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How to filter time in NUX based on page selector parent.
Hi, I'm struggling to filter a table in NUX based on the page selector. Anaplan wants me to hard code an item to filter on. I want it to use the selected item in the page selector. I have a bunch of projects with their parent category Start and end month is set for each project. This aggregates with min for start and max…
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How to display selected line items depending on the selected level in the hierarchical list.
I have a three level list Country->Region->City. How can I display selected line items for a given level in the list. Let's say I have 10 line items in the module and for Country level I want to display 6 selected, for Region level 4 other selected etc.
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Add note / comment out in the formula editor
Ability to add notes / comment out formula parts in the formula editor similar to '- -' in SQL or ' in Microsoft Visual Basic
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Comments within formula
There should be a syntax to add comments within the formula. All programming languages provide this feature, for example: /* comment */ is used in Java, plsql. This will help to temporary remove any part of the formula for testing or add meaningful comments for reference.
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Dependent dropdown list with Time Period
It would be great if I could create dependent dropdown lists with Time Period type. E.g. I have 2 line items with FY and HY types. And when I've selected FY18 in the first one, the second dropdown allows to select only H1 FY8 and H2 FY18, excluding items from other years
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Fundamental lessons I learned in 2023
Author: Ethan Rold is a Certified Master Anaplanner and Senior Manager at Grant Thornton LLP. Winter in the U.S. is basketball season, and it is in full swing. When you attend a high school basketball game, more than likely you will hear the crowds of the student body chant “fun-da-men-tals” in a sing-song style to mock a…
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2.4.6.2 Apply Dynamic Cell Access to Demand Forecast
I struggled in this activity where we applied DCA to Override Forecast the forecast line item. I was thinking of writing a formula here in the Override Forecast Line item like below but I am not sure how to lock the cells once the Override? line Item is checked. Can someone help me how to resolve this issue? Also, do we…
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Having boolean true for certain hierarchy levels only
I have a hierarchy consisting three levels (product/product family/total products. Similar to the one in the trainings) and I tried to do some conditional formatting on it (need to use it as other tables on dashboard have list/line item subsets in it so needed to create a consistent outlook) I thought using an if formula…
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show parent hierarchy results in bold in modules and dashboard
As an end user I want my parent hierarchy results to show in bold in tables so that they are quickly and easily distinguishable from the rest of the data Currently the parent item name in the list shows as bold when it is used in a table but not the attached results
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Build a game in Anaplan! Recording from the Builder Challenge event
Our August Community Challenge invited people to share creative or useful Anaplan models they've built, and WOW — the Community delivered! We recently hosted an event to walk through a few of the unique and fun model builds — a recording is available below. Tune in to see four fun model builds: Kirill Kuznetsov…
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Multi-Dimensional Scatter Plot Alternatives?
Hi all, Bit of a complex one here. The application use case is calculating the Minimum Variance Efficient Portfolio for those familiar with Finance / Portfolio Management. The Anaplan question to be solved in simple terms, is how can I combine these two charts to display as two different "lines" within the same chart (in…
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New User Experience UX Page Ordering
I am requesting the ability to order pages in any order we choose. Currently, the new UX defaults to alphabetical ordering of both pages and categories, but I would like the ability to order these in any way. For example, our users navigate through a series of dashboards in the Classic view in sequential order (i.e.…
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Create DEM03 Demand Forecast Module
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
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Question about Anaplan model-building process and support
Hello, everyone. In the near future, I will be introducing a supply chain model (from demand forecasting to supply and inventory planning) to a Japanese Manufacturing company as a Model Builder. As part of the preparation, I have completed Level 1 and Level 2 model-building training.Could someone tell me the process of…
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2.3.10 Activity Create Demand Forecast
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
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Apply DCA by User Group/Role
The ability to have user specific DCA is great as it allows fine grain control of line items/modules without add dimensions to them, but... As we are dealing with large models with increasing number of users the DCA modules themselves can become very large thousands of users by thousands of CC plus maybe a few other…
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Solution Architect Certification
Hi Everyone, I have completed my Level 2 in April 2019 & Level 3 in June 2020. After that, I have switched my job so both the models are in old organization's workspace & transferring them to new workspace isn't possible. Now, I wanted to get Solution Architect Certification & for that I have to update my models. So, can…
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Suggestions on how to optimize data imports for a Real Estate Company with many products
Our company is a real estate developer and I am having a problem dealing with too much data. For example, we consider our condominium units as our products. These units are unique from each other (i.e. they have different unit number for each building and for each project development.) In short, no two units are the same…
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Created Time Settings by Year module
Created the SYS01 Time Settings by Year module, added and formatted the line items, and added the formulas .. How do we properly add dimension on this one?
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LEVEL 1 -Part 08 activity- Add Formulas to Line Items in REV03 Margin Calculation_ Error
The formula for Line item Revenue and Cost of Sales line items is not working and giving an error as below. This is from LEVEL 1 -Part 08 activity- Add Formulas to Line Items in REV03 Margin Calculation. Kindly help ERROR: The formula for 'REV03 Margin Calculation'.Cost of Sales is invalid ;REV02 Volume Inputs'.Volumes is…
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SUM based on Line Item Value
I have a line item that has a list value. In another module, I would like to sum based on that list value -- without adding that list as a dimension in either module. Is this possible? I know this syntax isn't right, but it would be something along the lines of Source.Amount[SUM: IF Source.Line Item = List.Value]
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Publishing subsidiary views in FluenceXL
Has anyone had any success publishing a subsidiary view line item in Fluence grids? I have a line item in a module that is a subsidiary view used for mapping GLs. I need an end-user to update the mappings. Fluence will not allow me to publish and edit the subsidiary view mappings since the dimensions differ from the…
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How do I exclude zeros from a MIN aggregation?
I am building an output module to show some statistics around account pipeline by industry. I want to be able to show the smallest pipeline. Since some accounts have zero pipeline, the standard MIN function returns zero, but I want it to return the MIN excluding zeros. How can I do this? Here's an example of what I'm…
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Advice on Optimizing Combined Export List in Anaplan
Dear Anaplanners, I hope this message finds you well. I am currently working on a project that involves two separate exports: one containing Project and Project Code, and the other containing Bench Code. Refer excel snip with samples. The receiving system can accept both Project Code and NPI Code, but in Anaplan, we have…
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Level 2 Sprint 2 DEM03 Growth Rate % line Item
For this line item, it is needed to align the dimensionality of the Source Module to Target Module, so that the Target Module can reference the Growth Rate % of the Source Module. See below for mapping reference: The issue I am having is that I am unable to properly map the formula. Resulting in various error messages. I…
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Processes within Processes
It's a really old idea from Exchange - Include Process Within a Process — Anaplan Community I thought I had a workaround of sorts - using Cloudworks but alas the "integration flows" element can't be put onto UX pages even though individually processes can be. Is this because of a page only being attached to a single model…
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How to add a code to an item after an assign action
Hi, I am trying to follow the planuals that states that after an assign action, you should add a "create code"' action in a process. —> I tried to combine an assign action and import into a process, but the assign actions doesnt seem to show up in the list of actions ?
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Combining line item number formats
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: For certain reporting elements I'm finding that I have to change number formatted line items to text to get the right prefixes and…
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RANK | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Add more options for Large Read Requests in Transactional API endpoint
We are running different large read requests using the Transactional APIs to ensure 2 things : Quality Insurance : Allow the different teams to secure models changes against regressions by extracting and comparing 2 models datas from different modules that can be picked up from anywhere on the model depending on impact…