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Further help, with what should be a simple lookup
Hi, I have a ranking module as below This shows the top customers and some data changes ranked, also there is an image for each customer Now I have a module where I need to store the top 5 customers images to feed a business report A simple lookup in Excel, looking up 1 ,2,3,4,5 etc but for the life of me i can't figure…
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Fetching Start Month and End Month for a given Quarter
Hi all, I'm trying to fetch Start Month of a Quarter input by the User. I created a line item for input by the user formatted as Time Period Quarter and another Line item formatted as Month. I tried multiple ways and looking for help to fetch Start Month (say for selection of Q1 FY20 - looking to fetch JAN 20 similarly for…
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Rank using Unique Item
Hi, I have a module which shows change in volumes by Customer - Product (over 5000 lines) I then rank these changes largest to smallest, and have a view of that. Customer ProductLast MonthCurrent MonthChangeRankCustomer A - Product 1340,480311,576-28,9051Customer A - Product 270,32646,326-24,0002Customer D - Product…
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Weekly subtotals for model with calendar type M/Q/Y
Hi, colleagues! Do you know any elegant solution for entering weekly subtotals or week ID's into module of model with calendar type month/quarter/year? Cause I faced such issue: FP&A team wants a module for calculating daily sales plan - that's ok, but another step of the process is review of that plan by BU owners who…
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Incorrect Sum Total
Hello, I'm running into what appears to be a rounding error, however I'm not using any rounding formulas. We have a total of 625 employees being allocated across different locations. In the Total Allocation column from this module, my sum is 625: When running these allocations through a sum by location ('STG: Employee…
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NPV Function cannot get what has been provided in the technical document
Hi all, I tried to replicate the example in the Anapedia link However, I cannot get the same result as in the example as below. My module as below, my result as highlighted. Even the same cash flow data, same date column, and same formula with hardcoded discount rate. What do I miss? any idea? Thanks.
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Why does the formula change when we change the Time Range from CY and PY to Last 5 yrs?
Why does the formula change when we change the Time Range from CY and PY to Last 5 yrs?
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Switching to/from Numbered List
Are there any risks to converting a numbered list to non-numbered, then back to numbered? Scenario: I have an Employees numbered list with a 'Display Name' property. There are 100+ members not in alphabetical order. An existing workaround for sorting non-numbered lists is to export the list to Excel, sort offline, then…
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MailTo Formula Adding %'s to Emails
I'm trying to create an email list to send out to our end users. i used the TextList function to pull in all emails from a line item in a separate module. i have tried using both Commas and Semi Colons as separators. This line item is formatted as Text General. The emails seems to populate ok in this line item. (i have…
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Search if a list member exists in a text line item
Hello! I got a Invoices Data Load Module that gets its data from a numbered list "Invoices". The line items (invoice number, client, comment, amount, date etc) are the "Invoices" list properties. We started selling a new product last month, but our ERP doesn't fill the "client" field in the invoice when it has that product…
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RANKCUMULATE function not working with a negative number
I have a RANKCUMULATE function that is working fine but when a negative number is referenced it ignores it rather than subtracting it from the running total. I am hoping someone has run into this before and has a solution for me.
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Identify records with same value in Column 1 but different value in Column 2
Hi Team I need to identify records that have same value in Column 1 but different values in Column 2. For eg, from the below data set, I want to identify the 1st 2 records may be by adding another line item NameCodeTimelineRoger F1MonthRoger Federer1QuarterRafael N2MonthRafael Nadal2Month Thanks
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Time Filtering
Hey all, I'm wanting to update a time filter to use in module views but am having a hard time figuring out how to create a specific condition. I want to have a filter for the current quarter and the previous five quarters as well (so 6 quarters total). Right now I have a line item that gives each quarter a decimal value…
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Cycle Shift Input Design
Hi Everyone, I am trying to design a module for shift input. It should be working in this way. When we enter shift start time and cycle period, that start time will repeat according to cycle period until we override it. I am struggling to design and figure out formulas? Any idea and tips are appreciated. Thank you.
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Budget based on prior year outputs whilst avoiding circular references - help needed!
