Modeling

Daisy Channing?
Hello there Does Daisy Channing refer to referencing a calculated line item in a different module only or it also applies to referencing a calculated line item in the same module as well? Case 1: Referencing a calculated line item in another module Module A Line Item A.1 = ITEM(List) Module B Line Item B.1 = Parent(Module…
OEG Best Practice: Formula optimization in Anaplan
Taking a few simple steps can give you significant performance improvements in your Anaplan model. Anaplan was designed to be built by business users, with simple formula constructs and no coding required. Formulas should not need to be long, complex or hard to create and understand. All too often, we see formulas that run…
Which function is used to return the first month of time period
START() fn is used to return first date in time period. Which function is used to return first month of time period?
Would like ability to toggle Customers/Tenants in the New UX/Mobile
It would be valuable for effectiveness and efficiency to toggle tenants directly from the New UX "Apps" page and directly on Mobile app instead of having to go to Desktop on classic view and having it sync over. Right now the ability to toggle is a 1 way connection from Desktop classic view which then gets applied over to…
Forecast v Actual: Version or Import
Hi team, Wondering what everyone does when creating Forecast (Actual + Plan) v Plan modules for P&L use cases. More specifically I am asking whether people 1) Take a copy & create a new version of the Plan P&L at the time of finalisation of the Plan P&L, keep the Swtichover as July (For June Financial Year End periods) &…
How to allocate Number to list member based on Rank of list member
Hello Team, I have list route which has parent city.Every City can have more that 100 route.every Route has capacity of goods can be transfer.i have ranked these route based on some factor.I want to allocate the demand quantity to these route based on lowest to highest rank considering capacity of route and. Demand100…
Previous of Same Line Item in Customized Time Scale
Hi All, Any suggestion for using the previous formula in a custom time scale? Scenario: Using Previous of same line item in Custom Timescale Module : Products as Dimension, Current Week and Future Weeks (Custom Timescale) Line Items : Planned Order Purchased Order Final Forecast Inv Projection Inv Projection line item…
How to create a Saved View using Actions
Hi Friends, I have a Module. And I want to create a Saved View (of filtering) by Action. Is it possible?
Create Forecast Model in Anaplan - Customer and SKU by different Unit
Hi, I got some question about how to create a forecasting model in Anaplan by Customer and SKU level in different organization. For example, I have 3 units (A , B , C) and they are selling to different customers and items. How can I setup the relationship that if I select A and it only show customer 1 forecast item ABC and…
Error in formula
Hi Seems to be a minor one, but I am not getting it..I am getting invalid error for the formula in the attached screenshot. Can you please help to fix it? Thanks Regards Prabakaran
Using Selective Access with DCA
Hello Anaplanners, Context: * We have a selective access list - Country * User have selective write access to some countries (in Europe) and just read access to the rest of the countries (Americas and Asia Pacific) * Country List is used in a list formatted line item to be used as a picklist (to filter) * Module: Has the…
Getting error in the formula
Hi I am getting the invalid error when trying to use the below formula . 'Comp Reservation Details.Reserved Qty'[SUM: Comp Reservation Details.’Organization Code(Mapped)', SUM: Comp Reservation Details.Config LF] Can any body let me know what is the issue here? Thanks Prabakaran
Is star schema is best or snowflake schema in Anaplan
Hello All, Can anyone suggest me which one is better between star schema and snowflake schema in Anaplan? I don't have much knowledge regarding both of these comparisons. Please suggest to me.
Planual Explained - Day 30
“Rule 4.01-09": Article 4, Chapter 1, and Rule 9 – “Publish charts will full filters initially”. If the chart has a filtered axis, set the filter such that all items are shown, then publish the chart. Then set the filter criteria back as desired; the chart will then respect the filter Use Case: Based on the selected month…
How to build a logic in Anaplan to solve the attached problem
Need suggestions on how to build the logic in Anaplan to solve the problem in the attached file. Negative CF is to be adjusted first from the previous weeks and then if balance amount is there then we have to look into the future weeks for the adjustments. For a specific week, you can go back by "m" weeks for adjusting the…
Getting error message when trying to use lookup
