Modeling

Returning Parent/Summary value
Hi team, I'm attempting to create a function whereby it will return the line item value of it's parent without using SELECT. I have a target module with Machines List (Top level All Machines), a source module with Machines list and a system module with the Machines list & a line item returning the Parent of that list item…
how to avoid parents in a composite subset list
There are 4 levels in one list. A subset list is created where in subset is for level 4, but while selecting level 4 automatically the parents of all levels are selected and are visible to user for selection. I need a list selection in a module with the above composite list with format of a subset which is part of a level…
How to highlight with color entire row in module based on the Boolean check is True
Hi, Could you please suggest the solution on below. We have a requirement to highlight the entire row with color in module based on the Boolean check (i.e if it is True then highlight with color. Thanks Usha
If date falls within a date range in a list, then apply the end date of the date from the list
Hi, I have the following: • Module with a column for Lease Ending Date - My particular date I'm using for this example is 7/14/19 • List built that houses bi-weekly ending dates the Lease Ending Date can fall into (Goes from 2/3/19 to 2/17/19 to 3/3/19, etc.) - The date range the Lease Ending Date falls into is 7/8/19 -…
Date Format Conversion Formula
Hi, I am trying to convert a date from Ex., May 5 2019 12:00AM TO M/DD/YYYY format. I have created a list for all 12 months to convert May to a 5 by referencing the Code column in the list of months I made. I now need to pull in the day and year and add the slashes. Can someone please help me with the formula build to pull…
Clearing anaplan data before new load
Hi all, I have a module with data value against every month, and my process takes care of loading the new file data to the module. before loading new data file, I want to have a action to cleanup the existing data and the load the file data. Dont want to delete the target list here, but only the data in the module.…
What is Branch?
Can someone explain in a simple language of what is a Branch?
SUM function usage on different dimensionality
Hi, Please let me know if anyone can help me on the below question. I was trying to analyze an existing module. Here is an simple example of the logic I was trying to analyze. I have 2 modules namely Module 1 and Module 2. Module 1 has a line item 'Total' and Module 2 has two line items BU and Hours. The formula for…
PF&A Case Study (299) Access
Hello, I have completed Level 1 Model Builder and 201 Intermediate Model Building but I still don't have access to PF&A Case Study (299). I request the concerned authority to please grant me access for this case study.
Ability to select only the first column/dimension of a module
In many modules and use cases, the row dimension is useful information. Hence the first column of a module contains a code/name that customer would like to use to search for in another selector/page. Currently, Anaplan behavior when you click on the row header, is to select the whole line. In order to manage this issue, we…
How to add a Line item with a formula in a list within a module?
I am creating an income statement module. Inside the module I want to create a few line item that is sandwich within a list. List - COA, Department, Line Item - Amount Example. 5000 (A part of my COA list) 50001 (A part of my COA list) 5002 (A part of my COA list) Cost of Good Sold (A part of my COA list) Gross Profit…
Process Builder - Cannot create new process because of Naming Conflict
Hi, I am trying to create a New Process in Anaplan Process Builder. After entering a Name and selecting a Model, when I click on Finish, I get this error message: "There is a naming conflict with your model structures." In the target model, we have used standard naming conventions and don't see any conflicting names. What…
Re-Order Conditional Formatting Rules
Hi Anaplan, When you have multiple conditional formatting rules or you create a new conditional formatting rule you currently cannot re-order the conditional formatting rules. This can make it difficult when reviewing conditional formatting rules to understand what you have defined. It would be great if you could re-order…
Need to create multiple version comparison
Hello Anaplanners - I am trying to add a 2nd column on this module that calculates variance between 2H Budget minus Forecast as you can see in the 2nd pic. 1st pic shows my versions. Every time I attempt to create a new row for this calculation, I get the error that you can see in the 3rd pic. At a past company, I was able…
Questions on Data Hubs and how to have Peak Performance?
All, Please check out my new article on Data Hubs: Purpose and Peak Performance. If you have any questions, please let me know. Link here Thanks, Rob
Return sum of forecast in a module with no time dimensions
Hi I want to return the sum of values for a line item for my forecasted months. The module I want the value to be returned in has no time dimensions. Originally was using a look up to look at a certain month but not sure how to do it for sum of multiple months. - I have created a module that has my time filters. - Used a…
Get value of Day(numerical) from Timescale Day
Hi Team, I have a module in which the Timescale is Days. Now I need to get the Day from the date. E.g. for a time period 26 Jul 2015, I want to get 26 as my day. Could you please guide me on how to do that.
How do I sum across dimensions other than time?
Hello, Can't see how this was done in the allocations video. I have a list for products, and a line item for sales. I want to introduce a line item that returns the total sales for all products against every product. Beyond allocation use, is there a way to introduce a line item that returns the value at the next level up…
Process builder in anaplan
Hi, Can I know how to get rule option in process builder. Thanks, Tejaswini
Creating Sub Districts
Hi, Has anyone experimented with having Sub Districts in their Territory and Quota Planning? For FY20 we have a new requirement to merge our North East District 2 and North East District 6 into one district: North East District 2. But, all vault accounts in the original North East District 2 will become sub district North…
Remove Subsidiary View
I was working with a module and accidentally created a subsidiary view. How do I remove that? The line item is related to a list item and it was selectable until I pulled that list in as a dimension. I took that dimension out but its still showing that line item as a subsidiary view.
Find YTD excluding current month and find YTG including current month
Hi I am in need to find the Year To Date excluding the current month and Year To Go including the current month. I tried with different formula and still facing some issues. Can you please help me on this?
Summary options with LOOKUP/SELECT functions - wrong percentages
Hi all, I've had some trouble lately with combining the LOOKUP/SELECT function and the summary function, when working with percentages. Let me show the issue with a concrete example. 1) First of all I have a product structure: [img height="75" style="width: 218px;" width="230"][/img] 2) For each product I calculate the…
Best practice for 'Corkscrew accounts'
Hi, What is the best practice way to do a classic brought forward / movements / carried forward calculation? Using OFFSET in the brought forward formula to capture the previous period? Or is there a better way? TIA
Multiple Drivers for Dependent Dropdown
Hi All, I am maintaining a list formatted line item dependent on its parent to provide the end-user a "picklist" using which they can select list items basis their selected parent. However, I want to show only some items on the picklist instead of all based on a list property(say Active?). The only solution I can think of…
Consolidate a sales plan
Hi, We have a new request from our sales ops to consolidate some plans. The ask is to consolodate two different sales titles, each from a different territory, each with a different quota component. The territories quotas are calculated differently however, but for the new consolidated sales title it will have the same…
Help! My dashboard keep losing data/ syncing/ zeroing out!
My source module works, but for what ever reason this dashboard keep zeroing out. It will work fine in the beginning, but after I logged out or come back to it the next day. All the data will be gone and it will zero out even though the source module its fine. Has anyone encountered this before? Any ideas?
Access to 102: Intro to Model Building
Good Day, Please assist I have completed training's 100,101 and New user exp but I am still unable to access 102 training.
Dynamic time on charts
Description of the enhancement required: Update chart time scale according to the model time settings. Right now, if Time is used as a X or Y axis on a chart, the chart must be republished to represent additional months/years added after the chart was published. An example of the enhancement: If additional months/years are…
Formula to populate lime item with months for a selected year
Hello All I have a Masterfile module that has lines items that use a select function to get the data for a specific month. However, I am now trying to make the module dynamic. This means that the end user can select a year and the module is updated with the months in the selected year. I have created a "Masterfile - Time"…

Modeling

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