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Formula - limiting values returned
Looking to limit the values returned within a module, which I've made a start on the module showing in the right hand side , where limiting by currency. However, if I then also wanted to limit by say GL Category or GL code, how would I go about this? Any help would be welcomed on this
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Managing expenses as positive, reporting as negative
we have a client that manages expenses at GL account level as positive numbers. they rollup the GL accounts to reporting lines (they have multiple GL accounts for salary and report salary on a P&L). the reporting lines are hierarchical (total income and total expenses aggregate to profit before tax). they would like to use…
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Increase Note Character Count (in Blueprint Mode)
250 characters or how ever many is too small for saving off larger formulas when modeling or if saving detailed descriptions/insctructions. Please increase to a few thousand. Thanks.
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Today's Date
Hi, How can i refer Today's Date in a formula so as the values would change every day based on that days date. For e.g. if its 09th june then the formula should give result as 09th june . The next day i.e. 10th june the value should get updated to 10th june. Is there any such functionality or formula available inside…
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Some kind of Bug in model of Anaplan Essential Course for Customer
Hi Community, One of my client users is taking Essential course and notified an issue he got while importing date into transactional data module. See the screenshot below When he clicked to open dropdown to select "Language for month names" (his laptop language setting is Chinese), the mapping window here will collapse and…
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Remove the blank space to the left of list items in a Grid View
Hello Fellow Anaplanners, Hope you are all doing great :) While building a dashboard I got struck on something, I am thinking is there a way to remove the blank space which is caused by the parent hierarchy and show the child items at the left. I though you might have tackled this before and help me on this. Thank you!…
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Ability to display negative numbers as positives
Detail description of the enhancement that is being requested: We have numerous requests to have costs displayed as positive numbers but aggregate as negative. The current workarounds are very difficult To provide more clarification, could you please explain how you hope the enhancement would assist in your business…
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How to get the average of a previous month in the current month ?
Hi I have a grid where in I need to calculate the average of the commissions selected for a couple of months and then to send it to another grid of a different month. How do I do it ? PFA screenshots Need help urgently Thank you
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model search
Is this search feature buggy? I don’t think it is working as is. For example see below: I search for ‘calc’ I only want results with calc in it Below also gives results with references that contain c AND a AND l AND c This is not correct. The search is limited here. The Boolean logic behind the search does not seem…
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Create Shipping Export Module and Create a Saved View
Hi, I am unable to compile the data at month level. As soon as I change the timescale formula to monthly it shows the subsidiary view icon against line items, yet does not change it to monthly view in grid. Please suggest what's going incorrect here..
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How to deal with 3 dimensions having many to many relationship?
I am having some trouble connecting dimensions because I have a relationship with many-to-many and therefore I can not use LOOKUP as I am used to. I feel like I had some trouble explaining the problem before so I will use some screenshots. I have a model for a book retailer, and my final goal is to determine the…
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Forward Cover Functionality
Summary Statement In the supply chain horizontal, you may be asked to calculate a forward cover in Anaplan. In this article, we modified a best practice suggestion from @nathan_rudman based on a question posed by @mikhivin about accounts receivable coverage which looks backward. See this post on count back for turnover.…
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Level 2 - 1.7.3.2 Import into SYS08 SKU Details module
Hi, In activity 1.7.3.2Import into SYS08 SKU Details module it says Use the saved view from the Data Hub model to import into the Supply Chain model SYS08 SKU Details module. In this which saved view we have to import there are 2 saved view. 1. Build SKU 2. Import SKU Details In Supply Chain model SYS08 SKU Details module…
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1.4.3.2 Import Data & Add Formula
I'm getting an error for Sku and Product Code after importing Sku csv Does anyone understand why this is based on my screenshots? Thanks!
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Is it better to use CODE(ITEM( SKU List)) or to use SYS SKUDetails.code?
Hello, I need to concatenate two codes because I am generating a combined list. My first instinct was to utilize the function (CODE(ITEM()), but the example I saw in ANAPEDIA used the the systems module Line item [SYS SKUDetails.code]. Given that I don't even have a system module, I'm unsure if doing it this way is a bad…
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Passed your L2 exam? Now what?!
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. P.L.A.N.S. is the underlying guide to building a good model — and following these model building best practices will insure you're building the best model! If you've passed your L2 test and are diving into work, here are some…
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Selective access: Sum/Total does not work!
Dear all, My company is at the end of the project and we've just found out the Selective access cannot show the total budget amount! Particularly, we have many expense category and for example Labor expense include personnel costs (owner is HR department) and non-personnel costs (owner is general affair department) and…
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Confirmed PO Delivery - offset function
Hi i am trying to determine the formula of this line item - confirmed PO Delivery for INV01 inventory ordering module in Sprint 3 was working on the hints given to use offset function and if PO request if 1 came up with this but couldn't quite figure out how to use the offset function if PO submitted = 1 then offset ( ?,…
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Visualize new list items after import
Hello, We have a list of Skus that is the child of a Packaging list. Each packaging has multiple Skus. Some Skus are old and are no longer active on our production lines. We have a module made of boolean line items to select which skus are "used" currently. When we update the sku list with new skus, by default that "used"…
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi. requesting assistance in this part. I am not sure what I am doing wrong. I have transfer the file as directed but the number for forecast do not match. The data should be like this. Thank you
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Level 3 calculate the Quaterly Initial Sales Target
Hi community, I am investigating for a long time to find the formula to calculate the Quarterly Initial Sales Target. According the user story , I checked all my data and according your screenshot for Nutzo bar I must find 670.8 Using my values I cannot obtain this figure for US, Nutzo Bar/Candyate (family Chocolate) and…
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi. requesting assistance in this part. I am not sure what I am doing wrong. I have transfer the file as directed but the number for forecast do not match. The data should be like this. Thank you
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New Function To Convert Date Format to Text Format
It would be very useful to have this functionality rather than convert to numbers through DAY, MONTH, YEAR and back to text through TEXT function. Best practice would dictate to split these functions out but this increases clutter and causes unnecessary calculations in models.
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Level1 Model Building Exam questions
Hi, I am planning for attempting the Level1 Model Building exam in few days. Can any one help on providing below details? 1. For attempting the exam, do we need to complete the Lesson 14 about Classis Dashboard, as it is given as Optional in the lesson itself 2. Exam time 3. Exam pattern (Multiple choice Or hands on to be…
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Best practice for building a P&L with custom summary levels?
Hi, What is best practice for building out a P&L? The P&L applies to an existing list L2 GL accounts however, there are additional summary levels (ex. total travel) and calculations (gross margin, net income) that dont exist in the L2 GL account list but are required for the P&L report. See picture for example of…
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Return True if any Cell Value Within a Time Range Meets a Condition
Hello, I'm trying to display a submit checkbox (boolean) on the dashboard. However, I only want the checkbox to be available if the cell value for all years have a value greater than 0. The years you see in the image is a Time Range (so, not Model Calendar). I would appreciate any insights on how to approach this. Thanks.
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12.4.3 Activity: Create Saved Views for Size Margin Report - ***Numbers are off***
I can not seem to understand why my numbers are off. Please help, I have been staring at this for 2 hours
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Count within many to many relationship
Hi I am trying to solve below problem and was seeking help for an optimal way. I have a module which has a many to many relationship between Employees and Offices. I want a count of all unique employees within 1 office. For example in the below scenario, I have 3 offices with employees working from that office (1 employee…
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why are the values not rolling up to parent by default in attached photo
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3.5.5 Activity: Create Distribution Center Summary UX Page
HI, struggling a little to create below view I am able to achieve below using DAT01 but not able to remove the summaries.