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SUM with Week general value.
We're using "Week General" as Time Setting. Week General has day and week value, but does not have Month Value. So I made Month List(Jun21-Dec21), and I want to aggregate the value from day to month. I used "Timesum" function, and could aggregate it week to month. Formula：Timesum(Lineitem, Startweek, Endweek) But I could…
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Anaplan for Financial Consolidation Use Case
Dear Anaplan Community, When implementing Anaplan solution for consolidation, what are factors that needs to be accounted. We have taken into the * Complexity of the calculations, * Data sources (Local / International) * # Of Entities * Account mapping * Currency Translation * Intercompany matching and eliminations *…
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Import Data
Hello Dear all, How to set the data as a Custom Mapping?
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Training questions
Hello all I am new to this and want to start learning level 1 model builder. How many classes are required for it and how much is the cost? On instructor led training, it shows class registration with fees of $1750, is that a fee for one class? Please guide. Thank you .
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Source to Target Mapping for Imports into a Module
Please select the column that contains the data values. What is error do mean, and how to fix it?
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Version limitations
Hi All, Version as list has limitation ,,,that we can not use Switchover. Why we can not add this in scenarios? Also Why can we not use Switchover in line item to fetch a formula and scope to use it?
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Level 1 Activity 13.6.5
Hi, In activity 13.6.5 of the L1 MB course I am supposed to use Custom Views and use Time to filter such forecast is shown by months and FY totals. In the model view the FY totals show at the end of the year. However, in the Custom Views it is at the beginning. Please see attached screenshot. How do I get the year totals…
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Multiple Items Identified as First Occurrence
We have a module dimensioned by Time and Item ID. One of the Line-Items in the module is Item Category. We need to identify the unique categories. ISFIRSTOCCURRENCE seemed to be the answer but it is identifying each category as being the first occurrence multiple times, once for each period. How can we identify the unique…
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Level 3 Model Building Sprint 3 User Story 1.2
Hello, I am sure, this is very basic doubt, but i am not able to solve it. In 3.2 section, where we have already imported Baseline Financial Forecast from Excel sheet, now we are supposed to enter Stretch Goal/ Percentage increase for country's. My problem is, i am not sure how to enter time in one go. When i am going on…
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Time summary setting for a line item with "Formula" summary setting.
Hi All, I am currently working on a requirement to cumulate the value of a line item. For this line item I have opted for the Summary method - "Formula" but I dont want the overall total sum for this column; I tried to change the "Time summary" for this line item , but it is throwing me error - Invalid combination of…
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L2 Sprint 1: 1.5.3.1 Create Filter and Saved View for DAT01 Module - Issues with Filters
Hi, Im having some issues with activity 1.5.31 creating the filter for DAT01 Module, when I set the filter in place to show only values different than 0, i cant find the button to confirm the transaction and apply the filter. Can anybody help? Below snapshot. Thanks
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Help Replicating Excel Formula
Hi, We are trying to replicate the following set up and formulas from the below Excel snap shot into a Module. Currently the Module is set up where there are two list in the rows. In the Excel the formula for the Rollup is based on a calculation and we want to replicate that in Anaplan, but in Anaplan the Parent item…
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Help with Profile formula adding up few line items
Hi all, I keep having the same error, when I tried to add up few line items with PROFILE calculation in it. I have created a module to calculate items of the balance sheet and multiplying them but % over a period of time. When I try to add all the items to get the total, I have an formula error as per the picture attached.…
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Formula change in Opening and Closing line items.
Hi Team, I needed small help to optimize the formula from Half-Year to Full-year. Current working System: If Jan 2021 (Budget) H1 Opening HC we were referring to Closing HC of Dec 2020(Actual) and IF July 2021(H2) we were referring to Jun 2021(Actual) Proposed System: If Jan 2021 (Budget) H1 Opening HC we were referring to…
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Ranking and List
Anaplanners, I have a module with a list "project" each project is ranked with a line item called "Rank" which uses rank functionality. Is there a way i can create a page selector/list which filter the projects based on rank, for example, i create a listitem called "1-5", the module should revert projects ranked in those…
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Length of Service and Tenure
Hi, I'm currently having trouble figuring out the Length of Service List and Tenure columns in the SYS08 Sales Reps Details module. There is a Length of service module already built, but it is blank. So I am unsure what to base the population of this column on. Also, I built a Reps tenure range module to calculate the the…
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Level 1 Model Building - 8.5.3
*Edited* Found out my error was when I imported the header row and first data row has to moved down one row. May I get some assistance on what is the correct mapping? Trying to edit date format to allow proper importing of data but can't get to options if I map correctly. Followed previous community posts.
