Modeling

Timescale related formulas
I have update the list with fake time periods, how do I use the timescale related formulae like next/previous etc in the module? cheers,ym
How to use Time Period Format in a Date Formula
The date formula requires you to use numbers for the years, months, and days. I have 2 line items in a module that have the year, and a custom month list that contains the members of Jan, feb, mar, etc... For the month, I have a property on that list with the month number, so I can easily pull that into the date formula,…
Time and version variance report
I used to be able to do a time variance report with columns like Actual Period, PY Acutal, Act Period - PY Act, R3m Actual, Budget Period, PY Budget, Budget - Act, etc and rows individually formatted with styling, number formats etc. They way I did this was with line item subsets from two modules, one with variance…
How do I copy and “lock down” a version?
I have all of the manual data entries (as well as imports) completed for a version to show exactly what I want. How can I lock down this version so that any manual entries from here on out will not have an effect?
Numbered Lists
I am trying to get the underlying number from a numbered list for referrence on imports; without turning display name off and on. Is it possible to create property in a numbered list to return the underlying number? If not, is there a formula that can pull out the underlying number in a module? Thanks, Mark
Show Vs Hide
It would be very useful to add a simple tickbox to choose whether to show or hide a row or column. If often find it useful to hide as much as possible when searching for bugs, going thru row by row would be much easier with a tickbox.
Day of Week
I'm trying to find a "day of week" function. Essentially i don't want to count hours on the weekend. Any ideas? It seems like it should just be a formula dayofweek(start()) but i can't find anything like that. Cheers, H
need SUBTOTAL across Time
In several cases I need to use a subtotal for 5 quarters in calculations. I have been using the All Periods total for most and it works some of the time. However, often I don't want values included from previous years. Ideally there would be a function like SUBTOTAL in Excel where the total would only be for the columns…
Changing Time Scale from Quarterly to Monthly in existing module
Hello, When we built a model recently it was all setup with Quarterly data. Now the business is going to change to monthly data. So I need to change my module to include the months. When I do this I still have the quarterly totals, but now I would like to basically take that quarterly total and divide it by 3 or put 3…
IF CONDITIONAL FORMULAE
Dear Anaplanners: I have a question regarding usage of IF conditional statement. All the conditional constructs in Anaplan are related to IF with ELSE as a mandatory clause. However, I have following requirement - 1. I need to chnage the contents of cell A only when condition_A is satisfied. Otherwise, I do not want the…
How to sum with filtering data
I have some data as per below table. RevenueCountryNew bizJanFebRev aChinaY 3,000.00 3,000.00Rev bHong KongN 2,000.00 3,000.00Rev cChinaN 4,000.00 5,000.00Rev dHong KongN 2,000.00 4,000.00 I would like to sum the revenue by country and month as well as filter out the new biz = Y. Answer: China: Jan revenue = 4000 and Feb =…
Sorting then summing down a list
Hi, I have a list of deals which are imports from salesforce opportunities which I need two things done to. Firstly i need them sorted by the close date and secondly i need a cumulative sum down the list so that i can tell what percentage of quota has been attained. Anyone know how to 1. sort the list based on a line item,…
Anaplan's equivalent of a COUNTIF function
Anaplan's equivalent of a COUNTIF function While Anaplan doesn't have an official COUNTIF function like Excel, you can combine an "IF THEN" statement with a "SUM" function to accomplish the same goals. Using the "IF THEN ELSE to create a count saying "IF True Then 1 Else 0" You can then use a SUM Function to get the value…
"Freeze Panes" Functionality
Hi Expert, Currently we are implementing ANAPLAN solution , and we have questions and would like to check with you. 1.Is there any functionality in ANAPLAN similar to "FREEZE PANES" in EXCEL to lock the columns and Rows header 2.When we use drill-down functionality in ANAPLAN, there's "FORMULA" that showing in the top of…
Decumulation of vakuations
Hi, I am trying to create a module that contains line items for Gross Cumulative Project Valuations. I need to be able to calculate the individual valuation (the current cumulative less previous cumulative) without having time as a dimension. What would be the best way to achieve this in such a module?
