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Refering to data in previous item of a list
I have pulled a list in a module and this list contains data for various events. Now I want that the calculation on any event in the list to act on the data on the previous list. Example: I have 3 line items in my module, namely the principal amount, increase rate (different for different time periods and events) and a…
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Avoid drill down to sensitive data
Hi folks, I have a challenge in a Workforce Planning model I am building. I have a organisational hierarchy going från A1→A6, where A6 being individual employees, and A4 being Cost Center. The selective access for the model is on Cost Centers (A4), which then gives access to Teams (A5) within the cost center and all…
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Find if List member exists in List formatted Line Item
Hello, I'm struggling with this problem: I have a module named "Example" using two dimensions: "Dummy" and "Test". It contains a line item called "Item" which is formatted as "Product", Product being a list. I would like to create a subset of only the products that have been used in this module but cannot find a way to…
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Is there a way to Sum from TIMESUMmed amount?
Hello, I have a module that is getting the data via a TIMESUM formula. It's causing an issue since it was not summed up by the dimension. So I'm changing the formula and trying to include a SUM string but it's returning an error: An expression or constant may not be used as argument 1 of the function TIMESUM.…
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Level 1 Lesson 11.3.4
I have been stuck on the first formula for days. When I enter it the error I get is: I'm not sure what this means, I have gone back and double checked the naming of all of my modules and made sure I was typing the formula correctly: IF 'SYS09 Version Details'.Forecast? THEN 'EMP02 Employee Expenses'.Headcount[SUM: 'SYS08…
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Summary Method for Lookup function
Hi, What is the best workaround when using the Lookup Function and you need a Formula Summary Method? Currently, Anaplan does not allow this and for some cases, especially using % accounts, it is best to use the Formula aggregation in order to get the right math at top level hierarchies and Time Summaries (i.e, All…
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Training
Anaplan offers a variety of training opportunities to set you on the right path in the Anaplan Academy. Here you'll find a recommended list of courses to get started. Training and Micro-Lessons Model Contributors should have completed Level 1 Model Building training and be familiar with the concepts and applications of…
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Import complete with failures
Hello everyone, I'm in need of assistance with a problem I'm facing. I have a module where I enter data (Product, Quantity). Everything was fine until I used the time dimension(Periode, Product and Quantity). However, the results are not accurate. Instead of giving me the quantity of Product X in January, it gives me the…
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1.4.3.2 Import Data & Add Formula
Hello, What formula should I use for the code line item? Instructions did not specifically describe the code. Thank you in advance!
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1.4.3.2 Import Data & Add Formula
I'm getting an error for Sku and Product Code after importing Sku csv Does anyone understand why this is based on my screenshots? Thanks!
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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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Using Users Dimensioned Line Item in a Formula With No Users Dimension
Hello, I have L1 and L2 lists, and recently I added a new flat list as A, and A is actually acting like parent of L1 that determines the groups L1 list members belong to. Since I do not want to mess the existing hierarchy and model functionalities, I prefered adding A as a flat list. In an L2 system module, I have an L2…
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New Level within Hierachy
I have an established hierarchy and need to add a new level within the middle of it. Currently, the hierarchy looks like M1>M2>M3. I will be adding a new level between M1 and M2. The current M2 and M3 will be children of the new M2. My concern is around the formulas already associated with the levels in their current…
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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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4.5.1 Activity: Rename Organization List, what to do:
Hello I am trying do the the Model 1 Lesson 4 but I am stuck. 4.5.1. In the model you are building, click the Lists icon on the model settings bar to open the General Lists tab. This allows you to see all of the Lists included in the model. When a new model is created, the Organization list is created by default. This list…
