Modeling

Start Month of a Financial Year
Hi Experts, Let me ask how to fetch start month of a financial year. What I want to do is to filter client's invoice data, that invoice period start from the start month of previous financial year. e.g.) If the current month is Apr 20, the invoice data should be filtered from Apr 19 to Apr 20. If the current month is Mar…
How to get Min/Max and Today's date in Anaplan
Hi, We are trying to get the Min/Max and Today's date for data in the Anaplan Module. Below is the sample data present in the module. DateCustomer countRevenueSaturday, 2 May 20201001000Sunday, 3 May 20202002000Monday, 4 May 20203003000Tuesday, 5 May 20204004000 We expect to get 2nd May as Minimum Date, 5th May as Maximum…
Ability to create modules and dashboards automatically based on selected dimensions.
Automate the creation of modules and dashboards based on dimension selections from a start model building dashboard according to the attached screenshot. Category: Model Building Automation.
How I can made logic against time dimension?
Hi, I would like to understand how I can make a logic against Anaplan Time dimension list. Target: To make function for "Test" line item which tap True (to Test line item) for all periods where "Actual" current period is equal or smaller. Cheers, A
Planual Explained - Day 3
"Rule 1.06-02": Article 1, Chapter 6, and Rule 2 “Don't use subsets on large lists.” It is better to create a list on its own if the Subset is more than 75% of the list. This goes against “Performance” of PLANS if you wish to create subsets on large lists Here is how it was done in Pre Planual Era: Without checking the…
Planual Explained - Day 1
Rule 1.01-01: Article 1, Chapter 1 and Rule 1 - Never use SELECT with TIME. This goes against “Sustainable” of PLANS if you wish to use SELECT with TIME. Use Case: Let’s say we have a source module where we have a time dimension and we want to bring in the Annual Revenue for one year into our target module (Ignoring rest…
How to calculate forecast percent based on latest 3 months (average) actuals?
Hi, Current setup: I have a source module where I will get actuals percents every month. The module doesn't include the version dimension/list. Target module: I want a module that includes version actual, forecast, and probably later other versions as well. I would like to get from the source module the actual (allocation…
Concatenate users into a text field
Hello, I created a matrix, including two lists (tasks list and the built in users list) as dimensions and a boolean formatted line item in order to set write access for an other line item through the Write Access Driver. That part works, no issue with it. But I want to list (concatenate) in a simple text formatted line…
Line Item Text alignment
Hi All I have a questions when i enter the line item TEXT ,is it possible to change Align Right / Left or Center and shift to another row in single line item e.g. Text (A)
Assign the module name for the line item
Hi Community I have a module with the following structure: Module Name ---INPUT--- Transportation fee INPUT Meal fee INPUT --- CALCULATION --- Trip expenses CALCULATION What I want to create a column named 'Module Name' is to display the module name; In this case, it is input and calculation (input and calculation are…
Mailto fuction-File attachment
Hi, Attachment of a file is possible while using mailto function ? If anyone knows ,kindly guide us. Thanks Neeraja
Summary settings: total sum
Hi All, It would be interesting to have an option "Total Sum", that only aggregates the value for the ultimate parent in the hierarchy. This would almost completely remove the need to create flat lists with a lot of benefits: - less complexity; - no mappings between lists; - easier/more intuitive to model While retaining…
Select levels of hierarchy that are applicable for a module/line item
Hi all, Different teams at a client tend to work different. So a hierarchy might consist of 5 levels, but different teams tend to only use 2 or 3 of those levels for their day to day business. It would be a nice option if we were able to select the levels within a hierarchy that are applicable for that module or line item.…
Planual Explained - Day 2
Rule 1.03-01: Article 1, Chapter 3, and Rule 1 – “Only give write access to the lists when needed” This goes against “Necessary” element of PLANS if you wish to provide write access to the lists Use Case: End users want to be able to input the numbers in an Input module on the Dashboard. Dimension of this module is Country…
Product costing in Anaplan
Hi, I am just about to start a new project where the idea is to build a full product costing, with complete BOM and routing in Anaplan. I have a pretty good idead of how to do this, but it would be great to get some input from you guys before I actually start building. There is one thing which I think will be a bit more…
Comments at summary line
