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Long Range Planning based on specific months from FY
Hi, My client is asking to be able to select specific FY21 months and based on the average of those 1-12 months selected populate FY22 and FY23. I have created a module without time dimension that has apart from the "Cost Input" numbered list the following line items: Start (format Month) End (format Month) No. of Months…
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Historical Snapshotting
Estimated Level of Effort: <4 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L1 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased response time to address risks Increased forecast accuracy You Might Also Like: * Tops-Down Allocations Historical Snapshotting One of…
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Year To Date (YTD) summary column not showing data
Hi Experts, I created one module, in which I added Time Range i.e FY 18, Number of Periods = 1, and Aggregation as Year To Date. For testing purpose, I added some data in some periods. I can see total amount under FY18 (Summary column), but no data appearing under YTD column. Please let me know, if I have missed anything.…
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Employee needs to get a new salary on specific date in Salary Forecast Model
Hi, The employee list consists of all current employees in the company and I have their salary among other informaiton in a DATA module. I have created a Salary Forecast based on FTE, Salary, Start Date and End Date. The client wants to be able to select a certain date for a new salary. Is the most convenient way to get…
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How to get a Formula to output a text.
Hi, Not sure what the Synthax is for a Formula to return a text is. I have my Line Item formatted as Text, but want to know if I'm on the right track with the formula. IF 'Y01 Collection_Funding'.Front Book=1 THEN &"WITH PH"& ELSE &"WITHOUT PH" Thank you
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Move list item to new list hierarchy based on date trigger
Hi, I need to be able to move employees from one department to another based on a input date selected. List: L1 Department L2 Employee So the employee in L2 should in other words move to a different parent, L1 Department, on the date that is selected. Is the best way to go to create boolean IF date passed then import same…
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How to get the FY19 and the FY20 values in the same Line Item.
Hi need help on the below query. I have three line items. A, B, C where in A and B are the inputs and the C is based on the Formula. IF (PREVIOUS(C) + A + B) < 0 THEN -(PREVIOUS(C) + A + B) * 0.0386 ELSE (PREVIOUS(C) + A + B) * 0.0386 The Function previous gives the value of the previous month. But I want the value of FY19…
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Parallel hierarchical lists
Hi all, could you help me how best to structure a parallel hierarchy list that we need as part of our ongoing business analysis. Here's the construct that I'm looking at. At the bottom level we have Clients that we need to be able to aggregate by different attributes. These attributes are: Client: Client 1, Client 2.....…
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Getting a message Model object is not found
When I am trying to import data into model from data hub, I am getting this "Model object 'module name'.'export' could not be located. I checked in model, everything looks good. Suggestions??
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Add Revision Tag option disabled.
Hi , I have a model in Standard Mode, I need to create a revision tag but I see that revision tag option is disabled. Can someone suggest the possible reasons for the same as well as any workaround for the same? Is there a limit on the number of revision tags that can be created in a model? Any help would be appreciated.…
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Behavior of Time Setting in future fiscal years.
Hi Experts, I have a question about Time Setting in anaplan. Under Model Calendar, there is an option "Current Fiscal Year". At the moment, I can see FY20 as current fiscal year and can see past 5 fiscal years (FY15 - FY19) and future 5 fiscal years FY21 - FY25. As time setting is in-built functionality. Does FY15…
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model Building 1 Mapping Question
Hi, I have a question for the Model 1 Building Module REV02. The mapping is incorrect for the Volumes and I'm not sure why. Please advice. Screen Shot attached. Thank you
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Large Ragged Hierarchy in Anaplan
Hello, Can some one help me on the best practices to follow on large Ragged hierarchy in Anaplan. i know that top down allocation will not happen properly in ragged hierarchy, Apart from these is there any constraints related to maintain the large ragged hierarchy in Anaplan. Thanks In advance!!
