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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…
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Updating time dimension to the correct dynamic formula
For this individual above, he started on December 2024 (H1 FY24) but the way I have the time settings set up it is 1 year before and 2 years after the current year and it is making this person start their proration at the beginning of the model calendar as opposed to their actual start date. I am trying to use these…
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Сorrespondence of a number to a numerical interval from the List
How can I match a numeric interval from the List to a number in Anaplan? For example: Interval list: 1 - [name: "<=80"] (min = 0, max = 80) 2 - [name: "80-90"] (min = 80, max = 90) 3 - [name: ">90"] (min = 90, max = 1000) Number = 83,257 - it should correspond to the interval No. 2 "80-90"
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MOVINGSUM Formula
Hi, I have a snapshot of what I require done in excel but can't get the MOVINGSUM formula to replicate this. I have Pass Sales on a Generic Weeks Timescale model. The pass is then spread out by the number of days in each week that it applies to. Basically I'm trying to defer revenue over the time of the pass. Sales in the…
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Level 3 4.6.5 Sale Planning Model: DAT02 module
I have tried to formulate the PY actual sales revenue as 'DAT01 PY Revenue'.Revenue[Lookup: 'SYS00 Time Settings'.PY Qtr,Lookup: 'SYS03 Account>Product Details'.'A1 Account'] Below is my screenshot for DAT01 whereby I imported the numbers from DAT05 in Datahub. Below is my screenshot for DAT02 module: However, I received a…
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Level 3 4.6.5 Sale Planning Model: DAT01 module
Hi Community, I was wondering if I did my DAT01 correctly? Because to import DAT05 historical sales from Datahub to Sales Planning module, I will need to set both dimensions as A1 Account and P2 Product list. However, when I start to build DAT02, my dimension was A2 Accounts>Product list (according to the learning module)…
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Level 3 Sprint 1: SYS03 Account>Product Details
Hi Community, I was wondering if I have missed out something here. Why P2 Product column did not get populated.
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Check if a product belongs to a subset of products
I have a product list with a subset for a particular type of products (e.g., sweets). I have another module that is NOT dimensioned by products; however, product is one of the columns. I want to create a line item that returns true if the product belongs to this subset. How do I do that?
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Add new line item to import action
Is there a way to add a new line item for a source module into an existing import action? I have created a new line item 'X' in both the source and the target module. The new line item 'X' appears as an option to map to in the target module when editing the action, but it doesn't appear in the source module list to select…
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Seeking Guidance on Dynamic Addition of custom Planning Versions in Anaplan
Hello, I am currently working on dynamically adding planning versions to my Anaplan custom planning version list at the onset of each new month. To achieve this, I am in the process of creating a corresponding workflow. The challenge I'm facing is that the details of the next version are stored in a module. I need to fetch…
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Do ignored columns (from imported files) take up space from my model?
Hi guys! Do ignored columns (from imported files) take up space from my model? Thank you very much!
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Seeking Insights on seasonal forecasting within Anaplan: Share Your Experiences and Best Practices!
Hello Anaplan Community, I hope this message finds you well! As we approach the holiday season, I am eager to learn more about how companies in our community are leveraging Anaplan for holiday forecasting. This is a crucial aspect of planning for many businesses, and I believe there's a wealth of knowledge and diverse…
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Version ?
Hi all, I have a model and i need to Visualise my Company's sales history, Forecast compared to actual. input history sales for the year 2022. Calculate Bidget for the year 2024 Artual periode : septembre 2023 Is it possible to use versions to achieve this, and if so, how? I haven't worked with versions before, so I'm not…
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Can't add a parent to a existing list
Hi all, I am having some troubles adding a new hierarchical level to an existing list, which is called BU01 Business Unit and it's not a numbered list; the new parent should be BU00 Business Unit Combine: If I try to compile the parent hierarchy column, I get this error: If I try to delete All Business Unit from the Top…
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How do we make a scatter plot
I have configured the table row order so that the first 3 columns are actually the right data but it keeps stopping me from creating the charts. Any reason?
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Is there a way to migrate existing classic workspace model to a Polaris workspace?
Another question, Can we build model to model import processes between classic and Polaris?
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Need ideas: Waste of Space to Accommodate Simple Report - Dynamic totaling, User Dim
Seeking some brainstorming ideas! The situation: We have a full final P&L module where one single line item is 17 gigabytes (and has to be, don't bother questioning this please - it is due to us doing ultra granular reporting, in Polaris, no combo-list is not on the table). We need to create a second line that is IDENTICAL…
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Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions.…
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2.4.4 circular reference error
Hello Everyone can I know why there is a circular reference error when I try to enter this formula ?
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I am calculating a minimum value, but I don't want the data to include zeros.
Hi, I want to calculate the minimum value but exclude all zeros. I tried previously suggested solutions, but it is still not working. Any ideas?
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TIMESUM with LOOKUP
I have an issue where I am creating a fillable form for a client that includes entering a start and end date. So the user would chose a client and then a product, enter start and end dates and I need to then sum the revenue based on those choices. So, ideally I would be able to TIMESUM based on the dates chosen and LOOKUP…
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Model Size
Hi, Where can I see the exact model size in Anaplan? I am aware that model size is available as per below image. I am wishing to see the size at a granular level (MB/KB) Thank you.
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Adding a user-specific selection to a calculation without using the User list?
Hello, i am trying to find a solution to the following user story: There are a set of modules for a reporting page that currently consist of multiple dimensions (we cannot use a combined list of only possible combinations due to the users not liking the loss of flexibility). These modules return a calculation that needs to…
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Need documentation on Model Optimization techniques
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Tips for Solution Architect Exam
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Fake Version vs Anaplan Version - What to use