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Call Center Functions: Agents must return whole number?
Is there any equivalent or trick to returning 'fractionalagents'? AGENTS(w, t, y, z) will always return a whole number. My stakeholders are interested in both whole/fractional agent calculations.
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How do I get the total from one module to another?
In module 1, I have a count for resolved and unresolved. In module 2, I would like the total for unresolved items and resovled items. How do I do this? I know in Excel it would be a simple sum formula. Module 1: Module 2: Thanks!
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Creating QUARTILE function within Anaplan
This is a method of building the Excel “Quartile” function within Anaplan – it requires 11 Line items, requires that the Data dimension has a ‘top level’ value, and uses the RANK function which has an upper limit of 50 million cells. To start, create a module (or use an existing calc module) dimensioned by your base data…
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ANAPLAN Optimization for N users
Hi , If we have users of around 10000000 in Sales team and we are using that list (Users) in one module so how can we optimize the structure of module as if that module page is published in Dashboard then it will take time at great extent to open and to load so how can we optimize the page of dashboard so that the user…
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So long and thanks for all the fish - The final act
My beloved Anaplan community"How lucky I am to have had something so special that makes saying goodbye so hard” I can't take credit for that quote - I have to thank AA Milne for summing up how I am feeling right now.In a year of unpredictable events, I never expected to be writing this. As 2020 comes to a close, so does my…
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Level 2 Sprint 2: assigning roles TO Product family managers
Hi Team, The global assumption DB created was only need to show to "Product family role". And each product family manager will only change "volume growth rate" to his assigned product and viewed the rest of the product family. I Assigned 4 roles as "Product family manager" and also removed their "WSA" rights : 1) I am not…
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Level 2 - Sprint 3 - Activity 3.5.5 - SKU by Distribution Centre
Feeling lost how to go about creating module for this card All SKUs for a Distribtuion Center- any inputs please?
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Same code at different levels of list hierarchies
Hi, I got a metadata dataset for the charter of accounts that uses the same code sometimes at different levels of the hierarchy. Although this is possible/works when creating in Anaplan for both Numbered and regular lists - should I avoid it and maybe create an additional import action that creates a unique code of…
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Deriving the month/quarter value from the line item
Hi I have a line item ' Transaction Date' formatted to 'Date' . Sample value : 01-08-2021. I am trying to derive the Month,Quarter and Year from this Date value in the below sample format. Month: Jan 21 Quarter :FYQ1 FY21 Year:FY21 Is there any formulas to derive these values? Thanks Prabakaran
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decimal places more than 15 do not total right:
Dear Team, I would like to seek for your enlightenment on this area. I tried to copied several times an amount (percentage in real number format) with a decimal places of 19-20. it copied correctly in anaplan and i selected the number format of significal number to 15 places. However, it does not total correctly. it would…
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How to delete duplicated employee records due to movement
Hi, I have a scenario where we have created gap process to hire new resources, essentially adding new lines in our employee list. However one problem coming up is sometimes we created a gap and then an existing/internal team member applied and got the job. Not sure if there is a way we can somehow delete the original…
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Trouble importing BookPrice
Hello, I am having troubles when I import the data from the Price Book that I downloaded from Anaplan Learning. The numbers imported are inserted with a multiplication of 100 (e.g 0.84 USD ==> 84 USD), so my margin calculation is all false! What should I do ? PS : I have applied the same Format for the line items as…
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Level 1 Model Building Training
Hi, In Level 1 Model building Training, i have created an input Module as follow The next step asks to import the data to this module, as given below When i am trying to import the data, what should i map the 'Volumes' line item to??
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INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
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Level Model 1 Builder 9.2.5 Formula Error
Hi - I am still getting an error after trying to put a space after "Unit Price% ". Can someone help to see what might be wrong?
