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How to import date from one model to another
I'm not sure if there was a new update that changed the process? I cannot import a date from one model to another. I am trying to import the dates from A01 to A06. I think the checkbox on the mapping page is new. I've tried different variations but can't seem to get it to work. Thanks in advance
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Level 3. Build Sales Role and Sales Reps
Hello, Sales Role and Sales Reps# are flat list in Sales Planning Model. In the Sprint2, the ask is to create import to build them up. I am using SYS09 Employee Details module in Data-Hub, but it is not working. Any Advice? Thanks
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TEXTLIST- multiple dimensions
Hi Could any Anaplan pros please assist with a TEXTLIST aggregation? I am not sure how I would do this over multiple dimensions. It is basically concatenating all the applicable pages numbers into one text based line item for each employee / report version / user. I have attached the blueprint. The line item I am trying to…
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Can someone plz post a relevant use case and user story related to investment banking
I have completed my level1 and 2 certification, I am looking to go little deeper into investment banking for an asset management company use cases, modules and lists. appreciate your feed backs and posts bala
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Level3. Create Action with filter
Hello, As explained in the Level3 study material, I added country and segment as properties to "G4T Territory>Account#" but I still can't see them in filter section when I create an Action. Please advice. Thanks
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Mapping time when importing csv file
Hello I have an issue when mapping the time when importing a csv file could you pleae help?
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YTD / YTG Functions
Hi All, Looking for a bit of guidance here, around YTD / YTG functionality, do people tend to use the elements that are shown in the model calendar, or do they do in a different manner and if so how? I would appreciate any guidance and pro's / cons that people could advise. For reference, we don't use native versions,…
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Level 1 11.3.4
Hi, Even if I enter the formula as instructed, The sample and answer are different. Any help is appreciated. Thanks. This is my model: This is the should be:
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Level 1 10.2.6
Hi, Even if I enter the formula as instructed, it is not reflected. Any help is appreciated. Thanks.
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Level3. Territory>Account module
Hello, I created a module in Data-Hub to transfer the territory>account to Sales Planning model in a numbered format to use as a dimension. However, I am pretty sure that something is incorrect with my module cause all the accounts listed in each territory repeatedly. Any idea what is wrong here? Thanks,
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Anaplan does not sum the filtered list items but it sums all list items
Is there a way to sum only the list items that I filtered? Now All directions is always the sum of all the list items and not only the list items that I filtered
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Level 1 9.2.5 Unit Price %
Hi, When I try to copy and paste this formula I get the below error and cannot seem to work this one out. The formula for 'REV05 Price Growth Rates Staging'.Unit Price % is invalid: Unit Price % = 'REV04 Price Growth Rates'.Unit Price%[LOOKUP:'SYS04 Location Details'.Country, LOOKUP:'SYS06 Product Details'.Product Family]…
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Level 3. QUO01 Territory Account
Hello, In the QUO01 module, I am using formula below to get target number, but I get 0.00; I even tries to add LOOKUP account names but still no luck. Also, for Assing>1 I am writing this formula, but it errors out: IF 'SYS07 Territory Account Details'.Count[sum:'SYS07 Territory Account Details'.Account> 1 THEN TRUE ELSE…
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How can I permanently HOLD the TOTAL figure and let the Breakback happen?
Hi Community, Need your help if you have a smart solution to HOLD / LOCK the Top/Total of certain dimensions of a line item which is Breakback enabled! Example screens is given below: So, all I want is to HOLD the yellow circle i.e. 1849 amount and let the below gets change which is 4 levels hierarchy.. We know the HOLD…
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Loading .csv File issue Numbers dots, commas
Hello, I have an issue when loading my .CSV file, the number I get they are not right: when importing, the system takes the dot from the numbers as being the number not the decimal. For ex, in the CSV file I have 22.2 so twenty-two point 2 and in Anaplan I get 222. Can anyone help with that please? thanks
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Need a filter for FY months
Hi community, I need a formula to filter my module months based on current fiscal year. For example, if my FY is 24 (FY24), I want to filter the module to show all months for FY24 (Jan to Dec). After that, I want to show text 'Actual' for actual months and text 'Forecast' for forecast months. Below is a illustration of…
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Filtering a subset
Anaplanners, Is there a way i can filter a subset ? So, we have Projects module, where each project can be either active, inactive or done. This is a list formatted line item. However, the option to select done should be based on another line item in the module, actuals uploaded : Yes/No ? If the boolean is true only the…
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Level3. Territory>Account module
Hello, I created G3a Territory in Data-Hub rolled up to G2 country. And loaded with Territory Data via CSV file that has been provided in the sprint 2. I created a sys module with a dimension of G3a Territory and Account to create the needed info for Territory and Account# in the Sales Planning Model. However, I see some…
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Anaplan level 2 sprint 1 exam passed but not count
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Display next 2 period (month)
Hi everyone. I'm not quite sure if i'm using the correct formula in displaying the next 2 month period. if I selected Oct 24 in time dimension, the result would be display is Dec 24 in my column. is used this formula NEXT(NEXT(ITEM(Time))) which is running and no error. Just to make sure if i'm using the correct formula.