-
Time Format in Jan,2021 Feb,2021,Mar,2021
How can i change this date format, can anyone please guide date format
-
Calculation of Payment Frequecy
Hi All, I've one use case where I've to calculated payment according to payment frequency i.e monthly, annually and quarterly. I've system module dimensioned by lease where user enters lease start date, end date and payment frequency. For e.g. Sr. No Start date End Date Payment frequency Lease1 4th-May-2012 12th-july-2022…
-
EMP03 Employee Drivers by Role does not return any data
Hi Not able to retrieve data for Bonus, Medical costs etc.. though all the formulas are correct. Screen shot attached
-
Getting zeros when using the LOOKUP function
Hi! I am getting zeros in my data when I am using the LOOKUP function. What are the possible reasons for this? I am sure that I am using the function correct. The function works but the data only shows zeros.
-
Lookup based on a boolean line item
Hi, I have a target module INP01 with 5 dimensions (P1, C5, Size&BPC, Time, and Deal Levels) and I need to bring values from another module DAT05 which has 4 dimensions (P1, C3, Size&BPC and Time) The point is that it needs to be done based on a boolean line item selected month? in DAT05 (which is true for the month…
-
Identifying list members with booleans
Hi, I need to identify list members using a boolean. (What I tried is at the bottom) In a system module SYS06, I have a line item "P2 Product Brand" that is populated using a list (shown in photo 1), it is list formatted. Photo 1 then, I created a boolean line item that is intended to check in another module SYS03 (Photo…
-
How to sum time ranges
I have a problem when aggregating lineitem by time . I want to aggregate Amount by "Aggregate Lineitem" (From Jan-21 To Mar-21). The Module A&B has set by time range, so we can't do it. Table A ( Time Range : past 2years) ListMonthJan-21Feb-21Mar-21Apr-21May-21LineitemAmount A100200300400500 Aggregate✔✔✔ Amount…
-
Level 2 Model Building: Conclusion DATA02 SKU Volumes Data Issue
Good Day! The instructions for importing DATA02 SKU Volumes module says: "The results should have none ignored and 0 errors" Well, I had a large number of ignored records, and I did not have summary data included. After some digging, I discovered the problem. The data I imported into DEM04 Demand Module, first, Misspelled…
-
Iferror formula
Hi, I'm trying to do a calculation similar to the IFERROR calculation in excel but I can only seem to do the IFTHEN formula in Anaplan. Does anyone have a suggestion for this? The excel function is IFERROR(X/Y, 0) Thanks, Tom
-
Question on LOOKUP Function
Hello - I have a seemingly simple ask and need help. I have a module one DAT01 with two dimensions ( Country and Year ) and a line item Annual Percent Increase and I have another module, DAT02 with three dimensions Country, Product Family and Months. I want to reference Annual Percent Increase from DAT01 into DAT02. I am…
-
Cell Calculation
Hi I am trying to quantify how our models are growing by building a calculator. I have just found the space calculator in the agile implementation app which looks excellent and will save me some time! However - I cannot reconcile the results of the calculator to the cell count listed against my existing model in Anaplan. I…
-
inquiry on how to execute time ranges to minimize model size
Hi Community, I have a question on how to minimize the model size of the client. Recently they ask to have an additional 2 Previous years on the model (which is done already). They added FY2017 and 2018. This reflects on all of their modules which greatly increased their model size. It is currently on 105GB already. But…
-
Level 3
SYS 03 is already built in module and it already has formulas. These formulas not pulling any data. Please advise.
