Modeling

SET CHECKBOX value through a given condition
Hi Everyone! There is a way to set one line item boolean to TRUE to specific condition and make it editable for other condition ? On the example below, "Main process" is checked i need to check the "Process Comp" on the same line and make the above enabled to edition (check/uncheck), is it possible ? I'm trying to set…
Drill to Transaction on a parent item
When user attempts to utilize the Drill to Transaction option on a parent item, the filter is broken and entire items are pulled in resulting view. This is by design because parent items values are a result of the summary on the line item, and not the SUM calculation. The Drill To Transaction is specifically for drilling…
Count Function
Hi, How could I count days by 1) weekday type and 2) Actual data or not. Ideal result would show X day for "Weekend" for Actual data, Y day for "Holiday" for Forecast data.. etc. * Index is a "Day" list from 1 to 31. * Column "Weekday" and "Actual data" are manual input. * "Value" is a supporting column. Feel free to…
Unable to RANK from Lowest Amount When the Item Is Only One
Hello, I hope you're all doing well. I have this problem that's preventing me from proceeding on to the next steps. I'm trying to rank the basic salary from lowest to highest, by position. As we all know, even if employees have the same position, there are instances that they don't have the same salary. The idea is, I need…
Is there a way to hide zero value line items?
Hi All, Can someone help me how to hide zero-value line items in a model or dashboard (within the dimensions). regards Sudhir
Editing/Inputting editable cells simultaneously
Hi All, We have multiple users accessing a page and inputting / editing the editable cells at the same time. What is the system behavior. Does it give an error? and/or will it document the history or changes made. Thanks in advance!
Forecast Data using TIMESUM function
Hi Team, I have one situation, where I am calculating a Line-item in Forecast scenario using Sum of Last 12 months (from the Current Period). Need your inputs to help with the below model design. Scenario 1: Current period = Jan 2021 Actual Version = Jan 2020 till Dec 2020 Forecast Version = Jan 2021 till Dec 2021 (i.e.…
DCA based off of a user in a module
Hi all, Wondering if anyone knows of a way to matchup the user from a module with the user list used in the DCA module. Obviously you cannot lookup based off the user list, so wondering if anyone has a workaround.
Finding the next non blank field
Hi, This must be simple but it is driving me mad What formula do i need in the Next Non Blank line item to find the next non blank date? Thanks
Formula using Min Function
Hi, I'm trying to replicate this Excel Function in Anaplan. I want to make sure my Anaplan Function is picking up all the values for my Line Item from the begging through the end of the month, and not just the beginning and end month numbers. I have the Formulas below. Please advise. Excel Function…
Finditem in Subset (Works!)
In a prior post, I'd asked if there was a way to use the FINDITEM function to determine if a list item is a member of a subset. The answer at the time was no, but you could create a line item with an Applies To on the subset, and set the formula to TRUE, then you could create another line item with Applies To on the full…
Confused on how to use Min Function
Hi, I' trying to use a Min function to take the min Account Balance in a month. This is the function I thought of using but it is not working. Both are formatted as Numbers. 'Y02 Accounts'.'Closing Balance (01)'[MIN:'S01 Time Settings'.Day # of the Month] Thank you
Quarter value as numeric numbers
Hi All, Required a quick help in getting the quarter number as numeric format. For example in attached screenshot, need to get the value for second line item as entered. All Q1 Months should populate with numeric number 1, all Q2 should be populated with number 2 and so on.... Quartertodate() function gives a numeric…
Boolean between two dates
Hi, I have a module with three line items: "From", "To" and "Any", which are all Boolean formatted. I also have time as a dimension. "From" is just true for one month, which comes from another module, and the same goes for "To". My problem is within the "Any". I want that to be true for all dates between the "From" and…
Capturing uploading timestamp in a line item in module
There is a requirement where, when we are importing data in a module, the current timestamp when the file is uploaded in the module should capture that time in line item.
Need support with Time Management using DCA
Can anyone help me what's the best way to identify - Current Year Current Quarter, Current Year Previous Quarter, Previous Year Current Quarter using DCA and Boolean.
Level 1 - Lesson 7.2.1
Hello everyone! Lesson: 7.2.1 Activity: Importing Data into the correct Columns Issue: I have this error shown in the screenshots below. I tried to change switch around the sources but to me, this was the best solution. I also need to go back to my general list and delete out the product code data. I need to redo my import…
Level 3 Sprint 2 Section 4.5
Hi, Section 4.5 says to check my build on the Accounts Exception UX. I am not sure if there was an activity to build that. Am I supposed to build the UX pages basis the mock-ups we created in the beginning?
Name clashes in Anaplan
When assigning actions, dashboards, modules etc with names there is often a need to use the same name. Model builders have been getting around this issue by using spaces creatively in between words (the spaces don't show in the name) to work around the issue. However, i think it would be much easier if Anaplan could,…
Actions in new UX
Hi Friends, I have actions and process created in old dashboard. I want to bring that in the new UX. I am trying to assign cards with Process but it is not getting saved. Any suggestions, will be of real help.
Ability to reference a Line Item generically.
I am requesting the ability to use a generic 'me/myself/self/here' reference in functions that require a Line Item. An example: Original: PREVIOUS(Total Average Balance) + MOVINGSUM(Total Average Balance, -11, -10, AVERAGE) New: PREVIOUS(Here) + MOVINGSUM(Here, -11, -10, AVERAGE) The benefit of this is: if the Planner…
Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
End of Month Totals in a Module.
How do I get end of Month Totals to show in a Module that is has a daily time dimension?
Circular Reference with CUMULATE
Hi All, I am trying to solve an excel model in Anaplan where my current value is a calculation of the cumulative of previous values. The calculation works fine in excel but I am unable to break this down in Anaplan. I am adding the screenshot for the logic of this model below. Any help or suggestions would be helpful.
New UX Idea - General Selector list items order change
While setting up a P&L report I found out that the order of the elements in a selector is default and cannot be changed. It goes from the upper elements of the list down to the lowest. (See required order below) Even if the order in the list is presented as "grouping after" it does not help. (if you pivot module that P&L…
P3 SKU 0 Failed Invalid parent
Hi on the Level 1 model building exam, I am trying to import the SKU csv and I get a message saying invalid parent and I dont know why. Wold you mind helping me ?
How to make Line Items into inputs?
Hi, I'm not sure how to make my Line Items into inputs(blue). They do not have formulas in them so not sure why they are not allowing me to make them inputs. Please advise. Thank you Pic attached
Allow Version Switchover Date to be changed in a Deployed model.
Description of the enhancement: Allow Version Switchover Date to be changed in a Deployed model. An example of the enhancement: Users could select if they'd like their Switchover Date to be viewed as Structural data or Production data. A story for why they want the enhancement: 1) Versions can only be updated through the…
Call Center Functions: Agents must return whole number?
Is there any equivalent or trick to returning 'fractionalagents'? AGENTS(w, t, y, z) will always return a whole number. My stakeholders are interested in both whole/fractional agent calculations.
How do I get the total from one module to another?
In module 1, I have a count for resolved and unresolved. In module 2, I would like the total for unresolved items and resovled items. How do I do this? I know in Excel it would be a simple sum formula. Module 1: Module 2: Thanks!

Modeling

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