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Selective Parent to Child Rollup
Hello Everyone. Is there any way from which i can control what all members in a hierarchy rolls up to their parent level. Example- I have 2 lists L1 and L2. L1 is parent of L2. L2 list has a property called status which can be Approved,Declined,Proposed etc. I need to provide a control on the dashboard where in a user can…
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Formula Help
Hi, I have a module with Versions list(version1, verrsion 2, Version 3 in Line items) in dimension. I want to copy Line item 1 of version 1 to Line item 2 of version 2. Please let me know how to write the formula. Also if I have 2 similar modules and I want to copy Line item 1 of version 1 from Module 1 to Line item 2 of…
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How to get a count in Anaplan?
OPI #Mgr 1. OPI #Mgr2. OPI #Mgr3. OPI #Mgr4. OPI…
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Level 3 Experience - Please Read!
Anaplan Community, Just wanted to share the very positive experience I had with level 3; and, to encourage everyone to seriously consider working your way towards this certification. What to Expect * Very professionally done * Quality of videos and articles 11 out of 10 * Incorporating other master anaplanners best…
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Anaplan model size Issues
We have a DEV model with around 15 Lists. Each Lists have lot of List items. Also our Data Import load file(Excel file loaded into Anaplan) has too many records(more than 40,000 records) for various combinations. Also we have requirement that a single output module must contain most of these list as Dimensions. Since most…
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Need to fetch values from a line item based on another line item value in the same module
Hi Need help to get this requirement done.Please see the screenshot attached.I need to show the items which have blank value in the Config line item, in another module.(ex.HDD0037,HDD0037) Can you suggest the formula that I need to use in the target module? Thanks Regards Prabakaran
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How to get Start Period of Time Range?
Hi experts, Is there a way to get start period of a time range in a LineItem? Regards, Inoue
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Unable to open our workspace access pertaining to ANAPLAN LEVEL MODEL BUILDING Training course
Dear ANAPLAN Team Due to technical difficulties we are unable to open our workspace access pertaining to ANAPLAN LEVEL MODEL BUILDING Training course and we tried to forget the password but no mail was received from your side .
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Level 1 Cetification Exam
Hi How much time is alloted to complete the exam for Level 1 Certification? How many qusetions are there? Soma
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Move data Adhoc
Hi, I have a requirement to move data from 1 line item of April to 2nd line item June and the No. of months data should get shifted is based on the user input(adhoc). For Example, if the user selects 3 months, it should move from April to July, if he selects 5 months, it should move from April to Sep. Please can you let me…
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Certification Exam
Hi my name is Gabriella and I am having trouble with the certification exam. I need to get an 80% or higher and I am having trouble achieving that score.
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Comparing two modules
Hi, I am trying to make a module to compare two modules to see which values they share and which are missing from either. The values I’m comparing are 3 text line items and I wish to make 2 columns holding the results of if the value is missing from that module Boolean. I’ve tried using compare but I’m having issues as…
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Workflow Process
Hi All, I want to know how workflow works in Anaplan . Are there any default dimensions that we need to use for workflow. Can any please provide step by step process to set up the workflow....? How about providing access to workflow for a user..? How does it go to the next level i.e for approval/reject...? How can we…
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Help to find get items from a list to another
I have a transaction form which has two line items lets say A,B (both text) -> Concatenating A,B gives C Row 1 of A -> SDF AB9 Row 1 of B -> 20 Row 1 of C -> SDF AB9 - 20 I have another list which basically have some items of A, B column and i manually concatenate and upload in Code column to get C It's number list BTW My…
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Issue in subtotal with Smart filters using user list
Hi All, I have created a smart filter using the user list. The filters are working fine. The issue is in the sub-total, is there a way to get the sub-total in an optimized manner. Currently to get the subtotals right, I need to use user list as a dimension in my module and use an If formula, eg. if the filter is true than…
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Supply chain model & example
Hi Community, I am in the process of completing my Anaplan Level-1 and wondering where can I take up a Supply chain model as an example & practice. This is my domain, and hence any suggestions would be really helpful. Thank you in advance, Nilanjan
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Filter for standard Anaplan version list.
