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Using the same DEV for 3 different production models
Hello All, I use the same DEV model for three different production models that represent three different divisions at the company but pretty much the same design. Recently, I needed to add new developments to one of the models, but I do not want to push that functionality to other two models. Now, I need to make a new…
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Visualize new list items after import
Hello, We have a list of Skus that is the child of a Packaging list. Each packaging has multiple Skus. Some Skus are old and are no longer active on our production lines. We have a module made of boolean line items to select which skus are "used" currently. When we update the sku list with new skus, by default that "used"…
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi. requesting assistance in this part. I am not sure what I am doing wrong. I have transfer the file as directed but the number for forecast do not match. The data should be like this. Thank you
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Many to Many Relation - How to associate
Hello! I'm working on a demand plan model for a school book retailer. Since different schools may use different books, I must associate each store with the schools nearby in order to purchase the appropriate supply. Given that one store sells books from multiple schools and that the same school may be sold in multiple…
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Line Item that keeps subtracting based on what's left
Hey, I would love to know if you can help me with this case. I'm trying to subtract the value of one Line Item from another depending on the result of the first one: For example, a projected stock value versus my financial target. It's easy in Excel, but I'm not sure how to perform this operation in Anaplan using a single…
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Can someone help explain what is the difference between a fake version list and native lists?
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Filter only those changed line items
Hello, I want to apply a filter to a module in order to import the new values re-writing the old ones. Let me explain a bit. I have a module dimensioned by Projects (a,b,c) This is my view of the grid in the first phase: Project Start Date End Date New Start Date New End Date A 15/8/2023 30/8/2015 B C Second Phase: Project…
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"Fake Versions", vs. Native Versions. How do "Fake Versions" work and how do you set them up.
A lot of organisations seem to use "Fake Versions", vs. Native Versions. How do "Fake Versions" work. Please could someone explain how to set up and use "Fake Versions", How they should be used and of course how they work (the logic underpinning them). Thanks
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Snapshots
What are some reasons that a snapshot would not work completely for some schedules but it does for others?
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Best practice for building a P&L with custom summary levels?
Hi, What is best practice for building out a P&L? The P&L applies to an existing list L2 GL accounts however, there are additional summary levels (ex. total travel) and calculations (gross margin, net income) that dont exist in the L2 GL account list but are required for the P&L report. See picture for example of…
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Return True if any Cell Value Within a Time Range Meets a Condition
Hello, I'm trying to display a submit checkbox (boolean) on the dashboard. However, I only want the checkbox to be available if the cell value for all years have a value greater than 0. The years you see in the image is a Time Range (so, not Model Calendar). I would appreciate any insights on how to approach this. Thanks.
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Importing Module with LIS into another Model without LIS
In this pivot image, "Plant Cost Category" is the LIS, and one of the Line Items here is called "Actuals From Staging". I want to import a saved view of this module into a different model but there are few issues: First, I only want the "Actuals From Staging" values in the new module but it appears to be aggregating across…
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Count within many to many relationship
Hi I am trying to solve below problem and was seeking help for an optimal way. I have a module which has a many to many relationship between Employees and Offices. I want a count of all unique employees within 1 office. For example in the below scenario, I have 3 offices with employees working from that office (1 employee…
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Why isn't Anaplan populating the data?
I am importing a file but Anaplan isnt populating the "Time Stamp" line item. Anaplan is mapping correctly and the import has no errors. What am I missing?
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Unable to see Docusign in usa1 Anaplan instance.
I'm using the same email address to login to both au1 and us1 Anaplan instances but I only see DocuSign in the dropdown option for au1 (refer to screenshots below). I have access to only one tenant in the au1 instances but have several tenants on the us1 instance. Is there a reason why? I also happen to be a tenant admin…
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why are the values not rolling up to parent by default in attached photo
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Converting numbers to text without losing decimals
Hi! I am trying to create a reporting module with mixed line items (numbers and percentages) so I am converting the numbers to text for display purposes only. We need 1 decimal and have very small numbers eg. 0.0001 which should then be displayed as 0.0 however during the process the decimal is lost. Same issue with…
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Scenario Planning.
Hi, I need some help in building a scenario model. For example, In the P&L report, there are 2 scenarios the user can switch. In what-if scenario 1 user can update the Unit price/Unit cost and the changes will reflect in Revenue and COGS. And in what if Scenario 2 User gets to change the volume and changes reflects in Rev…
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items number
Is there a limitation on the number of line items in a module?
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Restore deleted native version
Hi - is there a way we can restore back a deleted native version? Thanks, Tom
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Financial Year + Calendar Year Reporting
Hi - looking for some thoughts on how best to support financial reporting in Anaplan where there's a requirement to faciliate financial year reporting (Jul - > Jun) and calendar year reporting. By default, we use a financial year (Jul - > Jun) timescale and as far as I'm aware, there's no feature to apply a different basis…
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Is there any other method of enabling summarize function in anaplan?
Trying to figure out how to enable the summarize function. As the module does not have a time dimension changing it on blueprint view is not possible. I'm trying not to use the sum formula either. Can someone help me out and suggest any other way?
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REP03 Profit & Loss Report module
While mapping the budgeted/Forecast details from the sheet, the mapping page does not show the Forecast details at the bottom.. It only shows the Actual details....Pls suggest
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UX Filter Issue
Hi all, I'm having a hard time trying to build a UX filter. I have two lists: SS No ITC Customer SS No Product | Customer No Trading partner In particular, the SS No Product | Customer No Trading partner list is a concatenation of product and customer (yes, the same customer of SS No ITC Customer). What I want to do is to…
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Time based IRR Calculation
Hi All, I've list of transactions and data is day wise. I need to calculate IRR on time basis . I want calculate IRR on day basis and at the end the summarized level IRR i.e Quarterly, Yearly. Also I want to calculate Asset wise and fund wise IRR. Can anyone have idea about how to do it? For your reference please find the…
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Undefined_onFileChange Error
I am getting an undefined_onFileChange error while importing data from .csv file to flat file.
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Alternate Hierarchy
Apologies, fairly new to Anaplan and looking to create an alternate hierarchy to that which we currently have built When I say alternate hierarchy, I'm assuming that is what is required as we essentially want to retain the below (D1a SBU Summary) but then also have a hierarchy where would we have a couple of subtotal in…
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Import Character Error
Hi All, I have an input module with some line items formatted as a drop down lists. My drop down list looks like this for each column When I export this as a csv file, it comes out with a "Â" character beside the "£ numbers" this way below. When I run an import using this same file to re-import to the input module. It…
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display name not referencing module line item
Hi Anaplan community, I've been trying to give a name to the numbered list with a formula but is not working. Can you please assist? The source module only applies to this list.
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Can Anaplan read data past model calendar?
I used the PERIOD function to fill in the dates for a filter I am using in Month LU line item. But Anaplan isn't reading any dates past 2025. Model calendar ends 2024, is that why?