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How can I permanently HOLD the TOTAL figure and let the Breakback happen?
Hi Community, Need your help if you have a smart solution to HOLD / LOCK the Top/Total of certain dimensions of a line item which is Breakback enabled! Example screens is given below: So, all I want is to HOLD the yellow circle i.e. 1849 amount and let the below gets change which is 4 levels hierarchy.. We know the HOLD…
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Multiple Models | One Page
We have multiple models, Model A is where user inputs the data, Model B is where the submitted data would eventually sit. Model B receives data from Model A via an action. So once input is done as a user can i press a button (from model B) to technically import data from Model A to Model B. Can we have the action in one…
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Anaplan Level 2 Conclusion - Create Demand Export Module and Create a Saved View
Can someone help me why I am getting different demand number pulled up? Instruction: My Anaplan Blueprint Mode: My data Check your Work:
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3.4.3 Activity: Create Country Summary Module formula is wrong ?
hello I have put the formula for Safety Stock Flag Count but in the exam it says wrong when i pasted it . i dont why couple of times it got rejected ? any advice will be helpful
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Filtering a subset
Anaplanners, Is there a way i can filter a subset ? So, we have Projects module, where each project can be either active, inactive or done. This is a list formatted line item. However, the option to select done should be based on another line item in the module, actuals uploaded : Yes/No ? If the boolean is true only the…
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Organizing templates for data imports
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. I am sure many of us have seen the below message many times in our experience, and at times it may be very time consuming to retrieve the file which was used to create the import action. And there are also chances…
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Alternatives to Rank in Polaris engine
Hi Community members, I am looking for some alternatives to assign sequential ordering in Polaris model as the default "Rank" function is unavailable there. Thank you!
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3.2.11.1 Create Planning Period Filters
Confused on which Line Item I'm building a formula for, I'm assuming both. Also this is the formula I used to so that the weeks in that month are selected as well when you select the month are as follows. Please advise. MONTHVALUE('SYS00 Time Settings by Month'.Planning Period Filter), Kind of confused why would not want…
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Source Model and moving model between workspaces
Hi All, In one of my workspaces (Workspace1), I have two models HubModel1 and HubModel2 where some of the lists in HubModel2 are created based off saved views in HubModel1 (meaning the imports in HubModel2 are pointing to HubModel1. Say, I want to move the models to a different workspace (Workspace2). Looking for options.…
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Show whether a line item is used in an action
I'd like ability to see, in blueprint mode for a module, whether a line item is used in an action. This, along with an existing Idea requesting to see if a line item is used as a filter for a Saved View, would significantly speed up model clean-up time
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How to convert text to date
Hi , I have a text formatted line item which is a date .I want to convert it to Date format . I tried to break it into three Year ,Month and day using Value(RIGHT(Line item,4)) Value(Mid(Line item,4,2)) Value(LEFT(line Item,2)) It works for 12/10/2012 but what about 2/3/2012 ?? Note -- Can't change source text to date…
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Access Driver Behavior - Workspace Admin vs Regular User
I have a module X, that has two Line item Line item A which is Boolean Formatted and Line Item B which is Number formatted but has Write Access Driver set to Line item A. I have a process that Import data from Module Y to Module X. I am noticing a unique behavior depending on who is running the process on UX screen. If…
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Level 3 4.6.5 Sale Planning Model: DAT02 module
For the "4.6.5 Sale Planning Model: DAT02 module" step under Level 3, the data of Previous year is in a module having account flat and product flat. however, it needs to be imported in DAT02 PY Revenue to CY module, which will have A2 Account>Product# list which is a numbered list. Any clue on how to do move data between…
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How to grab value for chosen selectors to another module?
