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FY Values replicating QTD Values
Hi Anaplan experts, Maybe you can help me with my issue? I am building a module that requires to show the current quarter (CQ) as a YTD value without summing up as FY. It means that if selection is Q1 or Q2 or so forth, FY value should be whichever the month or forecast month selected. Sample ss below: Hope you can help…
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Reverse mapping
Hi all I have a source module with dimension list A and an output module with list B. To bridge this, I have a simple third module where the end-user can input the mapping between A & B. This works perfectly for a standard LOOKUP formula. I was wondering if there's an easy way to reverse the mapping? I basically want…
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Need to remove duplicated text values from a text Line Item
Hi Members, I have an requirement of identifying unique values of customer in each department. Please see below module which is have a dimension of departments list with three list items(D1,D,2,D3) and a line item(Customer Names) which is having concatenated names of all customers in each department with delimiter as ",".…
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Level 1 Model Building exam Activity 6
I dont seem to understand what am i doing wrong in this Please HELP!!
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Need to break down Module into Multiple column Flat List
I need some help breaking down data that has been inserted into Anaplan via the excel add in, so that each component in the existing module can be listed as individual line items as in a data list. The attached photo lays out the dimensions I need, but I'd like to see it in a form that has the Cost center, Ledger code,…
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Only want user to put in one value
Here's the situation: I have a module with two Boolean line items that should act as the inverse of each other. As an end user, I should not be able to click both boxes. Screenshot below Basically, If the user picks the home team to win they should not be able to choose the Away Team to Win. I thought IF…
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Help - Suggestions for Cash Flow Forecast of Payroll Expenses
Hi Community, Hoping to get some ideation from headcount / workforce planning pros out there. Assuming you already have a typical P&L (accrual) forecast for all major Payroll costs: Gross Payroll, Taxes, Benefits, Commissions, Bonus, etc. that you trust to be accurate - does anyone have an opinion on some typical ways to…
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Revision Tags
Hi, I have a model with some revision tags. If I copy that model, then how does anaplan decide which revision tag to show in the new and old models? Sometimes it shows the latest Revision Tag and sometimes it creates a new revision tag with the name 'Copy Model'. Thanks.
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Workforce Planning - Cash Forecast for Payroll Expenses
Hi Community, Hoping to get some ideation from headcount / workforce planning pros out there. Assuming you already have a typical P&L (accrual) forecast for all major Payroll costs: Gross Payroll, Taxes, Benefits, Commissions, Bonus, etc. that you trust to be accurate - does anyone have an opinion on some typical ways to…
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The Life-Changing Magic of Tidying Up Your Anaplan Model
Marie Kondo's "The Life-Changing Magic of Tidying Up" seems to be popping up everywhere these days with her book and Netflix show. I decided to take the principles of her KonMari Method and see how we can apply them to how we build Anaplan Models. The KonMari.com website explains the method: The KonMari Method™…
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How to use FINDITEM for a concatenated string
Hi all, I'm a new Anaplan user and have a question regarding the FINDITEM function. I have currently have two numbered lists (1. Account List & 2. Raw Data List) and I would like to use the FINDITEM function in the Raw Data List to match the account ID in the Account List. However, the account ID in the Raw Data list is…
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nested Sum if
Hi, I need to get total of selected roles occurrence which can fall in three different categories. For example, among all the users , I need to count how many users have role of ADM, and then if they had the same role 3 months ago also- If yes it will be counted in No change list ( Category 1) and if their role is changed,…
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Version Subsets
Ability to create subsets of the versions list Benefits: This will allow versions to be used much more versatile way, as the model-builder will be able to specify which versions will show up in which modules. For example, use forecast & actuals in some modules, but use V1, V2, V3 for scenario planning in other modules.