Hi everyone! I have old model with Anaplan versions. We use switchover, Formula Scope and other special formula function. But for some of the modules, I need a filter by version: select those countries / brands for which there is data on at least one version (any). I don't want to use SELECT or hard-coded versions, since…
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Help with Profile lookup
Hello. Stumped here. We are modeling revenue targets at an annual level (clientA = $1,000,000) for 2021. We then need to say - when will we sign the contracts for these deals. I have created an allocation table for this. In many cases, we will sign a deal in fiscal 2020 for 2021 revenues. So the timing of the $1,000,000…
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Only showing future quarters from dropdown
Hi, I have a line item formatted as Time Period - Quarter. The dropdown shows all quarters within the model time range (see screenshot). Is there anyway to only show future quarters in the dropdown (say Q3 FY20 onwards)? Thank you! Amy
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Get last occurrence value
Hello, Is there a way I can get the last occurrence value in a numbered list? I have multiple floor type that I need to activate the checkbox based on the latest end date. Is there a way i can create a formula here? Thanks in advance for the help. Regards, Tom
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Unable to link two modules to aggregate the data
Hi Need help in resolving this issue. I am having two modules, Comp Onhand Inventory and Comp Demand Analysis. Comp Onhand Inventory holds onhand inventory information for Items in each organisation. Each item is assigned to a configuration.I am trying to aggregate the onhand information by Organisation and Configuration…
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Question on Formula for headers and line items
I am trying to create formulas for a P/L account. I need Line items but I need the formulas across the columns to be different. I cant find any details to this on your website. How is this possible? Gross will link to another module I/C will be Gross multiplied by % with another module Net I am taking the 1st two away from…
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Establishing Sales Targets Business Process Questions
Currently, the process to establish Country Sales Targets and Account Sales Targets is completed on an annual basis. In the future, may transition to a quarterly process. Do we need to design models considering both annual and Quarterly approaches by giving options or just go with annual approach only?
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Assigning Accounts to Territories Process Questions
It was mentioned, customer accounts are organized into Small, Medium, and Large account segments based on the potential growth of each account. What is the specific criteria and process to categorize these segments?
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Designating Sales Reps to Accounts Process Questions
1.The number of accounts each sales representative is responsible for does not exceed the maximum number of accounts. I understand the maximum number of accounts can be obtained from Quota Matrix. Could you share a sample Quota Matrix? 2.How often this matrix will be updated and who maintains this matrix?
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List Duplicate Value Issues Hub Model
Hello, In our hub model, we have a sales planning list (L1 Plants) with top level item All Plants. We have other sales planning list (L3 Profit Center) with top level item All Profit Centers We have mapping list L3 Profit Center- L1 Plant with parent hierarchy as L1 Plants. We have a new use-case where profit center rolls…
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Using Lookup with offset or lag function
Hi, I have a module (MOD01) with time and 'A' as dimensions and a line item x. In another module (MOD02) I want to have a value of say in JUN 20 I need value of x from JAN 19 based on the Dimension 'A'(by lookup). So which function should I use or how can I use lookup with time period function.
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Daisy Channing?
Hello there Does Daisy Channing refer to referencing a calculated line item in a different module only or it also applies to referencing a calculated line item in the same module as well? Case 1: Referencing a calculated line item in another module Module A Line Item A.1 = ITEM(List) Module B Line Item B.1 = Parent(Module…
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Which function is used to return the first month of time period
START() fn is used to return first date in time period. Which function is used to return first month of time period?
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How to allocate Number to list member based on Rank of list member
Hello Team, I have list route which has parent city.Every City can have more that 100 route.every Route has capacity of goods can be transfer.i have ranked these route based on some factor.I want to allocate the demand quantity to these route based on lowest to highest rank considering capacity of route and. Demand100…
