Modeling

Job Aid: Copy Current Plan to Original Plan Using Actions
How to copy your current plan to an original plan Please note: I took Peter Mcanena's idea in one of his posts and modified it to create this job aid. Step 1. Create a saved view of your current plan that exactly looks like the original plan module. Default View of Current Plan Saved View of the Current Plan called “OP…
Create budget line item description
Looking to create line item description for budgeting spend of a particular spend category. E.g. Spend Category "Consulting" has 5 lines with different names on the contractors, Spend Category "Marketing" has 10 lines with different names of the events. Also, want to have free lines where the business partners can enter…
How to rank by text line item
Hi, I have a request to include a text line item as part of the ranking criteria. But as i know, ranking not apply to text, may i know any good ideal how to do it?
Any equivalent to the Excel TODAY() function in Anaplan??
Need to establish the number of days between a given future date and today's date. It's currently a pre-requisite for a set of business rules to kick in. Haven't had any luck in finding a DATE function that I can use.
How to create a Model with >130gb size?
Dear Experts, Are there options to create a model with more than 130gb size?
Formula getting "Current" Fiscal Year as NUMBER
Hi, Anplan friends, May I have pointers how to get current fiscal year as NUMBER ? For example, In case where "Fiscal Year Start Month" is April and "Current Period" is March 2019, I would like to have "2018" in a line item. Do you know of any such a formula ? Initially I thought "YEAR(CURRENTPERIODSTART())" would work,…
Ranking on a date prior to switchover
Hi All, I have a number of versions in my model with different switchover date. I also have ranking function on the last date prior to Switchover. For instance, I set the swithcover to Aug 17 then I need ranking to be ran in July; If swithover = Sep17 then ranking on Aug17 etc. For specific period it is easily done by…
Waterfall chart missing items
Hi All, I'm new to develop charts in Anaplan. I'm building the waterfall chart in anaplan with attached sample .csv data file. After building the waterfall chart it is missing few items i.e; TOTAL UTILITIES, TOTAL TELECOMS, TOTAL while plotting the chart, why it happens ? Please find the attached sample data and waterfall…
Formula for cell value
In attached image i'm trying to get the highlighted GREEN of second column cell value into highlighted BLUE of first column cell. What formula needs to write to achieve this ? Thanks, Satish.
To Get value of previous fiscal year where fiscal year is not time dimension
Hi, Anaplan Friends, I have been faced with a difficulty in getting a value from previous FY where FY is not time dimention, but a list member. Please refer to the attached file for reference. Here I have Fiscal Year FY50, FY51 etc as list members, and estimated sales is expected to be calculated based on the previous…
Time Scale Name Change
Hi, Anaplan friends Is it possible to change time scale display ? Precisely, I would like to display FY55, FY56 etc. instead of FY2017, FY2018 etc. Thank you. John
To hide the Parent list members from the List-Formatted cell
Hi Anaplan From the drop-down list of the list-formatted cell, the users is able to see and select the parent item. Although it is an invalid selection when the user select the parent item, is it possible that we can have the option to hide or remove the parent item from the list-formatted cell?
Seeding Line items
I am working on seeding a line item from one module into another module. The action only seems to work when the Versions setting is set to Not Applicable. However, then our module (under the Not Applicable setting) is missing most of the data that was originally in there. How can I seed the line item having the setting…
Formula returning the date \ month of first data in line item
Hey Anaplaners, so my need is to create a formula that will go through the line item, that has a monthly timescale (that line item is filled in as numbers by the user) and return first month \ date (date better), when the data is met in the line. So it kinda scans and whenever meets "non-zero value" - gives me the time of…
Find week (custom time dimension) from date in import
Hi all, I'm working on a model which has a month format in my time dimension, this is nessecary because of workspace restrictions. But there is a need to add FTE using a begin and end week, so I've constructed a custom time dimension which looks like this: The weeks are genererated and are given a begin and end date in the…
Waterfall chart missing items
Hi All, I'm new to develop charts in Anaplan. I'm building the waterfall chart in anaplan with attached sample .csv data file. After building the waterfall chart it is missing few items i.e; TOTAL UTILITIES, TOTAL TELECOMS, TOTAL while plotting the chart, why it happens ? Please find the attached sample data and waterfall…
To hide the Parent list members from the List-Formatted cell
Hi Anaplan From the drop-down list of the list-formatted cell, the users is able to see and select the parent item. Although it is an invalid selection when the user select the parent item, is it possible that we can have the option to hide or remove the parent item from the list-formatted cell?
