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To display code of Child and parent in a single line item
Hi, Is it possible in Anaplan to display the codes of both Child and parent in a single line item. I have requirement to show the code of both in the same line item. If its Boolean then Any or All summary would work since its text and the list would be at child level I can't apply Formula as a summary so any work around…
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hotw to obtain period of line item
Hello, I'm stuck on a formula that seems obvious to me. I would like to retrieve the time period of a line item : Week : list formated. time period by week : format time period, applies to week => i want to obtain time period for each week. Any idea? thx for your time !
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FY Values replicating QTD Values
Hi Anaplan experts, Maybe you can help me with my issue? I am building a module that requires to show the current quarter (CQ) as a YTD value without summing up as FY. It means that if selection is Q1 or Q2 or so forth, FY value should be whichever the month or forecast month selected. Sample ss below: Hope you can help…
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Reverse mapping
Hi all I have a source module with dimension list A and an output module with list B. To bridge this, I have a simple third module where the end-user can input the mapping between A & B. This works perfectly for a standard LOOKUP formula. I was wondering if there's an easy way to reverse the mapping? I basically want…
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Need to remove duplicated text values from a text Line Item
Hi Members, I have an requirement of identifying unique values of customer in each department. Please see below module which is have a dimension of departments list with three list items(D1,D,2,D3) and a line item(Customer Names) which is having concatenated names of all customers in each department with delimiter as ",".…
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Need to break down Module into Multiple column Flat List
I need some help breaking down data that has been inserted into Anaplan via the excel add in, so that each component in the existing module can be listed as individual line items as in a data list. The attached photo lays out the dimensions I need, but I'd like to see it in a form that has the Cost center, Ledger code,…
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Only want user to put in one value
Here's the situation: I have a module with two Boolean line items that should act as the inverse of each other. As an end user, I should not be able to click both boxes. Screenshot below Basically, If the user picks the home team to win they should not be able to choose the Away Team to Win. I thought IF…
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Revision Tags
Hi, I have a model with some revision tags. If I copy that model, then how does anaplan decide which revision tag to show in the new and old models? Sometimes it shows the latest Revision Tag and sometimes it creates a new revision tag with the name 'Copy Model'. Thanks.
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Workforce Planning - Cash Forecast for Payroll Expenses
Hi Community, Hoping to get some ideation from headcount / workforce planning pros out there. Assuming you already have a typical P&L (accrual) forecast for all major Payroll costs: Gross Payroll, Taxes, Benefits, Commissions, Bonus, etc. that you trust to be accurate - does anyone have an opinion on some typical ways to…
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How to use FINDITEM for a concatenated string
Hi all, I'm a new Anaplan user and have a question regarding the FINDITEM function. I have currently have two numbered lists (1. Account List & 2. Raw Data List) and I would like to use the FINDITEM function in the Raw Data List to match the account ID in the Account List. However, the account ID in the Raw Data list is…
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nested Sum if
Hi, I need to get total of selected roles occurrence which can fall in three different categories. For example, among all the users , I need to count how many users have role of ADM, and then if they had the same role 3 months ago also- If yes it will be counted in No change list ( Category 1) and if their role is changed,…
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Searching special character using "FIND"
Hi All, Just want to clarify if I can use FIND function to identify a special character. So I want to check if the string contain "@" ; the logic I am applying is: Line item 2 = FIND("@xxx.com", Line item1, 1) But it is not giving me the result. But works fine when I am setting the formula without "@". Line item 2 =…
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TEXTLIST() for displaying values
Hello all, I've been wondering about a way to display selected values. To give an example, In my screenshot, three countries were selected and i like to display them to give users a sort of a recap. So i tought using textlist() as follow : However, it doesn't work and it seems that the problem resides in the fact that my…
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Time Filter - Quarters and Year only (not half year)
Hi, I would like to only show quarters and the full year value (not half year values) for the current year. How do you create a time filter to only tick the quarters and year in the current year but not the half years. Thanks.
