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Multiple location budget access for users
We have a Multiple dept planning dashboard in budget model where end users can select multiple dept.to see their budget . Dept list are selective access enabled for the end users.Here is the issue: For example : User A select 2 dept on the dashboard ,Now any other user go to that dashboard and select their location (based…
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How can I find an overview of which line items are used as filters in saved views?
Hi Anaplan Community, I am wondering if and where I can find an overview of line items which are used as filters in saved views. This would be a great help in maintaining models!
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Select function with subsets?
I have a subset A which is a selection of the Global Customer List. In my module which applies to the subset A, I'm trying to retrieve the Sales for the top level of the subset "total customers" (only the total of the selection of the customers from the global customer list). I tried [Select:'Subset A'.'total customers'].…
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Optimizer Process Success with FALSE Booleans
We created an optimizer process to maximize net income. The specific issue relates to a constraint where where revenue (optimizer variable x revenue constant) cannot exceed the forecast, which sits at an aggregated level. So, my logic is to first multiply the decision variable (at P4 Product) by it's calculated revenue…
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Help with formula - select both recently item what a list.
Hi. Please could you help suggest how I can identify in an additional column what the both recently (bottom of the list) retention figure is? Most recently figure is the one highlighted below. This figure is pulled through to another dashboard but its currently provide the total sum. SUM is being pulled through to here,…
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Need help with a Lookup - Dimension used for lookup doesn't match any dimension of the source
Hi All, I have a Lookup that I'm having a really hard time figuring out. I need to create a mapping line item but I am at a complete loss trying to figure out what that line item needs to be. Here are the details of what I'm trying to do: Target Module: Credit by Opportunity by Month Dimensioned by * Time (Month) * List:…
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My formula is not giving me the expected result, need some help (LIS, LOOKUP)
Hi Anaplan community, I am a bit puzzled with the result of a formula, which is not giving me what I expect. I have a target module (O4. EB Summary) with two dimensions: a list with a year and a list with platforms. I have 3 line items: "NY Plan IBT" and "EB IBT" are referring to a line item in another module (O1. EB…
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Multiple Sorting/Nested Sorting
Anaplanner, Hope all of you'll are doing good. I had a query if we could have multiple sorting implemented or in other words nested sorting. I have projects dimensioned by Region, Importance and Priority (all are lists). I have currently sorted it based on Importance where Most Important Project is shown first and then the…
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Movingsum formula
When using list versions, how do I make the movingsum formula include the forecast output for previous months in the calculation of a given months forecast?? I cant include a "previous" function within the movingsum formula
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I get error when i try to make a graph which is dynamically updating with date selection.
Hi, I am trying to create a dynamic graph for stock overview (see picture below). I created a table with dates in the columns and I have 3 line items. I added a time filter on the module that is triggered by the selection of the graph start and graph end date. The module is published to a dashboard with the time filter in…
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Need some help with formula
Hello, I am Sylvain. I work in a french confectionnery. Not the unicorn candy company 🙂 I am building a cash flow monitoring and I have to import the bank book in a data module : Only one line item is list formated : "compte" Other are text, number or date And the trouble is about the date. i have to take the data from the…
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IF user Selects any checkbox within 3 booleans then I want to include that in a scope
Hello, I am wondering if I can use the IF formula to say that if a user selects any of the checkboxes within three separate columns (booleans) then I want to consider that within a scope. OPTION 1OPTION 2OPTION 3AX B X C XD EX F Let's pretend this is the dashboard and that the "x" represent a check in a boolean list Then I…
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Different ways to do employee transfer in workforce planning model
Hi, I am looking for various methods possible in Anaplan to transfer an employee. My use case is as follows. Employee is tagged to a position/grade and cost center. Employee can be transferred from one CC to another. Target CC currency may be different from source CC. Multi currency Model and each CC will plan at their…
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use FIND but also limit the number of characters for boolean
I have multiple store codes that are not within my perimeter and I am trying to create a boolean that reads the start character "S" I managed to reduce the list but still need to reduce it saying that the code starts with "S" but the character count limit is 4. SJ5 SJ6 SJ7 SI5000002 SI5000003 SI5000004 SI5000005 SI5000006…
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How can I sum the value by list value
Hi All, I have create a module which show the amount in 'Revenue' column How can I sum the value and put in the following module? I have tried the following formula but the result can't be shown (test version.Revenue[SUM: test version.Test]) thanks
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DEM03 Demand Forecast Module
Hi - I've been working through Sprint 2 and have realised that I have completely overlooked the formulas for this module. Please could you assist? I'm not sure if I've missed the step our during the online sprint 2?