How to correctly calculate Ratio in the nested axis
Hi, Anaplan friends I have faced with a problem in calculating ratio in a nested axis. Please see the attached file for what I have now and what I would like to have. I have lists "Sales Region" and "Competitors" as the nested axis and Line items "Sales". "Share" and "Sales Ratio" , whose formulus are empty (input field),…
Take value from another version when value = 0
Dear experts, I have 3 versions(Actual, Forecast, Plan). Then, since forecast have only short term such as 1 or 2 months, I'd like to copy value from plan data into forecast data, if forecast data is 0. Image of formula: IF Versions = Forecast and Value=0 THEN Value[Select:Versions.Plan] ELSE Value Could you give any…
Can we use COLLECT() to get data from multiple modules with different dimensionality?
Dear Experts, We are creating line item subset from multiple modules. Each of these modules have a different dimensionality. Example: First source module has ENTITY, DEPARTMENT with standard TIME & VERSION. Second source module has ENTITY, POSITION with standard TIME & VERSION. Can we use COLLECT() to get data from…
SELECT not working when SUMming from a Module with a Numbered List
Fellow Anaplanners, We have a summary module in our Headcount planning application which pulls from both the new and existing headcount module. The new headcount uses a numbered list, existing headcount module does not. We have two formulas documented below....in the first one, we are pulling from the existing headcount…
Automatic Sum Error
Hi, Anaplanner friends (Please refer to the attached excel file) Here I have a source module with Region (List) in its Page and Customer (List) in its Row. The result module would like to have total sales (roles up to Total Region and Total Customer). When I tried to make a direct link (Sales by Customers.Sales) in Sales'…
Map a list in the target module to line items in a source module
I have 2 modules one is for performing calculations the other is to report on the calculation results. The line items in the calc module align with a list, not a line item subset, that the reporting module is dimensioned by. There is a single line item in the, Amount, in the reporting module. One other twist is that I need…
RANK function options
Need help on Rank function from Anapedia Result = RANK(Source, Direction, Ties, Include, Group) I have 2 group parameters for rank function (Parent(Product) and Parent(office)) but don't know how to include them both to formula in Group section
Calculate Inventory Catch up date
Hi Is there any way or function to calculate inventory catch up date? i want to calculate 1st date that recover the sales plan. Jul 01Jul 02Jul 03Jul 04Jul 05Jul 06Jul 07Jul 08Sales 20 10　Production 10 20Inventory -20-20-10-10-200Catch Up Date Jul 08 Jul 08 in this case, sales of july 03 will be recovered by july 05…
Function to get Current User Details
Hi, Is there a way to get the First Name and Last Name of Users? Thanks, Dennis
How to inherit parent value?
Hi, I am a beginner in Anaplan. I created five lists which have 'currency' in its property tab for organization hierarchy. (LV1 though LV5 and LV5 is the most detailed list) I noticed that LV3 'currency' value of property tab is not inherited to LV4 and LV5. *LV3 is parent of LV4 I tried to put formula for the LV4…
How to move anaplan model to the next FY and do not lose data
The Case: * Current Fiscal Year = FY17; * Some data is brought forwarded from Dec16; Option 1: Set new Current Fiscal Year + Increase Number of Past Years by 1 Option 1 results: * Original brought-forward value is still in place; * Original FY17 data is still in place; * New FY is added; * Module size is increased. Option…
Anaplan Model Evaluation
Hi All, I have been assigned the responsibility of evaluating an Anaplan Model created by my peers. I need to submit a formal documentation with recommendation on areas of improvement. Do Anaplan have a standard template for such evaluation. If available could you please share or let me know the path. Any other model…
Selectively tally rows from a module based on '(column name) IS x', or similar
I'm trying to write a formula in the module 'Spend (FY18)', that refers 'Budget (FY18)'. I want the formula to check the column 'Period' (which is a pick-list of four options) and if that period equals Q1, it will take the £amount from that row, and add all such rows together to give a £total for that Quarter (repeat for…

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