Modeling

Compare and Sum ammounts based on text field
Hi, I am fairly new to Anaplan and I have a requirement where there are 2 models with a common text line item . I need to create a 3rd model by comparing these 2 models based on the text line item to sum up the amount for only those rows for which Text field matches. Please suggest hhow to achieve this. Regards, Chaitra
Module adjustments
Hi guys! This is my challenge: I have build a Bakery model. I have 8 products, the products are devided over 2 categories. Of all the products I have the COGS, selling price, turnover, sales, total costs and total profit. I only use a general list atm. Of all the products I have listed the 6 financials in my dashboard, so…
Function to determine if a list item belongs to a subset of the list
I'm trying to build an exception module to check that all items in a particular list with a particular property residing in another module belongs to a subset in the list. Is there any function like ISSUBSETOF(x) to determine if a particular item in a list belongs to a subset of the list? To illustrate, in a List called…
Multiple Conditional Formats for 1 Line Item
I want to show 2 types of conditional formatting for 1 line item, 1 for the children and 1 for the parent. Is this possible? Eg i have 10 questions scoring 1-5 (1 being red – 5 being green), with a total score 10 – 50 (10 being red – 50 being green)
YTD data not pulling from Monthly module to Annual module
I have 2 modules, one having monthly line items, the other having annual line items. When I link the line item in the annual module to the line item in the monthly module, the full year figures come into the annual module but not the YTD figures. Both modules have the same dimensionality
Cell Read-only
Hello! Is there any way to get smth like cell security in TM1? For example, I have a module with 2 dimensions. Clients --------- Client 1 Client 2 Products --------- Prod 1 Prod 2 I need to write in Client1\Prod1 and Client2\Prod2, but read only in Client1\Prod2 and Client2\Prod1. Thank you! Best regards, Alexander
Extending formula bar height
Is it possible to extend the height of the formula bar as you can in Excel? It would be very useful when editing long formulas.
TIMESUM over quarters
Is there an easy way to timsum over a module that has a time scale in quarters? I could do a work around and split it into months in another module but wanted to keep it clean. Quartervalue doesn't work in timesum. H
Syntax for Select Function on Time Periods
What are the time periods that I can use select function for?
Drop Down List With A Way To Insert Another Line Item If Not In List
Hi I just started working with Anaplan! I was hoping to find a way to add a new item to my list that I want to have as a drop down box in my module. Is this possible?
testing for a time period before the first model time period
I want to average quarter values for the last several years. i use (offset(lineitem,-x,0) + offset(lineitem,-x+1,0)) / 2. when the offset runs off the beginning end of my time period, i would like to do something different with the formula. How do i test for this condition when i refer to an invalid time period or date?
Time dimension: have both calendar month and weekly
We are looking to create a model where one can see both weekly and calendar month data for all measures. What is the best way? For instance we could create a week-based (e.g. 4-4-5) model, then insert formulas for time, e.g. January 2015 = (Week1 * 5/7) + Week2 + Week3 + Week4 + (Week5 * 6/7). Thanks upfront for the…
Module Line item is text and want to feed it to a list, formatted as list
Hello, new to Anaplan. I have a line on a module called " Physical Location State". It's an IF Statement looking at field in my file that indicates whether a person worked from home or not (NOT BOOLEAN, but looking at a text value). If the person has work from home in the field, I use the home state, else work state. Since…
Specific Messages/Instructions for Different Planners
I want to publish messages to specific parts of the organisation following a senior management review, for instance the regional manager would ask one of the factory managers to "increase production by 10% in Q4"
Remove Conditional Formating for Zeros
I am using conditional formatting to highlight the scores received in a survey, with scores ranging from 1-5, so I have set a 3 color scale with 0, 2.5 and 5 as the min, mid and max points. However when there has been no response the table shows red, I would like no response to be white
SUMIF function
Greetings, colleagues. I am having problems with summing up value. I have a module with products dimension. It's really huge and each new line item adds much space, so I really want to avoid them. I need to count average based on product list property. For example by color (it's not the product hierarchy). Adding the Color…
Maximum across time
Hello, perhaps I'm stupid, but i can't figure out how to calculate a maximum for a period. I found an aggregation function x[MAX: y], but i couldn't figure out how to put time scale as a dimension in maximization function. The only thread I found on the forum was this:…
Calculating a % of a subset
I have the total active customers by product. I have products organized into schools. I can calculate the percent each product represents of the total of all products regardless of school. I do this in a module with two line items, Active and Active %. The formula is Active / Active[SELECT:’Programs P2’.All Programs]. I…
Formula to convert a Date to the Week number of the year or quarter
I am trying to find a way to take a date and convert the date to a number that would represent the week number in a calender year or the week number in a calendar quarter. The value could either bring back the week based on a the calendar week or the actual number of days divided by 7 (for example January 5, 2015 is a…
Delete options when deleting items from a list
When deleting items from a list, you have 3 different delete options: Delete all, Delete descendents, or Delete leaf items. They have the following functions: Delete All - Deletes ALL items, including parents if it is a composite hierarchy. Delete All Leaf Items - selects all of the lowest level items for delete (i.e. if…
User upload file into a model or a list
Hi Is it possible for an end user (not having admin rights) to update specific columns in a model by uploading a csv file rather than typing values manually? Thanks, Jenya
Calculate median value
Hello, I'm trying to calculate a median value taking into account several dimensions. I'm using the RANK function but the values retrieved are incoherent regarding my dimensions. Here are the steps followed: - calculate a rank - calculate a min and max rank - calculate the median rank = ROUND((Min Rank + Max rank) / 2) Can…
Date Functions
Hi all I need to create a line item in a module which has a formula that, based on various conditions returns a 0 or a 1. One of the conditions is a date range and I am having a problem getting it right. The range that I need to use is: DATE >= today’s date – 30 days AND DATE <= today’s date + 120 days I have found out…
Versions - Edit
Hi! I am working with versions that have different edition dates set. Working with Forecast Jun Version, which edit date is set from July 15, I have 2 line items. I have two questions: 1 - Why is it that if I set a formula (like a number 1) it is shown in the hole timescale, even though the time editable is from July 15? 2…
Dashboard - Export to PDF while using the "Wrap Text in Headers" feature
I'm trying to build a dashboard which replicates an exisiting report used by our company. It has a very specific layout which consists of a dashboard element which fits perfectly to A4 Landscape. (There are also two small dashboard elements below it) The users will need to pint these reports regularly. To make the…
loading duplicate names in a two hierarchy list
Hi, When loading a two level list (for example a "cost center" list with parent list "group cost center") I want lo load a member called "insurrance" in the cost center level with parent named "insurrance" too in the group cost center level. The member "Insurrance" is ignored when loading the cost center list. Could you…
Create lists from a main list.
Hi everyone. recently I have upload all the requiered data in a single list with several properties. One of those list is the full name of the product. Well, what I need to know, if it's possible, is if I can take only the first 3 characters of the name and remove duplicates, in order to create the parents. (the first…
Populate a Forecast
Hi everyone, This will be an easy one : What is the easiest way to populate a "forecast"'s version for 2015 based on the "actual 2014" and a constant ratio ? Regards
Load Trial Balance Data Into a Module and then Converting Into Financials
I have loaded trial balance data into a module (called 'Trial Balance'). In that module it has the 'account string' as the row, the time period as the pages and then the line items going across the top (see attached Exhibit 1). The middle 5 digits of the account string represent the office location (profit center). The…
Change Mass Line Item Number Formats to No Significant Digits
If I have a lot of line items that I want to change from being the default 4 significant digits to 0 decimals, what is the easiest way to change this?

Modeling

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