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List Formatted Line Item-Dependent Drop Down
Anaplanners, I have a line item which is list formatted, wherein end user selects a list item. List: R3 Category List: List Items Important Semi Important Not-Important with a top level item "All Categories". Problem: User is also able to select "All Categories", which is actually a top level item and should not be the…
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HiI want to use quarterly sum in another module which is in months. How to do that?
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Missing Customer from Customer Hierarchy in the Spoke Model but not in Data Hub
I have a customer that is located in our spoke model, but it is not show in our data hub where the customer hierarchy lives. There is a daily process to push the CH into the spoke model. The client also stated this customer has been around for years and should be present in the hierarchy, but the source file does not have…
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Movingsum Function Workaround
Hi Anaplaners, I'm have 2 line items Margin and Moving sum doing a MOVINGSUM on a line item moving sum. And I would like to capture in my line item where movingsum is done. I would like to calculate MoM Average between 2021 and 2022. And When MoM margins differ by more than 30% - I will replace the value with the margin…
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CAGR Formula Issue
Hi, I would like to write a CAGR formula in Anaplan and don't know how to go about it. Below is the formula. (Ending Value/Beginning Value) ^ (1/No. of Periods) – 1 Each time I try this formula Anaplan throws an error invalid formula. It seems Anaplan does not recognize this ^ sign. Please any workaround or suggestion how…
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Button
Hello Everyone, I have a question. The button below "Show Accounts without Category mapping" but as you see in the table "List of Accounts and Mapping", accounts are showing up that have category mapping. Does anyone know the possible reason for this and potential solutions on how this can be resolved?
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Dates and time intervals
Hello, I have a request from my sales team to implement a discount simulation in our sales analysis model. To be more specific. I have a model with sales data by day/customer/product. In a different model account managers will input a discount rate by client and product with a validity date, meaning I will have a start…
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Max Value for a Line Item on a yearly basis
I am trying to find the max value in a different line item for any given year, all in the same module. time is in months so my start month would be january and end month would be december. so for 2023 I want the max item, for 2024 I want the max item, and so on and so forth.
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How to add a button that creates a new line item in the GL that has a hierarchal structure
The current button we have in place has us add in a new SUB-GL/ vendor item to a numbered list. That numbered list uses an OpEx subset that layers in each new vendor into its respective opex area such as adding "Anaplan 2.1" under Software subscriptions in the GL. The problem im running into is that this current structure…
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assets & Predictive Insight Modelsin anaplan
Where can we sue this option of Assets and predective insight models in anaplan
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Level mismatch in trying to bring data
Hi I have this scenario where I need to bring in data from a source which is dimensionalized by Product L3 (leaf) level and Account to a target which is dimensionalized by Product L3 (leaf) level and Area. Mapping table has Product L1 (Top level of Product) and Account. It has Area as list formatted line item for mapping…
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Omit the calculate lineitems by using Lineitem subsets
Hi, I want to omit calculate Lineitems by using Lineitem subset. I have these Lineitems. I have to calculate each(A,B,C…) error(= Forecast - Actual) . But in this table , I have to create at least 4Lineitems and input formulas. Category Lineitem Value Forecast A_forecast 100 B_forecast 10 C_forecast 200 ・・・ ALL_forecast…
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Boolean with summary : "all", true for parent with no child?
Why is a Boolean line item with summary set to ALL true for Parent even when there are no child items? I noticed that a boolean line item was true for a parent in the hierarchy automatically if summary was set to ALL even if it had no children. Why is this so? I thought if summary is set to ALL the parent would be true if…
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Need help filtering a Module
Hi Community!! I am having issues in one of my Modules and Page, as I need to filter out groupings of Country/Region/Area depending on the Territories the user has assigned. Can anyone provide advise? I have tried with DCA but I cannot seem to get it right. Screenshots attached. Thank you!
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Cloudworks not working
Hello everyone, I tried to automatize a process through Cloudworks, the process do to following thing : it pushes boolean values from one Line Item in the Model A to a Line Item in the Model B. So i created the action (that i encapsulated in a process) in the Model B, then i went to CloudWorkds and did the correct setting…
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Mail anaplan report to email as attachment
Hi, Is there any possibility to schedule anaplan report everyday as attachment to user email…
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Summary settings to Formula Issue
Hi All, I have a module dimensioned with 4 lists, version and time. In one of the line-item I have this formula below, which has a division:- IF ITEM('L2 One-off Components') = 'sys99_Lookups'.Care THEN 'dat20_One-off Credits Actuals'.Revenue / Days in Month ELSE 0 The issue I'm having is that when I go to the summary…
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I have created a ranked formula but when I go to sum the total it brings in the sum of all accounts
I am dimensioned across account, time, and practice. My formula looks like this IF Top Account Filter THEN 'Actual + Expected' ELSE 0. It seems to work with out a time dimension.
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Doubt in Modeling: Team + User + Project + Project Category
Anaplanners, Summary of items: P1 Project List # (List of projects created in the system) A20 Fake user List # (Custom built users List) A10 Team List (Teams within the organization) R3 Project Category List (Important, Not Important, Semi Important) 1) Project Category is an attribute of Project List, this is assigned…
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1.4.3 Activity - Line Item not showing
Level 2 Sprint 1 - 1.4.3 Activity to create/import SYS12 SKU Details. I created and imported all items successfully, and I can check all records are loaded properly. But by some reasons, I cannot see the last line item, Distribution Center' from the view. What am I doing wrong here, can anyone please help?