Modeling

Formula Structure for Performance
how to create best formula for using IF ELSE?
How to create formula that calculates the first child of a given parent?
Hi, I need to map high level data (Product) to leaf level (SKU) for exporting planning information to transactional systems. Each product has multiple SKUs so we'd like to automate that mapping by using the first SKU within the hierarchy. I can calculate the SKUs sequence within each product using RANK function but I'm not…
Saving a module view in deployed model
Hi, When I try to save a model view in deployed model, I get a message saying "Deployed mode is enabled for this model. You do not have permission to change structural data. I have "Full Access" to this deployed model. I was hoping that there is functionality to allow users, especially those with Full Access, to be able to…
Find 5 Saturdays in a month using Date functions and not Calendar type
Hi, I am trying to create a boolean flag that will tell me if a month has 5 saturdays or not. Can someone guide me in constructing this with date functions? Unfortunately, I cannot change my calendar settings to 4-4-5 etc because of business restrictions, so I have to calculate this manually in order to adjust and smooth…
Intermediate Model Building - Req Quota Module - Goal calcuation is not working
I've entered this formula for the goal calculation. IF Active? THEN ROLE GOALS.Quota Goal[LOOKUP: Region, LOOKUP: Role] / 12 ELSE 0 I'm getting this error. Dimension of mapping used for lookup doesn't match any dimension of the result Has anyone else run into this?
Ideas into Action: Looking Back at Popular Idea Exchange Submissions
Since the launch of the Community Idea Exchange last fall, we've been overwhelmed by the response from the Anaplan Community, who have so far sent hundreds of suggestions on how to enhance the Anaplan platform experience, Community, Academy, and so much more! As many of you know, the Idea Exchange is an open forum where…
formula generation query
Hi, For suppose there are 2 versions in a module. Then how to write a formula for particular version. For instance , 2 versions named forecast and actual & a line item as Units sold. How to write a formula which is only applicable for units sold in the forecasted version(only one)
SUM vs LOOKUP vs SELECT
Hi everyone, Capps Europe and Advanced AnalytiX have made a video on how to use SUM, LOOKUP, and SELECT functions in Anaplan. The way these functions work is quite different from Excel, and hence they may often be confusing for beginner Model Builders. I hope you will find this helpful. The video is available here.
Is there an ELSE IF or Switch statement in Anaplan
Hello, I am trying to create an IF statement with 3 possible answers. I was able to do it in excel using this formula: IF(C2="SUPPORT",0 IF(C2="BILLABLE",1,IF(C2="FREE",-1))) But I was wondering if there was a way to do it in Anaplan so I can use the conditional formating with text rather than numbers. Thanks
Sum parent only for items where I have access to
Hi, I'm trying to create a sum on parent level, that only includes the items where I have access to. I attached an example. The only way I can think of is to add the users as a dimension to the modules and create an extra line item that only gets the number if the user have access to the item and then use this extra line…
Eliminate pop-up box for all records when creating new record
Hi, I created a numbered list "record List", it will have the records that the user will create. Record list has "All Records" list as Parent. "All Records is just a list with one record. And created an action which will add the new record to the numbered list. While creating this action I gave I gave the following…
Push Boolean selection from input module to detail module
Thanks in advance for the adivce... I am trying to push a boolean selection from one module to another. Let's call them input module and calculation module. The input model sits at a hierarchy several levels above the detail module. Input Module has not time version or time dimension and sits 3 levels above in the…
Pick list item based on property and use it as a dimension/LOOKUP
Hi, I have a list "Aging Buckets" with list items like below, and 2 properties (Range Min, Range Max): Range Min (Property1) || Range Max (Property 2) Bucket 0 0 1 Bucket 0_30 1 30 Bucket 30_60 31 60 Bucket 60_90 61 90 Bucket 90_180 ... .... Bucket 180_360 181 365 There is an "Average" module which is dimensioned ONLY by…
Create a new module with TIME (and others) as dimensions from a module where TIME is a line Item
I have a module called Sales: dimension is a list,Employee-Product Groups. Line Item is Units Sold and Time Period (MONTH). I want to create a module with 2 Dimensions , Employee-Product Groups and TIME, and the rest of the line items. Please help.
Retrieve time period where a certain value matches
Hi, Anaplaners, I am struggling with how I can retrieve Time Period where num1 matched to num2 (please see the attached file for the detail) Thanks in advance for your help (cell colors in the file do not intend conditional formatting)
Chart creation - Omitting Null values
