Modeling

Budget Transfers
We have a situation where we want to transfer a customer's actuals to a new sales rep, but we want to keep the budget numbers to remain with the current sales rep. How should we go about this in Anaplan?
Aggregating KPIs from daily to L1D, L1W, etc
I am trying to make a one stop shop for KPIs that are found across multiple modules and are dimensionalized by a days list. I need to find these KPIs in terms of the L1D, L1W, L3W and L6W and have it update as the current day is also updated, but I'm having trouble doing it in a way in which I don't need days as a…
Formula
Hi All, I have a requirement and this is a very rare formula. Please help me with the same. In Numbered list has Duplicate Products for different parents. For Ex: Product A is a parent member it has a 3 Childs(D, E, F) Product B is a parent member it has the same 3 Childs(D, E, F) Product C is a parent member it has the…
Conditional Formatting on Columns
Hello, Can conditional formatting be done only on Line items? I need to apply it on Columns which are Quarters. How best can I do that?
Input at different levels
Hi , I have below scenario. Need to do simple multi layer marketing model in which I need many levels and levels will increase with time and then do commission calculation according to different levels . How to make a input module for this as input can be at any level .For example --Customer at level 1 can sell the product…
Using Sum on List Items
Hi, In one of our models w have weeks as a list item, with approximately 76 weeks in total. In one module, each week has a line item 'Score'. In a separate module I'm trying to calculate the sum of score in a 4 week period (between weeks 31 and weeks 35. How would I go about doing this? Thanks
change timeperiod to date
Sep1Sep2・・・・Sep31 new lineitem1231 i need new lineitem have "days value" like 1(number formatt). how to change timeperiod to number. if i use item(time), i can get Sep1 (timeperiod formatt).
Level 2 Sprint 2 - Creating Baseline Volume for FY21
Hello, I am having trouble pulling the Baseline Volume calculation for the Supply Chain model in Sprint 2 of the model builder trainer. I have created the following calculation and get the attached error. IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' = TRUE THEN 'DAT03 Historic Volumes'.'Offset Volumes for 1st…
Time Dimension with only Year - no months
Hi All, I am trying to bring in only Year data (no month or Quarter) but I do not seem to have only Years when I choose the Time. I am trying to get data for FY16, FY17, FY18, and then trying to do average of FY16 and FY17, and FY17 and FY18. I tried hiding the months, however, when I use the Period or Lead or Lag, it…
Formula to take 1 unit data to another
Hi Anaplan, I am trying to create a model to summarize the volume from the region and paste back into manufacturing unit, not sure what formula should work in this situation. For example, Australia (Reporting Unit) and New Zealand (Reporting Unit) purchase plastic cup from Hong Kong (Manufacturing Unit) by 300 cases, I…
Reorganization of Tenant Admin and Workspace Admin Roles, Responsibilities, and Functionality
Hi Community, I wanted to share a scenario that may be a common issue for perhaps 1 too many customers. Let's say in your situation, you had 1 workspace administrator as the sole administrator in a given workspace. When they left the company, no one else had access to the data and that workspace. We can understand why this…
Cumulate Inquiry
Hi, I am currently supporting a project Budget Run and I come across a formula in excel where I thought was easy and yet kind of confusing. See on the attachment. I am trying to calculate the Recognized NSA on the template. The formula in excel seems to be adding up each previous month. I tried using the previous command…
filter by month
i have this type of table timeapr1apr2ap3aprmay1・・・all periodlineitem1001101filter by allperiod✔✔✔✔✔✔filter by month✔✔✔✔ if i use filter by allperiod = lineitem1[select:time.all periods], i catch all data like not only apr data but also may date . i want only apr data by day i want to catch lineitem>0 only and aprs alldata…
month to day
i have month dimesion table i want to change day dimension table example before apr19may19june19 12 3 after apr1apr2apr3111
Formula or Function to calculate a trend from historical data
Hello, I am currently trying to calculate a future trend based on actual historical data and was wondering if someone knows of a function or formula within Anaplan that works best for this? Thank you
Sum or count the number of recurring entries in a list
Hi everyone, first post and hoped that someone could help me as I have been racking my brains to try and do this So I have a list which is called tbl_masterdata, within this list is a field called BVFSKU which is text formatted. I have the BVFSKU's in a list (LK_BVFSKU) and this is used to populate tbl_masterdata on an…
