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Show 'referenced by' also for saved views
We use frequently saved views to import data from a source module into a list or other modules. A great challenge is to understand where these saved views are used, it is particularly challenging when you import data across models. The only current way is to go through the import sources of each model or use the business…
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Movingsum function
I am not getting last 2 line of this table .how it is done
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Sequence of Production Schedule based on Priority and Line capacity
We would like to seek assistance on how we can build a requirement where Anaplan needs to recommend the sequence and volume of products to produce in a line with consideration of line capacity and priority. Example: Data: Line 1 Capacity = 100,000 Products produced in Line 1 Priority Weekly Volume Product A 1 10,000…
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Statistical Forecasting Discount Factor
Greetings! One of the models in use by my company is the statistical forecasting model, whereby material history comes in through a calculations module and the material is assigned a forecasting method based on the data there. Leadership has requested a change to how the history is weighted that they have referred to as…
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Finding text substring in a List
Hello All, I have a requirement where my end users are doing some manual text based tagging(excel screenshot below). Within Anaplan, I maintained this mapping as a list with the tagged value as a property. I tried using FIND/FINDITEM of the substring within the Memo TL text line item, but in vain. Can someone help me with…
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7 Benefits of Anaplan Modeling
Hi Model Contributors, I just read a really interesting Community blog post by @AntonS where he outlined seven benefits of model building within the Anaplan platform (spoilers: #5 covers the benefit of using standard Time and Versions compared to custom alternatives). I thought this would be a useful review for less active…
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Community perspective: Employee grouping for sales targets
Within sales and target setting use cases, there are often situations that require assigning specific targets to a group of employees. While this can be done manually or through a blanket allocation, it may be more advantageous to designate groups within regions or markets for the purpose of distributing targets. There are…
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GTM Certification
Community, Is GTM certificates/course available only for partners? Off lately seeing a lot of folks getting GTM certified RM
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Graphs-Number Scaling
Anaplanners, Is there we can control the number scaling on the graph axis ? When i fix the graph size to say 1000-2000 it comes in 1000 format, while if the graph size is left dynamic or fixed for a higher range like 1000-10000 it automatically scales to 1k-10k. Is there a way i can control this and have it done as per…
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Add 'Use Current date' as model action
The 'Data Write' action functionality in Anaplan App (UX) is great and provides the ability to 'Use current date'. This means that by pressing an action button on the page, a module with a date format will be updated with today's date. Seamless and simple! Below I have 2 simple use case examples for this: 1. Workflow -…
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Rename time dimension with YTD still available
I need to rename the months in the time dimension, but also need to have a YTD item too. I see there's an Idea submitted to enable renaming, however that has not been done at time of writing. I understand to work around this limitation I can create a custom Time list with the desired display names and a lookup module to go…
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Converting data
Hello everyone, Is there any possibility of converting line item formatted as period (Month) into the TEXT? Thank you
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Formula/Ratio Summary methods
Hi Colleagues, Master Anaplanners. I've recently bumped in some complex calculations where I had to use different logic for different levels of hierarchy, most I've achieved through Ratio summary method, but there's one I cannot get it work. Hope I can get some ideas or out of the box thinking from you: - NSV/KG is a…
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Ability to "Convert" a Saved View into Custom View
When building a view in NUX, I prefer using Custom Views in the NUX to build charts, grids etc as the controls are built into the NUX. However when changing an existing card on a page where a Saved View was used as the basis, I either have to go into the model, find the module load the saved view to alter and save it…
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Anaplan model data source
Hi Anaplanners, I am working on an existing model and have some queries: 1. Some lists and modules get data from informatica cloud, how can I know what all modules or lists get data from informatica cloud, also I cannot find this under Actions or Imports right? 2. To load a list from informatica cloud, what all…
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NMX for New Users
@VickiA In your article: Coming Soon: New Modelling Experience as the defau... - Anaplan Community, it is noted that existing users will be able to switch back to the Old Modelling Experience, however, new users will not have this option. I am encouraging all users to use the NMX, however, I wanted to clarify what "New…
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Requesting Guidance on 3.3.7.2 Add DCA to INV01 Inventory Ordering
How would one approach the same presentation as weeks 1, 2, 3, and 4? I would like to have the override amount to be cleared if not checked and empty on the Final Shipment Amount? Also would like to know how to clear out the shipping details for week 1 too, etc. Looking at the formula hint, I'm confused if it referring to…
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Adding Data Write Action to Existing Process
Hello All, Is there a way we can add Data Write action to existing process so that we don't have to run it manually? Use Case - In an Approval workflow, I am trying to capture Approval Date as soon as the Approval action is ran. Thanks in Advance!!
