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Ability to remove more than 1 user at a time
Anaplan only allows for 1 user to be deleted at a time. Recently, we realized 680 users were loaded into the wrong model, so I had to click "delete user" then mouse over to click "OK" 680 times...I'd like to be able to delete more than 1 user at a time.
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2.4.2.2 Check your work
I used 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' formula in Baseline Forecast But in 2.4.2.2 work check FY21 is also filled.How can I fill FY21 in my module
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QUICKLY IDENTIFY FILTERS USED IN DASHBOARDS
This has consistently taken me way more time than required. As a solutions architect, i need a quick way to identify which filters are being used in the UX. I am currently in the process of cleaning up 100s of filters built in systems modules and it is taking me additional time (and windows) to reconcile which filters are…
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What is the best way to sort the list items
Hi All, In which way we can sort the list items names and suggest me in an optimized way which wont increase the model size. Thanks in advance!! Regards, Mahesh Kumar.
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[Part 1] Validating user input in Anaplan: Approaches and challenges
Pros/cons of common approaches Common approaches: Examples Error logic User experience Example 1: Simple error messages Example 2a & 2b: Nested IF statement Example 3: Concatenation of multiple error messages Example 4: Separate errors for each line item Wrap-up of Part 1: Summary of common (sub-optimal) approaches…
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How to Find Max for Specific line item
I am trying to create a module with the following line items (dimensioned by products in pages and line items in rows, time does not apply). when a product is select from pages: Max slots - display max value across any month When - display the month that the 'Max' appears Width Factor% - user input Width Interval - display…
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Filters on the "Actions" tab
It would be nice to have the ability to sort and filter imports by source/target type.
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Error with line item is not recognized
I'm try to find medical cost for employee in EMP02 (Employee Expenses) drives by Role and Department where i have to reference to EMP03 (Employee Driver by Role) and SYS08 Employee details. In my formula I didn't query direct EMP03 source module into target module EMP02 is because in EMP02 I don't have Department and Role…
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Median Calculation on Multiple Dimensions
Hello - has any one ever successfully been able to calculate the median off of multiple dimensions? I have a list of customer spend data at the customer level and would like to calculate the median by certain attributes of those customers. For example, I have 10 customers all who belong to different countries, and…
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How to return the month/time period of other line itme
Hello, I have a module with two line items. This module has product list on pages and line items on rows. 'Max Slots' has a formula that returns the MAX value of a given product from another module. For the other line item 'when' I am trying to return the month or time period that the MAX value takes place. I am trying…
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Summary in UX Page
Hi everyone, I have a module which is dimensioned by 'L3' List. It hold amount data. I want to filter l3 list by Region. So, I have added a region filter and published as a 2nd grid in the same Page. But, in the Summary for the 2nd grid, is there any chance that I will get only sum of the list items that are filtered out.…
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Major UX Page Release! VARIANCE ANALYSIS...directly in UX page!
Yes! You can now do ad-hoc variance analysis! I'm about to jump into this right now and test it out - this is a huge addition to the reporting and ad-hoc functionality. Take a look below to hear directly from the product team and check it out. Please comment if you like this - I am really excited about the options this…
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Formula error while pulling data from one module to another
Hello, My goal is to get the 'total volume' of product being used for certain year by different cities. Below are the two data set which have been successfully mapped into Anaplan I want to pull data from DATA02 into REV02 to achieve my goal. SOURCE DATA02- (data SKU Volumes) TARGET: REV02- (data Volume Inputs) I tried…
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EMP03 Employee Drivers by Role
Hi, I created the module and successfully imported data for EMP03. In the certification, it requires us to update line items to reference the driver in EMP03 in the EMP02. I keep getting this error shown below. Invalid formula for 'EMP02 Employee Expenses'.Bonus: Automatic sum of 'EMP03 Employee Drivers by Role'.Bonus %…
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Last Workday of the month
How would I create a Boolean line item that would select the last work day of the month? Thanks
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Level 1 Model Building SYS08 Employee Details Import Issue
We are asked to import Emloyees.csv into SYS08 Employee Details and I am unable to get the names in the list to match on the names in the employees list that I already have in. I checked and I have the data type as "Text" listed within the SYS08 module, and the .csv has the data in that column listed as "General". I also…
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Parent to Child Mapping
Hi, Is there a way to map a selection made at the parent level to all the children of the parent? Product Hierarchy: L1 Program, L2 SKU My final output report is at the L2 SKU level. The users take multiple snapshots of this report during planning cycle. At the end of the cycle they want to select a final snapshot for that…
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Advise on building methodology
Hi, Im trying to build out in Anaplan a way to take all the totals of the first day of each month and then divide it by the totals of the whole month. This will give me a ratio that is needed to multiply by each dayified first day of the month. Thank you
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Level1 Training 13.6.5
Hi. I am currently working on building the custom view in activity 13.6.5, however I do not understand how to do a time filtering. I want to select only forecast period data (from Jan 20). I think I should use the 'filter' icon, but cannot build the rule. Thank you in advance!
