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Prevent import in selected months
Hello, I would like to give access to a user so that he can upload himself a CSV file in a module (with a time dimension). I do not want that this user changes by mistake past months. I've done a DCA on the line item of the module saying "write in July 2023". The module is in "write" in July 23 and "read" the other months.…
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Please help to see why this formula returns 1 instead of 0?
IFTRIM(Deliverable Item) <> TRIM('DAT.040 Approved Deliverables'.Deliverable Item[LOOKUP: 'SYS.910 Other Settings'.Audit Version Lookup])THEN 1ELSE 0 Deliverable Item is ：Channel Data Mgmt Platform: Pre-study to build one single harmonized platform for all our Partner data, expanding our capability to deliver data driven…
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I want to put a period filter.
I want to put a period filter like this so that when the user checks the boolean, the data of the months associated with the year will be shown in the below grid. Need some help with this.
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How to choose multiple departments in page selector
I'm creating dashboards for budget owners at my firm. In the dashboard I have a variance analysis module showing budget vs actual. If one of my page selectors is the department (Dev, Sales, G&A) and i wanted to show only software dev, and strategy under the dev department in the module how could i do it so that the budget…
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Formula showing YTD actuals + Remaining Year Forecast
I'm looking to build a formula that would show the current YTD actual expenses, + the remaining year forecasted expenses to arrive to my FY total expenses. The current model we have set up adds together "Expense from direct Input plan" (Basically our YTD actuals) and adds this value to another column called "Expense from…
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List not aggregating by top level
Hi, I am building a model which stores historic data of investments/"assets" and reports on them both individually and in aggregate (i.e. the portfolio). I have two Lists. One is called "Assets" and a second called "Portfolios". "Assets" has the total list of the investments in the portfolio. The Parent Hierarchy of the…
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Condition on a Boolean.
Hello, Is there any way to have boolean line item with a formula and editable depending on the condition? For example: IF Condition_1 THEN True ELSE (boolean editable by the user) Thank you
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Employee department Change
For example, Amit Kumar joined on 01/01/2020 in the sales department and transferred on 05/01/2021 to the finance department. I made a UX page where user can choose the leave date and the new department the employee has joined and run the action which will add a new List Item [ Amit Kumar ( Transfer) ] with a new Code…
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Can't show previous period month
Hi, I'm trying to create formula to display the last date of the month with logic like this: If 'Manufacturer end date' is the 1st, the last date of previous month will display, otherwise the last day of the current month will display. e.g. If 2023-07-01 is the 'manufacturer end date', then 'Shipping end date' will display…
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How to change order of line items in a saved view of module
I am trying to change order of line items in a saved view but everytime I click on reorder It opens all line items if module and not default view ones
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How to handle time when setting a filter?
Hi all, I'm sure you guys already have dealt with this issue. How do you handle time when you need to set a filter (for instance "greater than zero) on a line item and Anaplan forces you to pick a specific month? Thanks in advance
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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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How to Update Anaplan Module line item values with Users List
Hi, I have created two module and first module with four dimensions(State,City,Product,User) and one among them is standard User List and with one line item quantity. Created second module with only three dimensions(State, City and Product) and added User, quantity, quantity override as line items in it. In second module…
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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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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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What does "Unlink revisions created after this restore point." do?
What does this feature do? Unlink revisions created after this restore point. Go to Model History > Choose a restore point > it pops up.
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How to establish many to many relationships?
Hello! I am developing a Demand Planning model for a school book retailer. I need to determine the SKU (the book identification) that each school uses (in order to purchase those SKUs for the stores around the school). However, some schools utilize various SKUs for the same year/subject, resulting in multiple SKUs for the…
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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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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…