filled with a flat Sales module (Flat Sales Module.Sales Amount[sum: Employee, sum: Market, sum: Year]…
-
Allocate a summary level data input into other
Hello, In one module, I want users to enter one growth number for a country. I then want that growth number to be applied to every single product in that country (in another module). There are thousands of products in the country, so I don't really want to have to enter the same growth number multiple times. However, I…
-
List Properties - show on UX?
Hello, I am guilty of using List Properties extensively to ease export referencing, and I am aware of the need to 1.05-03 Avoid using List Properties - however, this can be a really good tool that saves on line item space. Does anybody know if it is possible to present List Properties as part of a table in the New UX, or…
-
Writing information back to a blank module
Hello, I have an idea that I'm hoping can be done. I can't think of a way to do this now. I have a module at a Job level. I would like to write all the details of a particular job (Name, Code, location, salary) into a blank module that is not dimensioned by Job. I need this because I want to track a history of requests…
-
Sync on dashboard
Hello All, Hope everyone is doing good! I have 2 different grids on a dahsboard and both are pointing to a common dimension, however when i select a project in one grid ( top one with one of the dimension being the project ) the bottom grid is not in sync with it ( its not chaning the project ) , I noticed that the bottom…
-
How to update the Date as Blank from import Action
Hi, How can i update a Date Column which already had Valid Date with BLANK from Import Action?
-
how can to get more command on writing formulas in line items
It will be helpful if you have provided some suggestions or resources to gain more knowledge
-
User Stories - which "tool" should I use when writing them?
Hi guys, Which tools/softwares (excel, word etc, TAW app) are you guys using when writing User Stories? Is there any nice templates out there? Regards, Stig
-
Options to improve performance when loading flat list used in reporting
Hello, I'm loading flat data between 2 Anaplan models and in the target model, I'm using the Sum function to dimensionalize the flat data into a reporting module. The reporting module needs to have 5 lists + time and also requires summary to be on so data can be reviewed at aggregate levels. As a result the import action…
-
Position of Totals
I have two nested dimensions, A & B, in rows and time and line items being in columns. I want to show time totals (All Period and Qtr) first and then the months but even if I sort, Anaplan defaults back to its general time sequence the moment I put Line Items in Columns. I don't want to manually select and then show time.…
-
Refering to data in previous item of a list
I have pulled a list in a module and this list contains data for various events. Now I want that the calculation on any event in the list to act on the data on the previous list. Example: I have 3 line items in my module, namely the principal amount, increase rate (different for different time periods and events) and a…
-
Avoid drill down to sensitive data
Hi folks, I have a challenge in a Workforce Planning model I am building. I have a organisational hierarchy going från A1→A6, where A6 being individual employees, and A4 being Cost Center. The selective access for the model is on Cost Centers (A4), which then gives access to Teams (A5) within the cost center and all…
-
Trigger mail to end user
Hi All, Greetings! I have a request from one of the user if I can trigger an export of dashboard to email ID at a particular time slot. I am assuming this can be achieved through integration only. But I would be glad to know if there are other ways to achieve it. Thank you, Harshitha N.
-
Find if List member exists in List formatted Line Item
Hello, I'm struggling with this problem: I have a module named "Example" using two dimensions: "Dummy" and "Test". It contains a line item called "Item" which is formatted as "Product", Product being a list. I would like to create a subset of only the products that have been used in this module but cannot find a way to…
-
Is there a way to Sum from TIMESUMmed amount?
Hello, I have a module that is getting the data via a TIMESUM formula. It's causing an issue since it was not summed up by the dimension. So I'm changing the formula and trying to include a SUM string but it's returning an error: An expression or constant may not be used as argument 1 of the function TIMESUM.…
-
Level 1 Lesson 11.3.4
I have been stuck on the first formula for days. When I enter it the error I get is: I'm not sure what this means, I have gone back and double checked the naming of all of my modules and made sure I was typing the formula correctly: IF 'SYS09 Version Details'.Forecast? THEN 'EMP02 Employee Expenses'.Headcount[SUM: 'SYS08…
-
Summary Method for Lookup function
Hi, What is the best workaround when using the Lookup Function and you need a Formula Summary Method? Currently, Anaplan does not allow this and for some cases, especially using % accounts, it is best to use the Formula aggregation in order to get the right math at top level hierarchies and Time Summaries (i.e, All…
-
Training
Anaplan offers a variety of training opportunities to set you on the right path in the Anaplan Academy. Here you'll find a recommended list of courses to get started. Training and Micro-Lessons Model Contributors should have completed Level 1 Model Building training and be familiar with the concepts and applications of…
-
Import complete with failures
Hello everyone, I'm in need of assistance with a problem I'm facing. I have a module where I enter data (Product, Quantity). Everything was fine until I used the time dimension(Periode, Product and Quantity). However, the results are not accurate. Instead of giving me the quantity of Product X in January, it gives me the…
-
1.4.3.2 Import Data & Add Formula
Hello, What formula should I use for the code line item? Instructions did not specifically describe the code. Thank you in advance!
-
Is there a way to send context through a MAILTO function?
Hello, Has anyone found a way to send a MAILTO email with specific conext filters? For example, I would like to send a request to my dept manager. I have a MAILTO setup that will send to the right person based on the dept we're in now. This is setup in the Dept Properties module. But I would like the Request ID (numbered…
-
Module Naming Conventions
Is there any article on best practices for module naming conventions in Anaplan? If yes, please could you share the link for the same. Thank you! :)
-
Summarizing only Negative numbers and Positive Numbers in separate Line Items
Hello, I am trying to solve a dilemma. I have values for a list property called "adjustments". These values can be positive or negative and there can be more than one in the same time period for the same product. (eg: Apples in December 2020 had one adjustment for -10 and another adjustment for 20. The Net effect of these…
-
Versions-> Actuals display as of current month
Hi how can i show only actuals as of current month right now actuals and foreacst are showing based on forecast time range setting(current+next 5 years) when i select actual version it should be As of Apr'23 and for forecast scenario it should be as of 2025
-
Scenario Planning
Hi Team, I have an unique issue which requries a uinque.. Lets say I have a List called - "Scenarios" -Scenario1 -Scenario2 -Scenario3 Using the list in a module called "Data Scenario" I want to copy data of Net Sales from Scenario 1 to Scenario 3, I know I can use the import action, however in that case, I will have to…
-
Need a filter toggle to show data for all 12 months or only the year
Hi I need a filter to toggle between showing all 12 months of data from jan to december or just the FY data essentially to show hide columns. I have been trying for a while and am not sure how to do this for example show only fy22 or all 12 months like in the screenshot above