Allocation
Hello, I have some questions regarding allocations. Hope I can get some advice from you. Thank you so much in advance! Here is the background information: * Source Module: Flat file without time dimension. STATE WSLR BRAND LINECODE PDCN MONTH TARGET 1 MO BUD 3 Jan 19 1,000 2 1216 BDL 3 Feb 19 2,000 3 1111260 Mar 19 3,000…
Wrong Calculation when using selective access
Hi Anaplanner, I have module like a picture In module Final I'm using list level 3, and I give user selective access in level 1(Indonesia), and in the module group amount I take amount form module final and sum by variable, so why amount in group amount not the same with module final? Thank you
can we add time dimension to existing module?
If answer of above question is no then check below scenario- I have to check Boolean format line item named "current year?" in the module which doesn't use time dimension. It has to check from other time period (month) formatted line item "Month" in the same module whose data has been uploaded through sheet. How can we…
Value referenc Price effective date
Hello, I have some questions on one of my models. Hope you can give me some advice. Thank you so much in advance! @DavidSmith Here is the background information: 1) Source Module: Flat file without time dimension UNIQUE ID PRODUCT CODE MONTH NO WEEK NO EFFECTIVE DATE END EFFECTIVE DATE FOB 115331062155501-OCT-18 1153…
Continuously polling and downloading data(every minute) from operational model
Hi All , I have a requirement to continually poll(every 1 min) and export data from an operational Anaplan model . I expressed my concerns about locking / slowing down model therefore to test it out i wrote a script which runs every min and downloads data from an operational model . Data to be downloaded is relatively…
How can I 'sum' non numeric fields to pull data through from one module to another?
I am trying to pull non numeric data through from one module to another. I have found that "If your mapping table contains the Source List and maps to a Target List-formatted Line Item or List-formatted Property, then use SUM in your formula." but how can I pull this information through when the data I need is text…
I am unable to circular reference in a module.
I am unable to use circular reference in a module(with "If Else")
Sum from one numbered list module to another numbered list module
I have imported my transactional data as a flat table using a numbered list. Something like this: I want the user to go into a second module where they can select drop-downs for City, and it will sum the sales. This second mapping module must be a flat table too (numbered list) because if I were to dimensionalize it, the…
Discounted cash flow with data out to 2080
Hi Everyone, This is my first post. I am a relatively new Anaplanner and I'm currently making my way through Level 2 Model Building but I am also trying to work on some real life modelling at the same time. Apologies if this is the incorrect place for this question but I need some help. I have an issue with a current model…
Ranking Project - One Category at a time
Hi All, Hope you are having a great day so far! I have a requirement to rank projects based on specific criteria of Profits from each of them. However, they need to follow a specific order to be considered for Ranking specified below- a. Mandatory Projects should be ranked first based on their individual profits b.…
How to import multiple header rows into a module?
The import file is an export file from a module that I am working on. There are several header rows that I need to import into the module. How can I do this? Jan 19Jan 19Jan 19Jan 19Feb 19Feb 19Feb 19Feb 19Mar 19Mar 19Mar 19 ActualActualForecastForecastActualActualForecastForecastActualActualForecast…
Dynamic chart-2 Time line
Hi! I have 2 line items: 1. Actual revenue, data for the period: from jan19 to Sep 19 2. Budget revenue, data for the period: from sep19 to dec19 I need to build a chart, that will have one actual graph from Jan to Sep and another plan from Sep to Dec The problem is that Anaplan uses values (which are zero) for the budget…
Formula to number months within a quarter?
Within Q1, January is the first month (1), February the second (2), March the (3rd). Then Q2 starts, and April is the first (1), May is the second (2), and so on. Is there a good way to set something like this up? I ask because I want to build an IF AND statement, in which IF a value exists within a cell AND that cell is…
Shared Search Criteria
Hi, I have a module that displays our full Masterdata list, with 3000+ products. I have a search module with some of the fields (12) from the Masterdata module. Allowing the user to narrow the list down to relevant fields by using a boolean formula and filter to display just the items they need. It works exactly as…

Modeling

Discussion List