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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
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Problem with replacing SELECT with LOOKUP
Hi everyone, I am replacing SELECT functions with LOOKUP as a part of model optimization (2.02-14 Avoid using SELECT). I did it lots of times and they worked but I am struggling with couple of them. My approach is that I use mapping module to use LOOKUP instead SELECT. I add list formatted line item and select the list…
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Import from Subsidiary View
Does anyone know a workaround to import from a subsidiary view?
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IF THEN statement with Time Dimension
`Hi Team, I have a module dimensioned by Employee Roster and Time. In it I have a line item 'Train/Predict'. In this line item I want to add a formula such that if it's a past time period then Train and for future time period = predict. I tied using the following formula - IF ITEM(TIME) <= Current Month? THEN Train ELSE…
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How to avoid Circular Reference
I am looking for a solution on how to write a formula that takes the value for 1 and Jan 21 and adds that value to the answer to the formula in cell 2 and Jan 21. The formula I have currently is the below. What is in bold is what I need to figure out. IF Financial Projection Time = Financial Projection Time.'1' THEN Sales…
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Summing based on another modules field
Hi team, Hopefully a straight forward one. I have 2 lists. Campaign and Show ID Multiple campaigns can have the same show however they are not within the same hierarchy. I have a module INP01:Campaign Details that has the Show ID as a line item - not all campaigns have show IDs. I have another module INP02:Episodes where…
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Select value from future transaction
Hi, I have a module with a number of transactions for different entities. For all of these entities, I have a Unique ID (UID) and a valid from date. I also have a line item that uses the RANK function to rank the transactions. See picture below. Now to the issue; I need a value in the Valid To line item. This value should…
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Converting "Month 1" to a date
Hi everyone, I am currently building a project planning scenario analysis UX and have designs that use the line items "Month 1-18" to decide hours available by team. There is a button where we can "create a project" and the "start date" is entered. Is there a way to convert from months 1-18 to actual dates using the start…
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DIMENSION INDEXING in POLARIS
If you had already attended an event on 4th Aug 22 by "Modelers Forum India" you would be knowing by now that there is a concept called "Dimension Indexing" in Polaris Engine. In this article we will try to explain what do we mean by Dimension Indexing If you remember, that in Hyperblock any dimension (apart from Anaplan…
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Issue When Using List Subset Picklist with a LISS
Hello, I've come across a scenario that appears to be a bug when combining Line Item Subsets and List Subsets. The scenario is that I have a report module that I created a LISS of. I then created an input module dimensioned by that LISS with a Line Item formatted by a list subset. The list subset is to only allow users to…
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Use of default and mandatory "Organization" list in models
Has anyone used the "Organization" list models? Anaplan automatically creates it in every model which can't be deleted. I've never seen it used. I also don't recall any of the Anaplan courses use it. 1. Has anyone used it? If yes, how did you use it? 2. How is it theoretically supposed to be used? I guess theoretically,…
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Need to breakback the value
Hi, I have a module with 5 products (A,B,C,D,E). all the products have some values with respect to 3 line items (X,Y,Z). Now i wanted to distribute the value of A in to the remaining products(B,C,D,E). with common percentage. Any idea how can i do it? Example here: A B C D E Before X 100 10 10 10 10 After X 0 35 35 35 35…
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Suppress 0 or missing where there is no YearTotal aggregation
Hi I have a situation where I need to suppress 0 or missing for Headcount, Note that the Months do not aggregate to Year. The months are in columns. How do I achieve this, so that it look at Jan, feb, mar etc.. Thanks
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Number to boolean format help
Hi team, Looking for help- i have a column with number format which shows currency value ( total) which takes FX rates into account as well . e.g $2,000,000 and so on... now i want to use filters which will give me projects having valuation more than 1,00,000 i created a boolean filter and tried to change the format for…
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Identify Duplicates
Hi friends, Hoping to get some help with a method to help me finish up a labor calculation module. I'm tasked with allocating costs to contractors differently dependent on if there are multiple contractors from the same "Vendor" and "Area". IF multiple contractors from same Vendor in an Area THEN divide Area cost evenly by…
