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Percentage format, eMail body, TEXT Function
Anaplanners, Running into a rather simple issue, wanted to use the anaplan mail to function with the body picking up few data from the module, for example: - Marks obtained by each student is stored in line item called 'STUD1.1 Student Details'.Marks Marks Obtained = 70% Now my mail body formula would be "Marks Obtained =…
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Getting zeros when using the LOOKUP function
Hi! I am getting zeros in my data when I am using the LOOKUP function. What are the possible reasons for this? I am sure that I am using the function correct. The function works but the data only shows zeros.
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Lookup based on a boolean line item
Hi, I have a target module INP01 with 5 dimensions (P1, C5, Size&BPC, Time, and Deal Levels) and I need to bring values from another module DAT05 which has 4 dimensions (P1, C3, Size&BPC and Time) The point is that it needs to be done based on a boolean line item selected month? in DAT05 (which is true for the month…
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Time Format in Jan,2021 Feb,2021,Mar,2021
How can i change this date format, can anyone please guide date format
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Sum over a specific periode
I need to sum values inputed in months into a line item independent from time over a specific time period already determined by start and end date how can i do that please ???
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Iferror formula
Hi, I'm trying to do a calculation similar to the IFERROR calculation in excel but I can only seem to do the IFTHEN formula in Anaplan. Does anyone have a suggestion for this? The excel function is IFERROR(X/Y, 0) Thanks, Tom
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inquiry on how to execute time ranges to minimize model size
Hi Community, I have a question on how to minimize the model size of the client. Recently they ask to have an additional 2 Previous years on the model (which is done already). They added FY2017 and 2018. This reflects on all of their modules which greatly increased their model size. It is currently on 105GB already. But…
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Calculation of Payment Frequecy
Hi All, I've one use case where I've to calculated payment according to payment frequency i.e monthly, annually and quarterly. I've system module dimensioned by lease where user enters lease start date, end date and payment frequency. For e.g. Sr. No Start date End Date Payment frequency Lease1 4th-May-2012 12th-july-2022…
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Question on LOOKUP Function
Hello - I have a seemingly simple ask and need help. I have a module one DAT01 with two dimensions ( Country and Year ) and a line item Annual Percent Increase and I have another module, DAT02 with three dimensions Country, Product Family and Months. I want to reference Annual Percent Increase from DAT01 into DAT02. I am…
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Sum over selected months
Hi team, As one of the requests from our client, we are trying to add "Sum over Selected Period" next to the sum "All Periods" The use case is, that we have a module with dimensions- 4 line items and time (month). As the data is in numerical format, the default is sum "All Periods" On the dashboard, the user can filter out…
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Driver formula help
Hi, I am hoping someone can help explain / walk me through what this driver formula is doing. IF Driver Method <> 'SYS002 - Model Lookups'.'Flat to PY - 70% Owned Sales'THEN 0ELSE…
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Filter Text based Line Items
Anaplanners, There is a requirement where I need to give the users an option to select the line items they want to view. For example, I have a module dimensioned by Projects and line items like Comments, Previous Comments, Previous to Previous comments. I want to give user the option, by default all is shown, but if they…
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Text Based Line Item Subset/Page Selector Filter
So I have project list. A module which captures weekly update of the project, its not dimensioned by time. I record the previous weeks updates using an action, avoiding time completely. Currently i have 10 line items in my module which captures previous week's updates. Is there a way i can give a view to the end user where…
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SUM based on boolean at child Level
I have 2 lists 'BU' and 'Projects' , where Projects is child of BU list. 1. 'Projects Module' is dimensioned by Projects List 2. Another Module 'Bu Module' is dimensioned by BU List The Amount Line Item in this module pulls data from 'Projects Module' summing it up by BU and quarter 3.Here I want to sum the data only if…
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Mailto function
hi! I would like to be able to send emails to multiple people using the mailto function. To do this, I would like to create a function that allows me to set the company to which a user belongs in the Users section, and if the company is selected, the user who belongs to the company will be displayed in TEXT. How can I do…
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Territory Effective Dating
I am looking for a solution to do territory effective dating in a model that can be used year over year without creating a new model each year. The ultimate goal is to roll up quota crediting to a specific Rep based on transaction date. Example: Rep A assigned to Territory 1 = 1/1/2022 to 5/31/2022 Rep A assigned to…
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Lookup function help
Hi.... I need some support in creating a formula to for a look up I have created a mapping module where: 00.nondefault is a list Stage 1/2/3 is a list Y/N is a list Line item is boolean I need to map it to another module so that in the Anaplan classification it identify whether it is stage 1/2/3- not sold etc. I have…
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List - Top Level
Hi, I have a small query on Top Level (List). As per best practice, we should try to avoid Top Level for large list. Instead, we should use Lookup for the same I'm trying to use Lookup for a formula & its still asking for Top Level. When I update Top Level, the formula works perfectly (with Lookup). Is there any alternate…
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Start and end date of employees module formulas
HI, I am created the SYS employees modules setting in that i have line items Start date End date so my doubt is that can i use Formulas to that line items employee start date and end date what formulas can i use in that SYS employees module. please give me the example with it.so it will be helpful to improve myknowledge.
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RANKCUMULATE Tranches with a "Not to Exceed" allocation
Module contains Investment Tranches maintained as a list as well as multiple investments as a separate list (Whole Dollar). A fixed $ Credit is input in a separate module, but then should be allocated to the lowest tranches first - any excess credit is carried into the next tranche up and so on until the credit is…