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Creating Scenario Planning in Anaplan
Hey Folks, I am considering building a couple of scenarios to my base case by creating a new list called "Scenarios" in my model. Really the only driver for all different scenarios is going to be "number of new heads" so i think I can do away with adding the new list in only a few relevant modules on a need basis. I want…
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SOS : How to do that in Anaplan
Hey everyone , I have a list that is named X_days and contains ( 5 days , 10 days , 20 days , other ) I want to add a text line item that check if the X_days = other I can write what i want in my line item ? Thanks in advance.
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Using Cloudworks to schedule a Process
Hi All, I have an Anaplan Process which is used to transfer data from Module to Module within the same Model. This process is required to be run every month on 1st. I created a Cloudwork Schedule for this. The Cloudwork schedule is able to run the Process, but I notice that data is not getting transferred. My model doesn't…
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Formula filtering?
Hi Anaplanners, I've picked a model and I'm analysing it. I've come across a module that has formulas which work in ACTUAL version, but vanish when in FORECAST version allowing data to be written into the cell. when switched back to ACTUAL version the data is over written, but is still there when switched again to…
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Design and Develop
In the Discover section, you explored important foundational resources available to you to get started on your model-building journey. In this section, you'll find resources to support you in the next level of designing and developing in your model. Get your build on (quickly!) We're developing ASAP 'recipes' to provide…
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INV01 Inventory Ordering - Summary method not adding up well
Hello, Could anyone help me with the monthly totals of "INV01 Inventory Ordering" module? I think I have the rights setting ( see picture INV01 - Summary setting), but as you can see in picture INV01 - Summary error, it is not adding up well. Find attached the summary settings for module AD02 too, as it affects the…
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Sum Weeks to Months based on date of WeekMonday
Hello everyone! I am desperately trying to map which weeks go into which months, based on the date of the monday. The monday should hence decide the month for which the given weeks data should be allocated in full. Please see enclosed image (see "ISOWeekMondayMonths"), where I have managed to have the system automatically…
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Problems with OAuth Token Configuration
Hi all, it has been a while since my team and I have been trying to perform the Anaplan Connect Token configuration correctly. This one time, it seemed to be working for the first run, until I found out that the batch file runs correctly a second time only if remove the JKS file naturally generated in the user's folder…
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Import Issues with Months
Hi All, I exported my module as a csv file and when I try to re-import the file adding details in it. It throws an error that the Month column is not mapped. The list is mapped properly but for some reason the month appears differently in the mapping, which Anaplan does not recognise it and I have to manually map it. Is…
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Can a create action be added to a process?
I have a client who wants to add a create action to a process. He's not sure that this type of action can be added to a process. If this can be done, can you please provide instructions? Thank you.
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Best practice model building
Currently looking at additional use cases for Anaplan, including using for a 5 year planning horizon, rather than the current 24 month one. Question has come up around level of detail that wish to plant at and hence the impact on model size and looking for tips in terms of best practice when building out model Example,…
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Closing balance in summary
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Add create action to a process??
Hi, I would like to add a Create action to a process, but I can't seem to. Does anyone know how to do this? Thanks, Ethan
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SYS08 Employee Details
The data in the "Start Date" row is blank and I've tried three different formulas (LOOKUP, CODE, & PARENT) and none of them are working. What formula do I need? The first & second images are related to this question. Also, why is this post directed towards the "Japan Community"? The third image is related to this question.
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How to Check the boolean items Based on Formula
In the source i have combo aganist the one combo item. we Have given a cycle drop down. Which consists of 8 item. If they select Cycle 1 then then Target module should be True for cycle 1 . If Cycle then Upto cycle 2 if 3 upto3. If 8 upto 8 cycles should be true . how can i achieve this in similary set up or in different…
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8.8.4 Activity: Add Formulas to Size Margin Report Module
When I change the filter from "US" to "Americas", the data become blank. Does anyone know why this occurred? Please let me know if additional info is needed.
