-
OEG Best Practice: HyperModel best practices
HyperModelsTM extend the Hyperblock calculation engine capabilities, allowing users to significantly increase scale to expand with new use cases, manage more historical and external data, forecast further into the future, and model more scenarios. The following HyperModel best practices are designed to ensure you can…
-
isfirtstoccurrence formula
Hi, question please. I need to get the first data(#1), hence I used the isfirstoccurrence but not sure on why the #2,#133 and #362 are also checked in the boolean? Thank you.
-
Subset not populated from module boolean import
Hi, I have a numbered list of Employees that I've created 2 subsets for: Hiring Manager Approval Manager So I created a module with the list as dimension and then boolean line items used to fill in for hiring and approving managers, and then import those module line items to the list to populate the subsets. For some…
-
Uploading into Anaplan - YTD
Hi, I have a module where I'm uploading YTD actuals into Anaplan. Does Anaplan know it's YTD actuals, rather than values for that month? How do I tell Anaplan to take the last upload, and ignore the previous ones? Thanks
-
Data Tags as a comment feature for developers
Hi team, As a Model Builder and BAU Support Team Specialist, I am interested in documenting enhancements in our models. Using only the Notes feature as a commenting tool, it is getting really hard to track them all after a couple of years of the model being rolled out. At some level of complexity of the model, it is…
-
Creating a version with import action - access settings
Hi, When manually adding versions, you have the option to select access setting. By default, it is Write. See photo below. However, if you try to create a new version via import action, you can't specify the access setting. The new version created, has by default No Access. I wanted to automate the version creation using…
-
Automated version creation
Hi, I am trying to allow non-admins to create versions in a model using AN connect. The idea is for Anaplan connect to import a custom versions list into the native versions. The issue is that versions created in this way have access set to None by default. In contrast, when you add versions manually, your default access…
-
New article: Decreasing Formula length
All, Just wanted to point you to a new article on using line item subsets to decrease your formula length. You can find it here: https://community.anaplan.com/t5/Best-Practices/Decreasing-the-Length-of-Your-Formulas/ta-p/88467 Please let me know if you have any questions, Rob
-
Product List - best way to not show products which are no longer active?
Hi, I have a number of lists e.g. product list or employees list, but how is it best to maintain these as the list keeps growing, but we have products which are no longer active or employees who have since left? Thanks
-
NUX - chart - combination graph
Hi, Is it possible to create a combination chart in the NUX which combines all 3 charts in 1? I tried earlier and I was not able to align the dots across each bar chart? They were all clustered together. Any ideas? Thanks
-
Self learning / training for certification
Hi I worked previously in Anaplan implementation projects and would like to get myself self trained in Anaplan. I dont have any Org who can provide anaplan credentials. is there a way to get anaplan credentials for training/ learning purpose
-
Fix screen formatting when scrolling to bottom of module
I am sure i am not the only one to experience this bug/issue. The problem when in Admin view or Classic UX: When scrolling to the bottom of a module (one large enough to require scrolling to see the line items at the bottom of the module) the bottom-most line items can not be reached using the scroll bar. To even see these…
-
Yearly ESCALATION calculation
Hi, would like to ask on how can show the escalation yearly amount? for example FY21, the amount is 10M and for FY22 the amount should be 10M x 1.1 = 11M. Please see screenshots below. Thank you anaplan excel: should be amount
-
Building a Cash Flow Model (Need Advice)
Hi, So I'm playing around with trying to build a Cash Flow Model in Anaplan that is on a Daily Time Scale [WeekDay Function I plan to use] and has Line Items of different Accounts in the company that must stay at a min/max balance daily. I want to try and make this an Model that will automatically allocate the money around…
-
Bi-weekly Pay Period Management
Dear Community, My budget model's calendar type is Month/Quarter/Years but I need to do some calculations by bi-weekly pay periods and then roll up the result (using SUM) to month. Our payroll calendar varies by year. I created a Pay Period Lists and a management module to map the Pay Period to the Month and Year it…
