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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…
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Replace function
Do we have a replace function? I want to change a value.
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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).
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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…
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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.
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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…
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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…
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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…
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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…
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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
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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…
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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…
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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…
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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.
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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!
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Planual Explained - Day 26
"Rule 1.04-02": Article 1, Chapter 4, and Rule 2 – “Utilize Show Content On/Off for Different Functional Areas”. “To reduce maintenance, create separate Functional Areas for dashboards and modules (e.g. Reports and Report Modules). In the Contents tab, turn Show New Content "On" for all dashboard Functional Areas and "Off"…
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Compare Amount
Hi, I have line item (status interco) where if amount blue and red not same it will be give text "Unbalance" but i dont know how to compare every item Any ideas are appreciated. Thanks,
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Top Level as Default Page - Selective Access List
Hi Team, I have a Selective Access List which has an internal hierarchy within the list (Parent items that are not from another List) published as Page Selector to a Dashboard. This example is a List of Budget Owners with a top level for 1 section of Budget Owners So for a User with Access to the Tobi Group the Dashboard…
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How do I calculate total training costs per department?
Hi there, Suppose I want to calculate total training costs per department. E.g. say I have: Department Training Cost ($) Finance A 50 Finance B 60 Marketing A 50 Marketing D 100 HR & 50 Finance # 30 Training rolls-up to a training group (e.g A, B are in alphabet group, and & # are in Sign group) I have my input module…
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Filtering Row List items dependent on Current Page - Line Item Value
Hi Team, I have a module with Employee List on the the Rows, Time as Columns and Line Items as Pages. I would like to Filter the Employee items on whether the Time Value selected is greater than zero for the Current Page Line Item It seems you can use Current Page for all other dimension filters except for Line Items where…
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Hide/Filter Blank Row in my Moudle
Is there a way i can hide/filter those numbered lists in between that has no data. In the screenshot below, i need to hide numbered list #2, #4 and #5. Thanks in advance for any help.
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Planual Explained - Day 25
“Rule 1.03-03": Article 1, Chapter 3, and Rule 3 – “Set a Landing Dashboard by Role”. “Different roles should require a different entry point. Avoid a generic landing page if possible and create a specific dashboard tailored for each role. It goes against NECESSARY elements of PLANS if you wish to go against this rule Here…
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Declining balance depreciation method
Hi, I want to calculate depreciation of assets using declining balance depreciation method on Anaplan. I went through Anapedia's financial function pages to find function like Excel's VDB, but couldn't find any function applicable for the method. Is there any function that is available for declining balance depreciation…
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Line Item Subset Hierarchy/Order
Hi Team, Is there any method to place Parent items within a Line Item Subset at the bottom of the group rather than at the top? In the below example 'Total Run-Rate Expense' is the parent of the 3 items above it but when used as a Dimension it is located above those 3 items (see bewlo)
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Rank not resetting in multi hierarchy
Hi, I am trying to use a rank function in a multi hierarchy list but the rank is not resetting in other hierarchy. I am expecting that the first list member in the hierarchy should start to 1. Thanks in advance for the help. Tom
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Getting the maximum line number entered for each user
Hi everyone. I would like to change the number of lines displayed for each user. In this case, I would like to display the 3rd to 10th lines to user A and display the 12th to 20th lines to user B. So I exclude the number of entered lines... I was thinking of using the RANK function, but it seems that I cannot use it if…
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Current Period
What is the best way, without Anaplan Connect, to change the current period? I'm creating a process that the end user will run to refresh all data...how do I add changing the current period to this process? I thought I remembered that it couldn't be done.....but can't find the info now....if it can't be done in a…
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When saving a view ignore the case sensitivity
We have a 10-minute rollback sometimes and we are very careful to ensure formulae and entries are correct. The one annoying thing is case sensitivity on views. I had to wait 12 minutes because I saved a view as Customer Data and then saved as Customer data. It does not ask if you wish to replace and it does not allow the…
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The Anaplan Way
I am wondering if there are any virtual courses for The Anaplan Way. I have completed Level 1 and Level 2 Model Builder but would like to complete The Anaplan Way to achieve my Certified Model Builder status. I am in Western Canada, if there were any virtual sessions of this offered it would be excellent.
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Budget vs Rolling FC
Hi Team, We have recently completed our annual FP&A planning cycle and now have a FY21 budget (Jul20 to Jun21) locked down. I'm creating our new FP&A model which will be a Rolling Forecast & also have the FY21 Budget values static to compare against How do other people complete this task? I don't want to use Versions and…