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3.5.4.2 Create Distribution Center Capacity Module
I have completed the below task and added the formulas however, i am not sure about the numbers for the "Total Beginning Inventory" it seems that i have negative numbers as a result the Percentage Full numbers is not right: Thus, i had to check again the formulas in INV01 Inventory Ordering and the SYS08: Could you please…
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LAG() Rent Increases without Time Scale
Hello, New Model Builder here! I'm working to enhance an older model that uses a hierarchical list as a Custom Time Scale (CTS Months). The list is used in lieu of a time scale for most modules, however one of the enhancements involves applying market rent increases to the next 'time period'. i.e. a 5% market rent increase…
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1.4.4.1 Create Build SKU Saved View (Product column)
Hi, for the following activity, I should have product names shown in the "Product" column. However, my result doesn't have product names showing, but it has product names showing when clicking the arrow. Could anyone help me figure out what am I missing here?
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How to prevent misentry by end-users when importing.
Hi Anaplanners, On my current model, there is an export module providing a CSV template for end-users. When end-users get this CSV, I’d like them to be submitting the date format correctly (ie Q1F Y23 rather than Q1FY23). Does anyone know if there is a way to put a drop-down list on the date column of a CSV file to prevent…
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Level 1 MB Time Settings Month name display
Hi, After configuring the time setting I got the result below. Fiscal Year Start Month is displayed as "M01" while Current Period - as "Jan 20". What causes the discrepancy in view/format? Do I need to correct it, and if so, how to fix it?
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Level 1 MB, Lesson 7, Number formatting while import data
Hi, While importing data to the Module SYS08 Employee Details I ended up with Commission % 15 instead of 0.15 as in the source file The format of this Line Item below How can I fix this?
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Auto Code Generation
Hi all- I'm trying to automatically create budget codes after a new expense has been entered via input grid on a UX page. Overall, I'm having trouble generating a numerical sequence after the other parts of my concatenated code. I've so far been using RANK(1, DESCENDING, SEQUENTIAL) but having it skip by 15 every line.…
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Data type mismatch: format other than LIST or DATE being referenced as a relation
this is the formula IF Employed? THEN Salary *'EMP03 Employee Drivers by Role'.Bonus % [LOOKUP: 'SYS08 Employee Details'.Role,LOOKUP: 'SYS08 Employee Details'.Department] ELSE 0
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Difference between custom view and saved view
Hi, Could anyone please tell me Difference between custom view and saved view. While designing UX which should we have to prefer. Thank you.
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12.4.4 Activity: Create Saved View for Profit & Loss Report
this is actual which should have 0 as given
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How to lookup a value from a source with no time
Context * My Destination module has the following dimensions: (1) Employee ID (2) Line Items (3) Time * My Source module has the following dimensions: (1) Movement Code (2) Line Items* Employee ID is a line item (List) * Effective Date is a line item (Date) Goal * In the destination module, populate an employee's job level…