Modeling

How to calculate NPV in Anaplan to match Excel's NPV?
Since the current NPV formula in Anaplan is similar to Excel's XNPV, Anaplan NPV results can fail to match Excel NPV results. This situation can lead to a lack of confidence in Anaplan's calculations when they are compared to an established Excel workbook model. Is there a method within Anaplan that can be deployed so…
Workaround for version formatted line items
Hello All, This is my issue: - I have a module called "Billings" where I have my billings by version (version A, version B and version C) - I would like the end user to select a version (A, B or C) - Ideally from a dropdown - Then, I want to create a line item (it can be in a different module) called "Billings (from…
Process in production
Hi, Could anyone please tell me, how we can run a deletion process (Deletion from list using selection) in deployed mode.
Implementing sumif in Anaplan using two different modules
I have one module containing of data from January 2010 to December 2020. In another module my dimension is not the Time period but a defined list of months. In these 12 columns of the second module, I want sum of January figures from data module to come in January column, sum of February figures from data module in…
Calendar type: 4-4-5, 4-5-4 or 5-4-4's restrictions
Hi all, I have a question regarding Calendar type "4-4-5, 4-5-5 or 5-4-4". When this type is selected, I can't any import files which have monthly buckets. Only weekly or daily buckets can be imported into Anaplan my model. But I can input and change monthly buckets' value directly on the model. Do you know Calendar type…
How can I count the cells of lists?
I can count the cells of modules using "Modules" in model settings menu. However, I don't know how to count the cells of lists that is calculated from the product of the item counts and the property counts. Because each cell is 10bytes of data, I think it is possible to assume the model size by the product of 10bytes and…
Profile Function - Pulling apart the components of an aggregated sum
I am trying to pull apart the components of a profile function so I can understand the impact of a certain period. Example - I have a ratable revenue recognition treatment for my bookings and I would like to understand the impact of Q1's bookings in Q4. By the time we get to Q4 we have now layered on Q2 - Q4. Is there a…
How to replace a last period with a switchover?
Hi team, I got a problem with a switchover when I can not replace the last period on the time scale with an actual version. I have two versions: Plan and Actual for one-year timescale Jul'16-Jun'17. I have been replacing the plan version with a switchover each month. When my last month has been closed I had no option to…
Dynamic Time selection
Trying the following: Module A: Lists: Territory, Brands, Versions Line Items: Avg Module B: Lists: Territory, Brand , Versions, Time, Scenarios Line Items: VolumeA, VolumeB I have Module A.Avg formula set as ModuleB.VolumeA[Select:Time'FY17', Select:Scenarios.S1]*.. Would like to replace time element in a dynamic way by…
List Hierarchies
Hi Team, I have a question with regard to the use of List Hierarchies , I am trying to import data into two lists List A and List B where List A is parent of List B. There are certain list items in List A which are also in List B Eg: List A has list value dt and List B also has dt. When I try to import from a file List B…
Zero needs to be shown instead of 'Infinity'
Hi, 'Infinity' has been returned as the result of MIN function as the attached screenshot. What should I do so that Zero value can be shown instead of 'Infinity'? Best regards, Maki Yasuda
Setting Today's Date via Informatica Cloud Services Integration
We've seen many requests to replicate Excel's TODAY() function within Anaplan. While Anaplan may or may not eventually build this functionality into the platform, we have implemented a workaround using our Informatica Cloud Services (ICS) integration that might be useful for other Anaplan users utilizing automated…
Error : Target server failed to respond
Hi, I'm trying to load the data from database(it is not our local db connecting to customer db) into my Model, after few tables were loaded into Anaplan then there is an error generating. Below is the error msg. "IO: com.anaplan.client.transport.AnaplanAPITransportException: Communication failure (Anaplan API:…
Interface to forecasting and optimization capabilities
The ability to do demand forecasting, regression analysis, and optimization are all key value adds that can deliver increased business value to the applications being developed in Anaplan. While it's possible to revert to math first principles to support some level of each of these, it would elevate the business value if…
How do I calculate months between Start Date and End Date?
How do I calculate months between Start Date and End Date?
How to Calculate Months Difference between Two Dates
Does anyone know how to calculate the number of months between two dates? Calculating the days is easy per my formula in the image below.
Bespoke Anaplan timescale
Hi, Is there a way to set up the fiscal year in our models differently to any of the options given? For example, our FY2018 runs for 13 4-week periods from 15th July 2017 (so does not start or end on either the last day or a day nearest the end of a calendar month) with no 5-week periods. Thanks for your help. Joe
Multiple heirarchy
Hi We have multiple business units forecasting at product levels. Product heirarchy is pretty standard however forecasting is performed at different level for eg business unit 1 product level 1 -> product level 2 -> product level 3 = forecasting is performed here . Actuals will be loaded at product 3 level Business unit 2…
Change Model End of Fiscal Year Setting while preserving all data in order to align week 53
Due to a new controling entity, in our main budget model, we need to change our 'End of Fiscal Year' setting from 'last Sat in Jan' to 'Sat nearest end of Jan. Our current set-up gave us a week 53 in January 2016, but our new controlling entity requires us to align our financial calendar and budget a week 53 in January…
Amortization of Deferred Commissions
What's the best way to build a model to track and forecast the amoritization of deferred commissions? We know the amortization periods, deferred commssions on the balance sheet, and want to track the amortization over time in Anaplan.
SUM Mapping for Top-Level Items
If a list of items are assigned to a top-level item in another list, the items are not counted when the SUM function is used. For example, there is a module with a list of events and a line item called "Assignment", which is a list format connecting to a list named "People". Some events are assigned to "All People", which…
Default version when source for not-versioned module
Hi, I noticed that when a target module of a formula does not have versions but source module does, a Forecast version (the one marked as current) is always picked up by the formula by default (merged with Actual), no matter how many further versions exist in the model. Is it a default behaviour that I can rely on? I know…
Bulk model copy
HI Team, I need to move multiple archived models from one workspace to another. Is there a way where I can move multiple models simultenously to the new destination workspace or should it be done manually one model at a time? Regards, Prateek
End User Changing Line Items
Hi, I am seeing an issue where my end users can double click on a line item or list item and edit it. Even in modules where they only have read access. Is there another way to format these where they cannot be edited? Mark
Multiple selection in page selector
Hi, We would like to do multiple selection in page selector. For example, can list items of A, B and C be selected simultaneously in the attached screenshot? If possible, could you tell me how to do this? Thanks and regards, Maki Yasuda
Multiple List Items Selection - manual
Hi everyone, A new video tutorial on how to select several list items in a dashbaord to see a combined result is available here. Hope this will be helpful, Egor.
Calculations using Dates
I need help developing a formula that looks at the start and end dates for an agreement (eg. rent, where rent amount per month is fixed). The agreement can straddle months or years. I would like to show rent mont by month on a timescale, however, be able to prorate the rental amount in the initial month and the final month…
Compounding Monthly Growth
Relatively new user and am struggling to build a ramping growth model based on monthly expansion. Am using the lag function in this context: Avg Deal Size = LAG(Avg Deal Size, -1, AEC Salesperson Assumptions.Starting Deal Size) * (1 + Deal Size Growth) My Deal Size Growth is positive and my overall Avg Deal Size is…
Data Types Conversion - manual
Hi everyone, A new video tutorial on how to convert most used data types is available here. Hope this will be helpful, Egor.
Import users from DEV model to PRD (Deployed) model
Experts! We implemented ALM and imported DEV model to create PRD model. Please suggest what is the best way to import users and their access from DEV model to deployed PRD model?

Modeling

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