Modeling

Compare line item month data to time dimension month data
Hi, In my module I have a line item that holds the value for Period when the Actuals should have the data. I have time dimension in columns by months Is there a way I can write a formula and compare for example if the Period has April 20 then the formula would look at the column data for April 20 and check if Actuals line…
Bulk Copy in Versions through Actions
Hi Team, We get request from customers where they have multiple versions of Budget like maintaining it quarterly. Like Budget should be open like * Budget V1 : Jan Onwards * Budget V2: April Onwards * Budget V3: July Onwards * Budget V4: Oct Onwards However, When we switch between the versions we should be able to copy the…
Planual Explained - Day 23
“Rule 2.02-19": Article 2, Chapter 2, and Rule 19 – “Don’t daisy chain”. “Always refer back to the ultimate source if possible, to avoid creating more dependencies than necessary. This allows more parallel calculations to be run increasing efficiency and speeding up calculations. It goes against PERFORMANCE elements of…
how to update list with hierarchies
i hv created a list with different properties and want to update some properties when end user done some changes in the property published on dashboard and same gets updated in the list. i hv created a system module with two line items same as property in the list and published on the dshboard. once user does some changes…
Get Unique Values Using Source[TEXTLIST: Mapping]
"Textlist" is one of my favorite formulas when trying to reduce sparsity in calculations. However, Source[TEXTLIST: Mapping] becomes ineffective because there isn't the option to rollup unique values. For anyone who ran into the same challenge before, hope this post can be helpful. Workaround: * Use rank function to stage…
maximum value
How can I get maximum value for any line item. Dimensions are, days in a year ( 1, 2, 3....) and Item numbers 123456789101112131415Item 1023456700000000Item 20000567891011121300Item 30004567890000015
Days() Function
Hello everyone, The below screenshot is from one of the mini videos of Anaplan. How can one adjust the "Summary Settings" to get the number of days in a quarter or a year? I know of 2 ways to return the number of days in a quarter or a year when using the Days() function: * To change the time scale for either a quarter or…
Dynamic Table
Hi Guys, I need some assistance on what approach to use here. Below is the description. The clients report consists on a table where they input the No. of Bldgs. and on another report those numbers of bldgs will be spread out. The result on the Target module will be Another example will be and the result on the target…
Change Format to % of List subset
Team, Please help how I can change the number format of a list subset to a percentage. Thanks, Tom
Standard Deviation: Using no timescale and without current period
Hi Community, I require your help in-order to calculate Standard Deviation. The detailed overview of what I am trying to achieve is described below: I need to calculate Standard Deviation for Daily Sales at Parent Code level for a Depot. My problem stems from that fact that there are no timescales which I can use for…
Reference another list in a module dimensioned with one list
My module is dimensioned with a numbered list, let's say Segment>Product#; I'm trying to retrieve the hierarchical parent from another list P2 Product in order to get the product family for each single product. The line item (format 'List') formula I used was to reference directly that list: PARENT(ITEM('P2 Product')).…
Planual Explained - Day 22
“Rule 2.02-17": Article 2, Chapter 2, and Rule 17 – “Put the most common condition first”. “For formula efficiency, put the conditional with the most common occurrence first in the formula. It goes against PERFORMANCE elements of PLANS if you wish to go against this rule Here is how it was done in Pre Planual Era: What is…
Transfer data from one combination of dimensions to the rest of them
Hi Anaplanners, Let's say we have a module with Dimensions A and B, they have 1000 list members each (for example), and a couple of line items, which user populates manually. Only ONE combination (intersection) of list items has data; the rest of the module is impty. I need to copy this data to all empty cells in this…
Level 1 Cert Exam
I am just doing the test now, question is asking about FY21. All my downloads are actual 2019 and budget 2020. Am I missing something
Sum basis Multiple Properties
Hi, I have a module with 3 different list formatted LIs and an amount line item. I want to sum the amount in the module basis these line items such that any list item that has these 3 properties similar should show the same value. I know this could be done using sum and lookup but wanted to see if there is a better way to…
Hierarchy - roll ups
