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Tracking import date
Hello, I'm having a little difficulty with something in Anaplan. I want to set up a system (module) where every time the end user try to import a new file in a page, we can note down the date it happened. We have different files, and I'd like to keep track of the last date data was brought in for each file separately. i…
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Cannot Lookup nor Firstnonblank, how can I solve this?
Hi All, I have been trying to come up with a solution to this problem; I need to let the "belong to fab category?" boolean be checked whenever a cost element list item belong to that particular fab category (e.g. "direct labor") Now, the user has been already giving me this information in another module: However, the list…
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Best Possible solution - Master data changes
Hi, I would like discover best possible solution. The integration happening from SAP to Anaplan (daily basis). The issue is that whenever there is a change in the master data , it is impacting the final #s of budget / actuals / forecast which is obvious. How do you overcome this scenario? Like budget needs to be locked…
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I reorder to columns in the model but they don't display in the same order in the UX page
Hello Everybody , I hope you're well . I reorder my columns in the model but they doeson't change their order in the UX page ! Can someone please help me with this ? Thanks in advance.
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Data Display in a UX page
Hello everyone, I have a table displayed on a UX page (a worksheet) containing multiple line items in the columns and a list of months also as a column (where each month is a child of a quarter, which is a child of a year). I need to address two challenges: Filtering Data by Months or Quarters: I aim to enable users to…
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2.4.7.1 conditional formatting add new rule option is not avaliable
Hello Can i know why I cant able to apply conditional formatting? why there is no new rule icon available when i select conditional formatting icon ? I have selected even a line item row or column and selected conditional formarting icon but still i there is no New rule option avaliable
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automatically include quarters and months when adding a new fiscal year
Hi everyone, I'm working with Anaplan and have encountered an issue with my setup. I've created a list with a parent-child relationship: Fiscal Year > Quarter > Month. However, I'm having trouble ensuring that each year contains the same information for months and quarters. When I add a new year, I can't parent the months…
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Boolean Filter
This module consists of E2 Employee# list and 2 line items, one is to filter out the employee whose department needed to be changed. When I applied the filter and enable it all the unchecked line Items vanished. what I need is, when all is unchecked the list should appear and when one list member is checked it should…
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Move line items from one module to another (along with formula reference)
Hi team, Looking to tidy up some modules in a model I manage. I have noticed there is 2 different system modules each housing different time variables. I have asked around and the consensus was the second module was made to keep track of the variables when building out further functionality in the module that the builder…
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Filter / Drop Down Selection
Hey I´m trying to add a drop down selection to use as a filter on a grid I´m working on. The grid has data by client and each client has a zone as a atribiute, I wan to add the posibility to select a zone in the drop down selection and filter the clients based on the selected zone. Is this posible? I appriciate any help,…
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Are there ways to hide certain line items when end user click drill to transaction?
Hi, I have a query related to drill to transaction. any input will be helpful. I have classic end user dashboard which has information related to employee. Dashboard only contains certain line items from module. but,when end user click on drill to transaction, it went to module and display all line item. I wonder is it…
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Gantt Chart - Change processing display
Description: We utilize the Time dimension on our Gantt Chart, making adjustments like moving bars or resizing them. However, when we release the mouse click, there’s a brief period (typically 5-10 seconds for our complex model) during which it appears that the change is undone—the bar position reverts to its original…
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Quarter to month
Hello ^^ How can I convert a line item formatted in quarters (e.g., Q4 FY23) to a line item formatted in months, displaying the last month of each quarter Q4 FY23 =⇒ Dec Q1 FY23 =⇒ Mar etc Thank you
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how to copy a lIne item from a module to another one ( Text format )
Hello, I hope you're doing well. I'm facing a challenge and could use some assistance. I have three line item text formats in a system module, and I need to retrieve the information in text format from the same line item with the same name from another module. Here's what I've tried: I went to the target module and simply…
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Percentage Format issue on UX page
Description: I have a module with PV(dimension) Filters as dimension and I am displaying the Value line item on UX which is same as the Module dimension. But the Value line item is getting the data from other line item Actual vs Scenario 1 % which has ss_Actual vs Scenario 1% (dimension) - Which is a subset of PV filters…
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Quarter to Text?