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MAILTO - CC users with selective access
Hi All, I'm trying to add all users with selective access to in CC of an email to be send via "MAILTO". But can't seem to get it working. Did anybody already try something similar? Thanks,
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How can i simplify this formula
Hi, I would like to know how I can simplify this formula... (Cash Collected Forecast - Other Forecast) * IF 'S01 Time Filter'.Weekdays? THEN IF WEEKDAY(START()) = 1 THEN OFFSET('Y03 Securitization'.Ending RTR Balance, -3, 0) ELSE PREVIOUS('Y03 Securitization'.Ending RTR Balance) ELSE 0 / IF 'S01 Time Filter'.Weekdays? THEN…
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My data in my Model is not being added correctly
Hi, Anaplan is not adding my data down my columns correctly. What is causing this? I have a pic of 2 columns from my Module. the formula is adding Line Items "Opening Balance (01):To #1917" The total of my Closing Balance (01) for 1/2/2019 should be $6,156,256 not $821,052. Thank you
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6.8.2
Hi! I am still stuck on 6.8.2 the formula for SYS02 I keep trying to redo it but I still cannot get it right. Does anyone have any suggestions?
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Level 2 Model Builder Training- DAT01 Sprint 1
I'm having difficulties loading the beginning inventory positions data into DAT01. My SKU fields map correctly, however the data is just not pulling through as I would expect. What am I doing wrong here?
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Reference a value from a module but only from selected part of its list
Hi, I have a budget that is dimensioned by the complete charter of accounts, so both sales and costs. I'm in another module now where I want to reference the Budget module to get the SUM value of all its costs. If I take the budget line item straight in it will give me the total of both sales+costs, so I basically only…
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How to copy actual month data to forecast month?
I have following module, which is used for manual % input. The percent will be input in a special cases. My problem is that I want to determine do I want to utilize current month (actual percents) for forecast month. I would like to see the functionality as follow: * If user will “tap” UsedInForecast? to Boolean lineitem…
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Copy same line item value to other/nexdt list item in same module
Hi, I have a module with 1 dimension, a list, and 2 line items: Line Item 1 (boolean) Line Item 2 (boolean) I want the Compare line item to populate the same value as Show has but to do so for the next list item in the list. Example: List: A, B, C. Then if the line item has Boolean TRUE for A, that should mean Line Item 2…
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Level 1 Model Building
I'm not quite sure how to fix this
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Level 1 Model Building
Hi! So I have completed the Level 1 MB training, I have moved onto the Assessment portion in order to be L1MB Certified. However, I have stumbled upon a build that I do not remember learning. I went back to every single Level within the Level1 MB and was not able to get any answers or direction upon which to build. I would…
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Find value from other line item and populate it backwards
Hi, Module: Dimension: Time (Months) Line item: Amount, Proforma (both Number format) The Amount line item is imported based on imported forecast. I then want the Proforma line item to populate the first found value from Amount for all cells in current FY. Ex. Amount is 100 from August to Dec 2020. FY starts in Jun 20, so…
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Alternate Hierarchies - Use Cases
Hi All The topic of Alternate Hierarchies is very interesting for me, as we are exploring this topic as a future development for the product We are looking to build functionality that will allow multiple parents off a single child member and specify which hierarchies should be used in which part of the model This will…
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Setting up a user filter on a composite list
I have a module that has country and accounts as dimensions. My accounts are part of a composite list that roll up to segments. I've created a user filter using another module to show only the countries and accounts specific to a user. My filter is working but seems to cut out the aggregated totals for the segments. When I…
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Formatting Question
Hi, Is there a way to put in one Formula for Actuals and another Formula for Forcasting? I was thinking I might have to create two Line Items (one for Forecast and one for Actuals) and put those formulas into the separate line items? Is this thinking logic correct? Thank you
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Pulling in Data Question
Hi, I need advice on how I would pull in past data into my Model. I have a Excel file that is attached and have set up the layout of the Model in Anaplan and have put the Formulas in my Line Items. I just need to pull in this data and then create a Flat File that will be uploaded into Anaplan Daily. My question is with the…
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Effective date of Employee in a Location
Hi, Looking for a solution to get the effective date for working on a location(Result(output Required)). Employee 1 1. Got hired on 15th March so output to be 15th March for the period March. 2. Moved to US location in May and stayed there for 3 months, for July period the result to be 31st May(period since working at that…
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Vote for your top function for Anaplan Live!
Hi, everyone! Join me on December 9 for Anaplan Live! In my session, I'll be discussing the 5 foundational functions in Anaplan. These are the most common functions and understanding them will allow you to start building and planning with Anaplan. I'd like to add a 6th surprise function that you would like to learn more…
