Modeling

Not a Parent function?
I have a line item with a list format where the items contains some parents. Eg. List contains Parent: Sector A with Child Material A, Material B and Material C Parent: Sector B with Child Material D, Material E I want to either 1) allow the selection to excludes any parent items, (Select Only Material A, Material B,…
Refer to Parent list
Hi, I'm new here and I'm not that experienced yet with Anaplan. My problem: I've created 2 lists. Prof_level5 tells me if it's a mortgage loans, consumer loan, professional loan or defaulted loan. Prof_level6 is a drill down of level 5, it contains for example more detail on the professional loans saying if it's an immo…
Format Line Item as Versions
I am trying to use a lookup based on month to return versions. We have 12 versions one for each month in the current year. I was thinking I would create a mapping table with months as a dimension and format a line item as version to use a lookup. Is it possible to format a line item as versions. If not, any other…
Separating List updates and propreties updates
Hi, There are a lot of situation in Anaplan where you need to make a distinction between actions which ADD / UPDATE Lists items and actions wich updates ONLY PROPERTIES WITHOUT adding new items to the lists. My assumption is that you are usig a Hub mode, as you should. This Hub model manage all you Lists, and the…
Naming conventions : saved views name for sources
Hi, Modules are used as sources for lists or others models (and fro time to time as source for modules within the same model). In addition to the Convention for naming you will use in Anapedia, I use the following for the saved views of theses Source Modules : Source for List Source for Subset (a new one since Peter gave…
Naming Convention : lists vs properties
Hi, in addition to Anapedia Naming Conventions, which you should apply, I used the following practices or my models : * Lists : all names in plural. * Properties of list : singular. Example of lists : * Products Families * Products * Countries * Customers Types * Customers Example of properties : in the products list : the…
Current Month, YTD and YTG in modules with no versions
Hi, The ability to know where you are across time is a common requirement in model building. Anaplan native feature of switchover allow this when you are using version in your modules. But there are cases where some modules are build without versions. For example, a pure Sales forecasting module may not need the Actual…
Making accounting entries
What's best practice for how to move a value that is the intersection of 2 dimensions (e.g. accounts, departments) and moving the value to a different intersection of the same 2 dimensions, as though you were making an accounting entry to transfer an account value to another account?
How to build a model for daily report
Hi, Anaplan does not have daily time dimension, however I want to build a model for daily sales report. Could you tell me how to implement a report on a daily basis? Thanks, Maki Yasuda
Backup
Hi all, We are starting to use Anaplan and we wish to know if there is any way to export the full model for backup proposes? Kind regards, Tiago
AdHoc Subsets as an alternative to Select function
Hi, I posted this years ago (2012) but I realized that new comer do not go that deep in the forum history. Thus I post in again for the newcomers. From time to time, it may be convenient to create an adhoc subset as an alternative for the SELECT Function. Business case : * Source module : full list * Target Module : need…
Weekly Auto-Number Updating
hi, I'm trying to find out the function that updates numbers on row automatically week by week. What I expect is that, from attached capture, if I put numbers on "customer request" on week1, then the numbers will move to "prev. customer request" automatically a week after. If anyone knows about this kind of function,…
Bypassing: IF this version THEN
I recently made my first model, and I used a lot of IF-function to select data for the line-item from another model. However I recently saw a model with the following line items (Picture attached), which allows a submodel in the line item and Anaplan being able to collect the data behind it. I was wondering how this was…
Populating Actuals with Forecasted Data
Good afternoon- I have a question for a customer asking that instead of overwriting forecast with actuals they would like to have forecast values populate Actuals when the switchover happens. Long story short is they do all of their adustments in forecast and would like to have the forecasted values populate actuals when…
List Subsets
Hello, I have an employee list. When adding an employee below are the questions i have: a) If I select a particular value in SpendType column list(FTE, Contractor etc), I want the employee to move to a different list Subset (FTE subset, Contractor subset etc). How can I achieve this? Note:I do not want to check that Subset…
Formula in list or module
