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Is there a way to send context through a MAILTO function?
Hello, Has anyone found a way to send a MAILTO email with specific conext filters? For example, I would like to send a request to my dept manager. I have a MAILTO setup that will send to the right person based on the dept we're in now. This is setup in the Dept Properties module. But I would like the Request ID (numbered…
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Module Naming Conventions
Is there any article on best practices for module naming conventions in Anaplan? If yes, please could you share the link for the same. Thank you! :)
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Summarizing only Negative numbers and Positive Numbers in separate Line Items
Hello, I am trying to solve a dilemma. I have values for a list property called "adjustments". These values can be positive or negative and there can be more than one in the same time period for the same product. (eg: Apples in December 2020 had one adjustment for -10 and another adjustment for 20. The Net effect of these…
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Versions-> Actuals display as of current month
Hi how can i show only actuals as of current month right now actuals and foreacst are showing based on forecast time range setting(current+next 5 years) when i select actual version it should be As of Apr'23 and for forecast scenario it should be as of 2025
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Scenario Planning
Hi Team, I have an unique issue which requries a uinque.. Lets say I have a List called - "Scenarios" -Scenario1 -Scenario2 -Scenario3 Using the list in a module called "Data Scenario" I want to copy data of Net Sales from Scenario 1 to Scenario 3, I know I can use the import action, however in that case, I will have to…
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Need a filter toggle to show data for all 12 months or only the year
Hi I need a filter to toggle between showing all 12 months of data from jan to december or just the FY data essentially to show hide columns. I have been trying for a while and am not sure how to do this for example show only fy22 or all 12 months like in the screenshot above
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G4T territory
Can anyone please share screenshot of this list. I am trying to upload CYW file, but its not working. Please advise. Thanks -Pooja
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FP&A Budget Allocation Best Practice
Hi All Wanted to make sure I am thinking about the infrastructure of our Anaplan build correctly. We are going to build driver models which are going to contain the line item detail and dimensions which will be summarized into our spoke models which then in turn will be further summarized in a consolidation model. This…
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Carry forward a value over several months
Hello fellow Anaplanners, I'm working on a module that has an Approved FTE by month. But the user can go adjust it through a form and add/subract FTEs as needed. It is working great for the current month. Meaning( Mar 2023 has 2 FTE for Job A. User adds 1 more for Mar 2023. I have a Final FTE line item that sums the 2 and…
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Level 2 Sprint 3 Ending Inventory
Hi, I am getting circular referencing error when use the formula to calculate the ending inventory as follows: Ending Inventory = Beginning Inventory + Confrim Purchase Order Receipt- Forecast Demand Error Message: Circular references: Ending Inventory, Safety Stock Exception Count, Confirm Purchase Order Receipt,…
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Automatic import of failure dump
I have an action that imports data from excel into Anaplan. When the data fails to load, it is due to a missing list item (a project). When the items fail, I would like to extract the failure dump, and import those projects into another table, which heads off an import action that brings these missing projects into the…
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Aggregation of values based on the same list values
Both has same dimesion . now where ever the alternative the should be input by user and default is calculated based on then alternative i means . if alternatives have 20 and 30 the default should be 20+30-100. if mean default is 100. when ever they enter the aternatives default should be minus from them
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Firstnonblank formula not working
Hi, I'm trying to create a line item with the "firstnonblank" formula but it's not working. I have 3 line item : * line item 1 = hub (let's say "1"or "2") * line item 2 = some text but not everywhere * line item 3 : i want to have the text of line item 2 but for each item in the same hub I join a screen which is way more…
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Aggregate from a source module to a module with common but less dimensions
Hello, I somehow struggle to find an answer to this problem: I have my line item "Sales" in Module 1, which is formatted with Dimensions A, B, C, D and Time (Year) and I want to aggregate these sales in the line item "Aggregated Sales" in Module 2 which is formatted with Dimensions A and B only (no time format). Could…
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RATE formula help
Hi, I am trying to replicate the Excel formula RATE in Anaplan. It seems to work for Q4, but not for the rest of the quarters. The excel formula is: =RATE(FRAC,,-$C$30,H30) where -C$30 is -100 and H30 is Total Return Index for that period. I have created below in Anaplan: Why am I getting different returns? Thanks
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Delete orphan records from a Properties module
Hello all, I want to change the rollups of Cost Center into its parent Division in hierarchy (i.e. Cost Center 100 belongs to Div 1 today. I want to change to Div 2). I can make teh change and write the data correctly. But I can't think of an automated way to delete 2 levels of hierarchy under the existing cost center.…
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Aggregate data based on dimesions
In source module i want to select the Defalult and alterenative is input. based on that target module percentage should calculate(if it is bdefault the 1(100% ) else balank) . now i am getting error mismatched levels how to go about it
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Manual Entry for Cells
Hello, I have a question in regards to manual entries in a schedule. I have a schedule below and for the three highlighted line items, users should be able to enter manual entries but they are not. Can anyone provide guidance on how I would go about unlocking these cells for line items so they can be editable?