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Warning on duplicates
Dear All, I am trying one use case in Anaplan and it is as mentioned below: User will input an item in the list formatted line item. If the item is repeating itself then it should highlighted using conditional formatting. It is dimensioned with dummy flat list. Below is the screenshot. List Item1, List Item2 etc. is a list…
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Second Friday of the month formula
Hi, for your assistance please. How can I get every second Friday of the month? I created a line item Day identifier to get every friday but I need the second friday of the month. Thank you 🙂
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Lookup Date from Boolean
Hello, I need help to bring in a date from the time settings module based on a boolean (shown below) when the boolean (next day to sweep money) is checked then we need to bring the date into the S02 Module shown below. any help in solving this would be appreciated!
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CERTIFICATION BADGES - ANNOUNCEMENT
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
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Line Item Final Shipping Amount INV01
Hi, I need help on this line item formula. Below is the formula I came up with. Please advice. IF NOT+Submit Purchase Order Request THEN 0 ELSE Suggested Order Amount for the Month NOT(Override Suggested Order Amount) THEN 0 ELSE Override Amount Thank you
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Help with Formula
Hi, Need help creating a Formula that will bring in a Date from our time setting based on a Boolean LI for that specific Date. Thank you
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How to pick the value from specific version data without SELECT
Friends need your help !! I am trying to optimize the model with the help of cross-references so that can remove most of the formulas from the model (multiple modules will be optimized if successful). Source module with 2 months data April & May months data: Looking for below result in the Target module Note: No version;…
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inputable table and calculated column in 1 module
Hi Community, I would like to ask some guidance and idea from you guys. I have an input module: Problem: How can I keep FY 19 FY20, FY21 and FY22 inputable while FY 23 to DY 26 will be calculated. Is that even possible in 1 module or do I need to publish 2 modules separately to achieve this? And also for the FY 23 onwards…
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Month to Date Format
Spoiler (Highlight to read)I have monthly date as Jul 21, I want that to converted in last date of the month in 07/31/2021 format, is there a specific formula for the same?I have monthly date as Jul 21, I want that to converted in last date of the month in 07/31/2021 format, is there a specific formula for the same?
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10.2.5 Activity: Add Employee Expenses Module
Hello, In this module, I see employee details as a code such as #3, dont see actual employee name. Where can I change it? Thanks in advance,
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Circular Reference in Open Orders
Hi All, I am working on a stock rationalization logic where I have Orders as dimension and have to see how the SKUs will get distributed as per the requirements. Attached is a case representing the logic. For the first 3 days, the supply is pooled and then allocation happens for the SKU. However, for Day 4, the closing…
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Formulas Creation.
Dear All, I just feel nervous when it comes to making formulas. I don't know how to get rid of this and be confident about making formulas. Can anyone please guide me how to create formulas easily and practice them successfully??? Hope someone may guide me!!! -Muizz.
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Average of the previous 3 months data
Hello, I have a question, If i want to pull the average of the previous 3 months, how can i do it? Thanks
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Formula Help
Hi, I'm trying to create a formula that will output the date based on a TRUE/Checked Boolean. We are looking to be able to bring in the date for the Line Item '10th of the Month' based off of the Boolean. Please advise on how to make this possible, Thank you