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How to implement a multiple-criteria-mapping into a formula
Hi, I am trying to make this mapping work in the best way possible. I have 3 criterias: RV1 Revenue, RV3 Revenue, Product Class. I need to have, as a final outcome, the same Revenue BU of the mapping in this final module: How can I achieve this? Is the IF THEN ELSE concatenation the only solution possible? Thanks, Luca
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Excel equivalent for TEXTBEFORE
Need to pull text out of a string. Starting from the beginning but going varying # of characters. Last character will always be immediately before an underscore. So in Excel I could use the TEXTBEFORE function. No exact counterpart in Anaplan but wondering if someone has already solved this with a workaround?
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Import values from previous period into current period
Hi, I am trying to build an import which should take the values from a month to the next one, in order to create a baseline the user would then modify as he pleases. Once he's done so, he should then import the new values into the next months. The import seems to work, however, it deletes the value from the previous month.…
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Is it possible to check capacity for each Module?
So I want to change my module. But I want to know how much capacity before and after implement new changes. Current now I only knew that we only can see the capacity for a whole model. Please someone, could you tell me about this information? Thank you!! 😄 BR, Dian Suci
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You Have Been Removed From the Talent Builder Program
Dear Rahul, Our records show you have not completed any courses in the last 30 days of the Talent Builder program. Your account has been removed from the program due to inactivity, and your access to an Anaplan workspace through this program has been revoked. Please, DO NOT CONTACT Anaplan support teams as they do not…
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Line items
Hi Anaplan Team, Model builders could work more quickly and efficiently if we could display the list of filters and import actions. When we attempt to delete a line item, Anaplan shows the referenced line items, but it does not indicate which line items that specific line item is using in filters and import actions.
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NEW Community Q&A Challenge — join the discussion and collect a badge!
In the Anaplan Community, we believe that success stems from members connecting, sharing, and helping one another. As we witness members supporting each other daily in forum discussions, sharing ideas and best practices, and showcasing their expertise across various content, we are excited to introduce a new challenge that…
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Line item with Month Format, need to repeat for all the period after it is calculated
Hello, I have a line item with Month Format (Maternities Month M_paid leaves calc) and need to repeat it until another line item with boolean format is true (Maternity). Tried with lastnonblank formula. Thank you for your help!
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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Anaplan training resources and tips from a Certified Master Anaplanner
Author: Hem Maan is a Certified Master Anaplanner and Director at Bolt Consulting Group. Anaplan is a fantastic platform that not only allows businesses to achieve their objectives, but also the flexibility it offers also allows model builders to fully utilize creative problem-solving skills. It’s important to be on top of…
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Stock Projection (Stock + Input - target)
If anyone can help me with this: I need to perform a stock simulation by inputting values, as you can see in Mar 24, I do not have enough to reach the Best Estimate (what I need is 261 to reach). But if I input 1000 in Feb-24, I would have 146 + 1000 = 1146. I need to subtract the target for February, which is 261, from…
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Prior Year Value: Page selector?
How can I view the actuals for a previous year, regardless of the current year? For example, if if July 2023 is selected, I want to see the full year 2022 actuals. Similarly, if July 2024 is selected, I want to see the full year actuals of 2023. My current logic is only working for 2022 actuals. Actuals = Amount [Lookup:…
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Having more than three dimensions in the pivoting of modules
Hello, Is there a way to have more than three dimensions as rows or columns when pivoting a module? Maybe it is easier with an example, I have to create a report that requires 3 categories on top of the line items, but I am only able to add 2 categories, because the pivoting cannot exceed three dimensions in rows and…
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can we have a multi select filter as a page selector in Anaplan?
similar to what we have in excel filtering…can we use page selectors to select multiple boolean formatted line items. Snapshot attached
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Add a list item from a module
Hi all, I am struggling a bit to find a way to add a new list item from a module. So, I have this module in which I let the user insert the product, the product code and finally the customer group; the final result are three new list items I need to add to the relative list, that is ps01 product (which is a numbered list…
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Community perspective: How to vary model inputs using optionality
Sandi Duffy is a Certified Master Anaplanner and Senior Finance Manager at Challenger Limited. With Anaplan, it is easy to run multiple scenarios within the same model by using optionality. A common use for this would be during the budget setting process. Say, for example, you have a budget model but would like to see what…
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Add a button to a dashboard
I have dashboards built out for budget owners in the model layer not app layer of anaplan. I would like to add a button that essentially gives the budget owner the option to add an additional FTE to their headcount and plug in the respective salary of the new hire and see the financial effect of adding one additional…
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Filter not working in UX
I added a time filter for this module expecting the card to populate in the UX. I only want FY23 and 24 as options for selection. It works on the model builder side but the card keeps populating FY22 in the UX despite me saving the view.
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Level 2 Sprint 3 3.3.6
Hi, I'm having difficulties in the Shipping Cost and Final Shipping Cost line items. The formula I used for both: Shipping Cost: Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Cost per 1000 Units'[LOOKUP: 'SYS08 SKU Details'.Product, LOOKUP: Shipping Method] Final Shipping Cost:…
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How I Built It: Integrations using CloudWorks
Author: Gokul Selvam Sadasivam, Certified Master Anaplanner and Senior Manager, Business Platforms at Okta. Hello Anaplanners! I’m excited to share a video that I created as part of the ‘How I Built It’ video series — diving into Integrations using CloudWorks. In the video, I give a live demonstration of how to use the…
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What is Data Integration , any example scenario?
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what is the difference of SUM ,LookUP, Select
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What are the best Practices for model building , how can i list out. I am in training level.
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Level 2 Sprint 3 3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
I am using this formula 'DEM03 Demand Forecast'.Final Forecast to pull final demand forecast value, but I am not getting any values.
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Quickly duplicate cards on page without having to save them as template
Currently we only have a option to save card as template which is great. But there are many instances where I just need to duplicate a card/grid/etc and not need it saved as a template. Its cumbersome to have to either resetup the grid with specification or to create a template then use and delete it. Thanks!
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Modeller's Forum EMEA dates 2023
Hi Please advise calendar of dates for 2023 when one can attend these sessions? Ravinder.
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Increase Note Character Count (in Blueprint Mode)
250 characters or how ever many is too small for saving off larger formulas when modeling or if saving detailed descriptions/insctructions. Please increase to a few thousand. Thanks.
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Create Shipping Export Module and Create a Saved View
Hi, I am unable to compile the data at month level. As soon as I change the timescale formula to monthly it shows the subsidiary view icon against line items, yet does not change it to monthly view in grid. Please suggest what's going incorrect here..
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Process Ignores one of the Action in it
We have one automated process which has five actions in it which clears the list and reload the new items in the hierarchy. When the automated process runs it ignores the last action which reloads the list. Upon checking we found that the Server has the necessary access to run the action and also the source system(i.e.…
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Passed your L2 exam? Now what?!
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. P.L.A.N.S. is the underlying guide to building a good model — and following these model building best practices will insure you're building the best model! If you've passed your L2 test and are diving into work, here are some…