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Filer - The ability to show Items that match ALL and ANY
Dear Anaplan Experts, Please see the pic attached. I would like to create a filter that shows items that match ALL for three boolean criteria (i.e. show the record if ALL are met) and ANY for two number format criteria (i.e. shows the record if any of them are not equal to zero). Would it be possible? Thanks, Lily
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Level 2 Sprint 2 Module to Module Aligning Dimensions Mapping
In one of the Sprint 2 activities, we need to reference data from one Module to another. To do this you must align the dimensionality of the Source Module to the Target Module. However the List dimension in the Source Module is a Parent of the corresponding dimension in the Target Module, requiring us to use an…
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Is it possible to maintain a Line Item Subset's original formatting?
Hello, I have run into a problem in which I created a module using a Line Item Subset and used a COLLECT() formula to pull the data in from the original module. My question is whether or not it is possible to retain the original modules Line Item's formating. As you can see in the original module (without the line item…
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Totals and filtering
Hi, I'm trying to implement model where users could easily apply filters on customer list based on segments and subsegments. Problem is that when the user list is filtered by segment or subsegment the customer total doesn't change. Filter is made on user level. Amount of customers, products and users is so high that I…
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Formula Summary Method for Formula Scope set to Actuals Only
Hello All, I am having trouble getting my summary method to work correctly. I have a line item that is set to formula scope 'Actual Version'(this cannot change), but I would like to use the summary method 'Formula'. Currently when trying to use the summary method formula I get the following error message "invalid…
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Deriving the current Month
Hi We are using the line item 'Month' in one of the module, and the objective is to derive the current month so that we can capture the purchase trend of our hardwares.When I try to use the formula as Month= ITEM(Time), I am getting the error message as shown in the screenshot. I have also attached the settings of…
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Plan looping activities in time
Hello everyone, I'm trying to build a solution I have not yet encountered before. The assignment is to plan a "chain of activities" and the amount of hours they cost over time. Each activity is triggered by another activity, but can also be triggered by itself (let's say that the activity needs to occur every year). One…
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SUM function from a list with text formatted line item
How to create a SUM formula from a list but the format of the line item on the list is text and how to automate upload data from SQL server into Anaplan thank you @josephine_surja
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Creating a history log
Hi everyone, I was wondering if you can create some sort of tracking / history in a line item? Below are a picture of dates: the date actual (source system) will contain the most recent dates when uploading into anaplan where as the date actual historical will contain the dates from the previous time it was uploaded. Is…
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Sys: Time Module Formula
Trying to understand what is wrong with this formula and why it doesn't give me 2019-2022. Instead, I only get 3 years, 2020-2022. If I change the formula to Prior Year -2 I get 2021-2022. Would appreciate any ideas.
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Differnce between LEAD and LAG function
I am trying to figure out the difference between LEAD and LAG function; as we can get same value from future and past period by using both function. for Ex: LEAD(x,-2,1000,STRICT) and LAG(x,2,1000,STRICT) will get the result from 2 period before the current cell. Can someone help me where we should use LEAD function .and…
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Saved Views
Hi All, Can you please help me to understand visually what is the difference between system module and saved view as per below instructions :- SYS05 Saved View :- Let me know please if i am doing any mistake ? as in furher topics if i am importing these saved viewes I am not getting any data populated in lists.
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Activity - subset line items
Hi All, Can anybody suggest to me what I do to include subset line items in the saved view for SYS07 Location details :- I know how to create the subset line items, but can't figure out what to do with subset line items? which module i can refer having number as format etc ?? so request you to please help me to complete…
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List Subset
Hi All, I have created the list subset as below , but I am unable to select the desired line item of a referred module in List Subset :- List subset :- Referred Module :- Thanks Vivek
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REP02 SIZE MARGIN REPORT- Revenue & Cost of Sales
REP02 SIZE MARGIN REPORT- Revenue & Cost of SalesHI Team The values for Revenue & Cost of sales are not appearing in the REP02 Size Margin Report. Have attached the Screenshot for your review.. can you help clarify