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Level 1 Model Builder 12.4.6 Filtering Help
Hi, Level 1 Model Building 12.4.6 In the unfiltered view for EMP02 Employee Expenses I get the year FY total. But when I added the filter "Forecast Months Only" the FY year totals disappear. I would imagine that is how it should be. Since the filter is "Forecast Months Only." However, according to the course requirements…
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Model Size
Hi All, I am trying to estimate the size of an app before it's build. We do have the number of members in a list that will be used in a module but the numbers of line items that will be build are uncertain. Using Agile Implementation app for size estimation requires us to input the number of line items. However, What is…
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Need formula help to offset time period
Hi all, I am having some trouble determining how to combine certain time functions. I am trying to forecast sales with an associated start date and end date. The attached shows what I'm trying to accomplish. I've tried offset but I can't use that with a time period. Is there another way to offset a time period? Thanks!
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Getting ride of a Zero
Hi, I need to get ride of Zero's in a Override line item, so the model doesn't read it as an override? I understand this should have been set up with a Boolean in the first place but it's a little late for that. I now need to get ride of all user inputs which include Zeros. Thanks
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Modelling Issue
Hi Team I have a module consisting of default Users dimension, two line items where user can select "Source Version" and "Target Version" from drop down list(custom versions) on dashboard. There is an action which copies data from selected source version to selected target version. After data is copied successfully the…
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Priority distribution
Hi All - Was hoping I could get some ideas/help on this problem that I'm trying to solve. I am trying to automate the output of the "allocation" line item shown below. I have a set amount that I need to distribute into various list items based on the priority shown. The max amount allocated is shown in the first column.…
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Level 1 Certification: Activity 4 and 5
Hi, I am been working diligently all day on a single problem and am coming up empty. The problem never occurred during the training and need some advice. Basically, when I import the "SYS08+Employee+Details" txt file into sys08 file unfortunately even though I map correcty the Role dimension, which I formatted as a list,…
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Lookup considering the Month
Hello, I have a Price List named "Raw Materials Price", and I need to pull from "Component Cost Increase" module the % increase by Component, Plant and Period (Jan 2021), hoy can I consider the period in the lookup formula? Raw Material Price List: Formula: Component Cost Increase Module: Thanks, regards
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Storing Forecasted date
Hi my model has 5 versions Rofc, Forecast. Budget, Simulator1, Simulator2.(list) Rofc contains data of actual month and future month (similar to native switchover). I am creating forecast between jun-sep every year using Rofc data of the current year and locking the forecast data of that year. Forecast can be created…
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Replacement Chain
Dear Community, Hope you can help me with this requirement; 1- In fact, we have a list of products and we want to replace it for example: We have : A replaced by B then B replaced by C and C replaced by D what makes a chain of substitution A-B-C-D. What I want to display on each line is the first product of the chain in…
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Multi Dimension Ranking
Hi, I have 2 modules, 1 has dimensions of TenantGroup, ReportPeriod and UserRole namely AgingperGroup. And the other module has TenantGroup and UserRole namely AgingGroupRanking. The latest module will take the data from the previous and lookup the CurrentPeriod parameter to get the exact data(of which data period) to be…
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Mapping
Dear All, I have one use case in which I am confused to get the output. Below is the use case: I have almost 10 lists (A,B,C,D etc.) and each list have almost 4-5 list items (A1,A2,A3,etc.). Now the end user will have the access that he can select the list items from each list (single/multiple). Once user has selected few…
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Model Builder Level 1
Hi, I am new to Anaplan and have just started the Level 1 Model Builder course. I am in the Activity 7.2.3 section and have been stuck for a few hours now. Need some help to find out what I am doing incorrectly. I have attached a few screenshots Appreciate help from the community. Thanks Jacob
