Calculation Functions

Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
getting the error: "Dimension of mapping used for lookup doesn't match any dimension of the result"
I am doing level 1 model building(Activity-9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module) When i try to enter the formula for the lineitem 'Unit Price %' i get the following error- "Dimension of mapping used for lookup doesn't match any dimension of the result" . My Formula- 'REV04 Price Growth…
Filtering line items or lists by another list
I have a module of multiple different input line items, but those inputs vary by the elements in a list. For example the North region (list item) has 2 of the 5 inputs, and the south region may have all of the inputs. I want to be able to use a filter to only show those applicable input line items for its respective list…
FCR: run calculations over multiple months
Today we can select within our Date dimension Total Year or Quarter. We would expect that the system with apply the calculation on the related months underneath. But this seems not to be the case. Only when we specify a single month the calculation will be applied. During year-end close we have to adjust certain movements…
FCR: Improve input parameters for calculations
When we have to run calculation for a specific entity, it can we very time consuming to select that entity, because we have a rather deep hierarchy for entities. It would be so much more convenient if we can also enter the the name manually. Next, please show the parameters from the prior run. When the prior parameters are…
Ability to Select Isolated Cells in Quick Sum Bar
When using the quick sum bar functionality (https://help.anaplan.com/anapedia/Content/Modeling/Navigate%20Anaplan/Quick%20Sum%20Bar.html?_ga=2.86794650.366156822.1550101511-1666663741.1546456255), you are currently only able to select "blocks" of cells (a series of cells in adjacent rows/columns). It would be useful to…
In 2.3.10 of Spring2use an intermediate module to align the source with the target
In Sprint 2, Create Demand Forecast, "Remember that Anaplan can automatically aggregate data upwards (from lower to higher levels) in the hierarchy, but in this case you will It is necessary to use an intermediate module to align the source with the target", for the second half, how to achieve it?
L2 Conclusion - REP05 Local Currency
Is there any issue with the formula for Local Currency? - Although it's fetching the correct result, want to check if there is anything else I'm missing. regards Sudhir
SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
Commission calculation
Hi, Can anyone tell me whether the below calculation is correct or not? If yes, then can someone please clarify why the quarterly balances are different Thanks AB
Version compare and dynamic module line item description update
This article was updated December 16, 2025. Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. There are at time when we generate some output modules with version comparison feasibility. Although Anaplan has its own Version Compare Function, sometime we need to build…
TEXT function to have the option to convert the displayed format
Description of the enhancement: Currently using the TEXT function it will convert the underlying number. For example, if you have: Line Item 1: Number format, set it to 5 decimals - value: 0.0000005 Line Item 2: Text format, Formula: TEXT(Line Item 1) Result: 5-E07 Desired Result (in TEXT FORMAT): 0.0000005
Function Movingsum
I try a movingsum function but i get always the next message This is the function that i try And the location that i try to aggregate Why do i get this message the module has a day scale?
Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error. Please assist how to import Weekly Data? I tried several times, I have attached Screenshot.
Formula to pull dates from History log - Cell Updates
Hi! I would like to be able to pull information about the date/time when a cell is update. Example: If I tick a Boolean field called Final Position to mark a deal as ready to be contracted, I'd like to have an associated Final Position Date automatically fill in with the date that this cell for the deal was ticked
Flag levels in Simple List
Before we start, here's a quick description of what are simple lists. Then, I will share how each level in a simple list can be flagged. Simple lists contain list items in a single list with a parent/child hierarchy. For example: It's often tricky to apply logics to this list because you can only add data to child list…
Round Function
It would be great when using the Number of Decimal Places in the Round function if Anaplan rounded to the number of decimal places asked and it stayed rounded when going up the hierarchy. The summary is set to "SUM". For example, I have five children members with a formula ROUND(Value $ * value %, 2) function. Each of the…
IF list item 'x' THEN 'do this' ELSE...
I am trying to do an IF statement within a module dimensionalised by a List ('Volumes') which has 2 members: Retails and Wholesales. I need to do a particular calculation depending on if the 'Volumes' are Retails or Wholesales. I have tried IF Volumes.Retails THEN x ELSE y but this not work, giving the following error…
Show the current/logged in user in a single line item
Hi Community, I'm looking for a solution to show the current/logged in user in a single line item that has no dimensionality. The use case for which I'm looking for a solution is a dynamic filter based on the logged in user + to calculate totals based on this filter. More specifically, I have a mapping table dimensioned as…
IS Summary
Hi All, I just wanted to understand the importance of Is summary in Anaplan. I have a module created with Is Summary switched on for a line item in my module which is preventing that line item from coming in the export view taken out by omitting summary items. When I remove the checkbox from is summary for that line item I…
LOOKUP and FIRSTNONBLANK used in the same formula
I have two modules in Anaplan: Module 1: Name: dat_Fund Composite Dimension (List): ad_Fund Composite ID Module 2: Name: dat_Segment Dimension (List): ad_Segment ID There is no direct relationship or mapping between the two list dimensions. I'm trying to understand how the following formula works: Line Item: L0 Segment ID…
how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
Best Practices for FINDITEM on blanks [PLANUAL]
I was going through the PLANUAL and noticed this error. I think the formula is wrong. If majority items in a list are blank then it should be: * IF ISBLANK(Line Item) THEN BLANK ELSE FINDITEM(List, line item) Also, is it efficient to use ISBLANK() in conjunction with FINDITEM() OR a better approach could be using a…
Streamline hierarchy management with Polaris's new ITEMLEVEL and HIERARCHYLEVEL functions
Author: Dave Smith is a Senior Product Manager at Anaplan. In the world of enterprise planning, working with hierarchical data is fundamental—whether you're dealing with product categories, organizational structures, or geographic regions, the ability to roll up and see your plans at a macro-level is essential. Until now,…
3.2.11.1 Create Planning Period Filters
Confused on which Line Item I'm building a formula for, I'm assuming both. Also this is the formula I used to so that the weeks in that month are selected as well when you select the month are as follows. Please advise. MONTHVALUE('SYS00 Time Settings by Month'.Planning Period Filter), Kind of confused why would not want…
not a recognized line item
We are repeatedly getting the not recognized line item error when building out simple formulas sing line items all contained within the same module. In the screenshot below A-3 references A-1 + A-2 and all are clearly line items, this is happening when selecting the lines items with the formula editor and typing out the…
Call Center Functions: Agents must return whole number?
Is there any equivalent or trick to returning 'fractionalagents'? AGENTS(w, t, y, z) will always return a whole number. My stakeholders are interested in both whole/fractional agent calculations.
Ability to exclude zero values from AVERAGE calculation
A common requirement we see on customer implementations is to be able to calculate the average of a set of values but exclude zero values. For example if we have the following set of values (10,0,0,8,0), the average excluding zeros would be (10+8)/2 = 9. The current AVERAGE function cannot exclude zeroes and so gives an…
RANKCUMULATE not working when adding additional dimensions to module
I have an issue where I am getting the expected result from RANKCUMULATE when using one dimension, but when I add an additional scenario dimension to the module, it doesn't calculate the way I'd expect. Here are some screenshots to explain the case: Module 1 - calculates cumulative total for list items in list "Age"…
1.4.3.2 Import Data & Add Formula
Can someone help me figure out what formula I need here? All the columns are filled. What am I missing?

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Calculation Functions

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