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level 2 sprint 3 3.3.11.2 Create Planning Period Saved View
hello Can you help me how to get the content selectors by year on the top while i have only two dimensions in my SYS time module as shown in the below Output needed
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Creating Scenario Planning in Anaplan
Hey Folks, I am considering building a couple of scenarios to my base case by creating a new list called "Scenarios" in my model. Really the only driver for all different scenarios is going to be "number of new heads" so i think I can do away with adding the new list in only a few relevant modules on a need basis. I want…
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SOS : How to do that in Anaplan
Hey everyone , I have a list that is named X_days and contains ( 5 days , 10 days , 20 days , other ) I want to add a text line item that check if the X_days = other I can write what i want in my line item ? Thanks in advance.
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Design and Develop
In the Discover section, you explored important foundational resources available to you to get started on your model-building journey. In this section, you'll find resources to support you in the next level of designing and developing in your model. Get your build on (quickly!) We're developing ASAP 'recipes' to provide…
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modify email notifications?
My client is sending a email notification and there is some weird formatting things in the notification pop up: it shows Recipient and no space between Recipient and the email address. Also, the Recipient context doesn't align, it steps down. It looks messy. Is there anyway to make changes so it looks neater and more…
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INV01 Inventory Ordering - Summary method not adding up well
Hello, Could anyone help me with the monthly totals of "INV01 Inventory Ordering" module? I think I have the rights setting ( see picture INV01 - Summary setting), but as you can see in picture INV01 - Summary error, it is not adding up well. Find attached the summary settings for module AD02 too, as it affects the…
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Sum Weeks to Months based on date of WeekMonday
Hello everyone! I am desperately trying to map which weeks go into which months, based on the date of the monday. The monday should hence decide the month for which the given weeks data should be allocated in full. Please see enclosed image (see "ISOWeekMondayMonths"), where I have managed to have the system automatically…
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How I Built It: Flagging new list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on flagging new list items! The video will walk you through the process of flagging list items as "new." The key step in the process relies on an import to flag all current…
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Alphabetically sort List Subsets by name in '"Applies To" popup
It would be great if List Subsets could be sorted alphabetically by name in the "Applies To" popup when changing the dimensionality of a module/line item. When creating a new module, subsets appear under the main list which is very easy to find, however in the "Applies To" popup it's all over the place. This makes it…
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Can a create action be added to a process?
I have a client who wants to add a create action to a process. He's not sure that this type of action can be added to a process. If this can be done, can you please provide instructions? Thank you.
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User Access Management: Part 2 - This is how we do it
At Anaplan, we are using Anaplan internally for many of our business processes; this is how we set up our User Access Management. Anaplan User Access overview Unlike most enterprise software, Anaplan is extremely customizable. Access happens at 3 levels: * Page builders are provisioned at the tenant level * Model builders…
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Line Item Subsets API Endpoint
Create an endpoint for retrieving list of Line Item Subsets in the model. Also, we need an endpoint to see which line items are included into the subset.
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Can you stop revision tags changing versions
I have a model in deployed mode that is synced to a standard model I want to edit modules and formulas in the Standard model however I want to also remove some of the Versions and lists from the model so the Standard model preforms better. so the standard mode model is a test model and is just for changing modules and…
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Best practice model building
Currently looking at additional use cases for Anaplan, including using for a 5 year planning horizon, rather than the current 24 month one. Question has come up around level of detail that wish to plant at and hence the impact on model size and looking for tips in terms of best practice when building out model Example,…
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Adding new level to existing hierarchy
Hi Everyone, The model has 7 levels of hierarchy for three years now. Would it be advisable to add another level between l6 and l7, taking into account the consequences?
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Add create action to a process??
