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ANAPLAN Optimization for N users
Hi , If we have users of around 10000000 in Sales team and we are using that list (Users) in one module so how can we optimize the structure of module as if that module page is published in Dashboard then it will take time at great extent to open and to load so how can we optimize the page of dashboard so that the user…
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Ability to have a line item where comments can be added from leaf to top of hierarchy
Currently as part of adjustment process. users wants to make adjustments at various levels of hierarchy and add a comment to tract the change. Currently we are only able to add commentary only at leaf levels. Ability to have a line item where comments can be added from leaf to top of hierarchy
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Break back a line item using weightage from another line item
current break back prorates the data based on data in same line item, but was strong need to distribute it based on a different line items data weightage.
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Deriving the month/quarter value from the line item
Hi I have a line item ' Transaction Date' formatted to 'Date' . Sample value : 01-08-2021. I am trying to derive the Month,Quarter and Year from this Date value in the below sample format. Month: Jan 21 Quarter :FYQ1 FY21 Year:FY21 Is there any formulas to derive these values? Thanks Prabakaran
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How to delete duplicated employee records due to movement
Hi, I have a scenario where we have created gap process to hire new resources, essentially adding new lines in our employee list. However one problem coming up is sometimes we created a gap and then an existing/internal team member applied and got the job. Not sure if there is a way we can somehow delete the original…
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AgentsASA formula
When working with some of our Call Centre customers, I'm seeing use of AgentsASA being used, whilst we have the Agents formula it would be good to have the AgentsASA as a formula to use. The definition of the formula is not too dissimilar to the Agents as it uses ASA rather than SLA. I've attached the Agents and AgentsASA…
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INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
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Level Model 1 Builder 9.2.5 Formula Error
Hi - I am still getting an error after trying to put a space after "Unit Price% ". Can someone help to see what might be wrong?
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Change NAME() and add CODE() to Users list
As a Model Builder, I need a function to return User's First & Last Name, so I think the best solution would be adding CODE() function for Users list (which would have current functionality of NAME()), and change behavior of NAME() function applied to Users list. For backward compatibility, if NAME() cannot be changed,…
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Formula Summary Method for Formula Scope set to Actuals Only
Hello All, I am having trouble getting my summary method to work correctly. I have a line item that is set to formula scope 'Actual Version'(this cannot change), but I would like to use the summary method 'Formula'. Currently when trying to use the summary method formula I get the following error message "invalid…
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Deriving the current Month
Hi We are using the line item 'Month' in one of the module, and the objective is to derive the current month so that we can capture the purchase trend of our hardwares.When I try to use the formula as Month= ITEM(Time), I am getting the error message as shown in the screenshot. I have also attached the settings of…
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Plan looping activities in time
Hello everyone, I'm trying to build a solution I have not yet encountered before. The assignment is to plan a "chain of activities" and the amount of hours they cost over time. Each activity is triggered by another activity, but can also be triggered by itself (let's say that the activity needs to occur every year). One…
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SUM function from a list with text formatted line item
How to create a SUM formula from a list but the format of the line item on the list is text and how to automate upload data from SQL server into Anaplan thank you @josephine_surja
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Sys: Time Module Formula
Trying to understand what is wrong with this formula and why it doesn't give me 2019-2022. Instead, I only get 3 years, 2020-2022. If I change the formula to Prior Year -2 I get 2021-2022. Would appreciate any ideas.
