Modeling

Level 1 Model Building #E2 Employees import
Hello, I can't get the Employee list import to work. I've tried all thinkable combinations of settings when importing the employee list to the #E2 Employees numbered list, se enclosed import page and error report. Can someone help me out? /John, Anaplan beginner.
Trouble importing BookPrice
Hello, I am having troubles when I import the data from the Price Book that I downloaded from Anaplan Learning. The numbers imported are inserted with a multiplication of 100 (e.g 0.84 USD ==> 84 USD), so my margin calculation is all false! What should I do ? PS : I have applied the same Format for the line items as…
AgentsASA formula
When working with some of our Call Centre customers, I'm seeing use of AgentsASA being used, whilst we have the Agents formula it would be good to have the AgentsASA as a formula to use. The definition of the formula is not too dissimilar to the Agents as it uses ASA rather than SLA. I've attached the Agents and AgentsASA…
Level 1 Model Building Training
Hi, In Level 1 Model building Training, i have created an input Module as follow The next step asks to import the data to this module, as given below When i am trying to import the data, what should i map the 'Volumes' line item to??
INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
Level Model 1 Builder 9.2.5 Formula Error
Hi - I am still getting an error after trying to put a space after "Unit Price% ". Can someone help to see what might be wrong?
Filer - The ability to show Items that match ALL and ANY
Dear Anaplan Experts, Please see the pic attached. I would like to create a filter that shows items that match ALL for three boolean criteria (i.e. show the record if ALL are met) and ANY for two number format criteria (i.e. shows the record if any of them are not equal to zero). Would it be possible? Thanks, Lily
Level 2 Sprint 2 Module to Module Aligning Dimensions Mapping
In one of the Sprint 2 activities, we need to reference data from one Module to another. To do this you must align the dimensionality of the Source Module to the Target Module. However the List dimension in the Source Module is a Parent of the corresponding dimension in the Target Module, requiring us to use an…
Is it possible to maintain a Line Item Subset's original formatting?
Hello, I have run into a problem in which I created a module using a Line Item Subset and used a COLLECT() formula to pull the data in from the original module. My question is whether or not it is possible to retain the original modules Line Item's formating. As you can see in the original module (without the line item…
Totals and filtering
Hi, I'm trying to implement model where users could easily apply filters on customer list based on segments and subsegments. Problem is that when the user list is filtered by segment or subsegment the customer total doesn't change. Filter is made on user level. Amount of customers, products and users is so high that I…
Formula Summary Method for Formula Scope set to Actuals Only
Hello All, I am having trouble getting my summary method to work correctly. I have a line item that is set to formula scope 'Actual Version'(this cannot change), but I would like to use the summary method 'Formula'. Currently when trying to use the summary method formula I get the following error message "invalid…
Deriving the current Month
Hi We are using the line item 'Month' in one of the module, and the objective is to derive the current month so that we can capture the purchase trend of our hardwares.When I try to use the formula as Month= ITEM(Time), I am getting the error message as shown in the screenshot. I have also attached the settings of…
Plan looping activities in time
Hello everyone, I'm trying to build a solution I have not yet encountered before. The assignment is to plan a "chain of activities" and the amount of hours they cost over time. Each activity is triggered by another activity, but can also be triggered by itself (let's say that the activity needs to occur every year). One…
SUM function from a list with text formatted line item
How to create a SUM formula from a list but the format of the line item on the list is text and how to automate upload data from SQL server into Anaplan thank you @josephine_surja
Creating a history log
Hi everyone, I was wondering if you can create some sort of tracking / history in a line item? Below are a picture of dates: the date actual (source system) will contain the most recent dates when uploading into anaplan where as the date actual historical will contain the dates from the previous time it was uploaded. Is…
Actions - Add a field for date and time action was last ran
Submitting this post on behalf of the customer - Jordan Kinnick Please add a field in the Actions settings that shows the last date and time the process, import, export, and other actions were ran. Also please make sure these are shown in the local time zone of the user which is another problem in the history settings.