-
Territory Effective Dating
I am looking for a solution to do territory effective dating in a model that can be used year over year without creating a new model each year. The ultimate goal is to roll up quota crediting to a specific Rep based on transaction date. Example: Rep A assigned to Territory 1 = 1/1/2022 to 5/31/2022 Rep A assigned to…
-
3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, I am on Sprint 3 of MB level2. Could someone please let me know if there is any mistake in these numbers on Stock exceptions review page. I am not sure if they are correct or not as they all are showing in red values after apply conditional formatting. The source module is obviously INV02 and INV01 ( for SKU level…
-
Driver formula help
Hi, I am hoping someone can help explain / walk me through what this driver formula is doing. IF Driver Method <> 'SYS002 - Model Lookups'.'Flat to PY - 70% Owned Sales'THEN 0ELSE…
-
Sum over selected months
Hi team, As one of the requests from our client, we are trying to add "Sum over Selected Period" next to the sum "All Periods" The use case is, that we have a module with dimensions- 4 line items and time (month). As the data is in numerical format, the default is sum "All Periods" On the dashboard, the user can filter out…
-
Scenario Analysis/Multiple Current Versions
Hi team, I'm looking at whether I can lock down a previous Version/s within Anaplan but continue to run multiple live versions, this would normally be where we have 1 standard live version but there may be a request for a scenario analysis off this live version. The process for a FP&A model would be: - Create a Plan…
-
Mailto function
hi! I would like to be able to send emails to multiple people using the mailto function. To do this, I would like to create a function that allows me to set the company to which a user belongs in the Users section, and if the company is selected, the user who belongs to the company will be displayed in TEXT. How can I do…
-
Filter Text based Line Items
Anaplanners, There is a requirement where I need to give the users an option to select the line items they want to view. For example, I have a module dimensioned by Projects and line items like Comments, Previous Comments, Previous to Previous comments. I want to give user the option, by default all is shown, but if they…
-
RANKCUMULATE Tranches with a "Not to Exceed" allocation
Module contains Investment Tranches maintained as a list as well as multiple investments as a separate list (Whole Dollar). A fixed $ Credit is input in a separate module, but then should be allocated to the lowest tranches first - any excess credit is carried into the next tranche up and so on until the credit is…
-
TRA01 Shipping Metrics by Week
Hi I wanted to know whether the below mentioned formulas are right for me to move forward with level 2. attaching the screenshot for the same. shippping time(week) :- YEARVALUE('DAT02 Shipping Metrics'.'Shipping Time (Weeks)') cost per 1000:- YEARVALUE('DAT02 Shipping Metrics'.'Cost per 1000 Units')
-
3.3.11 Activity: Create Saved Views for UX
I put in the line items and formulas, but I am confused about the summary method to use. I already reviewed this resource and have referenced this.
-
Need export "tab" vs. copy/paste
A csv export of the Import Tab in the actions Menu would be great
-
SUM based on boolean at child Level
I have 2 lists 'BU' and 'Projects' , where Projects is child of BU list. 1. 'Projects Module' is dimensioned by Projects List 2. Another Module 'Bu Module' is dimensioned by BU List The Amount Line Item in this module pulls data from 'Projects Module' summing it up by BU and quarter 3.Here I want to sum the data only if…
-
Model Optimization
Blueprint Analysis Model Analysis techniques using Excel What? A model analysis technique using metadata from your Anaplan model imported in to Excel; utilizing purpose built formulas to identify line items of interest. Why? We do this so that we have some extra information to arm ourselves when trying to optimize a model.…
-
Level 1 Exam activity 5
Hi I am stuck on the calculation for the car costs, phone costs and medical costs'. One should say the following formula would work for the car costs: But I am getting this error: Can anyone help please?
-
Allow a Process Action to have other Process Actions within it
I have a 26 step process in my Model (Process A). I have created a new, 31 step, process (Process B) . I have just realized that I would like the user to always run Process A after they run Process B. Currently this now means editing Process B and individually adding all 26 steps that are in Process A. Request: Allow the…
-
List - Top Level
Hi, I have a small query on Top Level (List). As per best practice, we should try to avoid Top Level for large list. Instead, we should use Lookup for the same I'm trying to use Lookup for a formula & its still asking for Top Level. When I update Top Level, the formula works perfectly (with Lookup). Is there any alternate…
-
Start and end date of employees module formulas
HI, I am created the SYS employees modules setting in that i have line items Start date End date so my doubt is that can i use Formulas to that line items employee start date and end date what formulas can i use in that SYS employees module. please give me the example with it.so it will be helpful to improve myknowledge.