Modeling

Create Shipping Export Module and Create a Saved View
Hi, I am unable to compile the data at month level. As soon as I change the timescale formula to monthly it shows the subsidiary view icon against line items, yet does not change it to monthly view in grid. Please suggest what's going incorrect here..
How to deal with 3 dimensions having many to many relationship?
I am having some trouble connecting dimensions because I have a relationship with many-to-many and therefore I can not use LOOKUP as I am used to. I feel like I had some trouble explaining the problem before so I will use some screenshots. I have a model for a book retailer, and my final goal is to determine the…
Forward Cover Functionality
Summary Statement In the supply chain horizontal, you may be asked to calculate a forward cover in Anaplan. In this article, we modified a best practice suggestion from @nathan_rudman based on a question posed by @mikhivin about accounts receivable coverage which looks backward. See this post on count back for turnover.…
Level 2 - 1.7.3.2 Import into SYS08 SKU Details module
Hi, In activity 1.7.3.2Import into SYS08 SKU Details module it says Use the saved view from the Data Hub model to import into the Supply Chain model SYS08 SKU Details module. In this which saved view we have to import there are 2 saved view. 1. Build SKU 2. Import SKU Details In Supply Chain model SYS08 SKU Details module…
1.4.3.2 Import Data & Add Formula
I'm getting an error for Sku and Product Code after importing Sku csv Does anyone understand why this is based on my screenshots? Thanks!
Is it better to use CODE(ITEM( SKU List)) or to use SYS SKUDetails.code?
Hello, I need to concatenate two codes because I am generating a combined list. My first instinct was to utilize the function (CODE(ITEM()), but the example I saw in ANAPEDIA used the the systems module Line item [SYS SKUDetails.code]. Given that I don't even have a system module, I'm unsure if doing it this way is a bad…
Passed your L2 exam? Now what?!
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. P.L.A.N.S. is the underlying guide to building a good model — and following these model building best practices will insure you're building the best model! If you've passed your L2 test and are diving into work, here are some…
Selective access: Sum/Total does not work!
Dear all, My company is at the end of the project and we've just found out the Selective access cannot show the total budget amount! Particularly, we have many expense category and for example Labor expense include personnel costs (owner is HR department) and non-personnel costs (owner is general affair department) and…
Confirmed PO Delivery - offset function
Hi i am trying to determine the formula of this line item - confirmed PO Delivery for INV01 inventory ordering module in Sprint 3 was working on the hints given to use offset function and if PO request if 1 came up with this but couldn't quite figure out how to use the offset function if PO submitted = 1 then offset ( ?,…
Visualize new list items after import
Hello, We have a list of Skus that is the child of a Packaging list. Each packaging has multiple Skus. Some Skus are old and are no longer active on our production lines. We have a module made of boolean line items to select which skus are "used" currently. When we update the sku list with new skus, by default that "used"…
11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi. requesting assistance in this part. I am not sure what I am doing wrong. I have transfer the file as directed but the number for forecast do not match. The data should be like this. Thank you
Level 3 calculate the Quaterly Initial Sales Target
Hi community, I am investigating for a long time to find the formula to calculate the Quarterly Initial Sales Target. According the user story , I checked all my data and according your screenshot for Nutzo bar I must find 670.8 Using my values I cannot obtain this figure for US, Nutzo Bar/Candyate (family Chocolate) and…
11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi. requesting assistance in this part. I am not sure what I am doing wrong. I have transfer the file as directed but the number for forecast do not match. The data should be like this. Thank you
Level1 Model Building Exam questions
Hi, I am planning for attempting the Level1 Model Building exam in few days. Can any one help on providing below details? 1. For attempting the exam, do we need to complete the Lesson 14 about Classis Dashboard, as it is given as Optional in the lesson itself 2. Exam time 3. Exam pattern (Multiple choice Or hands on to be…
Best practice for building a P&L with custom summary levels?
