Modeling

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…
Lookup on text format
Is there a way to lookup on a list property of type "TEXT" from a module that has a property of type "TEXT" I have in module a property Index( Text) abc efg ijk lmn In the list I have a property Index(Text) Index Index value abc 1 efg 2 ijk 3 lmn 4 I thought List.Index[Lookup:Index] will work since both are of type text?…
How to use collect function on a particular version?
Hi, I am trying to use Collect() function to collect a value on a particular version by using Line Item Subset ,but it is only collecting a value from only one version to other versions. Please suggest . Thanks in advance ....
SUM Rows and not the Summary
Hello Everyone, I am new to Anaplan and I was wondering if there is a way to sum rows but not the Summary of them. For example in the module, in the rows I have the Employees List and in the Columns I have the Line Items and under these the Business Units Abbreviation List. In the Business Units Allocation Line Item it…
RE: Model consolidation
Hi Fredric Make sure you have built your lists in relations: SKU List parent list is Products (Assuming SKU is your lowest level) Product Parent list is Region (Organisation) so on, If you have not created these relations the other way would be let SKU have a property called Products and Region and then get the respective…
Unique ID Number
Is there a way to have my Anaplan model assign a unique identifier number to line items in a budget? I plan to load a budget into my model and would love for the system generate a unique identifier number for each item in order to reduce risk of human error. Currently in my Excel budget file, the unique identifiers are…
Identify duplicate list members
looking for logic which would support identifying list members duplicates via conditional formatting. A numbered list display name can be repeated. Looking to highlight (conditional format) those that are replicated.
Number Scaling in Modules/Dashboards
Most of the time, I want to report my financials in either Thousands or Millions. Although I could likely add a "/1000" or "/1000000" to my formulas, I prefer to maintain the integrity of the original data by just displaying in either thousands or millions (rather than changing the numbers themselves). Is there a way to do…
Day to month custom time scale
Has anyone ever built a custom time scale that can handle days to month? For example, we forecast future heads to start at the daily level and I need that to map up to the correct month. The days rolling up into 4-4-5 or other week options throws off my monthly calculations significantly.
Copy store data
Hi there! I am aware that Anaplan now has a Copy Module function. However, is there any way to duplicate an existing "Store" and its relevant data? I have a list of Stores as shown in the screenshot below. Thank you.
Ratio to all & Ratio to parent within a list
Hi all, I have a module with a single multi-level list (category, subcategory, product). The 'all' level is called 'All Products' I need 'weight to parent' and a 'weight to all' line item formulas to use in my calculations. It's coming unstuck when i try to look up the 'denominator' for the weight calc. eg the value of the…
Model building error
Hello, I am trying to add line items (Sales Unit) to a new module , but I am getting an error "Circular reference: Sales Unit". Any help is very much appreciated. Plesae find the screenshot attached. Thanks Suneesh

Modeling

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