Hi, Background I’ve a CSV file, 300K to 400K lines, with 3 fields, “Salesperson”, “OrderID” and “OrderAmt”. This file is loaded into a list, “List_Orders”, which in turn drives a module “Module_Orders”. “Module_Orders” is 2-dimensional, with “List_Orders” in the columns field and line items in the rows field. It’s used to…
ITEM(Versions) : Versions is not recognized as a hierarchy in the model
Good afternoon, I recently worked with the IF ITEM(Hierarchy) = Hierachy.HierachyItem THEN ... ELSE ... to aggregate calculation modules. Currently I want to do the same for the different calculations I made regarding actuals, forecasts, budgets on bases of input files. However, when using the formula: IF ITEM(Versions) =…
User selected version comparison
Hi, I have a module in which variance calculations are executed on 2 static versions. However, I'd like to set up a variance module in which the user can select two versions from a list of versions to be used in the calculation. I've set up a 'Budget Selector' module with 2 line items (Budget #1 & Budget #2) and have tried…
Time Filter
I would like to filter the module to only show items (daily) for the current month period. Any suggestions on the best way to achieve this? My current Time setup is: Calendar Type: Calendar Months/Quarters/Years The time scale of the module is set to Days.
Time (Filter & Styling)
I am trying to build a module to track the task assigned to each employees. I have the assignments (numbered list) and time spent (line item) as the rows and the time as a row (day scale). I am trying to modify the time (styling and filters) such that it is more intuitive for the users. These are some ideas that I am…
Reducing number of cells
I am building a POC for number of hours spent by each employee on a daily basis for different tasks. The employees and projects shares a Many-to-Many relationship. In my module, I have the following: Number of Hours spent (Line Item) Projects (List) Employees (List) Time However I am concerned that there are cells created…
Restrict Access of Line Items to Users
I am trying to build a POC model for staff personnels to key in their estimated number of hours spent on each task/project. I have a module with Employees: List Time Hours spent: Line Item I would like to restrict the access of individual line items such that the employees can only access the hours spent for records for…
Circular reference: SELECT function
Hello, I'm currently working on a module, where one of the Rate list items is a difference of the other two, indicated in bold. The problem that occurs here is that I receive a circular reference error, because I'm changing the line item 'Prepay (Partial)'. However it would never circular refer to itself, because of the IF…
Section 13 : Sub-Region Quota - Activity check clarification
Hello All, I have completed building the Activity #18 – Sub-region Quota Module and the numbers are not matching for the Activity check. You will notice that the number are not populating for Rep Quota Rollup and Sub-region Quota between Jan 15th and Sep 15th ( I am not sure if the other numbers that are show are correct.)…
Indented view of long if statement
How to get a neat indented version of a long IF Else statement. Other than the drill down that one can do within Anaplan, it doesnt work every time.
How to detect with 1st date with condition
Hello, I'm tring to detect 1st date by per item(ex parts) with some condition. ex) Parts Inventory module (appling parts list, time) PartsLineitem1-Aug2-Aug3-Aug4-AugAInventory1010-1020BInventory-20-20-200CInventory102030-10 I want detect 1st negative date by each item, desireble result is as follows 1st shortage date…
Dynamically push values from numbered List to another
Hello, i want to store values in a module ("Test_1") with a numbered list ("flattened"). Based upon a property ("Hierarchy") of the "flattened" list, i want to get those values in another module ("Test_2") with a normal list ("hierarchy"). The properties of the flattened will be changed very often and dynamically. If a…
Custom Sum without Introducing New Dimensions
When you perform a custom sum (either because you've switched off the line item's sums or because you're calculating a partial sum or using a different summary method), the usual method is to define a list called, e.g. Include, containing just one item, say Include.Include, and then add that list to the dimensionality of…
Mapping Artificial Timescale to Built-in Timescale
Hello, I have a Client that will need to use a 13-period timescale for their audit adjustments in their P&L but will budget and forecast using Anaplan's built-in timescale. Is there any way to map the artificial timescale using a list with 13 periods to the built-in timescale? Best, Chase Cantwell
Circular Reference
Hi, I'm getting circular reference problem in the module. How do I resolve it? Here is the problem List called Material (3 sublist for FG, SFG and RM) #Number list called BOM (has Properties as Parent Material, Child Material and Quantity) Module 1- RM Rate (use RM subset list) and has 1 line item Rate (input field) Module…

Modeling

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