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Display Fiscal Year Total
Hi Experts, I have created a module, whose default view consists "All Periods & FY19, All Periods & F20, and All Periods & FY21". From this default view, I created a Saved View only comprising all periods of FY20 and all periods of FY21. To achieve, this I used filter based on the system module, created on Time Setting.…
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LI Format - Time Period - option to choose several time period types at once
Hello, When choosing the format "Time period" on a line item, there is a choice between several types (month, quarter, year, ...). But it is only possible to choose one type. Is there any workaround to give the end-user the ability to choose a month, or a quarter or a year in the same line item ? Thank you for your help.…
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Conditional formatting for List formatted line item
Hi I have expense list (5 list items) and one line item (Key fig list formatted).So for each expense list I need to assign one key fig. Suppose for travel expense list item If I have assigned Key fig1 and for the next expense also i have assigned key fig 1 then it should show in blue color indicating that each expense type…
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Find if a list member has already be choosen in a line item in list format
Hello, I have two different lists of employees : the 4.0 list the people that we planned for the budget and the 4.2 list the people in the reality. I couln't link the 2 numered lists because, the matching of the 2 lists can evolve from month to month. I created a module in which the user choose wich person from the 4.2…
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Level 2: Activity 1.3.4 Update System Modules
In order to get the SYS05 Country Details module to populate properly to load I had to use the Region codes (AMER, EMEA, APAC) in the Region Flat file, but when I I try to load the SYS07 Location Details module it is looking for the region names to be spelled out (Americas, etc.). TIA
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SUMMARY Formula on ITEM(Time Period)
Hi team, I created a ITEM line item in a Time Map (Months) module & set the SUMMARY to formula. I expected it to return the FY but instead it returned the 1st item in the period. EG for FY19 it returned Jul 18 Any ideas on why this is not returning FY19? Thanks
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Edit to and from Periods
Hi, I have a module with timescale in quarters. I only have actuals as my version and have set my edit from Q2 2020 i.e. July 20 to end of timescale. I've asked a colleague to test this (it seems as model builder I'm able to still update regardless of settings?) - and they were still able to edit all periods? Why is this?…
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Best Practices - Order of Operations on Formulas?
Reviewing my work vs the listed formula in the training, I find that I wrote a formula as: 'REV01 Price Book'.Unit Price * 'REV02 Volume Inputs'.Volumes ...but the documentation puts it as: 'REV02 Volume Inputs'.Volumes * 'REV01 Price Book'.Unit Price My immediate reaction was "oh, it won't matter which order they're in -…
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Circular References and 5 year Forecast
Hi, Circular References and 5 year Forecast. I am trying to use the Prior Year's final forecast as the starting point for the new year and get circular references because of the calculations in between. I am using the Previous year's Actuals as the starting point which is fine as this line does not relate to the…
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Logging comments in Anaplan
Are there Anaplan folks who have worked with comment (text) logging in Anaplan for end users? The business prefers to log comments in the financial forecasting in Anaplan on multiple versions. Does anyone have a best practice in this? Building it myself rightnow, but curious whether people have best practices and tips!…
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Data Encoding & Feature Scaling
Was wondering if: * there are Data Encoding features (like one-hot encoding) available to process categorical data into ordinal/numeric values, so that they can be fed into forecasting/ML algorithms available in Anaplan. * there are Feature Scaling (min-max) methods available to bring columns within specified ranges. For…
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Payment every year
Dear Anaplaner, I would like to forecast the payments of supplier contracts. Example: -a contract should be paid every year starting Nov 19. -so next payment would be, Nov 20, Nov 21, Nov 22.... I would like to use boolean to indicate which month should be paid ? Thank you for your help.
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Where to put the END() Formula/Trying to get a formula to retrieve the end of the month total
Hi, I'm trying to get a formula to retrieve the end of the month total of the line item. I know I need to use the END() function but not sure where to put it in my formula. my formula is below. Thank you IF 'S01 Time Filter'.Allocate to new line item? THEN MIN('Barrowing Base (payment for prior day loans)' + Cash Collected…
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Adding a list subset in dimentions while making a module (Level 1 - 10.2.5)
I am on this activity from Level 1 training at the moment, making a module as per below. And it says to add Active? List subset as well as E2 Employees# and Time to the dimensions. I took it as doing this: But I got the following error message instead: I am not too certain what I should be doing from here to accomplish the…
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HELP
Hi! I have gotten a little behind because I am a little confused. I completed lessons 1-6 but still have not created a model. Would anyone be willing to help me?
