Modeling

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…
To hide all subtotals & totals by filtering
If you would like to hide subtotals and totals, and see only the items on the lowest level of a hierarchy, you can use a filter on a boolean line item. Add a line item called "Filter." Set the format to Boolean, and the summary to None. Then enter "true" in the formula bar. You probably then want to hide the line item in…
Looking for an "action log"
Is there an "action log" within Anaplan? Similar to History, but which tracks actions. It's important to be able to track when an action ran and it's results. For example with import jobs, we need to know when they ran, if they failed, error messages, entities added, updated, etc. Client Connect provides an error file, but…
Breakback
Hi All, I want to use breakback feature but I have a problem because end user wants to use breakback at sales level. I have a simple formula to calculate sales (units * prices) and it seems that you can use breakback for units but you are not able to use for sales. Is there any best practice to replicate the feature.…
How can I create a set of end-user instructions on a Dashboard?
Setup a module with line items 1 through x and no other dimension. Type in the instructions for each line item and publish each line item to a dashboard. Conditional formatting can also be added to enhance the text display. See attached example.
SELECTING Current Version
Is it possible to SELECT current version For example, instead of coding [SELECT: VERSIONS.Forecast3] where Forecast3 is my current forecast and Forecast3 gets hardcoded in the formula. Can I code something like [SELECT: VERSIONS.CURRENT] or something similar?
Grouping Lists in Settings
How can I group lists in logical categories in the Settings tab under 'General Lists'?
Copy and Paste error
Hi All, everytime I try to copy and paste data into the module an error appears. I've changed the regional setting (decimal and thousand separator) but I still have the error. Thanks in advance.
Conditional Formatting by time
Is there a way to format conditionally according to time? The simplest example is that I want my actual time periods to be one shade and my future/forecast periods to be another shade, for all line items. It looks like the conditional formatting is all based on individual line item values.
Publishing Actions for General Use
Hi Is it possible to publish an action so that general users (who do not have admin rights) can run it, e.g. for exporting data? Thanks
Process Publishg
Hi All, when I try to publish a process intoa dashboard an error button "#ERROR# (118)" appears. What am I suppose to do to solve this kind of problem? Thanks
Ability to search when a list published into a Dashboard.
Dear Folks, The functionality to publish a list on the Dashboard is nice, there are 3 functions which are available for list when published into the Dashboard. Add, Remove and Move the list items. It would be good to have the search functionality for the items on the Dashboard. The search functionality is currently…
How to avoid references to specific years in a formula
I've just been asked about a problem with rolling forward a model from 2011 to 2012. The model had references to full year values, which had been made using a formula like this: Full Year Value = Source[SELECT: Time.FY11] While this works, it requires the formula to be updated every year when the timescale for the model is…
Paste to a line item with a numbered list as the format
I have a line item with a numbered list as the format. I receive an error (Unknown List Member member) when I paste in a Value I know is in the list. This also happens when trying to import even though the member is in the list and was just exported. How can a numbered list be set up so Values can be Pasted or Imported to…
Reorder timescale
Hi all, is there any way to reorder timescale? End user wants to see quarters at the end. Thanks in advance.
Publishing to dashboard Import Action
Hi All, when I try to publish an import action an undefined button appears in the dashboard. Thanks in advance.
simple create action
Is there an examle of how to use the simple create action?
Filter not picking up subtotals from lists
I have created a filter in a module that limtis my view to only items that have a boolean line item checked. My problem is that any rollups/subtotals in my other lists are not checked so I don't see them in my filtered view.

Modeling

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