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How to Auto Populate a Form for Users?
I’m working on a page that includes two tables: Module 1 (called CRM Table): Dimensioned by L4 Employees, includes line items like Term Date, Role, and Department. Module 2 (New Hire Table): Dimensioned by L4 New Hires, with similar fields. Both L4 Employees and L4 New Hires roll up to L3 Department in the same hierarchy.…
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Reducing calculation effort
Currently looking to make use of the feature where can now see the calculation effort entailed in certain line items and I've already been able to eliminate or refine a number of elements in various modules but just wanted to check in terms of best approach to take to this next one. I have included a copy of the formula…
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Sumif based on month ?
A first module collects a quantity per month, client, and product. For each month/client/product, a warehouse (list element) is defined. Based on the warehouse, the start month is calculated (Time Period Format). My goal is to be able, in another module, to sum the quantities by products/warehouses/start month. When I try…
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Opening Capex Code not referencing Closing Capex correctly
Dear Model Builders, Please refer my attachd Opening Capex code which I believe not referring to the previous month's closing capex correctly. Appreciate your help on finding the cause of error and possible solutions. Thanks
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Based on version line items need to filter in DB
Module has line items and Versions toggled Q :If a module has 15 line items and a version dimension (A, B, and C), the user wants to filter based on the selected version in the DB: If Version A is selected, only line items 1 to 10 should be visible. If Version B is selected, only line items 10 to 15 should be visible. If…
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Straight Line Depreciation spread issue
Dear Model Builders, As per attached screenshot of my Straight Line Depreciation code, I am not able to get depreciation to calculate and spread for all subsequent months from Date in Use to Useful Life of the asset. All I am getting is a depreciation for a month of Date in Use but not for subsequent months. I have even…
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Summary Calculation for Hidden amounts (DCA)
Anaplanners, I have got a question: I have a module with the following setup:Dimensions: Scenarios, Category, Time (Month)Line Items: Operational Metrics (e.g., Maintenance Costs, Revenue Earned, etc.) Another Module: Controls whether specific months (e.g., April, May) should be marked as "Inactive". When months are marked…
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Syncing Alternate Hierarchies on a Board
Hi, I am currently working for a model in which we have two different hierarchies, 1 is D1→D5 and other is P1→P5 where D1→D4 and P1→P4 are the same, and D5 and P5 are different. Now I am using two grids on a same Page, 1 having P1 hierarchy and the other having D1 hierarchy, because of this I am seeing to different Page…
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Dependant dropdown in Polaris
Have you encountered the problem during building that the Dependent dropdown does not work in Polaris the way it does in Classis? I somehow see the Dependent dropdown Check greyed out for the lists I want it on. Am I missing anything here?
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how to take average in anaplan ?
difference between average and time sum function ?
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How to convert month to text?
I am needing to convert month to text as we have a specific nomenclature we use for our company (i.e, if the current month/pay period is May but the pay accrual month is April I am needing to have a text display for May 25 as AprilPayMay25). I've done a lookup table in the past but was hoping for a formula that could do…
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workflow
workflow - in a group task of 50 people. each assignees (50 people) has complete task button on the task page. but it doesn't make wait to see all the 50 people hitting complete button, we want anyone out of the 50 assignees to hit the complete button to work for all and push the task to the next step
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To show only limited list items in the dropdown while saving a scenario
We have a save scenario button on our UI, when the user clicks on this button, backend process is executed. The backend process runs a set of actions. For the backend process to be triggered, User needs to choose a scenario from the dropdown list so that all actions save against the chosen scenario. While presenting the…
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Fixed Line Item vs Column Headers
HI all, I have a transaction list that I am trying to import that covers a teammates hours worked amount and the payment amount. I am trying to import it into a model dementionalized by things like Teammate ID, Location and the type of hours(i.e. Salary, PTO, etc). When I try to run the import using column headers to…
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Workflow: Assign to users from a line item in a module, with multiple users
I have a module and it has a boolean to check for a missing field and if the field is missing I want to send a notification to multiple users, via a workflow. I have a field called 'Notify' set as 'users' list.(I can easily enter 1 user from dropdown.) However, I want to add multiple users to this field, so I can use it in…
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Waterfall chart intermediate totals
Hello, Does anyone know why the waterfall intermediate total is showing up in blue? I'm using a ragged hierarchy. With intermediate totals turned on & colour set to black I want to see the forecast bar also as black. Is there anyway we can achieve the same? Thanks in advance!
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Can I rename an Action used in Anaplan Connect
Hello, I have multiple actions used in Anaplan Connect that we would like to rename… Do you know if renaming has an impact on good operation of my API ? If so, do you have best practices to share ? Thank you !
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How to get value from time dimensioned module to non-time?
Hello, I have a module DEM03.1 Mapping (CV&ADI) with Time dimension and LIST03 SKU with the same List but without time. I'd like to get first non blank value from Date of introduction Line Item in DEM03.1 (1 pic) to Date of Introducton in LIST03 SKU (Pic 2). How can I do it?
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How to converte a Date to a text
Hello, I am trying to convert a date (Line Item "DLC DATE") to text (Line Item "DLC DATE TEXTE") using this formula: TEXT(DAY('DLC DATE 2'), "00") & "/" & TEXT(MONTH('DLC DATE 2'), "00") & "/" & TEXT(YEAR('DLC DATE 2'), "0000") However, I don't get the correct values for the month or day when the value is under 10. For…
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I am currently self learning L1, on Anaplan and unable to set this prompt in a practice session.
Can someone please view this and help me how to set this in a right way? 7.2.3 Activity: Import Data into Employee Details Module In the model, open the SYS08 Employee Details module Download data file: Employees.csv(opens in a new tab) Preview of Employees.csv DO NOT open the .csv file in Excel before completing the…