Modeling

Level 2 Model Building: SYS08 Incorrect Data Population
I encountered an issue with my SYS08 module in which the data isn't being reflected the way it should. Products are not correctly population under their parent, instead they are put in at the bottom as shown in this screenshot: This leaves the "parents" blank: I have tried rerunning processes 1 and 2 (responsible for…
The Power of Dynamic Cell Access
As a business operations manager on the Anaplan on Anaplan (AoA) team—an internal team, focused on bringing Connected Planning to life within Anaplan—I help to oversee our internal Anaplan model ecosystem and assist in the solutioning and development of Anaplan models across all of our functional business groups. As…
Pie Chart to Dashboard
Hi All, So i was trying something and i need help in that. In Anaplan, we create Landing Dashboard there we usually have a sequence in which the dashboards will be used by user. (Basically a process or steps kind of thing) Now on my landing dashboard i have 5 dashboards named DB1 - Step 1 DB2 - Step 2 DB3 - Step 3 DB4 -…
YoY Change % to forecast a line item from actuals
Assume, I have the following line items using which I am trying to build a prediction/forecast for "Revenue". Revenue --> Actuals are imported for the actuals period, and this should be the forecast for the forecast period. YoY Chg% --> Imported input data that tells the % change in Revenue YoY for that month, for the…
Period on Period % Mvmt - Formula Summary Method
Hi Team, I'm attempting to create a Period on Period % movement in a module using multiple dimensions but I require the summary level/top level to still calculate using the formula rather than Summing all the lower node %'s. When I change the Summary method to % I receive an error I have tried using Period, Lag & also…
How to decide whether to build a New Model or add the new functionaliy into an exisiting model
I am about to start modeling our Sales Commission Payments process, but I am wondering whether to build it as a stand alone model or add the functionality within our existing Operating Costs Model. The Calculation for the actuals (which is the part of the process that currently exists) will work of a set of lists which are…
Extract FY from Date
Hi Team, I'm trying to extract the FY from a date. In our world the Fiscal years run from July to June & hence 1/07/19 would be FY20 I could convert the date to a Time Period & have a separate module that maps the Time Period to FY but I thought that might be overkill? Many thanks Mark
Displaying the first date of my historical years
Hi All, I was wondering if there is a syntax that gives me the first date of my historical years, based on the timescale settings. My Fiscal Year (currently) goes from 01-06-2018 to 31-05-2019 and I have 2 past years within my model, i.e. the date I'm looking for right now is 01-06-2016. I would like to have a syntax that…
Formula to populate time period formatted line item
Hi, I have two line items - Year and January - with no dimensions. Year is time period (year) formatted and a user selection January is time period (month) formatted and I am looking for a formula which uses the year the user has selected to return the period - For example, the user selects FY19 and the it returns Jan 19.…
Time Setting - Tertial date formatting
Hi, I have a case where I am not going to use quarters, instead I need to split the FY into 3 periods (consisting of 4 month each/ tertial). Does anyone have experience with this and, can recommend a way to set this up? Regards, Stig
Versions of a list
Hi, Recently started using Anaplan for our annual business plan. Now we want to start our forecast and have come across an issue related to lists. Example: We have an Cost Center list and an Employee list that rolls up to the Cost Center list. For the PLAN, we have 2 Cost Centers and 2 Employees Cost Center 1 is the Parent…
Truncate decimals but not round
Hi All, I want to truncate the decimals from a number like below but do not want to round it. 2.22939393 -> 2.229 2.22977777 -> 2.229 2.59999 -> 2.5 instead of 2.6
GL code mapped to COS and OH's
Hi All, I am trying to import actuals using GL mapping into a P&L module ( Target). The issue is some GL codes map to both COS as well as OH's. The source module is dimension-ed per below: One of the stations is a dummy airport and holds all overhead costs. So for example, GL 01 relating to expense A is imported correctly…
Actuals not pulling through
Hi All, I am trying to pull actual values into P&L module using a mapping module. However the values are not transferring across. Details: I have created a line item sub-set from P&L module, which is dimension-ed by time and versions. P&L module Mapping module I have also built a mapping module to map the GL code ( List)…
Dynamic Names for Numbered Lists by User
So, I have attempted to explore the concept of allowing users the ability to change the property that updates the display name for a numbered list, and I can't quite figure out how to make it unique to each users' preference. For example, I am looking at a hierarchy and I want to know how the people roll up then click a…