I have some minor account / cost centre values that I want to flex year on year based on the % change of a proxy and inflation. The solution I have tried below is creating circular references in the final part: Year 1: Period 1 Base value (final month of actuals) Inflation % Period budget (base value * inflation %) Year 1:…
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Filtered Summary View based on the presence of a list member
Hello, I'm stuck on the logic to create a filtered summary view. I have a table A, but now want to create a filtered table B (which is a list of only the cost centers & Worker Type combination with a Large Group Size (i.e. Headcount total of 21 & above across all Work Groups.) So in the image below: The summary view (table…
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Scenario for calculation
Is there any formula instead of first occurance
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Forecast range in Statistical forecast APP
Hi, I want to use Statistical forecast APP. This app presupposes forecast 1 Month? Some Forecast method only forecast 1 month like Winter's method. I want to forecast 1 year. Is there any setting to change forecast range? or I shouldn't use this method?
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Confused about Lag, Lead, Post, Offset
I got confused between these functions. It's unclear for me now. If any one can help me with simplifying this it would be very helpful for me. Is there use cases where Lag and Lead should be used instead of offset or post? Thanks in advance.
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Rep Count from Start date to End date (if applicable)
Hi All, We currently have a "Positions" module that is not time based. We show our current salaries, job titles, etc. that comes from our payroll data here. This "Positions" module also contains the Employee Start Date & the Termination Date (if applicable). I have created a line item that counts the amount of "Job Titles…
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IMPORTANT!! Please Read! 2022 Recertification for Model Builders and Solution Architects
Community Friends. Just a heads up. To get recertified as a model builder or solution architect for 2022 you must take this 10 question quiz on new Anaplan Features by 12/31/2021. Don't worry. It's open book and you can use Anapedia (highly recommended) https://learning.anaplan.com/course/view.php?id=1536 Good luck!…
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Problem aggregating values from timscale day to month
Hi all, I have problems aggregating values from a module dimensioned with day, to a module dimensioned with month. I am doing rent calculations in a module by DAY time scale. When I try to aggregate this to a monthly calc module it does not work. No values are pulled over. It is the last part of the formula below that does…
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Date Stamping the last time a Process was ran
Hello, I am aware that Anaplan does not have a Date Stamp ability and I have solutioned that; however, I am not sure how to apply a date stamp to the last time I ran a Process from the dashboard (e.g. If I run an Import today it should be stamped as 09/30/2022, or the last time it ran successfully). To do this, I was…
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ETL - Summary for hierarchy
Hello! I am trying to build an ETL that will upload into a client's ERP system. They have some nuanced requirements, and I'm struggling to build one of those into our module. In the image below, I need to have the parent values displayed for the highlighted columns: This module uses L2 for account numbers, and the parent…
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New to the Forum
Hi Community, I am new to this Forum. I started e-learning Model Building Journey last year and I am happy to be now Certified Model Builder (achieved last week). I am working as Project Owner Support and I am looking forward to increase my Anaplan knowledge and enhance my building skills.
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Hello All. New to this forum, go easy on me...
Hi all. New here but not new to Anaplan. I've been here nearly 9 years. I'm joining this forum to help out and spread knowledge. Will help create some content and articles - any suggestions, what do you need here as model contributors? Let me know what you need and what you want to see... Post your questions, there are no…
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Convert list item to time period
We make a weekly copy of the demand plan to be able to calculate bias and forecast accuracy with 2 weeks lag. In a list we created versions : The last Property "Reporting Week" is formatted as Time Period "Week" The data is copied in a module with this list and the product list on the lowest level as dimensions : How can I…
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RANK on Total & Sort Nested Dimension
Hey builders, I'm trying to match a mockup, but having trouble building it in Anaplan. User Story: I need to rank all projects by their total cost (highest to lowest) while showing the breakdown of Project Total Cost by each Cost Pool (if there is a value in a cost pool). Rows: Projects and Cost Pool Columns: Cost My…
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Job Aid: How to use the new Model Search
@VickiA posted all the New Modeling UX features in this post. Just wanted to show you where the "Model Search" magnifying glass is located. Took me a while to find it. It's terrific! Already used it to clean up one of my models - used it to search for line items used for filters that I want to change, particularly the time…
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Is there a way to view Months then Quarters then Years in a Module Applies to Time
Hi All, I have a Module which Applies to Time. Attached Screenshots. =>The possible view for the Timescale is Jan Feb Mar Q1 Apr May Jun Q2 Jul Aug Sep Q3 Oct Nov Dec Q4 FY =>But is it possible to have a view like this Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Q1 Q2 Q3 Q4 FY Regards, Sreeroop