Hi, I am building a Variance dashboard with line item subsets from another module as rows, columns to capture live data, snapshot version (past time period), variance between the two and finally comments. I need to display all of these by Management reporting which is another list used as page selector. I am good until…
How to control the checkbox
Hi everyone I created a Boolean as checkbox . When 1 checked ,others become disabled , and when 1 unchecked others are back to normal. how to do ?
Variance Dashboard Page selector
Hi Community, I am struggling building up a Variance dashboard at CC/GL level. Having so many members I encounter spacing issues. I have also added a numerous other dimensions (Rows - GL accounts / Columns - Line items ->I will bring the data through line items formulas instead of Versions so that I can calculate different…
Evaluate Values within in a Hierarchy
Hello, Does anyone know of a quick formula combination that evaluates the line item values for list members that share a parent? In my example provided the puppies have the same parent. They each have different "fees" which I'd like to evaluate in the variance column. How much more was collected in fees for Snoopy than…
Show Used in Dashboards on a line item level (similar as with module)
To clean up old line items it is handy to now it hasn't be published to any of the dashboards.
Convert Text date Range to period
Hi, I need to covert the text field range to a period number, what should be the formula for that? I am getting the text range input as: JAN 2019 - DEC 2019 (in a single text cell) I need an output as period number. 1 for Jan 2019 in one line item and in the second line item 12 for Dec 2019. Thanks for the help 🙂
Number Formatting - Round Formula
Currently the Round Formula can be applied only on specific lines or calculations. Would be nice to have an option to set Number Rounding at 'Number settings' apart from Number Format Display.
filter the values in a page selector based on another page selector
Hi, I have 2 separate hierarchies 1. L1 Region L2 Country 2. L1 Channel L2 Retailer I have a planning module that uses both these dimensions and to plan for units sold in a country at a retailer. I have published both the lists as page selectors on a dashboard. Currently when a user selects a country and then select a…
Support aggregation over time dimension
Description of the enhancement: Currently if the Source has a time dimension then the result must also when using SUM. Users would like to be able to aggregate over time dimension. How this would help our business processes: It would remove the need to do the following workaround. If you have: Result = A.a[Sum A.b] Result…
Ignore Timescale as a dimension if Time formatted mapping line item is used for aggregation
I ran into the issue when I needed to pull the data from the module with a timescale as a one of dimensions to another module that also contains timescale as dimension. I used time formatted line item in the source module for aggregation but it's been ignored in the Result module and error message box has been appeared.…
Time Range
Hi All, I am working on a model where in a dashboard I have to reduce the time range of a drop down from 10 years to 2 years. It displays 10 years as it uses the original time period of the anaplan model thereby displaying the entire time frame in the drop down. Please help me how this can be resolved. Thanks in advance.
Removing Parent Formulas
I am trying to move towards removing the parent formulas that are repeated throughout my model by consolidating the hierarchies into system modules so that parent formulas only needs to be calculated once instead of multiple times. My problem is that the system modules are built from the lowest level but sometimes the…
Referencing a Numeric Line Item Sum in Another Line Item
Hello, I have a numeric line item (picture attached) with cells filling in as 1 if they fulfill a condition, 0 if not. The total number of 1s in this example is 1514; I need to reference this total in another line item in a separate module. This separate module is not dimensioned off of any lists. How can I do this? From…
Advice regarding dynamic variance dashboard
I am looking to create a dashboard where the user selects the Version/Month for the first column and then selects the comparison Version/Month for the second column (using a selection module). The dashboard would then show the selected version/months in the first 2 columns and then show the variance in the third column. I…
Convert Local Currency
Hi Each individual country enters data in their local currencies. However, for the reporting in USD, it is to be done at Region level only. There is no need for Country level. Right now, I managed to convert at Country level (REP05) and the Region data will automatically be rolled up. If I do not want to store converted…

Modeling

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