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How to do Excel Search in Anaplan
Hi Anaplanners Has anyone built an Excel Search function equivalent in Anaplan? What I would like to replicate is: 1. Client has a text mapping table (screenshot 1) which maps Strings in Column B to their expense classification (Column C & D) 2. SAP extraction which contains a column called Text (screenshot 2) , Column H.…
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EMP02 Employee Expenses Formula is not working
Hi - I have been trying to calculate bonus, car, phone, and medical costs and the function i input gives me an error message. I am not sure what i am doing wrong. Can someone help me please? Formula for Bonus: IFEmployed?THENSalary * 'EMP03 Employee Drivers by Role'.Bonus % [LOOKUP: 'SYS08 Employee Details'.Department,…
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Count the number of users using User list for every months.
Hi All, I would like to take a count of the users using the list Users for every month. I have a module with: Row: Users List Column: Time(Month) Line item : Number(whose formula is 1) I need to sum the number all all the users for a particular month for eg for Jan sum of users can be 74.
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How to shorten names for a data flat file you use t import into List
Hi, I have a List that will get populated once a month from a flat file that is given to me from IT. The only issue is that some of the naming in the flat file is too long to bring in as a List. And if the name is too long then Anaplan will not bring in that name into the list. I want to know what is the best way to fix…
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How to ramp up to understanding an Anaplan ecosystem
Hi All, What are best practices / tips to ramp up to an Anaplan ecosystem. I received my Model builder certificate and have a good grasp of the system terminology. I recently was brought on in the middle of an Anaplan project and having difficulty ramping up to what all the build activities that are happening are. My…
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Avoiding a Circular Reference when pulling the previous day from the same LI
Hi, I'm trying to find a way to pull for the previous day, while skipping over weekends and holiday's, for the same LI. Below is an example of the formula I'm trying to do, but I get a circular reference. This formula works if the LI is from a different module, but I need to be able to pull the previous day for the same LI…
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Get self-service and lower cost of ownership using CloudWorks
Now that Anaplan has rolled out CloudWorks, more clients are asking about how to leverage it as the main data integration tool for their Anaplan platform. After years of implementing Anaplan at a partner firm using mainly Anaplan Connect for integrations, I have been pleasantly surprised at how CloudWorks performs and how…
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Using a subset vs boolean
Hi Everyone, I was wondering if it was possible to have the box to select a subset for list to be shown in the UX? For example I have 2 subsets, CAPEX, and EPMO, among the project request list (where project planners can request projects for the budget cycle) and want them to be able to select if it is a CAPEX or EPMO…
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Formula Help: Apply Rev. to Earliest Date
Hi, I need to create some logic where revenue that is allocated to a parent, is all placed onto the child with the earliest date associated with it.
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how to rexecute this correction
Hi Community, Below is the screenshot of the column Revenue Actual CY. As you can see the Net Operating Expense (income) line has a value of 285,480,176. It is the sum of Corp Service Income until Quality Mngt. How can I make the value of Net Operating Expense (Income) the same as the children 71,370,044. I tried replacing…
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Line item subset for %, Only one line item subset is allowed
Hi Anaplan Community, I want to leverage line item subset to create a summary view of headcount data for the total company. The way headcount is disaggregated varies depending on the business unit (sites, center, SCL) * Site headcount is divided into facility non-enabling functions and facility enabling functions. * Center…
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FINDITEM multiple columns
Hello All, I was wondering if there is a way we can use FINDITEM to find a value from multiple columns. The way FINDITEM works is by comparing a list with a specific line item (column). However, in this case, I need to be able to find an item that may be in column 1 or column 2 or 3. Is there a way to achieve this? Any…
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How to achieve Different Granularity in a line item based on the version?
Dear experts, We have a requirement to have to different granularity of data in a same line item based on the version selection. Detailed explanation: The line item has following granularity of data: Version = Actual; then the granularity becomes Potline (Parent of Potline Group, This data comes from Data Hub). Version =…
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Can we have 2 DCA for one line item?