-
NUX - Adjusting size of line items
Hi, Is it possible to adjust the size of a text field? I can hover and see further comments but is there a way to show more than 1 line by adjusting rows? Thanks
-
Filtering by Line Item (List)
Hi, I have created a filter to my module where users can select an item from the filter, which the module will then show those which apply (via boolean). However, I cannot seem to show all items? I created a top hierarchy in the list, but my boolean formula is S_Reporting Group Selector.Reporting Group Selector = Reporting…
-
Inconsistency on importing data from module to module
Hi All, Does anyone encountered this scenario on importing from the same module. I'm trying to import the value of Aug 20 - Actual to Sep 20 - Budget using a saved view. Here's the result: Item B to F imported the Aug 20 value. But item A seems to add .04. I also tried to zero out Aug 20 then run the import again and…
-
Need help with Selective access problem
Hi, I have a custom user list and a another dimension called B with 10 members. There is a input grid where user list is in pages and List B is in the list formatted line item, I want as per each user they should only see few members of list B in the line item in input grid and it is many to many mapping between user list…
-
Formula help needed
Hi , I have 2 lists, List 1 and list 2. I have a module with line items List 1 code, List 2 code and type and applies to as List1.. The values are as below. I have another module with applies to as list 2. I need to pull in items of Type A into line item 1 and Type B into line item 2 based on the List 2 code. Please can…
-
Hierarchy
Hi, I have a list of products, with Country as Parent. Each product also belongs to a specific reporting group (which I've included as a line item in a Product Details module). I need to create a report which is categorised by reporting group (with products under each). However, looks like you can only have 1 parent? Is…
-
Exporting into multiple files/tabs
Hi, I have a module that is dimensioned by product. I would like to export this module for each product in a single excel workbook, with each product on a new tab. Is this possible? Thanks
-
How to add a Dimension to your your Module that has already been made?
Hi, I created a Module and forgot to add a List as one of my dimensions to the Module. I need to know how to add the List Item to my Module without deleting it and starting all over again? Please advice. Thank you
-
Financial planning tool selection - Adaptive planning vs Anaplan
Looking for advice as to how to make an informed decision on choosing adaptive vs anaplan for financial planning. Data sets are not too huge and the cost and simplicity of the tools are important factors in the selection process.
-
X[Min:y] doesn't return results consistently
Hi, In the first screenshot below, the formula in Min Start Date TEST is trying to get the earliest Activity Start Date by line item Campaign New from the second screenshot. There is no empty date in second screenshot, but the formula returns nothing in the first screenshot. This formula works in most other campaigns in…
-
Text formatted line item duplication
Hi, I have a line item which is text formatted. User enters values like Apple, mango and apple again. For the 3rd value(apple)- it should show me an msg pop up, that it exists already. Please can anyone help me on how to write logic for line item 2. Regards, Rajasekhar
-
How can I get hands on training on Sales Performance Management modules
Hi , Would like to know the learning path for Sales Performance Management. Is there a way I can simulate sales plan, quota setting, forecasting in a test environment? Thanks in advance. Murali
-
Change name of Numbered List's Display Name from a Module dimensioned by it
Hi, Is it possible to have a field where the end user can edit the display name in the new ux from a module dimensioned by a list with the display name you want to change? Best regards, Johan
-
Allowing circular references
I have a case where I want to allow Anaplan to make circular references, what do I want to do? Basically to make a coffee I need: 1 Cup 1 cookie 50 grams of flour 5 grams of butter ... 150 ml of coffee 160 ml of water 3 grams of coffee powder So when I needs 2 cups of coffee I can go down the "hierarchy" and calculate how…
-
Curated tips section on Anapedia
I think it could be a good idea to have a curated tips section at the bottom of each Anapedia page. These will be things people have found work but are not specifically stated as working in the entry in Anapedia. These could then help for the basis for Updates to the entry in the future. These could be based on entries…