-
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?
-
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
-
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…
-
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…
-
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…
-
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…
-
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…
-
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…
-
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
-
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…
-
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.
-
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…
-
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…
-
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
-
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
-
Data is not able to transfer properly even though the formula for reference is correct
Hi All, I have reference the data using the formula but still the data is not coming, can any body guide me what is the issue and how i can resolve it? Below is the screen shot of Module EMP 02 in Grid view :- in Blue print view Please note :- same formula is referred in car cost , phone cost and medical cost. Below is the…
-
Loading Data with many-to-one relationship
I believe this is straightforward, however I haven't been able to word my searches to find what I'm looking for - so either it doesn't exist or I cannot find it. Going to throw this out there: Our general ledger Actuals have individual (unique) accounts which have a many-to-one relationship with account groupings (I.e.…
-
Version missing
I have a module that is using Versions-All but all versions are not pulling into the module. My Forecast and Actual versions are missing. What may be causing this? Other modules that I am using are showing all the available Versions and are setup exactly the same way. I don't know why only one module is acting differently.
-
Look up Function reference formula
Hello Connections , Can anybody help me for the below query :- I need to update the formulas for the bonus and benefits lines in Module EMP02, using a combination of data from the module EMP03 and module SYS08. When I use the below formula :- IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role'.Bonus % [LOOKUP:…
-
Build formula based on Version
Hi, I have a module with Versions as a dimension. I want to be able to set a line item based on the version we are on. As of now I can only detect the actual or current version using the formulas from anaplan. As an example, I would like to have a formula like this: if versions = version1 then A else if versions = version2…
-
Importing the text file
Hi All, I am trying to import the text file(attached) in module SYS08 (below screenshot), even though I have tried to get the data in CSV format and do the same, but still, the data like employee name are appearing in the blueprint view. Can some please suggest how to resolve the issue? SYS08 Module (BluePrint View)
-
Irr with dates with large transactions lists
Hi anaplan community, We have a challenge using irr dates with large transactions lists. Challenge : - transactions are loaded from a large flat file list of transactions - irr dates functions calculates number of days di as the difference between the first transaction and the transaction date. - when the transactions are…
-
Anaplan MAILTO Functionality Not Working -
Hello, I am trying to build out a module that will have a saved view filtered on if a user has "Has Bug Re-Opened?" = TRUE. I've attached a screenshot of what my MAILTO function looks like along with the other line items to validate that it has been set up correctly. If my understanding is correct, line item "EMAIL: Has…
-
Issue: Combine 2 columns
Hello all, I am fairly new to Anaplan and I would need help with one task. I have 2 columns and I would need to create additional 3rd column, where the first 2 are combined. The combination should work as follows: look for a string in one column, if you find the string, assign the string, if its blank assign the value from…
-
Incrementally load data between modules via actions
Hi Community, I am working on a headcount use case where I plan to load data from source module to target module incrementally. e.g. First Run - Let's say the target module has 0 data initially for a product and market in a specific month. I update the new value to 100 in the source module for the same…
-
Level1 MB Activity -2
Question:- Level-1 Model Activity -2 I am trying to import and map the SKU volume csv file (Attached) in the Data02 Module, but getting the parameters like parent and code which are not present in the module as well as the CSV file. Below is the screenshot of the module line item (blueprint). Below is the mapping screen to…
-
Salary calculation based on Validity of the position
Hi All, i am trying to populate a Position Validity Boolean based on the months a particular position is valid based on Effective From and Effective Till Months. eg,if a position has effective from and effective till months, the Boolean should not only tick those months else if the position has only effective from month it…
-
User List Formatting Performance Issue
Hello, We currently have a model built out with functionality to create "adjustments"; these adjustments have a line item that is dimensionalized by the Users list. The idea is to track who has made which adjustments, and figured that the users list is the best way to do this. We currently have 2 versions of the model -…
-
Date Input is outside the model time range
Hi, I have a date formulas calculation to test whether the line item is falling within certain year, however cannot figure out what to do for the lines that fall outside of the model time period set up. For example, I have a contract that starts from 2020 to 2025 and the model is set up as 2 past year and 2 future year (so…
-
Reverse Cumulate Alternative?
Hi - hoping to see if anyone has a solution to this: In the following example, I'm trying to calculate (going backwards) when the sum (less current period) would be greater than the test doh line item. In Jan 20, it would look back 3 periods to be greater than or equal to 92. (Oct/Nov/Dec) In Mar 20, it would look back 4…
