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Previous quarter values
I have the following line items- A,B,C. I need to create a new line item D which should take previous quarter values if C=0. PFA screenshot.
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Learning style
Hi All! I'm trying to get a pulse on the communities best note taking tool for learning Anaplan, both during certification path and after. I'd like to find a digital(and analog) tool where I can put my learnings and go back to to refresh and learn more. As this is a knowledge industry maybe even a STEM maybe there are some…
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Invoice amount multiplied by six
Hello Team, 1. We have a model where all the invoice amount is multiplied by six after the latest data is uploaded. 2. Also, I am not sure where the source data is coming from, which I need help with as well. 3. Middle of all this our administrator left as well, so any help link, tips, or material will be appreciated. Any…
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Filtering Data
Hello Community, In My model building I need a filter. Where if I Check on Monthly data should be available on monthly Basis. And if I check quarterly then it should be available in Quarterly basis so on.. Please help me through this. Regards JEEVAK
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Last quarter of FY
Hi I'm trying to get the last quarter of the FY formula. I have Q1FY22, Q2FY22, Q3FY22, Q4FY22. I need a boolean which checks the last quarter of the FY ie., Q4FY22. Please help.
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Movingsum function
I am not getting last 2 line of this table .how it is done
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Sequence of Production Schedule based on Priority and Line capacity
We would like to seek assistance on how we can build a requirement where Anaplan needs to recommend the sequence and volume of products to produce in a line with consideration of line capacity and priority. Example: Data: Line 1 Capacity = 100,000 Products produced in Line 1 Priority Weekly Volume Product A 1 10,000…
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Statistical Forecasting Discount Factor
Greetings! One of the models in use by my company is the statistical forecasting model, whereby material history comes in through a calculations module and the material is assigned a forecasting method based on the data there. Leadership has requested a change to how the history is weighted that they have referred to as…
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Finding text substring in a List
Hello All, I have a requirement where my end users are doing some manual text based tagging(excel screenshot below). Within Anaplan, I maintained this mapping as a list with the tagged value as a property. I tried using FIND/FINDITEM of the substring within the Memo TL text line item, but in vain. Can someone help me with…
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7 Benefits of Anaplan Modeling
Hi Model Contributors, I just read a really interesting Community blog post by @AntonS where he outlined seven benefits of model building within the Anaplan platform (spoilers: #5 covers the benefit of using standard Time and Versions compared to custom alternatives). I thought this would be a useful review for less active…
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Aggregation Functions Other Than SUM
There are several types of functions in Anaplan: aggregation, numeric, financial, time and date, logical, text, call center planning, and miscellaneous functions. As a model contributor, you are probably already aware of the SUM function in Anaplan, which is an aggregation function, but how many other aggregation functions…
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Graphs-Number Scaling
Anaplanners, Is there we can control the number scaling on the graph axis ? When i fix the graph size to say 1000-2000 it comes in 1000 format, while if the graph size is left dynamic or fixed for a higher range like 1000-10000 it automatically scales to 1k-10k. Is there a way i can control this and have it done as per…
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Rename time dimension with YTD still available
I need to rename the months in the time dimension, but also need to have a YTD item too. I see there's an Idea submitted to enable renaming, however that has not been done at time of writing. I understand to work around this limitation I can create a custom Time list with the desired display names and a lookup module to go…
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Converting data
Hello everyone, Is there any possibility of converting line item formatted as period (Month) into the TEXT? Thank you
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Formula/Ratio Summary methods
Hi Colleagues, Master Anaplanners. I've recently bumped in some complex calculations where I had to use different logic for different levels of hierarchy, most I've achieved through Ratio summary method, but there's one I cannot get it work. Hope I can get some ideas or out of the box thinking from you: - NSV/KG is a…
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NMX for New Users
@VickiA In your article: Coming Soon: New Modelling Experience as the defau... - Anaplan Community, it is noted that existing users will be able to switch back to the Old Modelling Experience, however, new users will not have this option. I am encouraging all users to use the NMX, however, I wanted to clarify what "New…
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Adding Data Write Action to Existing Process
Hello All, Is there a way we can add Data Write action to existing process so that we don't have to run it manually? Use Case - In an Approval workflow, I am trying to capture Approval Date as soon as the Approval action is ran. Thanks in Advance!!