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2.4.7.1 Create Demand Forecast Grid UX saved view
hi I tried with conditional formatting but i am not able to do. Can u help how to apply conditional format for this final forecast lineitem this is the required onethis is the one i got before conditional formatting
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Searching special character using "FIND"
Hi All, Just want to clarify if I can use FIND function to identify a special character. So I want to check if the string contain "@" ; the logic I am applying is: Line item 2 = FIND("@xxx.com", Line item1, 1) But it is not giving me the result. But works fine when I am setting the formula without "@". Line item 2 =…
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Level 2 - Sprint 1 - Lesson 1.5.6.1 Creating Historic Volumes Module
Hi, I'm unable to import data into the DAT03 Historic Volumes module. PFA screenshots. As far as my understanding, the data is not being loaded because of the volume mapping. There is no option for mapping the volume. Please let me know what I'm doing wrong and how I can resolve it. Thanks in advance.
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TEXTLIST() for displaying values
Hello all, I've been wondering about a way to display selected values. To give an example, In my screenshot, three countries were selected and i like to display them to give users a sort of a recap. So i tought using textlist() as follow : However, it doesn't work and it seems that the problem resides in the fact that my…
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Anaplan Image upload new UX
Can anyone share how does Anaplan able to access the images uploaded in a private sharepoint folder without asking for another log-in authentication? We have a current project right now that we need to show the logo of each brand in the new UX page. What we did was to upload it in a sharepoint folder (that only few people…
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Stuck on L2 Training
My computer did something weird to my model,How do i restart my model building?
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6.8.3 issues on code
hi team i m trying to add code text by using CODE(ITEM('G2 Country')) but in toggle mode, it not show code
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Time Filter - Quarters and Year only (not half year)
Hi, I would like to only show quarters and the full year value (not half year values) for the current year. How do you create a time filter to only tick the quarters and year in the current year but not the half years. Thanks.
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Headcount alignment playbook
Table of contents: * Problem statement * Proposed solution * Stakeholders and responsibilities * Data sources and integration * Return on investment * Conclusion Problem statement Anaplan has had challenges getting our finance, human resources, and sales teams on the same page of what our headcount is and what our…
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Anaplan Model Builders and Drummers
In Anaplan model building, we have to make sure that the four cornerstones (model, data, business process, and deployment) during every phase are addressed. All of them are equally crucial for the success of the project. I think that, in a way, model building is like drum playing. As drummers are able to move both arms and…
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Update fiscal year action / Current fiscal year as production data
As a workspace admin, I need to be able to update the current fiscal year as production data and/or via an action for authorized users This is necessary as upon fiscal year change, currently our users need to go through a structural model change
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Count redundant word in a text line item
Hi Team, Is there a way to count a redundant words in a text line items? for example, I want to count the word "Anaplan" in a nested text line item that contains: "Anaplan is a cloud based tool. Anaplan can be very useful in planning reports". Is there a way to get a result "2" here. Appreciate your help. Thank you, Elaine
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Forecasting
Hi, I have 48 months of historical data in my Personal Project and need to forecast for the next 12 months. I believe that Anaplan has AI feature. How can I achieve to forecast by using that feature in my model? Any ideas or examples? Thanks in advance, Mark
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Landing page when you open a model
Hello Team , so when we open a model from the app page it lands on 'Time' tile in Model Settings. If we have a model role that has selective access, it generally opens onto a blank tile and then when they click on the module they have access to , they can see the data. Is there a way we can set what tile or module a user…
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New UX: open a source module
Hi, obviously, the New UX is still under construction, but i want to share one more thing that I am missing there now. So far, it is not possible to open a source module of a given card. The only way how I can find it out now is to go to edit and 2 steps back to the screen for choosing source module. Or am I wrong? It…
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Create Survey Panel for Users in NUX
Dear Experts, Any suggestion or guidance how can we create a Survey Panel like this in NUX for the users? Many thanks, Ishan
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Updating Salesforce with Anaplan data in real-time
Has anyone seen an environment where Anaplan updates Salesforce in near real-time? If you have, what tool(s) are you using to run the inter-system integrations? What is the export frequency set at between the systems? We have a use case where an end-user inputs data into Anaplan, then clicks a process button to "submit"…