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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…
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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…
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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…
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I am unable to circular reference in a module.
I am unable to use circular reference in a module(with "If Else")
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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…
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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…
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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.…
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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…
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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…
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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…
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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…
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SUM on a list attribute that varies with another list?
Is there a clever way to SUM on an item's attribute when that attribute varies depending on another list? I have two very large flat lists ... Items and Groups .. and another small picklist, Operation, with three members Add, Subtract, and Ignore. Data module "DAT 1 - Input Data" is dimensioned by Item and Time (Month).…
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Formula Assistance
I am trying to build a formula to pull in fringe benefit rates based on the department/unit and employee works for. I attempted to build an IF Then formula but Anaplan keeps telling me it is invalid. See my formula below. IF Dept Code >= 0000 and Dept Code <= 5999 OR Dept Code = 6500 OR >= 7000 and Dept Code <=7199 THEN…
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Clear the data for more than one period in one action button.
Hi, We have a module , need to clear data from the module based on Period selection but one more than period should be selected at one go. One possible option is to copy zero value from a second module and select the period to clear while run time but this allows us to clear only one period in one run, so if I want to…
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Date of version start
Hi, please help I've got versions with switchover: 1.Actual 2.Budget-mar 19 switchover 3.Forecast-June 19 switchover I need to have 2 line items showing: 1. Budget start date 2. Budget end date
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Does Anaplan allow different formula for each levels within the same list?
For example, my entity list has 4 levels as follows: Country->Zone->Region->Area->Branch and it is a production list. In this case, how can I use the different formula for each levels? I understand that we can have a different formula for each level by having a separate modules for each level or by having separate line…
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preference to the conditions in Optimizer
Hello Anaplanners, Working on optimizer and want to know if we can give preference to the conditions or constraints i.e. First Preference to skill followed by availability and then to Rates? Regards, Chamanpreet
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Import from File vs Module
I’ve been running the Model Optimisation training in recent weeks and one of the benefits of Data Hubs we talk about is that Model to Models imports are faster than exporting to a file and re-importing from a file. The question is always “by how much?”, so these are the details of a test we did in April Performance test of…
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Anaplan Community Search Function - not working?
Hi all, It seems as the the Anaplan community search function (Search bar at the top of the page) is not working - is anyone aware of this? Best, Callum
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Delta record view from a file load
Hi All, I have a request to load a file to a master list and module, but prior to run this load I want to see what are the delta changes coming in the new file. So, I thought to park the new file in a temporary list and module and then compare it with master list and module to view the kind of changes I,e New node added,…
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How to comapre Data from different Module and has Different Diemension
Hi, I have a module A with List A, and Module B with List B. Both the Lists are almost similar. But they are 2 different List. I have line Item PARENT_NODE in both Modules. I have new Line Item compare_Parent, were I need to compare and the result as "similar" or "different". In ModuleB I have written below formula but its…
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Dependent Dropdowns + Selective Access (hierarchy)
Hi all, I am trying to create dependent drop-downs (picklists) for a Region/Sub-Region/Country hierarchy on an input dashboard, with selective access applied. Ideally, users should only be able to select Regions to which they have access, then Sub-Regions within the specified Region to which they have access, then…
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Publishing List as Page Selector Without Parent Levels
Hello All, When I try to use a list as a page selector in a dashboard, I get all the parent lists that are above the selected list in terms of hierarchy. For example, let's say if my geographical hierarchy which consists of 4 lists: Business Unit, Continent, Region and Country. Region is the parent for the Country,…
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What's the workaround to sort nested dimensions?
All, I'd like to find a workaround to be able to sort nested dimentions. (as currently it's not natively possible). I know that I can sort manually the list however as we have new members created everyday, I'm looking for an automation. I cannot either delete and reload this list everyday as I have some data at that level…
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Working Days between dates
I'm looking to try and find away to calulate working days between two dates in a module; I know this has been addressed in a previous post, but it's from 2014 and I can't seem to access the supporting docs. that really show me what I need. I'm a new model builder so any assitance would be appriciated, and apologies if this…
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How do i create a filter that used three dimenions ?
I need to create a filter that pans across three dimensions. I've tried using a boolean box, applying that to the lists I need to select. I think I'm going about it wrong. Essentially what I need to be able to do is - if I select a product, I want only to be able to see the components that are within that product. I also…
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Process Builder - Access to Process Builder not showing
Hi Community, I am trying to build a business process using the Process Builder. I followed the early steps from the Workflow User Guide and am now set up as a "Process Owner" Problem though, the "Process Builder" isnt showing in the list of available choices in the application menu Anyone got this issue and how did you…
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Deletion of orphans in list with selective access by non WSA user
How can the non WSA users delete the orphan records from the list where selective access is enabled? For exmaple if there is Production list and selective access enabled, there are orphans created as part of update in hierachy items. The non WSA users cannot delete the orphans due to selective access. Is there any way…
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Unable to import large file
attached screenshot
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Selective Access on Drill Through Transaction Detail
Hi, I have created a module that contains detailed actual transaction data. The module is based on a transaction ID list and properties like month, account and cost center (and other details). That module feeds into another module for reporting, using the SUM function. I'm able to Drill Through to Transaction Level detail…