Modeling

Create a rolling balance using dummy time scales
A common problem with dummy timescales is that you cannot use the Previous() function to create a rolling balance. In this example I have exchange rates which are only provided on week days (on a dummy daily timescale of YYYYMMDD). I need a rolling balance to ensure that all days have an exchange rate. To produce the…
Time Dimension - Rolling 18-Months
Hi Everyone, Is there any way to set up a rolling 18-Months in Anaplan, as time dimension? Right now we are able to set up 2 full fiscal years, to get 18-Months for forecasting. But at the 7th month of the current fiscal year, we need to have 1 more fiscal year, which will lead us to have total 3 full fiscal years in…
Anaplan Connect error return codes
Hi, I'm using Anaplan Connect to automate my Lists and data loading. I have nearly 30+ Anaplan operations that runs everyday and I wanted to know if there is a way anaplan can output a return code for success vs failure Like The Operation was Successful = 0 The Operation Failed = 1 I have been having these issues where the…
Dashboard Toolbar
Is there a way to create a Customized Tool bar on Dashboard for users, consists of all dashboard options like copy across, undo, etc.
Bring Your Own Key (BYOK) - Guide de l'utilisateur
L'application Bring Your Own Key (BYOK) vous permet maintenant de vous approprier les clés de chiffrement de vos données de modèle. Si vous avez accès à l'outil Anaplan Administration, vous pouvez chiffrer et déchiffrer des espaces de travail sélectionnés à l'aide de vos propres clés AES-256. À la différence des clés…
Searching for Line Items that contain specific formulas
There are times where you may want to search through all of your line items to see if you are using particular formulas. For example, you may want to look for all usages of [SELECT: ...] before setting up ALM, or look for usages of RANK() to check why you are running up against a limitation on the groups parameter.…
formula for getting value from another module
hi all, Can we get an item value from one module to another module for a particular item . Ex: Module1 | Sales | Rebate A | 10 | 2 B | 20 | 4 C | 30 | 6 In Module2 for the "C2" attribute for the item "AA" needs to get the value form Module1 of "Rebate" column for the item "B". How can achieve it using the formula ? Module2…
Data Copy from One Time Period to Another Time Period
The Bulk Copy feature is great for copying data from one time period to another throughout the entire dataset of a Model. However, what if I just want to copy data from one time period to another in a particular module, and not for the entire Model? In this example, I will show you how to copy data from 2016 to 2017 for a…
Dashboard Toolbar
Is there a way to create a Customized Tool bar on Dashboard for users, consists of all dashboard options like copy across, undo, etc.
Summary module with multiple calculated measures
Hi All , I am trying to make a summary module which has mutiple calculated measures . Summary module is like an intersection between these calculated measures . Eg below on vertical axis i have measures like revenue $ revenue margin % to cost invoice cost etc on horizontal axis i have measures like original value ,…
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…

Modeling

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