Hi, Anaplan Community,
I have a question about the Waterfall Chart in the UX.I'd like to have the positive values start from 0 instead of the previous line item. I would appreciate your input/assistance.
Backend:
Hi @sosunkwo ,
It looks like the setup does not have formulas for sub-totals and totals. In this case, I believe Gross Margin should be derived from previous line items which will assign relationships to display the waterfall.
Please check if the below helps you:
Regards,
vinayvm
@Vinay VaradarajMplease can you elaborate.
Waterfall charts need summaries defined by way of formulas. Below is the same example with blueprint view:
Sub-total = sum of the first 4 line items
Total = Sub-total + copay + Other costs
By doing this, the system assigns parents and summaries to line items which help in displaying waterfall charts:
So effectively, you need to have sub-totals/totals line items which aggregate the underlying information to display waterfall chart. These columns for sub-totals/totals start from zero unlike the rest.
Hope this helps!
@Vinay VaradarajMWhere are your Net Demand & Gross Margin Line items?
Basically, the line items which you would want to start from zero should be your sub-totals/totals, which in this case are Net Demand and Gross Margin.
regards,
We've been building a tool called aplan4sheets and we'd genuinely like input from this community — both on what we've built so far and on what we should prioritize next. The problem we set out to solve: Anaplan's Excel add-in is Windows-centric, and there's no real native way to pivot Anaplan data in Google Sheets. We…
A while back, I shared a pattern for extracting and reporting on Anaplan audit data using a Python project hosted on GitHub. I wrote that during my time on the Operational Excellence Group (OEG) at Anaplan. The Python solution still works, and plenty of teams are running it today. The problem it solves hasn't changed:…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