Hi Team, i would like to create a chart wherein the zero values need not be plotted on a graph.In other words, I would like to create a chart excluding the null / zero values,. Please provide some guidance on the same. Existing chart screenshot is attached herewith for your ready reference. Thanks and regards, Aishwarya
Count layers in a list?
Hi, I am looking to count the number of layers (not descendants) in an employee hierarchy. For example: Manager 1 has 3 direct reports Mananger 2 reports to Manager 1 and has 4 Direct Reports Manager 3 reports to Manager 2 and has 1 Direct Report The result would be: Manager 1 has 3 levels Manager 2 has 2 levels Manager 3…
Format Date Fields so as to include the Day Name
Currently in Anaplan there is no way to change the format of the date to include the Short name of the day such as Mon for Monday without creating a custom timescale as a numbered list and then defining it in the Description of the Item. I have an instance where I need to provide more details on a date for the scheduling…
Ability to have alternative descriptions for lineitems
When creating an application it is often necessary to have a "technical name" for a line item that the model builder understands but may mean less to an end user or that means different things in different locations or where you want to translate the lineitem into a different language. I would like the ability to store…
Order of rows in a module
Hello, I'm rather new to Anaplan, and now I'm stuck at solving an issue. I have a module and a dashboard (built by someone else previously). The module using a list subset as rows. In the dashboard there are different views of this same module, but in one view I see the raws in their original order (the order which I see…
Two Dashboards have a same model and Page selector is different
Hi, I kept a module in two different dashboard Dash_1 and Dash_2. It is driven by list suppose List_A. Now I created two subsets for list List_A they Sub_1 and Sub_2. Now in Dash_1 I used Sub_1 as page selector and in Dash_2 I used Sub_2 as page selector. But the thing is when I select Sub_2 in Dash_2 the module in Dash_1…
How to get line item "Identifier"?
Hi anaplanners, I have to set a summary to 'ratio' for 800 line items. I can automated this using excel then copy-paste. The issue is that summary in excel looks like somewhat like this: {"summaryMethod":"RATIO","timeSummaryMethod":"RATIO","timeSummarySameAsMainSummary":true,…
Compare and Sync to a model
Hi, I'm having trouble with a compare & sync. This is our current model workflow: DEV->UAT(deployed)->PROD(deployed) I made a copy & archive of our PROD model. I changed the mode to standard and it is not deployed. I renamed this model DEV1. I made a copy & archive of our UAT model. I changed the mode to standard and it is…
It would be helpful to have an “aggregation operator” property that would apply to a hierarchy.
For example, consider the following hierarchy, applied to a module, with the following values: Net Income: $10 Gross Margin: $40 Sales: $100 Cost of Sales: $60 Operating Expense: $30 Clients would prefer to see Cost of Sales as a positive number. In aggregating, they would want to see Cost of Sales subtracted from Sales to…
TIMESUM/Returning only forecast period values
Hi, My current module has Year as the time dimension and my reference module has months as the time dimension. I want to return a field from the referenced module but only for the forecast period (Current Period is set to Jan19) & hence for FY19 that would be the sum of Jan19 to Jun19 and FY20 Jul19 to Jun20. My formula is…
Data Export with Filters
Can we give the users to choose from a list of combinations for a view, while providing them with an option to export the view from a dashboard. Regards, Kunal
Create a new line item to be max of old line item
This might be a silly question, but I just got stuck and couldn't think of a solution. I want to create a new line item showing the max of an existed line items. Take the example below, I want to create a new line item called max days, which takes the max of Days. Original: Days A 1 B 2 C 3 D 4 New: Days Max Days A 1 4 B 2…
Use Page Selector Item in Formulas
The ability to use what is selected in a page selector in formulas and filters would be very useful. Although you can create a custom filter with a cell acting like a page selector, if multiple people are on the dashboard and using the cell, it can cause confusion.
SUM when dimensionality is different b/w source & target in terms of "VERSIONS"
Hi, Anaplanners, I have a question regarding how to SUM when a source has versions and a mapping doesn't. In the attached file, what I am tyring to do in the target module is to simply sum by products. As per what I understand is the formula "Source Module.Production Vol[SUM: Source Module.Product,…
Sum of grand total of transactions
Hi, I am trying to sum a column within a module on open balances for all of my bill-to Customers. The reason for me doing this is I have them by aged deductions and then I used the SUM function onthe aging buckets to get the total of that particular customer. Now I would like a calculation that tells me what the percentage…

Modeling

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