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Restore model when its in deployed mode
hello team members, I have attached a screenshot where I am getting error to restore my model. I have archived this model and copy archive. Does deployed mode cause any effect?
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How do I have a different summary method for a single line item?
I have three line items: budget, reforecast, and variance. My dimensions are three different lists - type, subtype & quarters. Some of the subtypes for budget and variance need to be sums and others are closing balance. What would be the most efficient way to do this?
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How can I create a dashboard for a interview and import data from get hub?
I have an interview upcoming and have been asked to created a Anaplan dashboard. I cant seem to find where to create one or any updated forums! I just want to know where I can go Anaplan itself, or Anaplan community that will allow me to create a dashbpard and inport my Gethub data from there. Thank you!
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Inventory Age Calculation Optimization
Hi Everyone, I am working through a calculation where we are trying to determine the average age of our inventory backlog each day in time. We are using FIFO to determine what inventory is processed first. If in Day 3 I have 1000 1 day old widgets and 500 2 day old widgets, and I have the capacity to process 750 widgets,…
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Issue with changing Numbered List in Production to composite hierarchy
Hi everyone, I have a composite list which is set as production List in production model. It has 5 levels of hierarchy the 3 lower levels are numbered list. Due to customer request, changes need to be made to make the list a non-numbered list. I have amended it in the DEV as non numbered list but when synced to PROD it is…
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Why for same list format line item available options are different in dashboard and NUX ?
I have a list type line item and its filter are Selective Access and Dependent. It is deployed on both tradition dashboard and NUX in same saved view. There are 3 available options(item) can be selected under this line item, and in traditional dashboard all 3 options can be "read" but only one can be selected. In NUX, all…
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How to create Module for List
I want to migrate DBs to UX pages and in DBs there are Hierarchical DBs so to create UX pages for that Heirarchical list i have to create modules. so my question is when i am going to create module so in list there is one parent item and another one is child Item, i created one module but when i saw there is no info for…
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Revenue from companies within the same consolidation group are not eliminated properly.
I have an issue with my Anaplan model. Revenue from companies within the same consolidation group are not eliminated properly. Can you help me troubleshoot this issue?
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Bring a value based on summary method
Hello, I am trying to create a line item where I specify which product was sold the most by each of my sales reps. Rep and Product are lists on my model. I have a module called "Sales history" where I have the sales of each rep for each product. I want to have a module where I can select a rep and the line item (let's call…
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Need to lookup multiple items from another module
I have a module with PO numbers 1 line per PO, with space for 4 product codes The source list is from a simple PO list, with no details, i can then get the details of shipping etc using a lookup Inbound Stock Transactions.P_Forwarder[LOOKUP: PO] etc But the source data has mutiple lines, one for each product, which i also…
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In anaplan model testing , Is it possible to do automated testing?
What are the tools we may use to test anaplan ?
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Previous/Lag Function Not Working
Hi, I have 2 line item and on the other line item I used a Previous() function to try and get the last actuals value to spread it in forecast but it seems to not work, I also tried LAG() and same issue. What could possibly be the issue or is there a workaround on this please? Below is the module, it is dimensioned by 2…