Time Period Format does not have Days as an option
Hi, I am working on a retail POC which is based on daily sales. The modules I've created contain a Day timescale which works fine. However, I don't seem to be able to create a Time Period Format that contains days. Week seems to be the lowest level. What I am trying to achieve is to lookup sales from a Day in the previous…
Publish Export Action to Dashboard
Hi, Is it possible to publish an Export action to dashboard? When I put the cursor on the specific export action the view menu is not available. When I stand on an import action the view menu is available. Thanks
Changing cell properties
Hello Anaplaners: I have a following questions - 1. Is there any way that lets me change the properties of a cell based on certain values? For example, If flag in cell A is set then I want to make Cell B non-editable (without loosing its contents) I tried several different ways but I get circular refernce error for the…
Is there a way to add property value to non-leaf item in list?
Is there a way to add property value to non-leaf item in list? I think this requirement is meaningful, if not necessary. However, found it undoable in the grid view of list.
Double Byte - character / data
We have a client that will have users around the globe. As an example, if one user is in China, and is providing local data and local entity descriptions (eg accounts, departments, etc) in local characters (double byte) - is it possible to configure a module in a model that will show descriptions in local language (double…
return code for Anaplan Connect
Hi, I'm using Anaplan Connect to automate my data loading. In order to use my batches in an scheduler I need to output the return codes of Anaplan Connect (ie. file not found, the certificate has expired, connection problem ....) How can I handle this topic? Thanks,
Automatically change the dashboard when adding or deleting a version
Hi everyone, I'm working on a Dashboard. The main goal of this dashboard is to compare differents scénarios (ie Versions). Users are supposed to be able to create and delete scenarios (ie Versions). I face 2 difficulties : 1) When a user delete a version (for example called 'Jim's Forecast'). THe name and the curves…
Changing Line Item Formula to Refer to List Subset Instead of List.Property
Hi all... I'm a modeling newbie hoping an experienced Anaplaner can spot my mistake here pretty quickly. I inherited a model containing Module XYZ that contains a line item with the following formula: 'Module ABC'.Amount[LOOKUP: Account_List.Account_Property_X, LOOKUP: Subsidiary_List.Subsidiary_Property_X] Both list…
Nested IFs or using OR and AND, what gives better performance
Hi, I have a module with a few list-formatted line items. These decide how a nested line item in another module is calculated. I noted that changing some of these list-formatted line items causes the model to freeze for about 30 seconds. Has anyone made any tests to see if the use of AND and OR instead of nesting IFs…
Dynamic Ranking based on Filter selection
I am trying to implement a ranking function which based on user selection of filter on a hierarchy list provides top 5 records i.e if he chooses the lowest level in hierarchy he gets top 5 results on that, but if he chooses the level above he gets top 5 on the Parent item in the list. So is there a way to pass the group to…
Statistical Requirement
Does anybody has experience with linear regression in Anaplan? I also need to create a statistical model for detrending and deseasonalizing time series...any ideas? 🙂
Mapping two dimensions
Is there a way to map one module to another, mapping the intersections of two dimensions? a module with old locations in one dimension and old depts in another dimension mapped to a second module with differtn dimension lists: new locations and new departments. The locations and department do not map one for one, it…
User permissions For Item
Right now I can give permissions for Item in a list only for Specific user . is there a Possibility to give permissions for Item in a list for ROLE and not Specific user?
how to change date format for history?
The date format used in the history is UTC. How can I change this to match our local timezone?
AdHoc Subsets as an alternate to Select function
Hi, 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 to select only one line item (or more than one) from the source module. Proposals : * Option One:: Formula in the target module will look as…

Modeling

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