Hello Community, How can i go from the line item Quarter ( Quarter ) to Quarter ( Text ) example : Q3 (Quarter format) to Q3 (Text format) Thank you
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Text to quarter ?
Hello Everyone, what is the best formula that we can use to go from this to this: Txt Period "Format Text" (Example: Q1 FY24) ===> Quarter "Format Quarter" (Example: Q1 FY24)
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Line Item 'Held or Revised' and 'To change' in Level 3 Sprint 1
Hi Community, I am confused how to approach the line item Held or Revised and To Change in my TAR02 module in my Sales Planning Model. What does these line items mean? I did some experiments with these but nothing fruitful. For reference, this is part of activity 8.2 of Sprint 1 of Level 3 certification.
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How to sum a previous period value and current period value (multiple times)
Hi all, Have been trying to sum the values from the last week and the current week to obtain a new cumulative value; this value will be the new value to be added to the current week value. Unfortunately, this does not seem to be so easy in Anaplan. WEEK1 I start the first week with one value (layers-actual) and, of course,…
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Delayed amort of assets at category level
Hi Team, Need some help with a bit of a head scratcher. I am working on an asset forecasting module at a category level (due to requirements outside of my control we cannot input the values in at the individual asset level). The categories are in their own list and I have a simple module that houses their life for…
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Conditional Formatting on User Access (Roles -> Modules)
The current interface for setting role access to module is difficult to read visually - if a model has many modules it can be difficult to spot if read and write access for roles has or hasn't been set up, or varies between modules/roles: Would it be possible to add default conditional formatting to the system that…
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Transfer boolean information from a module to another (different lists being used)
Hi all, I am having a hard time trying to put to 2 differently structured modules into communication . The goal is to get the boolean to work as filter for the so-called FAB products. Here are the two modules: DAT11, one-list module: ID Revenues this is the source module from whom I need to take the "Is Fab revenue cost…
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How can I efficiently extract and integrate just the anniversary month into our existing model?
Hello Anaplan Community, I'm currently facing a challenge with aligning the payment of Objectives Bonus in our model with the anniversary dates of employee entries. The requirement is to pay the bonus on the anniversary date of each employee's entry, but our model calendar is based on the years 2023 and 2024. The issue…
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Account+Review+CYW+Scenario - Mexico values not matching the scrrenshot - L3 certification
Hello Anaplan community, I am currently working on User story 1.7 - 1.10 (Under section 8 of Sprint 1) and after building the country and segment distribution module, I noticed the values were not matching only for Mexico country.While investigating on this issue I noticed that the "Override" Boolean is checked but with no…
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Pages in a model - adding a category column
My idea is to have the category column of a page of an app show up in the pages menu e.g. page, category, app….. columns This makes it easier to identify pages related to each category without having to explore each page by clicking on it. Very useful, especially when there are lots of app pages.
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Pro tips on troubleshooting large Anaplan formulas
Author: Andrew Barnett is a Certified Master Anaplanner and Director at Allitix. The Planual serves as our guide for building things the right way in Anaplan. But let's face it, the real world can sometimes be a bit messier. Anaplan environments often consist of a series of models shaped over time by different people with…
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Bulk Copy Years
Hello everyone, I would like to move all the data in my model by a few years (Write all data from 2020 to 2023, 2021 to 2024…). For that I tried using Bulk Copy, but I can only copy individual months there, not entire years (if I select this accordingly, the button is greyed out). This is therefore a problem, as some…
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Level 2: Model Builder - 3.3.5.2 Inventory Ordering Module Formulas
Hi everyone, I am not getting the results as expected. Does anyone of you know where my mistake is? for the first Row "Beginning Inventory" I am only getting values for Week 1. For row "Shipping Time Weeks" I am getting 0 as the result. But expected is the value 4 (for Week 1). Here are my formulas: Thank you. KR Tobi
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Show process Id into actions window
it's would be useful to display process Id into actions window (in a dedicated column)