Modeling

Drop Down List Should Exclude Previously Selected List Items
I am trying to limit the options in a dropdown list so that a user cannot select "option A" for both "slot 1" and "slot 2". In the attached image, the equivalent would be blocking the user from assigning "testtest" or "matt 622 upload" in the third slot for the parent "CUMMINGS, JAMIN". Note: every parent should be able to…
How to Get Correct Month in a Weekly Time scale Model
I have a 4-4-5 Weekly Model. Details below Time Scale I wanted to get the exact month for a particular date. Details below Formula? Period(Valid from) for 5/31/2020 is giving the month as Jun 20 and not May 20. I understand that it will fall in a week which will be in Jun but how to get the correct month from this date?…
Circular Reference issue
Hi All, Please see attachment for details. My apologies my post encountered an error so I have to attach the details Regards,
Circular Reference Issue in Computation
Hi All, I would like to ask for some insights with a Circular Reference Issue. Here are the details So we have a dimension Unit Mix, where the TOTAL is the Top Level and Parking and Total/ Average is the child. And under Total/Average are child member 1 BR, 2 BR, 3 BR, 4 BR. ( I hope i was able to illustrate the dimension…
LEVEL 1 MODEL BUILDING: REVENUE & MARGIN
While formating the line item in REV02 volume inputs module how to set as default, is it means whatever setting was there for setting by default should go by that? But then the OK tab is disabled if I go by that understanding and not change any information in the formatting tab. 1) 2) Create REV01 Price Book Module -…
Insert text on summary items
Hi all, I am building a dashboard for the finance leads to comment on the Operational Variance for every chart of account. (see attached) They need to comment on the Op. Var. for the current period, for the quarter and for the year. In the table on top they see the figures. I wanted to created a grid below to capture their…
Changing the dimensionality to the parent
Hi there, I need to change some modules that are referencing "C5" to C4. C4 is the parent of C5. What is the best way to change the dimensionality and format of modules that contain "C5" without losing the data? Also some C5 formatted items are being referenced in other line items. Thanks!
How to get total count and standard deviation
Can someone please guide me. I have each SKU and would like to get total count and standard deviation. I can get sum but for 7months of data how can I get total count and standard dev?
Ability to create one child to multiple parent hierarchy
Hi Does anybody have an answer to building a list hierarchy with a child with multiple parents? For instance, when an entity is owned by multiple 5 trusts equally 20% each, how can we possibly build up the hierarchy on this structure? Thanks.
Custom Time Scale - Calendar Month Mapping
Hi All, My model Calendar is 4-4-5. So Dec 30-12-2019 is falling on Jan Month. I want to get Jan month 31 days, Feb - 29( and Feb 2021-28 days), march -31 days,apr -30 days..and so on. The Model calendar follows 4-4-5 Total number of months is not giving the right answer.
Simulation and Forecasting
Hi, I have got a requirement of having my Actuals in Qtrs, Forecast for the year, Budget- Budget formation in Q3, Budget validation in Q4, Budget Figure 1 in Q1 of next year. Please suggest if I need to do my switch over (If yes on which months) or do I need to create a version list with Actuals, Budget , forecast and load…
Switchover merit
Hi! I learned that when Switchover is enabled by selecting a time period from the dropdown list, Anaplan will merge data from the Actual version prior to the Switchover period with data from the Forecast version for the rest of the fiscal year. So by changing data from forecast to actual on the forecast version, what is…
Year to Go
what is Year To Go in Time?
ITEM(TIME) on Parent Time Items
Hi Team, I'm creating a Time Map module for Time Dimension - Months for a Model Calendar with Weeks with Half-Year Totals selectred The 1st Line Item in my Time Map is ITEM(TIME) which Time Period - Month as the Format & Formulas as the Summary My expectation was that for Parent items, e.g. Half-Year or Year, it would…
Forecasting adjustment based on Holiday statistics (sum on specific time items)
Hi all, I have a challenge and I am searching for the best solution. I have (a lot of) sales data and I am using that data to forecast on a daily level for the coming weeks. National holidays have a huge impact on most products the week before and the week after a holiday. I would like that impact to be reflected in the…
