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Dynamic Time-Filtered Charts for Months vs Years
It would be good to get the ability to filter dynamically the levels of a time scale used in a chart. At the moment if you show both the months and the years in a saved view that you then use to create a chart, Anaplan automatically ignores the aggregated levels of the timescale (e.g. Years) and just uses the leaf level…
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Text value match in module and List
Hi , I have a line item Amount in Module A, and Line item Final Amount in Module B. both modules uses different List but the member in module B is a line item value in module A(text field). I want to Sum all the amount in module B based on the line item value match in module A. Regards, Usha
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Level 1 Model Building: Employee List won't import Start and End Dates
Hello, I am on module 1 of the Anaplan training, and when I upload the #E2 Employee List, Anaplan won't pull the start and end dates. I didn't catch that until I got to the creation of SYS08, where #E2 is referenced, but the information won't load to the module, as the start and end dates aren't on the original list. Can…
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Finditem in Subset
Is there a function that will return whether a list item is a member of a subset? I can't figure out how to get FINDITEM to return a value. Example: I have a list of accounts segmented into three subsets, Group A, B, and C. Each account group has its own set of managers and assignment logic, so subsets are ideal. However,…
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Enhancements for ROUND
Planners, As most of us are already aware that ROUND was not working as expected in Anaplan and we tried multiple workarounds to get this work done - Anaplan has now enhanced this in the latest release on 11/23. In this enhancement Anaplan has put in a new Method argument in the syntax - NORMAL and EXACT. Although these…
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Trim a node name till special character "-"
Hi Team, Just looking for formula to trim my node name till a special character "-". 'AccountL1- 234' I want to get only AccountL1. Regards, Usha
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allocation to keep totals to 100%
Hi Ana planners, Is there any way to keep the totals at 100% despite applying CAGR to set of percentages. Image 1 shows the initial percentages and image 2 shows the new percentages after applying CAGR. FY18 % are my base in image 1 on which CAGR is applied for an occasion called Party for subsequent years. But the idea is…
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Access Control by Selective Access and DCA ?
Hi, Anaplaners I need your pointers on how I can implement not-straightfoward access control settings. Please see the attached file. In the file, what is expected to achieve is that, for instance, if I grant myself WRITE access to S1, I will be able to WRITE R1 and R2 for category 3, T1 and T2 for Category 2, and AAA and…
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Feature to input text or file attachment at line item level
Hi All, I am faced with a requirement where when a planner enters manual adjustment, to factor in local knowledge into the forecast baseline, planners are expected to enter supporting details like text or even attach file for the particular line item. Is there a way to accommodate file attachments at line item level? E.g.…
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Continuously polling an operational model using Rest API
Hi Guys I have been requested by a client to continuously poll Anaplan Operational Model ( every 1 min) to EXPORT data from a module . Module is relatively small so about 20 rows and 2 cols . Right of the bat this doesn't sound like a great idea to me due to potential lock up of the model etc. therefore i wrote a Python…
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Calculation of CAGR based on a baseline percentage
Hi AnaPlanners, I am trying to run a stimulation based on a business scenerio wherein i take in the baseline % and apply a CAGR (in %,can be negative or positive) to the baseline % to get my year on year growth.(image 1 shows the input module for stimulation) Image 2 is where i am doing the calculation. i am using a time…
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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?
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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…
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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…
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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?
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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…
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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
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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).
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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…
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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…
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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…
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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…
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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…
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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…
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month to day
i have month dimesion table i want to change day dimension table example before apr19may19june19 12 3 after apr1apr2apr3111
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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
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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…
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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…
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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
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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…