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How to Pull Amounts from Prior Periods and Place it to a Module Using a Different Time Range
Hello, Good day to you, all. I would like to ask this question that's been bugging me for days now. Situation: 1. I have a module that houses actual data primarily used for uploading a csv file. This does NOT have time dimension as the the period is only a line item. But since the model calendar is from 2018 to 2022, it…
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Dynamically Selecting Following Year in Time System Module
Hey planners, I'm sure there is a logical way to go about this, but I'm stuck in a mind maze. I'm simply trying to dynamically select the following year in my time system module. Actual period is Jul 22 and the model time is 2020-2024. How can I have a boolean select only the year 2023, yet move to 2024 once the current…
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Lookup if Code in one Module exists in another Module
I have two staging modules: 1) Account Master, and 2) Account Ledger What I am looking to do is populate accounts from the the account master where the accounts exist in the ledger. I don't want to populate ALL the item in the account ledger since there are items which are no longer used, or that are "helper" items for JD…
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Quarterly Lookup
Hi, I'm trying to look up the last day of the Quarter for a LI, and then also find the average of a Quarter. How would I go about doing so? Thank you
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Flag list member based on whether it's referenced on a property of other list members
Hi, I'm sure I'm having a blond moment. What's the easiest way to achieve the equivalent of this Excel formula/situation (Column F), in Anaplan ? Thanks!
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How do I move one value to the next month?
I have a calculation currently in the "Usage Base Forecast" line item. I want it so that if a user checks off the "Use Previous Month Final Forecast", it moves the final forecast from last month to next month. For example, if the boolean is checked off for July, it will take the "Usage Final Base Forecast" and move it to…
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Any alternative for the TEXTLIST() function?
Hi all, The use of the TEXTLIST() is not a best practice. However, as I go through the Anapedia, Planual and forum threads I haven't seen the alternative for that. There are some forum threads that provide ANY, FIRSTNONBLACK, LASTNONBLACK as alternatives for the TEXTLIST[], which is aggregation function. But I need…
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Not able to sync the tables (main table and the subsidiary view)
Hello All, I have an issue where in there is table 1 with below structure: List (category list)Line item1 Line item 2DifferenceA11257A2410-6B11020-10B2633Total3238-6 And there is a table 2, which is a Subsidiary view created based on a source module that is used bring the count/ values in table 1. The purpose of table 2 is…
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Automated Email Trigger
Anaplanners, Is it possible to trigger automated mails/notifications from Anaplan to users based on project stages. So if a particular Project X has moved from stage 1 to stage 2, there should be a mail that needs to be sent out to the manager managing the project X. Is the above possible, currently I have followed a…
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Bar graph is showing data for June-22 in all months. How can I fix this?
I have a bar graph on my UX page showing headcount per month, but the chart shows the same data for all months when I've only loaded data for June 2022. I would like to see all other months show 0 until I load additional data for these months. Are there steps to fix this? The data I've loaded does have a month identifier…
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How can I add a drop down list that allows end user to filter data in grid?
I have a headcount dashboard with grid that shows employee name, team, region, level, etc. The end user will validate the information in the dashboard so I want to give them the option to filter different columns to search for specific fields (employee name, team, region, level, etc.). I have created a card that links to a…
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How to reference a users list in a module
Hello, I want to reference the email address line item from the 'USERS' list to a new system module. Is there a way to reference it?
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Converting Serial Number to Data Format
Hi, How can i convert serial number to date format in Anaplan? Thanks in advance for helping. Tom
