Modeling

Use SUM Rules Dimensioned by Users for Source Data not Dimensioned by Users
I recently posted a question on the forums in relation to a workaround for a bug in the LOOKUP formula. I wholeheartedly feel like the LOOKUP bug (where it doesn't work for parent items that are in the same list as the leaf-level members) should be fixed. And I recognize that there are some workarounds available (as…
Formulas
What is different about LOOKUP and SUM?
Rankcumulate till previous Rank
Hi All, In simple terms I want to know the total till the previous rank complicated by the fact that the last number depends on the rankcumulate till previous rank. Hence this is giving rise to Circular references. Let me give an example (see attached) * I have sales volume of SKU by date dimension ( though this data is…
FORMULA
HI Experts, We have line items Line item:1 : FCST_1 Line item:2 : FCST_2 based on FCST_1 convert into Rounded value. Both line items are text format. First item data in dot(".") format but we need to convert comma(",") And we need round off the FCST_1 line item. For suppose FCST_1 = 1.2498 then by using some formula we…
module with booleans based on user list & Selective Access
A system automatically generated 3 dimensional module (1-users, 2-hierarchy w/Selective Access, 3-LineItems) that contains booleans based on selective access user assignments. This would be helpful in creating views where a user is assigned write access to parent A and write access to a subset of children in a Parent B.
Parent Level Inputs
Having the option for user input at a parent level in a module would be very helpful. For example, our users are required to leave commentary on their monthly variance to actuals. Currently, they are only able to do this at the bottom level of our Cost Center hierarchy, but many of them would also like to leave commentary…
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…

Modeling

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