Modeling

Account Hierarchy
Hi! Is there anyway to setup an account hierarchy reference? For example I have some accounts in SalesForce that have both a Parent Account and a Child account. I'd like to get this list put together to act as a reference to see what other accounts are part of the same family and be able to show this relation in a…
Bulk Copy within a Single Module
Can I bulk copy data and formulas within a certain module? I want to move all of my actual data from a previous year into another version, but only for one specific module. My only solution so far is to export the data and reimport, which is tedious. Any information is apprciated. Thanks, Mark
Recursivity - Button to copy from one module to another
Hi Anaplan, I have an issue with a modele that requiere recusivity to optimise a KPI. My manual solution is the following : * I enter a paramater (let's call it A1). * Anaplan compute this value and give me the matching KPI. * at the same time modele produce a better value A2 for A1. Then i can copy this new value A2 into…
Top Level of Numbered List
I have a module which applied to a Numbered list. I have applied Top Level and Parent Hierachy to thist list. However in the module, Top Level total doesn't sum up the amount in the list, in fact it doesn't show anything. is this a bug?
YEAR() function not working
My Fin Year item is set to Time Period format: "Year". Our financial year setting is April to March. Attached is the Anaplan example and my working model that seems to return different result. I would expect that in calendar month/year, May 2016, that the Financial Year time period would say FY17 (appears that is the…
Select Multiple Items in a List as Property
Hi, Is there a way wherein I will be able to select multiple items in a list as a property? For example, I have a list of routes. Each route has its destination countries. I've created a list of countries to be used as a property of route. Scenario: Route: Manila - Sydney Property (List of Countries): Manila Sydney Thanks…
Data Copy from One Version to another
Hi All, Can any one please let me know how we can copy data from one version to the other . For example if i want to copy data from Forecast_May to Forecast June for some intersection like FY16,for a particular account, for a location.Entity Thanking you in advance Regards Sasi
importing from one model into another
I need help. I have a HUB model and a Quota model. In both models, I have an identical module in which I'm trying to import from HUB to my Quota. Both modules are using 2 lists. One my sub id list (contract #) and the other is my product list.. There is only one line item--Sales. Time is on the pages (as years) for both,…
Column Alignment
Is it possible to set all column data to either right or left align?
Blank Data Field
Is it possible to have all fields blank until data has been entered into them? See attachment.
Dimension/Data/Storage
Hi Team, Is there any restriction on the number of dimenions/Lists to be created in Anaplan..? Can any one plaase let us know how is the data stored in Anaplan..? Is it in a file format or in a tables..? Where can i access the file or tables..? Thanking you in Advance Regards Sasi
User-based security access at the node level
I have the below requirement on user-based security access at the node level. I have 3 nodes (L1, L2, and L3) For example If L1= Americas L2 = Canada and US_Disti L1 and L2 will be my composite lists and we will have various attributes (KPIs) attached to them like Bookings or Sale proceeds etc. Now, If I am looking for…
User-based security access at the node level
I have the below requirement on user-based security access at the node level. I have 3 nodes (L1, L2, and L3) For example If L1= Americas L2 = Canada and US_Disti L1 and L2 will be my composite lists and we will have various attributes (KPIs) attached to them like Bookings or Sale proceeds etc. Now, If I am looking for…
Multiple Modules with same Line Items
Hello anaplan community, i try to build my first planning model. Today i am stuck in the following situation and i am not sure if its me using anaplan wrong. * 3 Planning level (C-Level Planning / top-down; Product Planning; Sales Planning) * The first level only plans three values of my Planning-Chain (x+y+z = Value) all…
If THEN ELSE syntax
Hello, I am having an issue with IF THEN ELSE forumla syntax. I have the following fuctioning forumla, in the context of converting weeks to months. IF Start Difference <= -23 AND Start Difference >= -28 AND End Difference >= 7 THEN ITEM(Week) ELSE BLANK I am trying to add a condition that says if the week start date is a…
Thousand format
I have the issue to change the line item format from 1,000,000 to 1,000 k. It's clear how to add "k", but how decrease the value to 1,000 without dividing? I mean it will be great to find the way how to change format, but not change the value. Thanks!
Is it possible to set up subset list using a function/formula?
First some backstory - This question was asked in hopes of solving the following problem, since you cannot enter formulas on the grid view of the list or on the subsets tab to populate the subset : I’ve got a list of employees which is 2000+ long. Around 5% population is non-permanent and as such not applicable to many…
Multiple Actuals
Greetings! The issue I am running into is I have a client who wants to pull in 2 sets of actuals. One set (not audited actuals) is for the budget and the other is for future forecasts (audited actuals). What they want to do is they want to bring in that second set of actuals (which some revises the first) without having it…
Data import rejection email
I am using Anaplan Connect to import the data in to the Module/Lists and would like to automate it with windows schedular. After the import there may be some rejections and is there a way I can get an email from Anaplan with rejection details / success message so that it will be easy to track the import status. Please…
How to make line items read only for few users?
Beginner question: I have a simple module with two lists (org and products) and three line items: Qty, Price, Sales. Qty is an input field. Price is an imported field. Sales is a calc. The Price field must be read only for few users for all forecast months. What are the steps to make the price field read only? I did not…
Referencing a property of a parent list in a list item
Need to reference the property of a Parent list in a list item of a module Example Module: Deals List Item: SKU Tax Lists: SKU (Child), Product (Parent) Desired outcome: function: Deals.SKU Tax = Parent(SKU).Tax Property Please provide an example on how to accomplish.
Using OFFSET to retrieve prior period data from another module
Hello, I am attempting to retrieve prior period data from module 1 to module 2 and cannot seem to get the OFFSET function to work. However, when I use OFFSET to retrieve data from module 2 (same source and same target), the function works. What am I doing wrong? This Works in Module 2, Line Item Calc OFFSET(Entry,-12,0)…
Start Period less Date Now?
Hi! How can I get the difference between two time periods that will result in an absolute number? For example, 10/21/2013 less (the current date) 04/26/2016 = 30? Thank you!
Avoiding circular reference in Custom Time Dimension List
Hi Guys, I am using a custom time dimension list in a module as shown below. I am getting circular reference error when I try to fetch the "Ending Backlog of previous Period" into the "Begining Backlog of Current period". Is there a way to solve this problem without using the Native Time Dimension / formulas ? "PS- I have…
Anapedia
Where in Anapedia is there information that addresses creating "Subsidiary Views"?
Publish item to dashboard and remove access to dashboard
Hi Is it possible to publish input cells from a module to a dashboard, and have it not be able to be edited on that dashboard only? For instance, there are some input cells on a module which feeds a detailed calculation dashboard where these are completed with other items. There is also a summary dashboard, which shows…
Maximise function and cursor placement
Hi to everyone, Probably someone can help with these 2 issues: 1. when you place a module with many columns on the dashboard (so you have to scroll to view the whole table) and need to fill it with numbers, after manual input of a number and pressing "enter", the cursor jumps right at the beginning of the module, so you…
Last work day of month
Dear all, is there a function enabling to show the last work day (ending on Friday) of each month (date formatted), e.g. last work day of July 2016 would be 29/07/2016? Thanks a lot in advance for your feedback. Best regards Timo
Formulas for Intermediate Model Building
Hi, I have got stuck in certain formulas. So decided to start this thread so that those who get stuck, can view the formulas here. I wanted to know formula for Headcount in Rep-Quota module for intermediate model building activity 17. Thanks in advance!
Numbered Lists and filtering
Hi, I have created a numbered list with list formatted properties. When using such a list in a module or dashboard, is it possible to filter based on these properties? Thanks Roger

Modeling

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