Hello Guys, I need your advice, I have created a Store Cost - Category % module and I have a second module PLD08 - Group P&L, I need to get one value from it for selected specific list elements. I would like the original value 2 for these specific selectors to be in Value in Store Cost - Category %. At this point he…
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Financial Planning & Analysis Model for Training
Hello, I just began my Anaplan training (level 1) and am looking for the Financial Planning & Analysis model they keep referencing but cannot locate it on my company's Anaplan site and cannot find anywhere to download it within the training. Can anyone assist?
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Is there a way to get current user value in a line item for a module that does not have user dimen
Is there a way to get current user value in a line item for a module that does not have user dimension
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Cutover activities: Things to do before UAT and before go-live
Author: Nikitha Kumar is a Certified Master Anaplanner and Sr. Principal Solution Architect at Anaplan. Cutover activities are the tasks that are performed to transition from DEV environment to UAT or PROD environment. In the delivery lifecycle, cutover activities are done twice: UAT cutover activities are done…
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How to change date format DD MMM YYYY
Hi, I have a date formatted line item (example: 4/1/2020) - this is in mm/dd/yyyy format However, i want to show as 1 April 2020 or 1 Apr 2020. How do I do that?
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Level 3 Sprint 1 TAR01 Detailed Sales Targets - please advise
Hello Anaplan Community! So here is a problem I’ve been struggling with for more than a week. Please help me to understand am I right or wrong. So I have a TAR01 Detailed Sales Targets module: In PY Country and Product Family Sales line item I have Baseline Financial Forecast from TAR01 Sales Targets module looked up by…
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Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
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NEW UX: Insights and Quick Links on Board Views
After sitting with @monica_girel and fully realizing how powerful / useful "Insights" and "Quick Links" panels can be in the Worksheet pages, it fully baffles me why this isn't part of Board views. Adding these to board views makes for a serious improvement in user navigation / experience by de-cluttering the main screen…
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Custom date log / History Log
Anaplanners, Currently, our user group updates a checkpoint where they record completed tasks, such as onboarding tasks, by entering the completion date in a date-formatted line item. We have developed a custom-built grid that displays changes in a funnel chart format, showing the latest update for each project, with the…
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History - Anaplan
Hi everyone! The use case we are trying to achieve is that an end user should be able to quickly check history at any given point ; currently only 24hrs is enabled or the model history at the back end ; what we would like to do is get the source data from anaplan and model it with an AI ( kind of a chatbox e.g KOREAI) ;…
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Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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How to get MAX value from line item to another line item in the same module?
Hello, I have a module (image below), how can I create a line item where all items will be max value from 'New Store Num' where 'To many Stores?' is True . For Example in image below it will be 8.
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How to Resolve “Automatic Sum of Hierarchy Not Possible” Error Without a Top-Level Item?
Hi Anaplan Community, I’m encountering an error in my model: “Automatic sum over Over/Under hierarchy is not possible because the list does not have a built-in top level.” I understand that one solution is to set up a top-level item in the list. However, I prefer not to use a top-level item. I’ve read that using a LOOKUP…
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SUM Function Example
I tried to create a simple SUM function. In a video it explains transaction as Line Item whereas I failed it as Line Item. So I tried using Transaction as a List. It worked out. Can you please let me know, if I am right or wrong? I have shared Screenshots for reference.
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OEG Best Practice: Line item subsets demystified
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as is it not immediately apparent what it is doing or where the source values are coming from. In the following article, I will…
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Formula change in Opening and Closing line items.
Hi Team, I needed small help to optimize the formula from Half-Year to Full-year. Current working System: If Jan 2021 (Budget) H1 Opening HC we were referring to Closing HC of Dec 2020(Actual) and IF July 2021(H2) we were referring to Jun 2021(Actual) Proposed System: If Jan 2021 (Budget) H1 Opening HC we were referring to…
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Find common text between another modules without List
Hi, I want to find common text between another modules. I have two modules A&B. Each module has order Number and Product(Text format) I want to find Product(ModuleB) in ModuleA. It's Common Text. In this case, we can find product by finditem formula, by making product List. But I don't want to use product List, because it…