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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…
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Q&A: Launching Your Certified Model Builder Journey
As more people outside of the Anaplan ecosystem hear about the power of our platform, they're asking, "How can I get involved?" We recently spoke to two such individuals who took an interest in Anaplan and paved their own way toward becoming a model builder. Meet David McCarthy and Garie Walsh. Both individuals come from…
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Hierarchy - error
Hi I have a list and I am trying to drag products into a top product, however, I am getting errors: "Moving an item onto itself or one of its children is not allowed" and when I remove the parent and then I get this error "The items cannot be moved to this position"?Can someone please advise?Thanks
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Delete record without saved view or filter
Hi Friends, I have a Module from which I want to delete the highlighted records. But without using filter or saved view. I can use any formula to do so. Is is possible by any chance? Kindly help me, if you had worked in a similar restriction.
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Finditem() with Numbered List
Hey, How can we use finditem() to search elements of a numbered list (Display Name)??
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How to replace previous list with new list
Hi, How can I replace my existing list with new one so that D4 should not appear in the list. why i am raising this question is because when I am importing the new list, D4 is still appearing in it which is actually not in the new list, kindly advise: Existing List CatA: - D1 - D2 - D3 CatB: - D4 - D5 New List: CatA: - D1…
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How to reduce the cell capacity
Hi,everyone. I would like to reduce the cell capacity by reducing the module "Applies To". "List A", "List B", and "Item List" are set in "Applies To" of "Module A". Time Scale is Month. "List B-Flg1 Actual" is set to the value of "Actual" if the flag of "List B" is TRUE. (The same applies to "List B-Flg2 Actual" and "List…
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Referring General List properties into a Module
Hi Can you provide some help here? My requirement is to create a General list and populate the data of list properties into another module. I set up a General List ' comp_pro_po' and uploaded the data file into it. Then I created a module 'Comp Incoming PR/PO' with and refer the General List 'comp_pro_po'. I don't see the…
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Custom Period - Anaplan time mapping
Hi Community, There is a use case we were provided, so data was loaded against 2 dimensions with a custom period list also in a separate module the start and end date of each period is provided the start date of period 1 and end date of period 13 is aligned with the time calendar FY20(1-Jan to 31 Dec) the task is to get…
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Current Date in Anaplan
Is there a function to get everyday's date(current date) updated in Anaplan? Something equivalent to Excel's Now function.
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Data extract at day level.
I have model calendar as week 4-4-5,4-5-4,5-4-4 and has day list with list items as Monday, Tuesday.... to sunday. So some days of last week in January are falling into February and so on. So I have to extract the data of extra days falling into february from February data. For example, last 6 days of January are falling…
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Planual Explained - Day 24
“Rule 2.04-03": Article 2, Chapter 4, and Rule 3 – “Keep the default view clean”. “Keep the default view as is, no hiding, filtering, or conditional formatting. It goes against AUDITABALE elements of PLANS if you wish to go against this rule Here is how it was done in Pre Planual Era: We used to do all sorts of filtering,…
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Input Functional Area and Notes in the Create Module Dialogue Box
As a model builder, I need to be able to easily apply Anaplan best practices such as assigning a functional area and providing a brief description of the purpose of my newly created module so my model is auditable and it is easy for other model builders to work on it in the future. Currently, we allow model builders to…
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Dynamic List Management Access
Being an Anaplan user, I would like to dynamically set list management access without admin license. Similarly to WorkFlow and DCA, it would be great to have an ability to dynamically limit add/delete/copy actions on the list for the users, who have write access to it. As per now, taking, for example, Workflow: Imagine we…
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Calculation on top level selection in line item subsets and list item subsets
Hi Anaplan Community, Currently it is not possible to use a summary top level of a list subset or line item subset in a calculation without using a workaround using a boolean and using the complete list or line item list. If anaplan had the capability to allow modellers to use the top level in a line item subset or list…
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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…
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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…
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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…
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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…
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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…
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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
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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…
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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…
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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
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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…
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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')).…
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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…
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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…