Hi, What is best practice for building out a P&L? The P&L applies to an existing list L2 GL accounts however, there are additional summary levels (ex. total travel) and calculations (gross margin, net income) that dont exist in the L2 GL account list but are required for the P&L report. See picture for example of…
Return True if any Cell Value Within a Time Range Meets a Condition
Hello, I'm trying to display a submit checkbox (boolean) on the dashboard. However, I only want the checkbox to be available if the cell value for all years have a value greater than 0. The years you see in the image is a Time Range (so, not Model Calendar). I would appreciate any insights on how to approach this. Thanks.
12.4.3 Activity: Create Saved Views for Size Margin Report - ***Numbers are off***
I can not seem to understand why my numbers are off. Please help, I have been staring at this for 2 hours
Count within many to many relationship
Hi I am trying to solve below problem and was seeking help for an optimal way. I have a module which has a many to many relationship between Employees and Offices. I want a count of all unique employees within 1 office. For example in the below scenario, I have 3 offices with employees working from that office (1 employee…
why are the values not rolling up to parent by default in attached photo
3.5.5 Activity: Create Distribution Center Summary UX Page
HI, struggling a little to create below view I am able to achieve below using DAT01 but not able to remove the summaries.
Option to not include current period in YTD calculation but in YTG instead
Description of the enhancement required: YTD calc should NOT include the current week and YTG should include the current week. How would this engancement improve your processes: I do several YOY indexes and they are all incorrect because of this. When I compare YTD this year to YTD prior year there is always extra data in…
Scenario Planning.
Hi, I need some help in building a scenario model. For example, In the P&L report, there are 2 scenarios the user can switch. In what-if scenario 1 user can update the Unit price/Unit cost and the changes will reflect in Revenue and COGS. And in what if Scenario 2 User gets to change the volume and changes reflects in Rev…
Financial Year + Calendar Year Reporting
Hi - looking for some thoughts on how best to support financial reporting in Anaplan where there's a requirement to faciliate financial year reporting (Jul - > Jun) and calendar year reporting. By default, we use a financial year (Jul - > Jun) timescale and as far as I'm aware, there's no feature to apply a different basis…
REP03 Profit & Loss Report module
While mapping the budgeted/Forecast details from the sheet, the mapping page does not show the Forecast details at the bottom.. It only shows the Actual details....Pls suggest
Maximize your Anaplan experience: Tips to unlock the power of the platform
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry. Anaplan is a versatile cloud-based planning and performance management platform that empowers businesses to make informed decisions and drive operational excellence. But it can be overwhelming to get started in the…
Time based IRR Calculation
Hi All, I've list of transactions and data is day wise. I need to calculate IRR on time basis . I want calculate IRR on day basis and at the end the summarized level IRR i.e Quarterly, Yearly. Also I want to calculate Asset wise and fund wise IRR. Can anyone have idea about how to do it? For your reference please find the…
How to use the RANK function
Hi everyone. I would like to use RANK function and extract only the data for the most recent date. However, the module have over 10 million cells. RANK function cannot be used... What should I do now? The following error message is displayed. Best regards.
Ability to disable/remove the cancel button for users running a process.
Description of the enhancement: To allow removal of Cancel button when triggering multiple steps actions (Process). How this enhancement will improve your processes: To prevent users from aborting the multiple steps actions resulting in corrupted or deleted tables. For example, user aborted run after deletion of table and…
display name not referencing module line item
Hi Anaplan community, I've been trying to give a name to the numbered list with a formula but is not working. Can you please assist? The source module only applies to this list.
Dynamic Ranking: Rank a Line Item Based on Selectors
Summary Level: Advanced In any line of business, you might be asked to create a dashboard that ranks the sales of your customers based on whatever values are displayed in a two-dimensional grid but based on multiple dimensions chosen from selectors by the user, including top levels. In this example, we will use four…

Modeling

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