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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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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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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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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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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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Statistical Functions Package: Normal Distribution
Concept: Include basic Statistical Functions in Anaplan Description: I miss some basic statistical functions among the available functions. These formulas are extremely useful when it comes to calculate chances or risks, which is a common and useful bit within the forecast calculations. A good example is the lack of a…
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3.3.5.6
Have been trying the Shipping cost variance formula but could not crack it. Help?
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Cumulate a moving target
Hey Anaplanners! Hopefully a fun one and not just my own short-circuiting. I'm working through a capacity allocation rankcumulate, where my list items(SKUs) have a target for a month, and multiple sites that can produce units towards that target. My issue is that the cumulation is correctly grouping by SKU group (family)…
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Dynamic Cells Calculation (DCC)
This feature would allow to selectively switch between "Calculation" or "Manual Input" on a specific LineItem. Much like the DCA, the DCC would be based on a boolean. When True, the formula would apply but when False the user would be allowed to type data. This would allow to make Anaplan much more dynamic and greatly…
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Calculate the difference between two dates (days/months)
Calculating the difference between two dates is a common requirement and one that you will likely need to do at some point. Below you will find the best practice for calculating the difference between two days, and the best practice for calculating the difference between two months. While there are multiple ways to get to…
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Stock Re-balancing between Stores
Hi Anaplan Experts, I'm trying to calculate the re-balancing of stocks from one store to another based on the logic below. Step 1: Rank Supplying Stores based on their available stock to give (OUT) Step 2: Rank Requesting Stores based on their needed stock to take (IN) Step 3: Re-allocate available stocks from Supplying…
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Ability to select versions as a list formatted line item for use in lookup statements
Versions are useful as they allow switchover functionality enabling a user to both enter a forecast on a line and see actuals in the same line item. However, comparing versions to eachother (any version to any other version dynamically) requires a "Versions List" and logic to engage that list with the Version you want to…
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what would be the formula for referring Previous year value in current year ?
For example, I want to refer the value of last year july 2022 in current month July 23. the line item is Past year revenue where I just want to show same month revenue from previous year, how could I achieve that?
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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How to pull the annual total from the month forecast module?
Much appreciate if someone can help with this one. Source module: monthly expense list: cost center & expense type Dimension: time (by month, with year total FY23); version (actual & forecast) Line item: expense Target module: Annual summary list: cost center & expense type Line item: expense, budget, variance, % NO TIME…
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LEVEL 2 SPRINT 3 3.3.5.2 Shipping time weeks
For Shipping Time weeks, below was the logic i applied and it went through, however the data i am getting is '0' 'TRA01 Shipping Metrics by Week'.'Shipping Time (Week)'[LOOKUP: 'SYS08 SKU Details'.Product, LOOKUP: Shipping Method] to further break down i searched for other modules for shipping method dimension but no…
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why is the summary not showing even when its enabled...
i have to refer sum in another module but it shows 0 since the sum is not showing here
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Ability to Comment Code
The ability to put comment blocks and indents within your formulas, so as to allow model builders to better document and format their code within the models for readability and understanding purposes. This will help align Anaplan's language back to the basic features all other development languages used in an enterprise…
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Planning Gross Margin % and other Ratio metrics at levels above the bottom level
Pretty much everyone would agree that Gross Margin % (GM%) is a REALLY important metric when planning your business. It’s a key performance indicator for healthy past performance, and a key driver for future investment decisions and performance management. Employees are frequently bonused on revenue and margin goals – so…
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Level 2 Sprint 3 3.3.6
Hi, I'm having difficulties in the Shipping Cost and Final Shipping Cost line items. The formula I used for both: Shipping Cost: Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Cost per 1000 Units'[LOOKUP: 'SYS08 SKU Details'.Product, LOOKUP: Shipping Method] Final Shipping Cost:…
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Summing on Period (Quarter)
Hi, I need some help in summing on the maturity period (quarters). Module 1: no time dimension, standing data showing loan amounts in various currencies, and maturities. Module 2 is dimensioned by time (quarters) and the loan amounts are converted at the quarterly FX rates. Module 3 is dimensioned by time (quarters) and I…
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Calculating the average of a balance sheet item for quarterly / annual totals
I have a number of balance sheet accounts (e.g. Closing Receivables*) for which I need to calculate the average value. This should be calculated as follows: - Monthly: average between the current month and prior month value - Quarterly Total: average of the last 4 data points - Annual Total: average of the last 13 data…
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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
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Use formula to integrate data at multiple levels of list hierarchy
Hello, my model has a list hierarchy of "FND01 Fund" and "FND02 Series". FND01 has a top level of "All Investments." The model also contains three modules with data values at each level of the hierarchy - Total, Fund, and Series - and I want to integrate this data into a unified report as shown below: I need to write a…
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3.3.5.3 Check your Work
My numbers are slightly off for some of them. I am not sure if one of my formulas is messed up, or what the issue is. If anyone can maybe point me in the right direction.