Ability to open a module directly from drill down dialog
Drill down is helpful, but once I find what I want to look at in order to open the module, I have to do the following steps: remember / copy the module name, close out of the drill down dialog, go to settings tab, select modules, search for the module, select it and click open. This is a workflow is tedious and pretty…
Brackets in the drill-down view
Hey there, When I drill down into a formula, some brackets disappear and get replaced by tabulation, I suppose. It would be great if we could still see those brackets because if you copy the formula and use for another calculation, you might end up with something totally different because of missing brackets
Sys: Time Module Formula
Trying to understand what is wrong with this formula and why it doesn't give me 2019-2022. Instead, I only get 3 years, 2020-2022. If I change the formula to Prior Year -2 I get 2021-2022. Would appreciate any ideas.
Differnce between LEAD and LAG function
I am trying to figure out the difference between LEAD and LAG function; as we can get same value from future and past period by using both function. for Ex: LEAD(x,-2,1000,STRICT) and LAG(x,2,1000,STRICT) will get the result from 2 period before the current cell. Can someone help me where we should use LEAD function .and…
Saved Views
Hi All, Can you please help me to understand visually what is the difference between system module and saved view as per below instructions :- SYS05 Saved View :- Let me know please if i am doing any mistake ? as in furher topics if i am importing these saved viewes I am not getting any data populated in lists.
Activity - subset line items
Hi All, Can anybody suggest to me what I do to include subset line items in the saved view for SYS07 Location details :- I know how to create the subset line items, but can't figure out what to do with subset line items? which module i can refer having number as format etc ?? so request you to please help me to complete…
REP02 SIZE MARGIN REPORT- Revenue & Cost of Sales
REP02 SIZE MARGIN REPORT- Revenue & Cost of SalesHI Team The values for Revenue & Cost of sales are not appearing in the REP02 Size Margin Report. Have attached the Screenshot for your review.. can you help clarify
Data is not able to transfer properly even though the formula for reference is correct
Hi All, I have reference the data using the formula but still the data is not coming, can any body guide me what is the issue and how i can resolve it? Below is the screen shot of Module EMP 02 in Grid view :- in Blue print view Please note :- same formula is referred in car cost , phone cost and medical cost. Below is the…
Loading Data with many-to-one relationship
I believe this is straightforward, however I haven't been able to word my searches to find what I'm looking for - so either it doesn't exist or I cannot find it. Going to throw this out there: Our general ledger Actuals have individual (unique) accounts which have a many-to-one relationship with account groupings (I.e.…
DAT02 PY Revenue to CY module Level 3 Sprint1
Hi Team, Have followed steps in training module but not getting exact value which is there in screenshot. Stuck in between .. pls suggest or provide hint where I'm doing wrong. Attaching screenshots Getting All products values from DAT01 PY Revenue in all individual products of DAT02 PY Revenue to CY. Please suggest
Version missing
I have a module that is using Versions-All but all versions are not pulling into the module. My Forecast and Actual versions are missing. What may be causing this? Other modules that I am using are showing all the available Versions and are setup exactly the same way. I don't know why only one module is acting differently.
Look up Function reference formula
Hello Connections , Can anybody help me for the below query :- I need to update the formulas for the bonus and benefits lines in Module EMP02, using a combination of data from the module EMP03 and module SYS08. When I use the below formula :- IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role'.Bonus % [LOOKUP:…
Build formula based on Version
Hi, I have a module with Versions as a dimension. I want to be able to set a line item based on the version we are on. As of now I can only detect the actual or current version using the formulas from anaplan. As an example, I would like to have a formula like this: if versions = version1 then A else if versions = version2…
Importing the text file
Hi All, I am trying to import the text file(attached) in module SYS08 (below screenshot), even though I have tried to get the data in CSV format and do the same, but still, the data like employee name are appearing in the blueprint view. Can some please suggest how to resolve the issue? SYS08 Module (BluePrint View)

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