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Anaplan Model Builders and Drummers
In Anaplan model building, we have to make sure that the four cornerstones (model, data, business process, and deployment) during every phase are addressed. All of them are equally crucial for the success of the project. I think that, in a way, model building is like drum playing. As drummers are able to move both arms and…
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Count redundant word in a text line item
Hi Team, Is there a way to count a redundant words in a text line items? for example, I want to count the word "Anaplan" in a nested text line item that contains: "Anaplan is a cloud based tool. Anaplan can be very useful in planning reports". Is there a way to get a result "2" here. Appreciate your help. Thank you, Elaine
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Forecasting
Hi, I have 48 months of historical data in my Personal Project and need to forecast for the next 12 months. I believe that Anaplan has AI feature. How can I achieve to forecast by using that feature in my model? Any ideas or examples? Thanks in advance, Mark
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Landing page when you open a model
Hello Team , so when we open a model from the app page it lands on 'Time' tile in Model Settings. If we have a model role that has selective access, it generally opens onto a blank tile and then when they click on the module they have access to , they can see the data. Is there a way we can set what tile or module a user…
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Best way to capture updates on line items and time of updates
Anaplanners, what would be the best way to capture updates to line items and the date in which line item is updated:- the ask is if line item is updated we have to capture the date on which it was updated. So one way I thought of is that if I can replicate the line items with copy line items, and then an action to paste…
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How to Calculate Forecast period revenue in proportion of actual sales of CY
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Dynamic calculation on Weeks vs Cumulatebyweek
Hello all, I have a tricky point, and cannot succed to solve it. There is Confirmed orders (already sold) and Forecast orders (we produce in advance because we think we need to have some stock for many reason). My company will produced all the quantities, but not exactly at the correct weeks (sometimes late, sometimes in…
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Summary Value - Top level not defined in list
Hi, I have requirement in which I need the Total Cash value - which is kind of top level but the top level is not defined in the list configuration so I have tried my best to get the Total cash value for the "Sweep In" checks but unable to get the value without using the select statement as I have to make this list as…
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Multiple UOM
Hi, For a client we have a setup where we need to plan and report on multiple UOM (liters and units). Currently we're looking into setting this up as following: * Client needs to decide per SKU on a 'planning' UOM. A UOM where all planning for that SKU will be done (inputs, overrides,...) * Create two Anaplan versions:…
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Percentage Calculation
Hi All, I am facing an issue in the calculation of percentages at summary level.I have a module where I have a percentage calculation field where the percentages are calculated and are imported to another line item from there in the same module. As the second line item displays the option of user inputting the value under…
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Forecast to get value from Actual version
Hi All, I am facing a challenge while replicating the Actual selection to Forecast. Can we have a formula where forecast will take the same Boolean selection as actual. In the Column are versions(Not list).
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Previous quarter values
I have the following line items- A,B,C. I need to create a new line item D which should take previous quarter values if C=0. PFA screenshot.
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Learning style
Hi All! I'm trying to get a pulse on the communities best note taking tool for learning Anaplan, both during certification path and after. I'd like to find a digital(and analog) tool where I can put my learnings and go back to to refresh and learn more. As this is a knowledge industry maybe even a STEM maybe there are some…
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Invoice amount multiplied by six
Hello Team, 1. We have a model where all the invoice amount is multiplied by six after the latest data is uploaded. 2. Also, I am not sure where the source data is coming from, which I need help with as well. 3. Middle of all this our administrator left as well, so any help link, tips, or material will be appreciated. Any…
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Filtering Data
Hello Community, In My model building I need a filter. Where if I Check on Monthly data should be available on monthly Basis. And if I check quarterly then it should be available in Quarterly basis so on.. Please help me through this. Regards JEEVAK
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Last quarter of FY
Hi I'm trying to get the last quarter of the FY formula. I have Q1FY22, Q2FY22, Q3FY22, Q4FY22. I need a boolean which checks the last quarter of the FY ie., Q4FY22. Please help.