Modeling

using Parent and Item
I have a module that is products (div, dept, class) x locations (channel, store) x time (week). I have a line item PRD_PARENT. I want to know the parent product at all times. lowest level product list is ProductsL3. I set the format for PRD_PARENT to be list ProductsL3. I set the formula to be PRD_PARENT =…
Parent - Parent Hierarchy?
Hi, While creating a list i came across parent in the grid view and parent hierarchy that appears in the subset tab of a list. What is the difference between the two? Can I get an example. Thanks.
Count Function?
Hi, I have a line item 'country' based on which my account module is developed. These accounts are mapped to countries. I need to find out the count of accounts from each country. In the sample below, there are 5 US accounts, 2 Canada and so on. How to come up with the count of accounts based on each country?…
Retrieving YTD value when timescale spans multiple years
Question: Is there a way to retrieve a year-to-date value for the applicable year when our module spans more than 1 reportig year? If we use the "Year To Date Summary" checkbox on the setting tab under time, it only provides the YTD value for the current year and current month selections made on the settings tab.
How to calculate Year to date (YTD) Growth rate?
Hi, I have build a forecast model and need to show the Year-to-Date growth rate. Is there a systematic way of doing it? Regards, Atyagi
Multi select in module (Auto refresh module on dashboard)
Main Idea is to have employee multi choose in module on dashboard by checkboxes. Is there in anaplan possibility to implement this? I created a workaround, (see file as example), but i have to manual refresh dashboard or module each time selection changes. Can I get auto refresh for Employee KPI module based on chooses in…
Publish list subset to dashboard
Hi all. I created subset “Active” for Employees list Then created module Plan Sales, using subset "Active" from Employees List and published to dashboard both Employees list and Module Plan sales to enter Plan values only for chosen Employees Anaplan published all properties from Employees list, though i do not need them…
HOW TO SELECT HALF YEARS
I know how to use the select function to select a time period e.g. SELECT [TIME. 'FY13']. However, I need to split my data by half years. Is there any way of selecting a half year or a group of months, e.g. Jan to Jun.?
Create running total not associated with timescale
We are looking for a way to assign decile values to transactions where the order of a measure in a module determines its ranking. We cannot use the RANK() function (without a subset workaround) as the number of transactions exceeds 1M. The CUMULATE function only applies on a timescale. Has anyone found a way to do this?…
Something like "group by" to get rid of duplicated rows?
Hi, if I refer to a list and receive duplicated rows - is there any way to get rid of them by export or in a module itself? Example: List: Account SalesOrg Segment xx BCS Commercial xx ISS Commercial xx HPSD Commercial yy BCS Commercial In my module I want only the below based on above table: Account Segment xx Commercial…
Opening two or more models
Hi, I was building a Budget Model with a customer of mine who already had a Forecasting model. A lot of Business Rules are different between Forecasting and Budgeting processes, but a lot of them are simlar. We are using copy and paste of formulas. We needed to switch between models, but that made us close all the active…
Add List item properties to Rows Section
The goal is to create module like it was designed in Excel. List Product has Property Category and many other properties. Module is made up of Product list , Line Items and Time. How can i get desired look and get Product list properties out of time dimension? See example. Is it possible?
How to change subsidiary view into regular columns in the given module?
Hi I would like to change subsidiary view to regular columns (so that I can see the data per columns in the module without having to click on the eye).How do I do it technically? Greetings Dorota
Color cells or rows that were changed since base load date
Hi, is there a possibility in Anaplan module or in a list to color cells or rows that were changed since base load date??
Workaround for a Last value function
Hi, There is no Last Value function in Anaplan (Adaytum had one BiF @Last), thus I have tried to modelize something because I was needied this Last Value feature for a customer of mine. The business need is as follows : the user enter values in some month, not all of them, of course months are random, and the following…
Automatic Locking of Versions
Dear Community folks, There is requirement to Automatically lock a particular Version at a specified time. Currently we could lock a version by following 2 methods: - In the Versions tab, change the edit period for those version - In the User Security, make it a read access for those version There is defined time table at…
When building a formula, unable to select a Line Item from another module..
When building a formula, unable to select a Line Item from another module..
Opening and Closing Inventory
Hi, A quite usual topic easy to solve with Anaplan is the Opening / closing inventory formula. Here is my proposal. Feel free to share yours. Line itemFormulaInitial Value Opening InventoryPREVIOUS(Closing Inventory) + Initial ValueInput Output Closing InventoryOpening Inventory + Input - Output Alternative…
Line Item Dimensionality
Anaplan provides a flexible way to apply dimensionality to modules. Line items in a module can inherit the default dimensionality of the module or can take on different dimensionality not only for time and version but also for other dimensions in the module. The "Applies To" selection can vary for each line item in a…
Can a week start on a Monday, rather than the Sunday default?
A recent question from an Anaplan Partner: Can a week start on a Monday, rather than the Sunday default? The answer is yes. You can select Monday as the start of the week in Settings > Time > Calendar Type: Weeks 4-4-5,4-5-4 or 5-4-4 by selecting the last day on the Fiscal Year as a Sunday. See the screen shot below:
How do you create a new version?
How do you create a new version?
Can a version formula be defined just for a single line item?
This question was asked of me recently, about use of version formulas. The current behaviour is that a version formula applies to a set of line items, rather than a single line item.You identify the set by reference to a named line-item subset. The rationale for this is that if you’re setting up a formula for a single line…
Using List subsets or creating distinct lists ?
Hello, One Anaplan nice feature is the ability to create Subsets in List. I often use this feature for reporting purposes, or for designing allocations targets, or for filtering avalable product according to time, ... However, we still have the possibility to create two or more quite similar lists with one list having all…
How to Create More flexible Calculations with Versions?
How can I get more calculation flexibiltiy with Versions?
Reporting Month over Month
All: Anyone have any suggestions or options for building a reporting that is MONTH versus MONTH, inside a specific version or across versions? Our customer requires an ability to compare JUN FCST 2014 against MAY FCST 2014. or JUN FCST 2014 against JUN FCST 2013? We have ideas, but are looking for external ideas from the…
Eliminating the Scroll Bar on a Dashboard Table
Our users enter their forecast on a table within the dashboard. However, despite the fact that I increase the height and width to the maximum, there are times when the scroll bar still appears on the right hand side. It hides the last few lines if your not looking for them and it's just plain annoying, In order to get rid…
Configure Fiscal Year Settings
My client runs on a Feb-Jan fiscal year with Feb 2013 - Jan 2014 considered FY 2013. Anaplan seems to only allow for this set up to be considered FY 2014 in the Time settings. Is there any way to configure or change this?
Bulk Copy
Hi, Is it possible to do a Bulk Copy between two versions for one specific time period? Regards Fredrik
Hide / Show Columns/Rows Right-Click Command
Does anyone else have issues with this action "freezing up"? When I am setting up views, the right-click "hide/show/show al"l will sometimes just stop working and I am forced to log-out and back into Anaplan to resume working in Anaplan. Of course it means I lose the view I am trying to save if I haven't remembered to…
Reading the Higher Level figures
Dear Team, I have a business scenario (refer to attached file). The Formula for Net Volume is not working because Returns % are maintained by Year however even if the Returns % are maintained by Months it is not picking up the values In addition to above, YEARVALUE does not allow selection using SELECT or LOOKUP as…

Modeling

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