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Optimizer Process Success with FALSE Booleans
We created an optimizer process to maximize net income. The specific issue relates to a constraint where where revenue (optimizer variable x revenue constant) cannot exceed the forecast, which sits at an aggregated level. So, my logic is to first multiply the decision variable (at P4 Product) by it's calculated revenue…
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Filtering Nested Line Items
Today when we pivot a module, we can add list members, time, or line items to rows or columns. Although we can use both line items and a list as the column headers (or row labels) at the same time, the “Territory ID” line item in the screenshot is just a reference value that does not need to repeat for each member of the…
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Help with formula - select both recently item what a list.
Hi. Please could you help suggest how I can identify in an additional column what the both recently (bottom of the list) retention figure is? Most recently figure is the one highlighted below. This figure is pulled through to another dashboard but its currently provide the total sum. SUM is being pulled through to here,…
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Need help with a Lookup - Dimension used for lookup doesn't match any dimension of the source
Hi All, I have a Lookup that I'm having a really hard time figuring out. I need to create a mapping line item but I am at a complete loss trying to figure out what that line item needs to be. Here are the details of what I'm trying to do: Target Module: Credit by Opportunity by Month Dimensioned by * Time (Month) * List:…
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My formula is not giving me the expected result, need some help (LIS, LOOKUP)
Hi Anaplan community, I am a bit puzzled with the result of a formula, which is not giving me what I expect. I have a target module (O4. EB Summary) with two dimensions: a list with a year and a list with platforms. I have 3 line items: "NY Plan IBT" and "EB IBT" are referring to a line item in another module (O1. EB…
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Copy and paste items from a numbered list with duplicate display names into more than one cell
Currently an error is returned if you copy an item from a numbered list, in which there is another item within that list that shares the same display name, and the user attempts to paste this into more than one cell. The workaround for this is to create a new line item, enter a formula, find the code for the corresponding…
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Multiple Sorting/Nested Sorting
Anaplanner, Hope all of you'll are doing good. I had a query if we could have multiple sorting implemented or in other words nested sorting. I have projects dimensioned by Region, Importance and Priority (all are lists). I have currently sorted it based on Importance where Most Important Project is shown first and then the…
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Movingsum formula
When using list versions, how do I make the movingsum formula include the forecast output for previous months in the calculation of a given months forecast?? I cant include a "previous" function within the movingsum formula
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I get error when i try to make a graph which is dynamically updating with date selection.
Hi, I am trying to create a dynamic graph for stock overview (see picture below). I created a table with dates in the columns and I have 3 line items. I added a time filter on the module that is triggered by the selection of the graph start and graph end date. The module is published to a dashboard with the time filter in…
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Reducing Text Calculations
This article builds on and gives an effective method leveraging techniques and concepts spread across Anaplan. For further reading, please see at the end for those other articles, guidelines, etc. In addition, this article is written with the understanding that the problem that you are solving at hand has no other choice…
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New modelling experience: Can we bring back the lists in the settings bar please?
Hi All, Here is my number one reason for staying on the old modelling experience: The new settings bar does not have lists. I liked the old settings bar. I did not think it was too big. It was never an issue. Removing the names of the different settings and only having the icon saves space, but I like seeing the names!…
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Increase limit of row field when pivoting
It would be really helpful for myself and colleagues if more than just three items could be dragged into the row field whilst pivoting a module. This would also be really helpful for zero suppression on Anaplan exports as well as saving the need to manipulate Anaplan exports in Power Query (or similar data transformation…
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Need some help with formula
Hello, I am Sylvain. I work in a french confectionnery. Not the unicorn candy company 🙂 I am building a cash flow monitoring and I have to import the bank book in a data module : Only one line item is list formated : "compte" Other are text, number or date And the trouble is about the date. i have to take the data from the…
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IF user Selects any checkbox within 3 booleans then I want to include that in a scope
Hello, I am wondering if I can use the IF formula to say that if a user selects any of the checkboxes within three separate columns (booleans) then I want to consider that within a scope. OPTION 1OPTION 2OPTION 3AX B X C XD EX F Let's pretend this is the dashboard and that the "x" represent a check in a boolean list Then I…
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Different ways to do employee transfer in workforce planning model
Hi, I am looking for various methods possible in Anaplan to transfer an employee. My use case is as follows. Employee is tagged to a position/grade and cost center. Employee can be transferred from one CC to another. Target CC currency may be different from source CC. Multi currency Model and each CC will plan at their…
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use FIND but also limit the number of characters for boolean
I have multiple store codes that are not within my perimeter and I am trying to create a boolean that reads the start character "S" I managed to reduce the list but still need to reduce it saying that the code starts with "S" but the character count limit is 4. SJ5 SJ6 SJ7 SI5000002 SI5000003 SI5000004 SI5000005 SI5000006…
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How can I sum the value by list value
Hi All, I have create a module which show the amount in 'Revenue' column How can I sum the value and put in the following module? I have tried the following formula but the result can't be shown (test version.Revenue[SUM: test version.Test]) thanks
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DEM03 Demand Forecast Module
Hi - I've been working through Sprint 2 and have realised that I have completely overlooked the formulas for this module. Please could you assist? I'm not sure if I've missed the step our during the online sprint 2?