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REP02 SIZE MARGIN REPORT- Revenue & Cost of Sales
REP02 SIZE MARGIN REPORT- Revenue & Cost of SalesHI Team The values for Revenue & Cost of sales are not appearing in the REP02 Size Margin Report. Have attached the Screenshot for your review.. can you help clarify
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Build formula based on Version
Hi, I have a module with Versions as a dimension. I want to be able to set a line item based on the version we are on. As of now I can only detect the actual or current version using the formulas from anaplan. As an example, I would like to have a formula like this: if versions = version1 then A else if versions = version2…
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Irr with dates with large transactions lists
Hi anaplan community, We have a challenge using irr dates with large transactions lists. Challenge : - transactions are loaded from a large flat file list of transactions - irr dates functions calculates number of days di as the difference between the first transaction and the transaction date. - when the transactions are…
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Anaplan MAILTO Functionality Not Working -
Hello, I am trying to build out a module that will have a saved view filtered on if a user has "Has Bug Re-Opened?" = TRUE. I've attached a screenshot of what my MAILTO function looks like along with the other line items to validate that it has been set up correctly. If my understanding is correct, line item "EMAIL: Has…
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Date Input is outside the model time range
Hi, I have a date formulas calculation to test whether the line item is falling within certain year, however cannot figure out what to do for the lines that fall outside of the model time period set up. For example, I have a contract that starts from 2020 to 2025 and the model is set up as 2 past year and 2 future year (so…
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Reverse Cumulate Alternative?
Hi - hoping to see if anyone has a solution to this: In the following example, I'm trying to calculate (going backwards) when the sum (less current period) would be greater than the test doh line item. In Jan 20, it would look back 3 periods to be greater than or equal to 92. (Oct/Nov/Dec) In Mar 20, it would look back 4…
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get item numbered list depending on a range of dates
Hi, I need your help. I have 3 lists: Product, rate, invoice and two modules: I want to put in invoices.valid rate the max number# of rate list where all following conditions are satisfied: * Rates.status = true * Invoice.Prod name = rates.prod name * Rates.start date < Invoice.Invoice date < rates.end date Can you help…
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Last 12 months SUM and Actual Version
Hi, I am trying to workout a formula for Forecast Version Line Item. The requirement will be as given below. Source Module: Source Line Item - Sum of "Sales" of last 12 months in Actual Version Target Module: Target Line Item- "Sales" for 1 period in Forecast Version. Eg. Assuming I am forecasting Sales in Feb 2021; So the…
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Level 2 Sprint 3 Confirm PO
Season's greetings all. I am completely at a loss. My final confirm PO equation, after several iteration, is as follows; IF Confirmed PO Delivery > 0 THEN POST(Final Shipment Amount, Final Shipping Time Weeks)ELSE 0 Is there a logic context error here somewhere that I am overlooking? Any help would be greatly appreciated.…
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Filter/Sort
Hi, Question please. I am trying to use a system filter in my report module so that I can see first the start date of the project after the All Periods (sum). The filter is working, however, when I put the All periods on the left side column the filter will not work. I need to show in my dashboard the columns, first the…
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Sales Incentives and Timescales
I am in the process of planning out a build for our Sales Incentives Calculation and I am wondering the best way to deal with the timescales. The data that we get on the Sales performance is based on a Performance Period (Month or Quarter) which enables us to work out the percentage payable for the scheme (There are a…
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Overwrite calculated line items
Hi all I'm currently working on a large P&L module with a lot of line items (100+) that are either populated via a lookup to calculations modules or calculated by taking a YTD average + inflation. The problem is that some of those average YTD values turn out to be negative due to a one-off negative transaction in the…
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REP05 Formula
Hi all, My formula works well in my module, but it cannot go through the exam. I just want to know where I get wrong here because I was very confident with my formula. Below is what I have, please advise. Thank you! Solved! thank you all
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Known Issues on Anaplan Formulas Communication and Subscription
As a model builder and an Anaplan Partner, I would like to be notified of all known issues to existing Anaplan formulas/functions so that I can quickly determine whether the function I am about to use is impacted by known issues and what workarounds are available to mitigate the issue(s) until it is fixed so that my models…
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How to get the value from the source without time dimension
Hi, question please. I am doing a test variance module between line items of IC Run, Actual and Forecast using LIS, Versions and Project as my dimensions. I need to get the value of IC run, however, the module does not have time dimension in compare with my module data for the actuals and latest budget (forecast). I used…
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rounding up in Anaplan
How do I make a Line Item round up its numbers in Anaplan? Thank you