Calculation Functions

Summary: When building Anaplan models, the SUM function is used to add up values that meet one or more specific criteria. Find out how to construct a formula using the SUM function in this short lesson. Course Objectives: By the end of this lesson, you’ll be able to: * Identify source and mapping cross reference data to…

Season's greetings all. I don't know why I am wrestling with this formula as it seems straight forward but it does not appear to be working correctly. My line item formula is as follows; 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country Made In] Is there a logic context error here…

Has anyone tried using Ratio Summary against two dimensions in Classic? I have managed to get it working on Polaris before but for some reason doesn't want to do it in Classic

I am creating a balance sheeting planning in Anaplan with a list below. For "Net Assets" line, how do I make it "Assets" - "Liabilities" instead of sum of assets and liabilities

This question may have been asked and answered before, but I’d appreciate your thoughts on the following scenario. If a Flat List is used as the rows in a module, is it possible to apply formulas to specific rows within that list? In the example below, Revenue and COGS are pulled from a DAT module by using a SYS module…

Hi everyone, couple questions here: I’m building an Actual vs. Budget P&L reporting model in Anaplan and would appreciate advice on the best structural approach. I’ve attached a screenshot of the desired layout. The report needs P&L items as rows, and the following as columns (line items): Actual Budget Variance $ Actual %…

I have a model calendar with current year set to FY27 which runs from Apr-26 to Mar-27 with one previous year and one future year i.e. FY26 (Apr-25 to Mar-26) and FY28 (Apr-27 to Mar-28). I have setup a current year time range with 1 year with Apr-26 to Mar-27. Now when I change the model calendar FY setting to start from…

Hi everyone, I'm building an Actual vs. Budget P&L reporting module in Anaplan using a Line Item Subset (LIS) to display the P&L items. I would like to extend my report to include three additional columns under a "% of Revenue" section: Act % = Actual amount / Actual Revenue Bud % = Budget amount / Budget Revenue % Var =…

Hi everyone, I'm working on recreating a P&L reporting model in Anaplan and would appreciate some guidance on the best way to structure the underlying modules. In my current setup, I have a Line Item Subset (LIS) containing P&L line items, which I am using in a reporting module to display Actual, Budget, and Variance side…

As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…

Hi Everyone My import was successful however it doesn't match the guide Here's the result of my mapping Here's the guide Hope to hear from everyone soon!

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.

Hi, I'm using the OFFSET formula, where a calculated and number-formatted field determines how many previous weeks the formula should look back. Based on this value, it retrieves the corresponding week's data into the output line item. The formula works correctly for some products; however, it fails for others. The issue…

Hello, Former Anaplan Support member here. I was just about to create a Support Ticket for this intermittent error message, I wanted to see if there were others who have run into this message before? 1) I am checking to see if other users are facing this issue. 2) This is not model or workspace specific. I have already…

It would be great to have a function to get current date and time. Timezone settings could be common for all users and maintained in the settings section

Hi, I received an error msg regarding the workspace exceeding the size limit when I wanted to add more lists into “Applies to” as I added an additional context/page selector and needed to add up the figures with an additional criteria in the formula bar using the sum function Is there a way to resolve this issue? Kindly…

Currently the entity alternate hierachies are not used as they should. Several issues are encountered when using those : Validation reports and Intercompanymatching report can not be filtered using this alternate hierarchy. Whereas it is only a matter of what members you want to see. When using the alternate hierarchy on…

Hi, is there in Anaplan the possibility to retrieve current time (date and time)? I know that now this is possibile only via integrations, but I will need to know if there is a native function.

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…

I have been stuck on this activity for the past 2 days and do not know what I am doing wrong: This is the formula I tried for Bonus: For bonus: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role’.Bonus % [LOOKUP: 'EMP03 Employee Drivers by Role’.Department, LOOKUP: 'EMP03 Employee Drivers by Role’.Role] ELSE 0 And…

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…

IFO returns true for the first occurence of a value against a specific list formatted dimension. i would like the possibility to validate against the time dimension as well.

In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The IRR function in Anaplan is calculating the final IRR based on the entire cashflow over the timescale. We need it to calculate it…

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…

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…

I am trying to do something that must be very simple but for the life of me i cannot work it out. In this TEST MODULE i have a normal filter and i apply a logic to the sales volume stating if check? (the customer in the module = chosen customer) then sales volume else 0 and it works 100% as expected, removing the values…

Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…

Hi, as a result for the first question (2.3.10) I have the answer 71.34 but it should be 73.48. I don't seem to understand where I made a mistake. Could anyone help me out please? - DEM01 screenshot 1 (DEM01) - DEM02 screenshot 2 (DEM02) - DAT03 screenshot 3 (DAT03) - Formula: IF 'SYS01 Time Settings By Week'.'1st Forecast…

Hi All, I am currently working on a requirement to cumulate the value of a line item. For this line item I have opted for the Summary method - "Formula" but I dont want the overall total sum for this column; I tried to change the "Time summary" for this line item , but it is throwing me error - Invalid combination of…

In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: NPV function in Anaplan gives the final NPV value unlike Excel's XNPV which can be extended to calculate in each period. We had to…