Get data into List Property from another List
Hi, I have 2 LIsts, Numbered List and Flat List. I need to Pull Data from Flat list to Numbered List using Formula. For Ex: I have Emp ID Data in Flat List. I need to pull that data to Numbered List Emp ID property by using Reference and Formula. I tried but Not able to get the output. Can anyoune help here to get the…
Level 2 Sprint 2: Detailed Demand Review Dashboard
Level 2 Sprint 2: Detailed Demand Review Dashboard: In this exercise of building Detailed Demand Review Dashboard, are we supposed to match exact number shown on the activity? me and the 2 other colleagues don't seem to have matching numbers
I need some help on formulas and functions in anaplan where can I find some relevant material
I want to practise formulas and want some deep understanding
In blueprint view, show if a line item is used in a filter
In blueprint view, we can see if a line item is referenced by a formula, but not if it's used in a filter. When cleaning models, we can end up deleting items used in filters and breaking filters with no warning.
Provide model builders a "Model Cleanup View"
Our model is rather large, and over multiple development cycles and many different developers we have a large amount pieces of the model that may now be obsolete. The trouble is with a large model it is incredibly cumbersome to locate safely remove clutter without the fear of causing major issues in the model. The only way…
New UX: Give builders control over amount of white space in and between cards
The amount of empty space between cards and around the edge of information within a card is excessive. I would like the ability to build a little more compactly but this empty space spreads everything way out. I would like some control over: * how much space cards have between them by default * how big the empty buffer…
ACTUALVERSION()
We currently have the functionality to retrieve the values from the Current Version using CURRENTVERSION() Please can we have ACTUALVERSION() to do the same for the Actual Version This provides consistency and will simplify the modelling experience David
Variable results on dashboard depending on user selection
I want to present a dashboard where the information displayed varies depending on the year/version the end user selects - see attached picture of example. The modules that lie behind this example would be as follows: Input-Module 1 Input Cost - user input (Dimensions - Location List, Version List, Year) Calculation-Module…
need to do a look up formula
Hi, I need to do a lookup in my line items so that I can import the data into a module. I have a flat hierarchy factory list. I have 2 line items Inbound Qty and Lot Numbers. I've split them so that I can see: Factory 1 inbound Factory 1 Lot Number Factory 2 Inbound Factory 2 Lot Number I'm not sure what formula to use in…
Optimizer Constraints
Hi, In the constraints we specify for optimizer, the last constraint has the format of a - b =0, why is a=b not possible in the constraints. If we change the format , the process will be incomplete. Why is it so.??
Importing forecast numbers with forecast version and time scaled into a module without forecast vers
Hi All, I am trying to import forecast numbers from one module having forecast versions(list) and Anaplan time into a module only with time-scale. The idea is to have a page selector(forecast) in the target module and when users select the respective months ,they should be able to see the numbers forecasted in that…
Concurrent Planning
For a client we're facing issues with user dependency whilst filtering on the dashboards in Anaplan. We're using a Module with 10+ List-formatted line items to let an end-user select different combination of filters. However when multiple users are using the same dashboard which is based on one module/dataset their actions…
Need help with 53rd Week Setup in 5-4-4 Calendar
Hi, I am trying to setup a 53 week year in 5-4-4 Fiscal Calendar. I have setup the calendar as follows According to our client 2020 is a 53rd week and they would like to see the additional week in December 2020 . After the above time settings I am still unable to see a 53rd week in any year. Please let me know if I am…
What-if Analysis in Excel to Anaplan.
Hi, I happened to see a video on Youtube (https://www.youtube.com/watch?v=N924D6tGOG8) where a person introduces the Excel function "What-if analysis - data table" I want to replicate this function in Anaplan where I have similiar variables (values are dependent on both columns and rows). Are there any best practices on…
Ability to add absolute values across months
I have a client who would like to create a new period in Anaplan that sums the absolute values of the months. This will help in identifying account combinations with 0 across all the versions in the model. Is there a way to add formula periods? AbsFY=abs(jan)+abs(feb)...abs(dec) If not, how can they add it to a module? for…

Modeling

Discussion List