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Converting from Native Versions to Generic Versions
I have a requirement to convert an existing model from Native Versions to Generic Versions in 5 weeks. I'm finding it quite a challenge to dissect this and go about it in an organized way. I tried to start from the endpoints with lines that are not referenced by anything and work my way back, and even with that am finding…
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Line Item Name change
Hi All, I have created a mechanism by which Line Item name can be changed using a Process/Import. It works perfectly fine in Standard mode. But, in deployed mode it shows an error " Deployed mode is enabled and you cannot change the structural data of this model. Change to standard mode if a structural change is required."…
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Is there a workaround for Select function
Hi Anaplanners, I have a build where I want to capture for a missing mapping for those 2 input line item. This module is dimensioned by a chart of account list and it is not a hierarchy list but a flat list set up as a hierarchy. I would like to capture if there is any missing mapping for all the list item that rolls up to…
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how to pull Date from the required Date
Hello team. It is very difficult to explain in words what I want to do, but I will try. everything should be clear in the screenshot. I have a LI: days shift - the number of days for which the data will be shifted. I have a date - just START() and date days shift after - the date on which the data will be shifted. In the…
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Adjustments by Chart of Accounts
Hi community, I have a unique requirement for which I need an advise. My company want to adjust numbers per each CoA and this apparently is a key and mandatory requirement in future anaplan. Currently account is base level of hierarchy and imports and inputs happen at this level. I am now confused how I can give an ability…
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Have multiple models in a single UX page. How do I segregate line items?
Hi all, I have a UX page which has multiple models as shown here - these are the models associated with the UX page. Now, I have a line item in Prod_1 where it shows a status message for whether an action is run or not. Now, the problem arises when the user changes the model to Prod_2 - then the line item shows a…
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Actuals and Forecast input in same module
Hi community, I am going through something as below. I have a module inp01 which I want to use for end user input for forecast. In the same modules I have actuals periods and forecast periods. Users want to see actuals when entering forecast. This means I need to pull actual from a module dat01 into this input module and…
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How to set a unique code based on Store/date information ?
Hi everyone, Does anyone know how I can generate a unique code by Store/date combination, knowing that the date is a current date that will be changing every day, it's going to be the order ID and and it going to have to start by a #: Thank you for the help :)
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How can we show exactly what user wants in an input template?
Hi community, Its been a while I have not asked anything. What I need is as below. I have a module with entity (filter) and CoA dimension (in rows) for user input in forecast months. That's working fine. But now I have to incorporate a cost centre item in the grid so that users will have an option to select a cost centre…
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How to dedupe txn assignments on owners that appears in multiple assignment columns?
Hi all, I have a module, which is dimensioned by Txn, and within this module, I have a few columns where I can assign owners. Txn Assignment Module: Parent Account Name Oppy ID TXN Name SOL Terr SOL Terr 2 SOL Terr 3 BMO 111 1 Loner's Territory BMO 111 2 Loner's Territory BMO 112 3 Loner's Territory I want to create a…
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Rolling forecast
Hi , I have a requirement for my stakeholder to have a medium term forecast (by month for the next 6 months) and a more detailed rolling 15-week sales forecast by day which will then feed into the wider Supply Chain planning processes over time. This needs to be updated by the Sales representants for consolidation by the…
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Saving any data against parent members in a flat hierarchy or derive their levels.
Hi, As part of our use case, we need to publish org charts. After careful consideration, a flat hierarchy works best (not as per best practices, I understand), but when it comes to publishing KPIs on Pages, it seems almost impossible to calculate something at parent level. e.g. Here is the list. It's a flat Hierarchy How…
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Performace of using LOOKUP and SUM in the same formula
I've heard many times not to use LOOKUP and SUM in the same formula because it negatively impacts performace. However, I'm looking at the "calculation effort" cell and it doesn't appear to be negatively impacting performance much at all. I have the option of using some if statements instead of the SUM formula in my…
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Count Unique Items Function
Hi, I have 2 lists, 1 is products and 2 is numbering - see screenshot. I have a module where it is dimensioned by product and the numbering and I want to count the number of unique values. Based on my screenshot, it should be 15. I saw there was a formula - isfirstoccurrence, but I'm not completely sure how to use this.…
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Loading Data at Parent and Child Level but avoiding double counting
Hi Community, I am stumped on how best to handle this situation. I have to ingest data at multiple levels of a list hierarchy. i.e. Parent Level (fruit) and child level (eg. apples) but I need to avoid double counting when reporting? I am struggling with how best to handle the situation without double counting or excessive…
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Propagate data from branches/parent lists to leaf lists
This one is not for the faint hearted lol. Functionality is to have ability to capture business policies at different levels of the hierarchy. Business policies have customer and product as dimensions. The customer/product list levels is configurable. Customer list has the following hierarchy: Country ⇒ Channel ⇒ Customer…
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Common Reasons you cant add a dimension?
Hi all, I have a very complex model. It won't let me add a Product dimension to it. The processing time is so long (25 min) that it just times out and never gives me a reason. I was wondering, what are common reasons you can't add a dimension to a module? thanks in advance
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Reverse BOM recommendation based on Attributes
Hi, Consider this scenario for a Diamond Industry supply chain Demand for Diamond from customer comes with various attributes [cut, carat, clarity, etc etc] Prospect has made over the years diamonds with various attributes. This historical data is available [both BOM and Recipe]. There is a unique Stage 1 BOM and Stage 1…
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Level 3 - DAT02 PY Revenue to CY
Hello all experienced MB's Created a Module to Pull PY revenue to CY, Module has dimensions A2 Account>Product# and G2 Country. Whatever country I select the value shown is for ALL regions This is something to do with aggregations, but I'm struggling to figure out which is correct, surely SUM is incorrect. Any suggestions?…
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resetting filters
What is the cleanest way of resetting filters on in a page in Anaplan? Is there a way of defaulting the filters to show the total level? Thanks.