Modeling

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.
Quarter to Date Ability
Anaplan has a great Year to Date summary in the Time settings, is there an easy way to show quarter to date (QTD)?
Interest Payment and Principle Payment Functions
Is there any easy way to replicate the IPMT() for Interest Payments and PPMT() for Principle Payment functions in M. Excel within Anaplan? I can only find a PMT() function in Anaplan.
Using Versions and Periods for dynamic comparison
Hello, My Client asked about report where they compare PL lines: Version 1 vs Version 2 for selected Quater or Year, Quater to Quater, Year to Year and they want to select 2 Versions and 2 Periods. Conditional formulas can help, but I think, they may be to heavy. I tried to create Module for Selection of Version1, Version2…
Input Process Function
ALL: I have an idea for managing data input based on a matrix of 4 dimension intersections in a module, based on a trigger boolean stored in a like module. My question is simple; Is it possible using any function (known or unknown) to use a formula in the module, to check the boolean intersection of a second module to…
How to move from a Model with Timescale to a model without time scale?
Need help in aggregating the values which are available in a model with timescale (and other dimensions) into another module which has all the other dimensions except the timescale dimension. This is required to show the summation or the closing value of the timescale module value at an aggregate level into the new module.…
Best Practise for Loading Actual Data
Would anyone have a process defined for "How" to load Actual data into a model. I get that I need an Actual data file with tuple detail. And then I load the data into a Module, likely that has base members to load values. BUT my issue is then, how do I get that data into other Modules, when I cannot run a test against the…
Best practice of Built-in vs. user-defined time and version dimensions
I understand that the “built-in” time and version dimensions are “optional," and a model builder can build user-defined time and version dimensions in Analplan. Best Practice Question: Are most Anaplan customers using built-in time and version dimensions or do they build their own (user-defined) time and version dimensions…

Modeling

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