Hi, I would like to add a Create action to a process, but I can't seem to. Does anyone know how to do this? Thanks, Ethan
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Allowing users to submit confidential requests
Audrey Neet is a Certified Master Anaplanner and Principal Solution Architect at Tru Consulting. In most use cases, we can rely on selective access to control who has access to what list items in a model. However, there are a few use cases where a stronger level of access is needed, such as access given only to a specific…
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Level 2 Sprint 1 - 1.5.7.2 Add Formula to SYS13 Line Item
Hi, Can I please get some help with the formula for this? Thanks
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Alias Names for Time, Versions, Modules, Line Items and Dashboards
Hi Anaplan, It would be great for Anaplan to allow users to create alias names for: time, versions, modules, dashboard, list and lineitems. Thanks, Usman
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3.3.5.2D Remaining Line Items , Reorder flags
Hello can you help me in perfecting my formula ? Reorder Flag: Identifies the week that an order must be placed before the ending inventory would drop below 0. As you see in the week 11 FY20 column, the reorder flag is not ticked even though the value is negative My doubt is, as per the hint, they suggested the use of the…
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Consistent Y-Axis Scales Across Multiple Charts
Hi, Fellow Anaplanners, Could anyone provide guidance on how to configure two distinct charts so that they share the same scale on their y-axes? This is necessary for ensuring a consistent and accurate comparison between the datasets represented in each chart. What are the steps or settings adjustments needed to achieve…
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Fundamental lessons I learned in 2023
Author: Ethan Rold is a Certified Master Anaplanner and Senior Manager at Grant Thornton LLP. Winter in the U.S. is basketball season, and it is in full swing. When you attend a high school basketball game, more than likely you will hear the crowds of the student body chant “fun-da-men-tals” in a sing-song style to mock a…
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How do I see true boolean across multiple users?
Module #1 dimensioned by 1) User and 2)Category I thought this would be simple lol but I have an Anaplan module dimensioned by users and category. Under my user i have a Boolean line item called sent for approval as true for one of the categories called refrigeration. Another user has the category "Cooking" as true. I want…
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Level 3 Sprint 1 3.2
As a Regional Sales Executive, I need to be able to add an annual percentage increase “stretch goal” to the Baseline Financial Forecast to establish the Initial Country Sales Target for each country that I manage. After completing the necessary model building activities to allow for the input of the percentage increase by…
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Level 3 Sprint 1 - 5.2 PY Account Revenue
Hello All, I have stuck with formula for 'PY Account Revenue' in 'TAR01 Detailed Sales Targets'. Looks like formula: 'DAT02 PY Revenue to CY'.PY Sales Revenue[LOOKUP: 'SYS03 Account>Product Details'.'A1 Account'] is not correct, because I have incorrect numbers in Check module. Can anyone help with correct formula for that…
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Help with Formula LI 'Currently Optimized Through'
Hi, I'm trying to create a formula that will pick up the first day when the LI 'Y02 Accounts (Forecast)'.'Closing Balance (01)' is less than 1 million in the forecasting days. The formula below is what I created. It is not pulling in a date. Formula IF 'Y02 Accounts (Forecast)'.'Closing Balance (01)' < 1100000 AND 'S01…
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Sum and Lookup using 2 mapping tables
Hi All, I currently have a module with 2 lists with data that need to be in another P&L list via 2 mapping tables using a methodology. Source Data dimensions: List 1, List 2, Time: Month Target P&L dimensions: P&L List, Time: Quarter This is the methodology: * If List 1 Mapping Table.Methodology = Methodology List 1 then I…
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Private Equity _ performance fee and carried interest calculations
Hi presently I’m in the process of building a hybrid waterfall calculation model —- where I need to show both portfolio company information as well as Investor level carry calculations. I build modules surrounding investor level carried calculations - should I proceed building out modules to incorporate the positions as…
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Looking for AppHub users to participate in a user research study
Anaplan's User Experience Research team is looking for model builders with experience using the App Hub to participate in an upcoming research study. In this study, you will discuss your experiences with App Hub and Partner Based Solutions. This study will take place between February 7th and February 11th, and the sessions…