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Building a Long Range Planning Model
Hi, I'm a new Anaplan user (completed L1 model builder). I'm starting a project to get our current Long Range Planning model from excel into Anaplan. This is my first project and I'm wondering whether other group members have any similar experiences. There is a template LRP model in the App Hub which I'm considering using…
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LOOKUP not working as intended
Hi Anaplaners, I'm having an issue with IF ELSE Statement. I expect the ‘ELSE’ part to go accross opposite direction than the ‘IF’ condition. But it seems to not be working using a LOOKUP function but works with a SELECT function. I want to promote it to PROD but I can't do it with using a SELECT BUT INSTEAD A LOOKUP.…
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User Access Between Schedules and Snapshots
I have a user who has access to schedules but doesn't seem to have access to the corresponding Snapshots. A few things I have tried so far, are: 1.) Confirm their role and that they have access to the schedules 2.) Used my account as a test account to recreate the issue. When I tried to recreate the issue, I was able to…
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Conditional formatting between range of numbers
Hi Anaplaners, I have 5 line items (Number Formats) showing variances. I want to apply a conditioner formatting to each of the 5 line items based on a range of numbers. E.g any numbers between -1500 to 2500 should have a Green colour and any numbers outside these range should get a RED colour . Please is there any…
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SKU to Format, Flavour, etc
Hi Guys. I have the following issue with our Anaplan implementation. Our SKUs can be rolled up either to Format (FO), Flavour (FL), Volume (VO), etc. All these have parents such as F1 > F2 > F3. The common denominator between all of them is the SKU. I have created a SYS module that has all of these as properties, therefore…
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Retrieving user selective access in module
Hi, I have an issue in my Workforce Planning model I can't quite get my head around. The scenario is the following: I have an organisational hierarchy with Cost Centers and then Individuals as childs. I have selective access enabled to my cost center list and only certain users have access to certain cost centers (and…
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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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Is it possible to have a "Create" Action on a list with no parent?
Is it possible to have a "Create" Action on a list with no parent? If not then is there a workaround?
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Schedules Mapped by Entity Name in Anaplan
In Anaplan, I have a schedule that needs to have the name of an entity name change to the English version. I was put on notice recently, that the schedule is being mapped by the entity name. Can anyone provide guidance on how I would be able to see in Anaplan exactly how that schedule is being mapped by entity name and…
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Sum from a model Applies to Fiscal Year and a customized numbering list to another w numbered list
Hi Experts Appreciate your prompt help to provide a solution! We are working on Quota Management based on Territory hierarchy. In module A (Applied to Fiscal Year, Mapping List with items like PSM1, PSM2, ..PSM1600), users can assign different territories to one employee assignment (employee assignment is not the same as…
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Sum based on Parent in Hierarchical List
Hi, I have a hierarchy of lists, L1>L2>L3. My module is dimentioned by L3 and has two line items, Input value and Input %. Input Value is entered by user. Input % = Input Value/Sum of Input Values for all list items of L3 under a L2 list item. How can I calculate this sum, as it is the sum of all items in L3 under L2 a…
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Putting values in territory field from multiple quota assignment rows of an employee into one field
Hi Experts, Appreciate your brainpower on below challenge. Using below test employee as an example, we would like to have a field show “PKI, BCT” in the same row same cell, similar to concatenate or textjoin in excel. Expected result like below (using excel as demostration) Thanks a lot!
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Retrieving last non zero value for daily exchange rates
Hi, I have a daily exchange rate module which store the daily rates for multiple currencies. I wanted to get the last non-zero value for each date for example we have daily exchange rates for 1 Jan 2021 but none for 2nd and 3rd of Jan 2021, so the daily exchange rates for 3 Jan 2021 should display the rates of 1 Jan 2021…
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how it work for sales manager
how our platform work for a sales manager who is responsble for profit and loss account of food products marketing company
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How to Auto-hide line items
I have a table which include value from Q1 FY21 to Q4 FY23 as line items, and want to hide which the value is 0. But when I use filter on line item will hide other line items like KPI Name (it is TXT format). How can I hide these line items which value is 0 and does impact other no number format line item? Thanks!
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Display months as M1, M2 instead of Jan, Feb
Hi! My company uses a 4-4-5 work week calendar. Currently, the system shows the months has Jan, Feb…Dec. but I would like it to display as M1, M2….M12. The reason being is that our M1'23 has a date range of 12/31/22 - 1/27/23, therefore, saying Jan is misleading. Thanks for the help!
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Can you link to a specific record on a new UX page
I have a list of projects and i have a line item that is a link to the project page, but would like to go to the specific project they are clicking on. The html for the page is the same no matter what the item, but can you add a tag to the html at all, like you can in other apps?
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PlanIQ Error
Hi, Do you know what would cause a 'PlanIQ Flow Trigger Failed' error @Misbah
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DCA by User´s role
Need to generate a DCA module that depends on users role. I have seen that there is no capability to extract the users role, any suggestions? br
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Add List Search Option while create module and Import from Existing Model
Hi Team, If we provide a search option to select a list when creating a new module, it helps model builders select the required list. Similarly, if we provide a search option to select the source for any import from existing model views or lists, it also helps model builders.
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Best method for Scenario Planning?
Hi All, I am currently in the process of investigating the best methodologies for building in scenario planning into one of my models. After some internal conversations and a little community hunting, I thought it would be best to write a new post. For context the model i am building scenarios into will require several…
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Filtering based on User selection
Hi I have 4 modules, with hierarchy regions set up. All 4 modules with dimensions are described in ss. I want to apply a filter on last module for only the countries selected for particular user but I am unable to do it.
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Planual
I am proud to announce the launch of the Planual, the first-ever collection of global best practices for Anaplan model building. Created by Anaplan experts, customers, and partners, the Planual collects a wide-ranging set of guidelines, techniques, tips, and tricks organised to help model builders avoid common problems and…
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From Native Versions to Fake Version List?
Hi All, As it is not possible to SUM down native versions is there a simple mechanism to take data out of versions and restate it within a fake version list? I know this is achievable via a series of nested IF THEN ELSE queries but this approach is not sustainable as it needs to be updated every time a new native version…
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New to Forum
Hey everyone! My name is Chad Pyke. I just started my Anaplan journey and am excited to learn from each of you! I'm hoping to transition into a career in Anaplan/EPM by EOY and would love any advice or counsel you have on the customer vs partner track. Thanks!
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Schedule of CloudWorks only working days
Hi, I want to run process on 1st Working days in CloudWorks. If I want to do this, I should use CloudWorks API? Month First Working day 4 3 5 1 6 1
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from where to get cotton candy data
Hey Team, From where to get cotton candy data for model building. I recently started learning can anyone tell me.
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3.3.5.6 Update Inventory Ordering to Calculate Shipping Costs
Hi all, I'm having difficulties with the Shipping Cost line item. I am getting an error on the formula below…Can someone kindly point me in the right direction Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Cost per 1000 Units'[LOOKUP: Shipping Methods]
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Fix Window like Excel in UX
Hi, I want to use fix window function like Excel in UX. I want filter card to always located on top of the page. Is there any way to do this?
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Anaplan is not allow my export showing message Excel workbooks cannot support more than 65536 rows?
