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Rolling NPV with timescale workaround
Author: Iain Briggs is a Certified Master Anaplanner and Associate Director at Lionpoint Group. One known limitation of Anaplan’s NPV function is that it calculates across the full timescale. However, a relatively common requirement in investment analysis is to generate a rolling NPV — in other words, to calculate the NPV…
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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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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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Create a Formula to Reference a User's Model Role
Dynamic cell access can be extremely challenging with long user lists, especially if you want a user's read/write abilities to be dependent on their model role. If we were able to reference a user's model role via a formula, we could create role specific criteria for dynamic cell access.
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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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Workaround for Parent Child Relationship for Boolean Lookup
Hello, I am trying to do a workaround where I am not able to directly map a Parent and Child relationship but the users would want to be able to alert owners of a subsidiary account living in a different territory that they want that subsidiary to follow their HQ account. A specific example would be: Account 1 HQ has 4…
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What is most computational demanding on the system, if statement or max formula
Hi, I have a question, I have encountered in some of our models, where we want to limit a value to be 0 if it is negative. The way we have done this so far is by making an if statement so: if A > 0 then A else 0. Since Anaplan has Max, I thought this could be used, at least to make it easier to follow. The big question is…
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RANDOM() function
Function that will generate random numbers, between specified min & max values. Excel has two functions to provide random numbers: RAND() generates a decimal value between 0 and 1 RANDBETWEEN( x , y ) generates an integer >= x and <= y It may be worth considering an extension to these functions such as: RANDOM( x , y , z)…
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OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
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2.3.10 Activity: Create Demand Forecast Sprint 2
Hello Everyone I have a logical question to make sure my approach and formula is correct for demand forecast in question on the LEVEL 2 SPRINT 2 activity . As we see, we have to create the baseline forecast for the current FY by importing the historic volumes data to the current FY from previous year FY19 data which we…
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I am calculating a minimum value, but I don't want the data to include zeros.
Hi, I want to calculate the minimum value but exclude all zeros. I tried previously suggested solutions, but it is still not working. Any ideas?
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TIMESUM with LOOKUP
I have an issue where I am creating a fillable form for a client that includes entering a start and end date. So the user would chose a client and then a product, enter start and end dates and I need to then sum the revenue based on those choices. So, ideally I would be able to TIMESUM based on the dates chosen and LOOKUP…
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Monte Carlo Simulations
Monte Carlo method is an algorithmic technique used to understand the impact of the variability of a set of drivers in a forecasting model, using a probabilistic approach. It is widely used in environments where the number of drivers involved and their volatility is high and documented, especially in market finance. It…
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SUM & LOOKUP
Hi All, Just wanted to clear some doubts on usage of SUM & LOOKUP at the same time for same line item If I use SUM & LOOKUP both at the same time for the same line item, its giving me correct details as expected However, if, don't want to use SUM & LOOKUP at the same time, then what can be the options - * I tried with…
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Adding a user-specific selection to a calculation without using the User list?
Hello, i am trying to find a solution to the following user story: There are a set of modules for a reporting page that currently consist of multiple dimensions (we cannot use a combined list of only possible combinations due to the users not liking the loss of flexibility). These modules return a calculation that needs to…
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Support formula wildcard characters so that formulas dont need to be constantly updated
Would like to be able to use wildcard characters in anaplan formulas, specifically in the SELECT function. Ie. I have this: IF Version Selection.Selection[SELECT: VERSIONS.'2018 Actuals'] THEN "SBUDGET" I'd like something like this IF Version Selection.Selection[SELECT: VERSIONS.'???? Actuals'] THEN "SBUDGET" where ????…
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Production Adjustments in ICM model - looking for ideas
Context: * We have an ICM (Incentive Compensation Management) model with a DAT03 module that is an upload (from our data hub > SQL query) of all the monthly transactions we need to pay IC on. It includes all the production amounts, sales reps, product type and many other dimensions. * Our module also applies production…
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How do you build crediting modules?
Hi Anaplanners, Does anyone know how to build the calculation modules that would assign the business rules to the transaction details? My current method involves me building a boolean module to fetch the correct combination, and then creating views to import the "Sales Rep" to the correct transaction level account.…
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PREVIOUSITEM() formula which is like PREVIOUS() but references a list item instead of time
Hi Anaplan, I was searching for the use of the PREVIOUS function but on a list item but it is not currently possible. @peter_mcanena has suggested this but only in a discussion thread. So as his idea suggests: PREVIOUSITEM(x, y) where * x: Any expression * y: List The expression x must be based on the list y.…
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How to count the number of times a month shows up minus 1?
Hi, I'm trying to create a logic into the line item "End". My goal is to count the number of times a specific month appears without including the first occurrence. If November appears 4 times, I would like the "end" line item to display 3. Similarly, if December appears 5 times, I want "end" to show as 4. I want to use the…
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Assigning List item based on Text line items and looking up - COMPLEX
Hi Community, To give the backstory of this - I have a module, where I first import one data file into, with Loan-Hedge ID List) and line items as the dimensions. The second file I import is a similar one, also with Loan-Hedge ID (List) and line items as the dimensions. When importing the first file, these Loan-Hedge IDs…
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Ability to sum based on boolean
Description of enhancement required Ability to allow to aggregate using Boolean mapping. Currently mapping can only be applied over List elements. It would simplify many formulas if we could simply SUM/PRODUCT over TRUE/FALSE Boolean values. An example of enhancement - See example below *List called "Client" with 3 items.…
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Date Line Item using Min Summary
Hello I am using line item formatted as date with 6 level hierarchy. I am using summary as Min for the same. I am facing issues where if there is no date in my list P6, i am getting 12/31/2399 for all NonBlank list members. Please advise best way to handle it without doing any hardcoding. Regards MO
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ISNUMBER function
There is currently no way no easy way to identify whether data is numeric or not. The workaround for X is to check the following set of conditions: NOT (VALUE(X) <= 0 OR VALUE(X) >= 0) Currently this is certainly not a consistent approach and there is always a risk that the comparison operators ("<=" and ">=") will start…
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Community perspective: Version compare and dynamic module line item description update
There are times when we need to generate output modules with the ability for version comparison. Although Anaplan has its own version comparison function, sometimes we need to build a dynamic scenario creation and comparison function. Please see Planual instructions for versions before proceeding with custom versions, as…
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Forecast Function in Anaplan
Hi team, Can i know if we have an equivalent function for forecast() from excel in Anaplan. In Excel we have Excel FORECAST function The FORECAST function in Excel is used to predict a future value by using linear regression. In other words, FORECAST projects a future value along a line of best fit based on historical…
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Add Bulk Copy to action list to be added in process chain.
Hi there, Current limitations with the version dimension mean we are not able to select Version as a list formatted line item (there is a separate ticket with community support on this topic). Because of that, we are forced to do a number of data moves using custom version lists, list subsets, and collect statements to…
