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Can i have 'Create Action' under a 'Process' which includes other Actions (Import/Export Actions).
I am trying to create a process for the user where he can create a record to a numbered list using 'Create Action' and add attributes to it in a module & keeping this process as base, I am trying to export this record & Attributes to external ERP System using 'Export Action'. Can i conclude all this in a single 'Process'…
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Rule of thumb when NOT to "exit early"?
Hi, Trying to optimize some stuff in a model and therefore looking for advice. We have some logic in which i forecast some things for a product lifetime starting with todays actual. In which of these following cases would you just go with the formula and skip all the exit early stuff. Since the answer is probably "it…
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Customized Drill Down
Anaplanners, We have a module (Module A) that displays the monthly income for each department across various locations. Module A includes the following dimensions: Department, Location, Time, and Value (Line Item) We are presenting this data at a higher granularity in another module (Module B):Module B includes the…
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Rank descending out of order
Sorry I don't have a screenshot for this. I think work is blocking the upload. I have two RANK line items. I need one ascending and once descending. This is the formula for the first one. It's ranking the five items that have the Include in Variance Rank? boolean 1-5. RANK(Volume Weighted Variance Over Defined Months,…
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How can I create a dependent drop-down that filters a K3 list based on the selected K1 context?
I want to create a dependent drop-down list within a hierarchy in Anaplan. I need a line item formatted as a list (K3), which represents the lowest level of the hierarchy. The goal is for users to select one of these K3 list items, but I also have a context selector on the page set to the highest level of the hierarchy…
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Dynamic Workflow Design
Hey builders! I'm tasked with designing an approval process through Workflow and doing this for the first time. This is a CapEx Request approval flow in which CapEx Projects roll up to Profit Centers. Approvers are assigned at the Profit Center level and go through several sequential stages of approvals. Below is my 2 step…
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Making YTG column '0' for a particular line item.
Hello Anaplanners, I need formula to below. I have a module which I am using in management report. Module has values for FY24, YTD, and YTG. But for one line item, 'Opening Cash', we do not need YTG column. Currently the line item just points to the other module to pull the data. May be I need something that makes YTG…
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Year Value into a Months Module
Hello friends, Can someone please help with this. I have my number in the below source module (profit) by year. I am trying to get FY24 value (profit) into below target module (i.e. 5,999) depersonalised by month: I tried yearvalue() function and it is pulling all 0's. Can somebody please advice? Thanks Kal
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Composite hierarchies List and Production Data
Hello Everyone, I recently took over the model development from a previous team, and I'm looking into optimisation options. One issue I came across has to due with Composite hierarchies List used for Selective Access, as per the example below: G1 Group - Used for Selective Access - Set as Production Data - No changes in…
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How can we get the Page history and reverting its changes if desired, like as we do for Modules
Recently i unknowingly deleted the conditional formatting(CF) line item from the underlying module due to this, The CF on the page which is referring to that CF line item is also got deleted. Now, i want to have that CF back on my page. I tried Anaplan's History where i reverted back the module to get back the CF line item…
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New UX - Conditional formatting multiple line items the same
Hi, I have a dashboard with 20 columns, all of which share the same complex conditional formatting rule that consists of 12 midpoints. Setting up one column takes a little time, and I need to repeat this process for all 20 columns. It would be really helpful to have the option to apply a formatting template to multiple…
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Do we have any alternative way for TRIM function in Polaris model.
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最初に0を下回る日を返す
在庫が初めに0を下回った日を返すにはどうすればいいでしょうか。。
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ディメンションの1項目のみの値を取得したい
上記のように３かつBのディメンションに入力される値のみを取得する方法はありますか？ ※3-B(ラインアイテム)全てに100が入る形でも問題ありません
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Calculate the total interest from the first blank to the last blank in the 'Interest Expense' column
I have a sample where there are loan dates. For each loan date, the nominal interest will be calculated from the first non-blank 'Date of Loan' entry to the last non-blank 'Date of Loan.' The total interest will then be inserted in every non-blank 'Interest Expense' line item.
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Parent with the same name with its baby item will also map to baby item when Import
Is anyone facing the problem? It worked all right till last week, but I fund it went wrong yesterday. For example, If Importing from Module A to Module B, and both of them applies to Dimension X, which has hierarchical structure. If Parent NNN has the same name as Son NNN, then It become Twice after import to B.
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Top-Up current period value to specific period
Hello everyone, I would like to know if it is possible to top-up the value of the current period to a specific future period. For example, in my Forecast dimension, I have a value of 1,500 for the November 2024 period and 3,500 for the December 2024 period. My objective is to top up my November 2024 value to the December…
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Send an Email Notification if a Line Item Doesn't Equal 0
Is there a way to send a notification to specific users if a variance/line item is not equal to zero?
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A table including both Text and Number format columns
Anyone knows how to create a table including both Text and Number format columns like below? What i know is that, a line item can set to one format only, like set to Number or Text or other type. ..
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ALM- How and why anaplan saves data in module after replacing list with new subset of same list?
My module contains 5 dimensions, and I am replacing one of the list subset by another list subset of the same list, I have tested it using ALM, but I would like to understand how anaplan ensures even after changing the list subset anaplan preserves input value in that module. I have updated list subset first in test…