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6.6.3
In the first image, you’ll notice I tried following the instructions, which are highlighted in orange and blue. However, in the second image, you’ll notice my results, which are highlighted in red, don’t match the video’s results, which are highlighted in green. NOTE: I highlighted two discrepancies. What am I doing wrong?
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8.5.3
How do I shift the "Time", which is highlighted in red, down one row?
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Consistent Y-Axis Scales Across Multiple Charts
Hi, Fellow Anaplanners, Could anyone provide guidance on how to configure two distinct charts so that they share the same scale on their y-axes? This is necessary for ensuring a consistent and accurate comparison between the datasets represented in each chart. What are the steps or settings adjustments needed to achieve…
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No of sums in a single line item
Hi, Need to know that how many number of sums we can use in a single line item so that its performance will also won't downgraded. Thanks, Vicky
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Top Level Item Filter to Show Subtotal
Hi All, I have a module with a composite hierarchy below. I would like to filter with a boolean line item for all countries in the Americas and get their total 50 show in the ALL Regions (Top Level Item). Also when the filter is applied I want the ALL Regions (Top Level Item) to show in the list items. How can I achieve…
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How do I see true boolean across multiple users?
Module #1 dimensioned by 1) User and 2)Category I thought this would be simple lol but I have an Anaplan module dimensioned by users and category. Under my user i have a Boolean line item called sent for approval as true for one of the categories called refrigeration. Another user has the category "Cooking" as true. I want…
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How do you import line items from one specific list in a module?
Hi, I want to import data from a module contained in another work space. This source module only has one list with no top level. Specifically, I am trying to import the line items from one list item "Cost". On my attempt, I tried the following steps: Pivoted the list item needed as a page, and the line items in rows…
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Can we sort data in Anaplan with time?
Hi all, I want to sort data in Dashboards using time, showing the current year 1st and then followed by previous years, is that possible? Thanks in advance.
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Level 3 Sprint 1 - 5.2 PY Account Revenue
Hello All, I have stuck with formula for 'PY Account Revenue' in 'TAR01 Detailed Sales Targets'. Looks like formula: 'DAT02 PY Revenue to CY'.PY Sales Revenue[LOOKUP: 'SYS03 Account>Product Details'.'A1 Account'] is not correct, because I have incorrect numbers in Check module. Can anyone help with correct formula for that…
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Help with Formula LI 'Currently Optimized Through'
Hi, I'm trying to create a formula that will pick up the first day when the LI 'Y02 Accounts (Forecast)'.'Closing Balance (01)' is less than 1 million in the forecasting days. The formula below is what I created. It is not pulling in a date. Formula IF 'Y02 Accounts (Forecast)'.'Closing Balance (01)' < 1100000 AND 'S01…
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Sum and Lookup using 2 mapping tables
Hi All, I currently have a module with 2 lists with data that need to be in another P&L list via 2 mapping tables using a methodology. Source Data dimensions: List 1, List 2, Time: Month Target P&L dimensions: P&L List, Time: Quarter This is the methodology: * If List 1 Mapping Table.Methodology = Methodology List 1 then I…
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Private Equity _ performance fee and carried interest calculations
Hi presently I’m in the process of building a hybrid waterfall calculation model —- where I need to show both portfolio company information as well as Investor level carry calculations. I build modules surrounding investor level carried calculations - should I proceed building out modules to incorporate the positions as…
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Workaround for Parent Child Relationship for Boolean Lookup
Hello, I am trying to do a workaround where I am not able to directly map a Parent and Child relationship but the users would want to be able to alert owners of a subsidiary account living in a different territory that they want that subsidiary to follow their HQ account. A specific example would be: Account 1 HQ has 4…
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What is most computational demanding on the system, if statement or max formula
Hi, I have a question, I have encountered in some of our models, where we want to limit a value to be 0 if it is negative. The way we have done this so far is by making an if statement so: if A > 0 then A else 0. Since Anaplan has Max, I thought this could be used, at least to make it easier to follow. The big question is…