Hi, I've got a list of products A - Z, and within some of these products, it contains several products. Most products are like product A below, only some are like product B. What is the best way to format this hierarchy? or best way so I can view Products A-Z at the top level but also have a breakdown where needed? Product…
Level 2 sprint 3 - INV01 inventory ordering Grid
there is an error detected in the highlighted cell please advice how to get this corrected
Restrict Adding Numbered List Item
Hi All, We have created a Dynamic Scenario List as #Numbered List. Parent List is the Planning Stage list for which they are creating the scenarios. Now we have given a functionality to add any Scenario in the #Scenario List. But as the planning stage is closed and locked by the user (Using DCA) all the scenarios get…
Sum based on condition
Hi, Request guidance on how SUM can be applied based on condition: Objective: Get average difference between invoice and receipt date by customer for Cleared Lines only Model structure: 1. Customer (line by line) transactional data stored in a flat (non-dimensional file) 2. Customer lines can have either "cleared" or…
Planual Explained - Day 21
“Rule 2.02-12": Article 2, Chapter 2, and Rule 12 – “No Hardcoding to List Members”. “Avoid direct references to list item. E.g. IF ITEM(list) = list.xx. It goes against SUSTAINABLE elements of PLANS if you wish to go against this rule Here is how it was done in Pre Planual Era: Hardcoding to list items used to be a norm.…
SUMProduct in Excel
Hi Guys, I would like to ask help on this issue that I have never encountered before. In the clients excel sheet they are using a SUMPRODUCT formula. The Logic is multiplying the Start of the month (which is the starting month for their calculation) to the End of the month of the calculation engine but backwards. Let me…
Level 2 Sprint 3
for Inv03 distribution center summary, line item 'stock exceptions' to show total number by Distribution center I use this formula: Inv01 inventory ordering.safety stock exceptions count[Sum: 'sys08 Sku details'.'Distribution center] is this correct?
LEVEL02 SPRINT 3 : Calculation problem
Hello, I am having issues calculating the shipping costs. I thought that my formula wasn't working but it's working perfectly . You can check with SHipping cost per 1000 that the value is correcly imported (65). Then when i multuply this amount by Final shipping amount 8149 i get 532610 ijnstead of 529685 like presented in…
Planual Explained - Day 7
"Rule 1.05-12": Article 1, Chapter 5, and Rule 12 – “Use formulae to derive property of the list”. Based off the code of the list it should be possible to derive the properties, calculating the values is more efficient than storing text fields”. It goes against P elements of PLANS if you wish to do so. Here is how it was…
Planual Explained - Day 20
"Rule 2.02-10": Article 2, Chapter 2, and Rule 10 – “Using PREVIOUS vs CUMULATE”. “For long timescales, using PREVIOUS is faster than CUMULATE due to the number of "reads" required for the calculation. So, the expression should be: 'Calc line item' = 'data line item' + PREVIOUS('Calc line item') rather than CUMULATE('data…
End User Insert List Item
Hi Team, Can an End User Insert a List Item for a General List (not Numbered list) through the + button? We have the List published to a Dashboard but the + button is not visible to the End Users. They have full access to all Lists & modules Thanks Mark
Level 1 Model Building: EMP01 Employee Drivers import
I've been working on the Level 1 Model Building course and I'm a bit confused by this import. I'm sure I have followed all the directions exactly from setting up the EMP01 module to downloading the correct csv file for import, but the one thing I can't get right is the time that it's asking me for. It's asking me to…
Boolean Filter to match List Subset and List in Module
Hi I am trying to create a filter to apply to 'INP Module - No of Frequencies' so that result below can be achieved but am hitting humps. If the North Track and East Track in 'ss NE' matches the Track L2 column in SYS Module, then the Expected Result is that Serv under North Track and Serv under East Track should appear…
SELECT command does not work with Version name having number in its name
Hi, I was working to find products ASP for a Version with a variance of 10% between product ASP in other Version. For example, product ASP outlier with version BOQ(Beginning of Quarter) works well unlike EOQ1 (It consists of text and number). 1st formula works well unlike the 2nd one which gives Inval. I believe its a bug…
Rank Function (Two Dimensions)
Hi, I have a module with two dimensions (besides time): customer (BA) and sales location (plant). I'm looking to use the RANK function to display the top twenty customers for a specific line item of value (net negative suspense). I want to display the top twenty customers having negative values on a dash, but I'd like it…

Modeling

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