Help with Sum function / Creating a Profile
Hello I am trying to create a profile to spread revenues by client (i.e. When a client signs a contract in the future, when will the revenues occur based on past performance. First I have a module that has historical revenues, by brand account, plotted on two dimensions - Contract Cohort (month the contract was signed, a…
Replace function
Do we have a replace function? I want to change a value.
Rename List items
Dear Friends, I need some help from you. I want to update my list. My initial list items (12 list items), will be renamed and a new list will created with the (4 list items).
Urgent help assistance
Hi Friends, I am struck with a difficult situation. I have Module 1 and this is the Data Hub and the Date is stored in Text Format. Every quarter I need to pull the data and make it look like Module 2. Now my problem is as the Date is in Text Format, I was trying to find the current year. By converting Text to Number and…
Requesting a serious help
Hi Friends, I want to create an Action process. That will automatically import the current year data. Please assist me in this.
Creating line item subset
Level 1 model builder training module - Creating a line subset section. Before jumping to the next session the training module sats subset #E2 Employees need to be created and to be shown as the above image. I have created the subset but in my lists & rollups section subset is not showing up. Am I doing something wrong…
SUM Parent Item in Hierarchical list
Hi Team, I have an issue whereby I can't SUM from 1 Hierarchical list to 2 different Lists....let me explain with an example I have Source Module which is dimensionalised by #Employee (the parent item of #Employee is Region L1) I have a Target module which is dimensionalised by Clone Region & Budget Owner I have mapping…
Inserting a formula
New to anaplan platform, i want to insert the formula in my system module and i know we can search it in anaplan anapedia under all functions tab to see which function to apply. But it's not easy to search for a particular line item. Eg i want to insert formula for years only? boolean formatted line item, so how to find…
Speeding up your blueprint configuration
As a model builder, you have to define line item formats over and over. Using a text expander/snippet tool, you can speed up the configuration of modules. When you add a new Line Item, Anaplan sets it by default as a Number (Min Significant Digits: 4, Thousands Separator: Comma, Zero Format: Zero, etc.). You usually change…
Connecting list to property of other list through module
Hi, I have list A with property X and list B. Also I have module where I have list A as dimension and line item. In that line item i need to get data from list b based on property X which i created. Please may I know how to do that. Regards, Rajasekhar
Calculation on Months to Quarters
Hi , I have 2 lists. Months(1,2,3,45-...etc) and Qtr(1,2,3,4...etc). We need to create module to map months to Qtrs. That is for 3 months in one Qtr. That is for month values 1,2,3 The Qtr value should be 1, For month values 4,5,6, the Qtr value should be 2 and so on. Please let me know if there is detailed method how to…
Find the minimum 'Month' across multiple Line Items within the same module
Hi, Apologies if this doesn't make much sense but I am fairly new to Anaplan. I have a module with multiple line items, each retrieving a month from other modules (Formatted to Time Period: Month). I would now like another Line Item (within the same module) to calculate the 'MIN' of those line items. Is this possible? I…
How to create formula for YTD and YTG run rate (Moving average)
Hi I would like to create formula to calculate moving average for YTD and YTG. Here's the formula i input MOVINGSUM(Actual, -11, 0, AVERAGE) to calcuate YTD run rate, MOVINGSUM(Remaining, -11, 0, AVERAGE) to calculate YTG run rate but the it doesn't seem correct to calculate the moving average. Kindly see example from file…
System module
1) I have created a system module but while creating the line items created are in rows, but I want them in columns. how to proceed to this.
Current period data gets deleted when i change the current period.
Hi, I have a weekly module and when change the current period to next week then my previous weeks data gets deleted, how i can keep my previous data and move to the next week? Thank you!

Modeling

Discussion List