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how to check of the month of a month formatted line item
Hi I have a month formatted line item in one module, how can I get a boolean line item to check off in that month in another module? In my SYS65, I have a month formatted line item "MOB to time" For example the value is Mar 24. How can I get Mar 24 to checkoff in my C86 module? (both are dimensioned by credit and turn)…
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5 Years Planning
Hi there, I am trying to build this kind of P&L view : where 2023 FY figures come from another module where the line items are planned on a monthly basis. The idea is to forecast every year after 2023 based on Y-1. Meaning that the revenues of FY 2024 will be = Revenue FY 2023 * x%, Revenues of 2025 = Revenue FY 2024 * x%…
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Selective Access and picklists
Hi, I have set up selective access on a list and limited the user to one list item. This works as from the context selector at the top of the page, they can only see the one list item I gave them write access to. But when they access a user based picklist for that list item, they can see all the list items. They are able…
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Data Discrepancy between Data Hub & Spoke Model
Hi Guys, For an import from Data Hub to my spoke model for a module - I am seeing additional entries in my spoke model for a certain month that do not exist in the data hub. I looked at the history to see if someone manually added the entries in the spoke model but that doesnt seem to be the case. Neither of the models or…
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Export ignoring show/hide
Hi guys, I have created a saved view in one of my modules. my module has 4 dimensions + line items. Time, Cost center, GL account and version. My saved view has selected a few versions, cost centers and GL accounts. I use tabular single column for my export as I want all dimensions to be columns and only a single line item…
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Summing values for a year
Hi, I have a line item which is equal to (Monthly income)/(yearly income). How can I reference the yearly income (or calculate it), I have the monthly income as input. Thanks
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Production capacity calculation
Hi, Good Day All. Does anyone know how to build the calculation modules that calculate a Factory’s production capacity. This is the formula I am using: Production capacity = number of machines*number of working hours*number of working days*number of shifts*line efficiency. Usually, they work five days a week (From Monday…
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Compare numbers in different modules
Hi I have a module with employee details to calculate their monthly payout. The payout is based on the % attainment stored in the same module. The % attainment need to fall in a defined range (captured in a DAT module) to suggest the payout %. For example the DAT module is as given below (not dimensionalised) The other…
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Formula to calculate based certain items in a dimension
I am having trouble to create a formula to calculate something on selective items in a dimension. Simplified example is as follow. 1. Products A, B, C and D defined in a list 2. Clients 1, 2, 3 and 4 in another list 3. Production costs calculated at the client level based on the products (any and all) they have Now I need…
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Sum based on Boolean
Hello, Hopefully a simple one. Our P&L has 50 cost centres, each of which have staff costs assigned. In a separate module I want to bring in the staff costs from 15 of these - is there a simple way to do this, for instance by having a separate module with the cost centres included and a boolean line item to determine which…
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Production Data - Top level Can be Changed?
I have a scenario as follows: I have a List named "Product L1" which has been marked as production data. While I understand that structural changes can still be made to a list that has been marked as production data, I have noticed that the top level, which cannot be changed if the list has been marked as production data,…
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Lesson 6.6.4
My module looks identical to the example, except for one additional "YTD" column. Can someone advise how to get rid of that additional column?
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A line item format as "No Data" can be used in an import action?
Hi Guys, I have an action to clear data in target module. The format of line item in source module is "No Data" and formula is blank. And the format of line item in target module is Boolean. I want to make the value of target line item as FALSE. Does it work when I run the import action? As my experience source and target…
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Anaplan formula to Lookup Balance Sheet description from mapping table module
Hi Anaplan Community Please see email attachment with all details for my question. I have an “Account Major Properties” module with a line item of “B/S Line Item” where I want to populate the valid Balance Sheet line name, from the list “Balance Sheet Lines – NEW”, based on the Account Major (e.g. GL Account) contained in…
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How to get access to Anaplan workspace to create modules to practice?
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Boolean to Boolean / Date to Date import
Friends, I am experiencing a very strange case where am importing a boolean lineitem (1 cell) to another boolean lineitem within the same module (1 cell), which has derives DCAs on other lineitems, but the boolean is not copied over (through import) in target line item; although the import process shows 1 updated. Source…
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L3 model building sprint1- 4.6 Model Build Specifications
Hi Everyone, I'm working on L3 training and feeling stuck. in section 4.6.5 we are asked to build the module that references PY FY19 sales. I was able to do it, but on the confirmation page from anaplan dimensions look different, but the numbers are correct in total and by product. I used A1 accounts, P2 Products lists. do…
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How to bring a territory down to account level?
Hi all, I am having trouble assign territory down to the account level. Here are my modules: Module 1: This is the territory definition module containing the attributes for my territories. In this case, I have create an territory "USA_Banking_SPC_Tier 1_Rule 1" to cover all "ABS Lender" products. Module 2: This is the…
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Use Time dimension in a formula
I have a module with Day as the time dimension. I would like to refer to the module time dimension in a formula. For example, WEEKDAY(time dimension). So that on January 1, 2023, the line item would return 7 (for Sunday). Is this a thing?
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Hello,
I have a module dimensioned by Accounts on the rows, Users on the columns, and 1 Boolean line item which allows users to select certain accounts that apply only for that user. I am trying to create an action that allows the user to clear all of their selection by simply clicking an action button, as opposed to have click…