Hi I am trying to use lookup function in one of my module and I am getting the error message ' Format of mapping used for lookup doesn't match any dimension of the source' The formula I am trying to use is 'Comp_config_group_workbench.Config Group[LOOKUP: Config LF ] for the line item 'Config group'. Can you help to…
Another Circular Reference Question
I am building a Cost Forecasting Model which uses different methods for calculating the forecasted amount depending on the cost category and the number of years into the future. One of the latest use cases is to be able to taken the calculated cost from the previous year, increase it by inflation and divide by 12 to give…
Un-check a box if it fulfills a condition?
Hello, Situation: I have a grid where a user enters in the number of tables they would need for an upcoming event. In the grid, I have a "submit for approval" checkbox for the user to check once they have entered their table demand unit. Then it goes to the Admin to either approve, reject or "put on hold." If it is put on…
level 1 Formula given in the activities is giving an error for 'REVENUE' and 'Cost of Sales' Line
level 1 Formula given in the activities is giving an error for 'REVENUE' and 'Cost of Sales' Line items. Open the REV03 Margin Calculation module. Toggle to blueprint view to enter the following formulas for each line item: Line ItemFormulaRevenue'REV02 Volume Inputs'.Volumes * 'REV01 Price Book'.Sales Price * (1 + Sales…
Import same value from 2 dimension module into 4 dimension module
Hi, Have a small challenge - I'm trying to import line items from one module with 2 dimensions and into another with 4 dimensions. The 3rd dimension in the latter is set to ask on import but the 4th is irrelevant, i.e. the import should basically import the same line item values into the module for every item in the 4th…
Publishing Graphs Using Dynamic Cell Access - Is there a Bug?
Hi Planners, While I was working on graphs I found something weird going on while Publishing graphs using DCA. I am not sure if this is supposed to work exactly the way it is or is it a bug in the system. I have a Module with two line items Line A & Line B across monthly timescale I am using DCA Read Only for Jul, Aug &…
Planual Explained - Day 29
“Rule 4.01-08": Article 4, Chapter 1, and Rule 8 – “Avoid Refresh Buttons”. Educate the users to use the Refresh option in the toolbar rather than action "refresh" buttons to open dashboards Here is how it was done in Pre Planual Era: We used to create Refresh buttons and publish these buttons on to the dashboards. Refresh…
Unable to change the pivot of a module
Hi I am trying to change the pivot for my model by making the line items as columns and comp incoming inprocess demand sequence id as row. After clicking OK in the pivot form, I can see the changes take place. But, if I close the module and comeback,I see the changes are reverted and go back to previous setup. Can you help…
Line item type defaults to Number
Hi Whenever I create a line item in a general list or Module, the type defaults to Number and I have to change to the relevant type. As Text is the type we normally use, how to change the setup so that the type defaults to Text instead of Number? Thanks Regards Prabakaran
New Filter Option: "Absolute Value" and "In Between" Filter
It would be very helpful to have a filter option added that allows a user to filter on absolute value as well as to filter by defining a top and bottom range that returns amounts in between the range. Currently, we have built line items as a work around, but these tend to take a lot of space. This functionality should be…
Planual Explained - Day 28
“Rule 4.01-07": Article 4, Chapter 1, and Rule 7 – “Avoid buttons for Navigation”. Use the contents page for navigation rather than clutter the dashboards with buttons Here is how it was done in Pre Planual Era: How often have we seen this kind of layout on our dashboards. That is exactly what should not be done What is…
PLEASE HELP--- Importing a value in the list
Hi Friends, I have a module abd SYS Mod 1. It has no list but only Line Items. I want to import, the Line Item value (ie. Jun 20) in the list. Kindly assist.
Planual Explained - Day 27
"Rule 4.01-04": Article 4, Chapter 1, and Rule 4 – “Turn off module page selectors”. Show the page selector is appropriate but try and drive the selection from a general page selector. Here is how it was done in Pre Planual Era: We used to have page selectors enabled for each grid of the dashboard What is wrong with this…
Level 2 Model Building: Activity: Create DAT03 Historic Volumes Module
Hi guys I am having a hard time importing the Historic Volume file into the module. I think it has to do with the week?
Single formula for different list items
Hi, I have a list called Apple having items A,B, A+B. A+B should contain the addition of data of A and B. In the module i have a line item called data and applies to Apple list. I have to write the logic for Data line item such that the module shows up values for A, B and A+B should have addition of values of A and B.…

Modeling

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