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Filter with Sync Selections
Hi All, Just looking for ideas on using filters and sync selections together on different axes... I want to filter the Markets (shown in Columns), and use Sync Selections on Products (shown rows) to only show the products under a selected Product Category. *See screenshots* Currently the filter isn't working because you…
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Employee department Change
I have an Employee details module which includes ( Code, Name, Start date, Leave date, Salary, etc.). There is one more module where the monthly employee salary is shown and we get the salary detail until the employee is employed. I have made a process where the employee has changed departments on a certain date. For…
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Open balance for the upcoming list item
Hello, I have to build a module in anaplan where I have to calculate the remaining hours in a month after an employee is working on a project. Let me to explain more: I have this "X" Persona that in a month is working for 3 different projects. This persona has been allocated on the first project with 5 days, then will be a…
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How to set closing balance summary in a year-to-date sort of way
Hi all, I am having an issue trying to set properly the closing balance summary. I am working with a module with three dimensions: cu, time, workflow status. Specifically, time is set to half year and workflow status has two list items, "closed" and "not closed", meaning respectively "compiled and approved" and "compiled…
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Importing same data into two versions - best approach
Hi, I need to import the same data into two versions (there are more than 2 versions, but only 2 are applicable for this requirement). I could have two independent import functions to import the data twice, once into the first version and another time into the second version but this is a slower process for the user.…
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Nested Axis Sorting
Hi I have a nested axis that I would like to sort. This is something that is not supported - but does anyone know of a workaround for this? I was hoping that if I hid the subtotal on each line item it would allow the sort, but it does not. If there is no workaround, I hope this is something that can be considered for the…
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Fiscal Year change
How to prevent data loss during the change of fiscal year. Suggest any ways.
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Why is my import not working??
Hi everyone, I am trying to run an import and it is not working. Or rather, Anaplan tells me it worked wonderfully but it's actually ignoring the data. And I really can't figure why… I've used a csv file, I've mapped the dates correctly, but it is somehow ignoring the data. Any help welcome, please! Flavie.
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Shouldn't this formula evaluate to True for the period below?
I'm wondering why the formula for "Actual" in the period "Jun 23" isn't evaluating to True for that top line next to the red #1 in my attached screenshot. The formula for that line item is [ITEM(Time) <= 'SYS01 Version Settings'.Full Month Actuals Through]. I would think that the less than or equal operator would evaluate…
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Uses of default versions or custom versions
What are the different disadvantages in using custom versions over Default ones.
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List delete and Load
Imagine List A is parent and children are List 1 and list 2. List 1 and List 2 have same parent List A We need to delete and load So, where to start from is it from Parent or child
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Regarding the versions
when we want the Actual version data of particular line Item to replicate into forecast version without using any formula or switchover.
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assets & Predictive Insight Modelsin anaplan
Where can we sue this option of Assets and predective insight models in anaplan
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removing lists not required
hi If as list is not referenced by its settings can the list safely be deleted? ie not referenced in anything below
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XIRR Formula
Hi, I am trying to use the IRR function in Anaplan. I have a dummy list of cashflows, with the following dates and net cashflows. In excel, I would just use the XIRR formula on cashflow date and net cashflow, but in Anaplan, what is the best way to add the redemption value in the current period and perform the XIRR…
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Expecting a logic
Hi Anaplanners, The setup is quite self explanatory . Rate% in the source module is a fixed set of percentages. It could be anything, the numbers shown above is just for the demonstration. Rate-Overlay in the Target Module is user inputted field. User is supposed to input the overlay numbers here. The yellow shaded field…
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How do I take MAX value of weeks and use it as my monthly value?
To illustrate Module A in Model #1 has a weekly time dimension My goal is to take the highest weekly MTA number of a given month and bring it to a new Model that's dimensioned by months and use the MAX weekly value from Model #1 as my new monthly value in Model #2 MTA's time summary in model #1 is set to Max When I brought…
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I have created a ranked formula but when I go to sum the total it brings in the sum of all accounts
I am dimensioned across account, time, and practice. My formula looks like this IF Top Account Filter THEN 'Actual + Expected' ELSE 0. It seems to work with out a time dimension.
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Lookup function - The formula is invalid:
I solved :)
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How can I Reference a Line Item from a module with time dimension in a module without time dimension
Origin Module: Sales p/Year Destination module: Present year stock calculation (I am only calculating this for this year, it does not have the time dimension) = Last year sales* Percentage x I believe this can be simple but I am not managing to complete this task, can you please help me?
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Non-admin users self-restricting their write access in module
Hello, I'm trying to build a way for users to pick their access to their own line of products so they don't see others to avoid clutter and more importantly so they don't erase data that belongs to other people. So far I got my filters so everyone can pick their product line (A module named "Access" showing only the…
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How to combine 2 item line in General List's properties?
Hello everyone, I'm new in Anaplan and I got problem now. Could you help me for this case? So current now I have data such as below : General List : Supplier Current now in my screen, I use to filter Product only using "Supplier" -> show Supplier A But I want to change it become "Code_Supplier" -> show as 001_Supplier A I…
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invalid date or timescale identifier:
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Management Reporting: Hide Empty Columns
Hi Community, In Management Reporting, I created a table with Line Items x Product Category: I have the country as a selector but, for example, if I select a country where we don't sell "Performance" products, it still shows an empty column although I added a filter: Do you know how to hide it so that, in this case, the…
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Mail Attachment
Anaplanners, Is there a solution or a way to have mailto generated out of Anaplan to also include an attachment. I did try my luck online but couldnt get a solution. Have any of you faced this requirement and how was it resolved if we cant automatically attach. Thanks
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Can I add multiple lines of data to a MAILTO link?
I have several links to create an email for me based on highlighting a line of data and that pushes data from each of the fields into specific places in the body of my email. What about if I select multiple lines of data? Can I add all of those lines? Can I add a saved view of selected data to a MAILTO? Hope you can help…
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DEM04 Demand Export
Can someone please advise what the formula should be? I checked almost all the related discussions and tried all the formulas they suggested. I just cannot get the same result the course posted like this. if I try sum by supplied by or just the final forecast, the result is like this: If I try by location, all 0s. Is my…
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Level 2 Model Builder Training - access to Sprint 1
Having issue joining Sprint 1. I have confirmed 100% completed on the introduction. How do I proceed?
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Data not pulling from DAT module into Cal Module
Hi All! Beginner Model Builder here. I have created a TBH DAT module and trying to pull data into the CAL TBH Details Module - and some line items simply don't transfer over, while others do. I'm struggling to understand the reason why - can anyone help? Here for example I'm trying to pull Backfill vs. Net New line item…
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Use Formula summary on a line item using Users list
Hi, I want to create a user filter to display on a board. Let's suppose this filter applies to a "Department" list, which belongs to a hierarchy. My goal is: when no filter is selected, display: All departments if the card is a grid / column chart (where departments are the column) → ok Total organization (ie top level of…