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Revenue Distribution Help
Hello all , I am trying to find the best way to distribute forecasted revenue across multiple periods based on a distribution chart (so to say). I will attach screen shots to better explain. Each month has a forecasted value: Each month's forecasted revenue will be allocated based on this chart: Period 1 would correspond…
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Including Text within a Number Formatted Line Item?
Our client requests to see "no MTA" when MTA= 0 and Warehouse <> 0. However, instead of 'no MTA', I'm getting 'NaN'. Is it possible to include text within a number formatted line item? Formula - Final MTA = IF MTA = 0 AND Warehouse <> 0 THEN VALUE("No MTA") ELSE MTA
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Need Help with Exporting parent list item in different tabs
Hello Everyone, I Would like to know is there any way to get an export in such a way. Like, let's say we had a module with hierarchy list. I want the parent items in Different tabs of an export and all the child items associated with that parent should reside in respective parent item tab. For Eg, we had R1 Request ID, R2…
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Usage of First Occurrence formula with conditionals
Hello, I'm using the ISFIRSTOCCURRENCE formula to assist in creating hierarchies so the processes don't return a bunch of errors when generating the hierarchy, but now I'm facing a little issue, I want the first occurrence formula to return true only if other columns match some condition, but I can't find the correct…
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Data Display in a UX page
Hello everyone, I have a table displayed on a UX page (a worksheet) containing multiple line items in the columns and a list of months also as a column (where each month is a child of a quarter, which is a child of a year). I need to address two challenges: Filtering Data by Months or Quarters: I aim to enable users to…
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How to Achieve in pre-built Anaplan Eco-System , Hierarchy into to flat list & Replacement
Hi All, Currently the Anaplan eco-systems has multiple workspaces and multiple models[8 workspaces ~55 GB], now there is a proposed hierarchy change(as some models are quite complex and have Dependency on that flat list to create further Folded Lists for Reporting) 1. The List to be eliminated is a Flat List 2.Against that…
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How to delete "filter" drop down selections - case: driver -> filter/driver -> filter
I have three drop downs: Division (driver), Area (filter/driver), Type (filter). At first Division is supposed to be selected. Area drop down list members are defined according to Division selection. And Type drop down list members are filtered according to Area selection. Now: 1) If I change Division → Area and Type drop…
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Custom Date Format while exporting
Anaplanners Currently I have a grid at a day wise granularity. While exporting the grid the day is shown as follows: 1) As row header [here time is pivoted at a rows] - format comes as '1-Apr-2024' 2) When i bring it as a line item [with formula- ITEM(Time)] format comes as '4/1/2024' I would like to get a custom format of…
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Months as Line Items
Background I need to design a UX view for our finance team that shows the entire year Jan-Dec, with past months showing actuals and future months showing forecast. I already have sales actuals and sales forecasts sitting in modules that I can reference, but to get the other pieces required I need to bring in and store the…
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Model is Busy (Running exports while people are trying to use the model)
Hello, wondering if it's possible to somehow use a model when someone else is running a heavy export action. We currently have exports scheduled at night but sometimes we need to run them during the day. However, when this happens anyone using that said model is locked out basically because the model is busy. The exports…
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Snapshot Challenge with #list
My scenario today, Integration runs everyday and clear the below numbered list with data. Since the build has been done without the code i'm struggling to create the code with unique combination. My objective is : I want to copy the current data before the delete process will execute. and compare it against the data that…
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How to populate current year and last/previous years' months booleans
I have boolean type 'Current Year Month?' and 'Last Year Month?' line items. To how populate them easiest way without huge amount "support rows". Attached pic. (in the pic the green ones. Now they are manually fed)
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Summaries of properties within numbered lists
Hi, We have a numbered list for sites , and within this numbered list, we have a property of regions). Regions sit above sites (E.g., Manchester consists of Site A, Site B, Site C). We want to be able to see this from a region basis. I was wondering if there is a standardised approach to getting this summarization? Thanks…
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automatically include quarters and months when adding a new fiscal year
Hi everyone, I'm working with Anaplan and have encountered an issue with my setup. I've created a list with a parent-child relationship: Fiscal Year > Quarter > Month. However, I'm having trouble ensuring that each year contains the same information for months and quarters. When I add a new year, I can't parent the months…
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Can I add in Cloudworks a Delete Process using Selection?
Hello, I want to do the dete function automaticly with Cloudworks. Can I do it with slelection? if Not, what options do I have? thanks
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Summary Reporting
We currently have our model set up in the hierarchy ‘Shop > Customer > Products for volume planning. Currently, users can see their total volumes on a ‘Shop basis, with them being able to go down to see volume on a customer and material level under the shop. How would we go about creating customer summary reports, where…
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Formula to return a certain email address
Hello, I have a list with several emails address. I want to have a formula to return only emails adress from the company Test (so that ends in @test.com). I avoid hard coding as not best practice. I have already my formula that can retrive only the "@test.com" part. To resume, I just want a formula to excude everything…
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Makelink Length Constraint
Hi, I'm trying to link through from Anaplan to a Power BI report which has pre filters applied based on Anaplan context, so that the user goes directly to the correct view. There are a number of Power BI filters baked into the URL that I've added in and as such the URL is over 60 characters. When I then do makelink("Click…
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Bulk changing a main list
Hi. We want to update #customer list to include customer numbers, for example: Current #Customer London Manchester Birmingham Required #Customer London (1000) Manchester (1200) Birmingham (1400) How is this done, and will this have impact on history? Thanks
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In Number list name should not be mapped, I have not mapped even though giving Error. PFA