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How to Pull Amounts from Prior Periods and Place it to a Module Using a Different Time Range
Hello, Good day to you, all. I would like to ask this question that's been bugging me for days now. Situation: 1. I have a module that houses actual data primarily used for uploading a csv file. This does NOT have time dimension as the the period is only a line item. But since the model calendar is from 2018 to 2022, it…
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4.6.8 Activity: Import Data into E1 Departments List
Using below mapping trying to get to but instead I am getting below, what am I doing wrong? I am actually on Lesson 6.10.2 Activity: Add Formulas to Department Details Module , but because I am unable to import and map the E1 departments lists the correct way I am stuck. Please help.
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Missing line item in the formula below.
The problem I get after I insert the formula is the its tell me formula is invalid because the line items is missing and i attach the instruction of what I was trying to accomplish.
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Dynamically Selecting Following Year in Time System Module
Hey planners, I'm sure there is a logical way to go about this, but I'm stuck in a mind maze. I'm simply trying to dynamically select the following year in my time system module. Actual period is Jul 22 and the model time is 2020-2024. How can I have a boolean select only the year 2023, yet move to 2024 once the current…
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Lookup if Code in one Module exists in another Module
I have two staging modules: 1) Account Master, and 2) Account Ledger What I am looking to do is populate accounts from the the account master where the accounts exist in the ledger. I don't want to populate ALL the item in the account ledger since there are items which are no longer used, or that are "helper" items for JD…
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Model search engine to make multiple search by exact name using apostrophe (')
This idea is the following conclusion from my previous idea. As a model builder I want to be able to copy a cell of the module blueprint "Referenced by" and paste this info to Model Search. I expect model search will find all of the modules referenced by the source module. So I could select quickly the necessary one and…
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TR02 Account Details Final Account Sales mismatch check on the build
Hi guys i don't know where did I do wrong its mismatch on the 2nd pic below on the check build anyone give me some tips where did I do wrong thank you
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Quarterly Lookup
Hi, I'm trying to look up the last day of the Quarter for a LI, and then also find the average of a Quarter. How would I go about doing so? Thank you
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Flag list member based on whether it's referenced on a property of other list members
Hi, I'm sure I'm having a blond moment. What's the easiest way to achieve the equivalent of this Excel formula/situation (Column F), in Anaplan ? Thanks!
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How do I move one value to the next month?
I have a calculation currently in the "Usage Base Forecast" line item. I want it so that if a user checks off the "Use Previous Month Final Forecast", it moves the final forecast from last month to next month. For example, if the boolean is checked off for July, it will take the "Usage Final Base Forecast" and move it to…
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Any alternative for the TEXTLIST() function?
Hi all, The use of the TEXTLIST() is not a best practice. However, as I go through the Anapedia, Planual and forum threads I haven't seen the alternative for that. There are some forum threads that provide ANY, FIRSTNONBLACK, LASTNONBLACK as alternatives for the TEXTLIST[], which is aggregation function. But I need…
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Display year based on range of numbers
Hello, I have a module that contains a bunch of servers, and for each server there is an asset tag. The asset tags are in sequential order. I was wondering if it was possible to display the year for each server based on a range of the asset tags. For example, for a given sever, I would like it to display FY17 if its asset…