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Warning on duplicates
Dear All, I am trying one use case in Anaplan and it is as mentioned below: User will input an item in the list formatted line item. If the item is repeating itself then it should highlighted using conditional formatting. It is dimensioned with dummy flat list. Below is the screenshot. List Item1, List Item2 etc. is a list…
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Second Friday of the month formula
Hi, for your assistance please. How can I get every second Friday of the month? I created a line item Day identifier to get every friday but I need the second friday of the month. Thank you 🙂
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Lookup Date from Boolean
Hello, I need help to bring in a date from the time settings module based on a boolean (shown below) when the boolean (next day to sweep money) is checked then we need to bring the date into the S02 Module shown below. any help in solving this would be appreciated!
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Add native search functionality into popup screen for deleting/adding actions/steps in processes
To improve the model building efficiency & experience, my customers would like Anaplan to add a native search functionality into the popup screen where we maintain (deleting/adding) actions/steps in processes. Some of these customers' models include thousands of actions, and so it is not feasible for the model builders to…
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Subsets as a separate option on the left hand panel similar to LISs
There is a quite a bit of scrolling involved to get to list subsets, especially in large models with lots of them. It will be more efficient to group them together and be accessible with an icon similar to LISS with details of the underlying list presented.
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"While/Wend" or "Do Loop" Functionality in Anaplan
Within VBA, it is possible to create "Loop & Exit"/"While/Wend" or "Do Loop" functions. This allows formulae to continue running until an answer is produced. Within Anaplan, there are workarounds, but none are truly as flexible, and all have their limitations. Creating this functionality would close the gap on some of the…
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CERTIFICATION BADGES - ANNOUNCEMENT
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
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Allocation Using RANKCUMULATE
* Overview * Before You Start * Allocation Example * Business Problem * Module Overview for this Example * Setting up the CALC: RANKCUM Alloc Module * Evaluating the Results * Further Considerations For a refresher on the RANKCUMULATE formula, click here. Overview The purpose of this article is to demonstrate how to use…
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Aggregating sales amount based on filter criteria
We have 3 modules where: 1. The Allocation module has Unique IDs(UID1), Time as a dimension and Attributes as Line items 2. The Sales Data has Unique IDs(UID2) as a dimension, Time, Attributes as Line items 3. Output Module which has UID1, UID2, Time as a dimension and Attributes as Line items We have to allocate the…
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Enhance cell history to show higher level breakback cell data changes when making lower leaf change
When data is input into lower leaf items when breakback is active, the cell history does not update in the higher level summary cells. This can lead to confusion and frustration with nothing detailing where a data change was made, especially when large amounts of data are being manually input. This means some users…
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Line Item Final Shipping Amount INV01
Hi, I need help on this line item formula. Below is the formula I came up with. Please advice. IF NOT+Submit Purchase Order Request THEN 0 ELSE Suggested Order Amount for the Month NOT(Override Suggested Order Amount) THEN 0 ELSE Override Amount Thank you
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Help with Formula
Hi, Need help creating a Formula that will bring in a Date from our time setting based on a Boolean LI for that specific Date. Thank you