Scenario - At the UX level , a user will come and input a value in the line item(For example KPI). This KPI is different across different geographies. So a user can only edit KPI from his/her region. In order to do that I set DCA at the KPI level. Now once the user has put the value, manager will come to review and if all…
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L1MB 13.6.3
After I completed the lesson my answer doesn't match the screenshot. My margin summary starts at Jul 21 when the screenshot starts at Jan 20. I used forecast periods as the filter. I went back to the REV03 module and I still can't find the issue. Can anyone help?
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3.6.1.1 Roles
Hi, I am trying to create roles for Product Supply Manager. I am confused about Access Driver Modules : AD01 P3 --- Write AD02 -- Read Are these correct? Please help me. Mark
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Forecast in foreign currency - do others do this?
We are beginning our initial Anaplan build now for forecast, and we're trying to determine the best way to dollarize our unit forecast in appropriate foreign currencies and then roll up to a USD forecast. We're working with a business partner to implement, but our internal IT team is questioning if this is core Anaplan…
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Boolean issue in INV01
Hi, Boolean icons don't show in the two line items although they have Boolean formatted. No problem with the other two. Please see the screenshot and guide me. Thanks, Mark
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Level Conclusion - Inventory Ordering Saved View and Export
Hi, So can anyone tell me how significant this is please - I've made the csv export here and it LOOKS the same as the comparison download, however on closer examination: 1. I have a number of Beginning Inventory figures in the year are different - is this of impact down the line? 2. Weirdly I have 7 products named slightly…
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How to SUM using a dummy list
What is it? This article explains how to SUM, SUMIF, and use other aggregation methods using a dummy list rather than Anaplan’s native summary functionality. Why is it useful? Anaplan's native summary logic is simple to use, elegant, and effective. However, sometimes it results in bloated modules that use up workspace…
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Breakback for line items with Boolean format
As a model developer, I want to have option to set Breakback for Boolean input line items. This would be great especially for filters, using multi-level filters based on one Boolean line item can become easier. It should work if summary is set as "Any" or "All", and Breakback is ON for the line item, then clicking on…
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DATA IN MONTHS AVERAGE OF 4 MONTHS REQUIRED
I have a query, that i am having data in months and count is the line item.how can i average 4 months of that data. Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec FY22 120 123 140 145 150 60 70 80 86 78 79 80 ---- so Iam excepting output Average of 4 Months? Jan Feb Mar Apr ? ? ? ? And what format can i take for this of…
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Best way to have a daily model in Anaplan
Hi, I'm creating a Daily model in Anaplan that needs to skip over weekends and Holidays. Instead of putting a formula in every LI. What would the best way to approach this? Should I be by creating a LI in the SYS's module that has this formula that will skip over weekends and Holidays and then call upon that formula? Or is…
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Getting blanks after applying the correct formular
Hi Team, After applying the formular as required. My screenshot shows zero. Can you guide me as to what I am missing. screenshot below refers
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Level 1 - Lesson 4.6.6
I am trying to correctly import and map the new data correctly, but I am always getting a an invalid name error when I import csv. May I get a quick explanation on what I may be doing wrong for a simple practice? I have previously posted about how the my training model seems a little different from the learning video's…
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Drilldown highlights relevant logic string
When a user uses the drilldown feature it would be awesome if the platform highlighted the particular logic string that was being applied within the formula to determine the final result. This would be helpful to parse long, complex formulas with many possible results. For instance, sometimes formulas have many IF a THEN b…
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3.2.11.3 Create Saved View for Combination Chart
Hi, I am trying to create Saved View (Chart for UX) but I am not sure the result is correct. It shows that Beginning Inventory is negative. Screenshot my INV01 : Screenshot of Chart for UX: Please guide me! Mark
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Manual Entry
Hi all, Is there any possibility for manually entering and using formula in same line item... Knowing its not possible still is there any possibility for the same .... Regards, JEEVAK
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Disaggregation
Hi Experts I want to Learn About Disaggregation can You Please Guide From Where I can Learn . Thanks In Advance .
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How to link a property/line item on modules with different dimension
Hi, I need to get data from a line item from one module with a different dimension with my target module, I cannot do a lookup because the 2 dimensions are not totally related. See details below ; I need to get the Position value from the source to the target, as you can see in the target module, not all Position list is…