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Look Up Function Functionality in practicality
In how many ways can we use Look Up function in Anaplan model in real time ?
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Question on Formula
Hi, I'm trying to create a Line Item Formula in where every 10th of the Month/ or next business day, Money comes out of another Line Item. Please advice. Thank you
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Having trouble writing Boolean Line Item
Hi, I'm having trouble writting a Boolean Item that checks true if it is the 10th of the Month or the next business day if the 10th falls on a Weekend. The following is the formula I was using but not working. Thank you INPERIOD('S01 Time Filter'.Start of the Month + 9, 'S01 Time Filter'.Month)
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How to apply conditional formatting in new UX?
Hello, I am working with the new UX and struggling with the conditional formatting, I have applied the conditional formatting in Anaplan module, however,I am unable to see the same once I publish that on Page. Please find the attachment, I have added the screenshot.
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How to filter duplicate records and take latest record
Hi Have below scenario -- There are multiple entries for single employee from source . I need to pick latest record and create hierarchy based on that . Below is the example from source -- Emp…
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override value for '0'
Hi I have 3 Line items 1st -expense(number format) 2nd-Override Value(number format) 3rd-Final Expense(number Format) formula for final expense is IF OVERRIDE VALUE > 0 THEN OVERRIDE VALUE ELSE EXPENSE So if want to override expense value with 0 then how can I modify the formula for final expense with out using any extra…
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Sort Not Working
Hi Team, I'm trying to sort a List Subset but the values are appearing to what seems to be in random order The hierarchy has been removed & I'm struggling to understand what would be driving this I saw previously there was a bug regarding sorting on list sub-sets but it was stated as fixed
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Model too big
Hi I am getting the error - Model change has been rejected to prevent the workspace exceeding its size limit. I have attached the screenshot please assist to fix THanks
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How to Detect Retail Sales Trends in Anaplan
Retail Knowledge | Detecting Trend INTRODUCTION Using machine learning to detect a sales trend is a science and an art. Obviously no computer program or set of calculations could ever know everything that’s going on with your business. The creative side of detecting a trend is built upon your familiarity with the way your…
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Docusign integration
Hi , I have a requirement where i want to send document to employees in batches. E,g country managers want to send letter to their employees on specific dates . While going through docusign documentation it is mentioned that hierarchy is not supported . Please help to understand how it works .
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FIRST COLUMN ISSUES - MODEL 1 / SECTION 4.8.2 - NUMBERS INSTEAD OF NAMES
I'm about 89% done with section 4.8.2 - E2 Employee, (of the first model). I've had a successful upload, (green check and all), but the first column shows # instead of Names. I can't get rid of the #'s, and just have the names. The last picture represents how it's suppose to look. I did attempt to research the problem, but…
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Level 1 Time Setting
When I try to use the filter function, in the SYS00 Time Settings module, I found that all of the "Actual period?" is False. I compared my settings with the template but I didn't found any difference. Why this situation happens?
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Help on Formula
Hi, I need help on a easy Formula. I need to be able to take everything from previous day from one Line Item and put it into the current day for the other Line Item. I know I will be using the previous function, but kind of stuck on this. Please advise. Thank you
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HELP
Hi! I was wondering if anyone would be willing to help me, I am in the accounting 270 class and I am a little stressed out and confused. Let me know! My email is mgb14@geneseo.edu Thank you!! Maira
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Input at each level of Hierarchy get aggregated view
Hi I have Project 5 level of hierarchy list(P1,P2,P3,P4,P5) , Expense list ,versions, time as dimensions User can enter expenses for each expense list item at P3, P4, P5 levels Suppose At P4 level entered 20 At P5 level entered 10 but for P4 I should able to see 20 + 10 =30 Hope this is clear Please help me on this. Thanks…
