Modeling

Data not clearing out
I have an issue with a decimal showing up in a formula that's supposed to generate 0. Line Item A: 48250.4 Line Item B: 65810.4 Line Item ClearAB: A+B-45250.4-65810.4 yields 0 Line Item ClearABAlt: A+B-(45250.4+65810.4) yields 7.275957614183426E-12 All items have same numeric format.
Issues with the Summary
Hello, I am having issues with the summary. I have an item that multiplies a tax rate, this taxe rate is unique per subsidiary, but when i select the total subsidiaries level, the multiplication instead of taking the rate assigned to its subsidiary takes the sum of all the rates. An example: Subsidiary 1- Amount: 100 rate:…
201 Delete dates for new hires prior to exam
The Training Guide instructs you "If you’ve added any new hires delete their start dates" prior to beginning the exam. Does this hold true for the two new-hires we entered in Activity #21 where we added Julie Mitchell and TBH? Thank-you!
Selection of Version used in Module
Hi All, Does anyone knows how to select the current version being selected(not the one which is marked as current in VERSION) for the particular module , which is selected .
Large data deletion at once
Hi, If I want to delete large data in a module at once, how should I do? When I selected a lot of cells and then hit the delete key, Operation Unavailable message was shown (as attached the screenshot). In what kind of situation is this message shown? Also, doesn't Anaplan have all data deletion command? Thanks and…
How to give selective access to Drill Down Function
Hello, Anaplanner 🙂 I'm conducting the implementation of ANPLAN. In this project, Many companies give their data (ex: Purchase order, Reply order, Inventory etc) to one ANAPLAN model. We collect the detail data and make dashboard by combining that. so we have to give selective access to each companies. (See Attach)I thiink…
Freezing Data
Hello, Is there a method within Anaplan to freeze a version i.e stop it from being rules calculated, whilst retaining the data? For example in a module I have two versions - Fcst 1 and Fcst 2. The same rules apply to Fcst 1 as they do Fcst 2. However, at a future point I would like to freeze the data on Fcst 1 whilst Fcst…
Dashboard Bursting
Hello, I am curious to know how we can create and export individual products/sub region dashboard to PDF without creating it one by one . ( similar to one like report bursting) Thanks, Suneesh
Get prev year result
I'm quite new to Anaplan and I would like to know if this formula is possible instead of IF Current Month THEN Variable Name[SELECT: TIME.'Nov 15'] this IF Current Month THEN Variable Name[SELECT: TIME.'ADDMONTHS(CurrentPeriod,-12)'] Is it possivle and am I using the correct syntax. Chris
historisation of data
My client wishs to backup data and not loose it when the time periods change. To do this I envisage modules with not applicable time and containing 2 lists: one the months of the year, the other the sequential years that he wishs to save. My difficulty is to transfer the data to these modules. In the source modules, in the…
Transaction Roll Forward on a Custom List
Transaction Roll Forward on a Custom List
Selective Access
Hi, For example, Selective Access is applied the list labeled 'Samples1' which has 4 list items and the top level item of 'list total' like the screenshot attached. In the module using the 'Sample1" list, I want to give some users read access to AA, BB and list total (No access to CC and DD). However, when access is given…
Formula for comparison of previous quarters and months
I am looking for a correct formula where, in a destination module, if I do a time selection on a specific month I get the periodic value and the ytd value of that month and the previous month. But in the same line item the formula should hold when I select a quarter. So when selecting a quarter it should give me the…
Workspace Space Evaluation
I am wondering if anyone has any helpful tips to use when evaluating space within a model or workspace. For example, taking into consideration our current data loads, lists, dimensions pulled into reporting etc, how much space adding 1 fiscal year would take without doing anything else. Any information regarding this would…
Time filter per project when project are in rows
Hi everyone, I'm facing the following situation. I need a different time filter per project (WBS-Elementen), but my projects are in the rows and so are my line items. When I try to filter the timedimension using a timefilter (boolean) I need to select a project, because there is no 'Current page'. Is there a way around…
Hiding subtotal lines
Hi, Where two lists are prepared in a hierarchy structure, is it possible to hide the parent's subtotal line in a module? For example, where the two lists of product category and products are prepared (screenshot_1.png), I want to get the results without product category subtotal lines in the module whch calculates sales…
Goal Seek
Given a complex function y = f(x), you sometimes need an inverse function that finds the value of x required to produce a given value of y. In Excel this can be done using the Goal Seek feature, but that's not available in Anaplan. You can do this in Anaplan by using the Time dimension as the basis of a recursive…
Error Loading Data
Hello All I have come across the following error ... while importing data in to a LIST _Error_1_New property combination found but name or code already exists Now i have been to the source file and done checks multiple time to see if there was any duplicates but there were none. I see this error as a there being…
Scheduling SFDC Native Connector Actions
Hello, I am looking for information on setting up the batch script to schedule actions that use the SFDC native connector. Scheduling does not appear to be possible inside of Anaplan so I am looking for the correct batch script to complete the SFDC login information that the Anaplan native connector requests when executing…
Delta Loads
Hello Is Delta loads possible for BOMs data in Anaplan and if so what is the best way... Thanks
Date Conversion
Hi I am looking for a forumula that converts the year and week number in to a date format Example - 2015.01 converted to 1.01.2015 What could be the formula for this Thanks
Module copy
Hi, It it possible to copy a module to other model within same workspace? Regards, Maki Yasuda
Data import scheduling
Hi, I'm using the Anaplan Connector for Salesforce model downloaded from App Hub. I want to import data from Salesforce into the model at the scheduled time such as on Fridays at 1:00 pm. Is it possible? If possible, could you tell me how to implement it or where I can check the procedure in the anapedia? Regards, Maki…
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…

Modeling

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