Calculation Functions

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…
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…
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…
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
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…
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…
rounding up in Anaplan
How do I make a Line Item round up its numbers in Anaplan? Thank you
Best way to identify unique text across 9 repeating text line items across and count
Hi Community! I am currently exploring the best way to identify unique text and count the unique text matches across 9 text line items by one line item that counts based on unique names: It would possible with a monster of a formula using multiple IFs but this not necessarily best practice. For example if I have line…
How to pick up my previous day not including weekends
Hi, I would like to some advice on how I can pick up my previous day not including weekends. Ex) My previous day for Monday would be Friday. This is the Formula I tried to use below. I have a Time Filter Line Item that marks 0 for any weekday and 1 and 2 for weekends, so I can try and only pick up the 0's. Below is my…
Building Question
Hi, I'm trying to make a unction that takes my ending balance at the end of the month and moves it to another line item. This is what I tried but totally did not work, need some advice. Thank you 'S01 Time Filter'.End of the Month[select:'Securitization Master Acct (x5000 Closing)']
Copy Across data
Hi I have Costcenters list and user entering data for one cost center in a dashboard and user wants to copy same data to other cost center How to do give such option to user in dashboards? Thanks Tejaswini
Formula for next month amount
I'm trying to write a formula for picking up a amount in the Next month. Below is the formula I'm trying, but not working. Line Item[Lookup:Next()] Want to look up the amount in that Line Item for the Next month. This formula is not working. Thank you
Alert Model Builders of Incorrect Formulas/References Prior to Testing
Description: As a model builder, there are plenty of times where formulas or references to other modules are incorrect either by mistake/typo or due to lack of understanding formula syntax. Based on our model size, we have to allow ample time for Anaplan to return the error summary, even in test models. It would be great…
Isfirstoccurrence - Argument for whether to consider Case-Sensitivity
I think it would be a better option to have as a model builder. Currently, Isfirstoccurrence deals with Case-Sensitive data as separate occurrences for eg. NA and na would both be seen as separate occurrences. There are many cases where, as a model-builder, You don't want this to happen. So, having an argument to confirm…
Year To Date (YTD) summary column not showing data
Hi Experts, I created one module, in which I added Time Range i.e FY 18, Number of Periods = 1, and Aggregation as Year To Date. For testing purpose, I added some data in some periods. I can see total amount under FY18 (Summary column), but no data appearing under YTD column. Please let me know, if I have missed anything.…
How to get a Formula to output a text.
Hi, Not sure what the Synthax is for a Formula to return a text is. I have my Line Item formatted as Text, but want to know if I'm on the right track with the formula. IF 'Y01 Collection_Funding'.Front Book=1 THEN &"WITH PH"& ELSE &"WITHOUT PH" Thank you
Generate Code for Assign function - similar to display name attribute
It would be nice to have a functionality which can generate code / auto-populate code, just like how a display name is populated. A property, specifying the code attribute could be useful and reduce the effort needed to create actions and line items to generate code. When we create an item using the assign functionality,…
model Building 1 Mapping Question
Hi, I have a question for the Model 1 Building Module REV02. The mapping is incorrect for the Volumes and I'm not sure why. Please advice. Screen Shot attached. Thank you
Large Ragged Hierarchy in Anaplan
Hello, Can some one help me on the best practices to follow on large Ragged hierarchy in Anaplan. i know that top down allocation will not happen properly in ragged hierarchy, Apart from these is there any constraints related to maintain the large ragged hierarchy in Anaplan. Thanks In advance!!
How can i simplify this formula
Hi, I would like to know how I can simplify this formula... (Cash Collected Forecast - Other Forecast) * IF 'S01 Time Filter'.Weekdays? THEN IF WEEKDAY(START()) = 1 THEN OFFSET('Y03 Securitization'.Ending RTR Balance, -3, 0) ELSE PREVIOUS('Y03 Securitization'.Ending RTR Balance) ELSE 0 / IF 'S01 Time Filter'.Weekdays? THEN…
My data in my Model is not being added correctly
Hi, Anaplan is not adding my data down my columns correctly. What is causing this? I have a pic of 2 columns from my Module. the formula is adding Line Items "Opening Balance (01):To #1917" The total of my Closing Balance (01) for 1/2/2019 should be $6,156,256 not $821,052. Thank you
Dependent dropdown - Based on line items
HI Team, Just realized that the dependent dropdown will work only based on the property that the list has. As we are following the best practice not to create properties in a list, can we make the dependent dropdown based on line items. Agree/Disagree or Any comments? Regards, Kavin.
How to copy actual month data to forecast month?
I have following module, which is used for manual % input. The percent will be input in a special cases. My problem is that I want to determine do I want to utilize current month (actual percents) for forecast month. I would like to see the functionality as follow: * If user will “tap” UsedInForecast? to Boolean lineitem…
Level 1 Model Building
Hi! So I have completed the Level 1 MB training, I have moved onto the Assessment portion in order to be L1MB Certified. However, I have stumbled upon a build that I do not remember learning. I went back to every single Level within the Level1 MB and was not able to get any answers or direction upon which to build. I would…
ALLPERIODS Value function
We currently have time functions to return the MONTHVALUE, QUARTERVALUE, YEARVALUE etc... it would be helpful to add a final function which will return the Time.All Periods value, this would enable developers to avoid having to add summary methods to determine the all periods value. It may be there is a work-around but ran…
Effective date of Employee in a Location
Hi, Looking for a solution to get the effective date for working on a location(Result(output Required)). Employee 1 1. Got hired on 15th March so output to be 15th March for the period March. 2. Moved to US location in May and stayed there for 3 months, for July period the result to be 31st May(period since working at that…
Vote for your top function for Anaplan Live!
Hi, everyone! Join me on December 9 for Anaplan Live! In my session, I'll be discussing the 5 foundational functions in Anaplan. These are the most common functions and understanding them will allow you to start building and planning with Anaplan. I'd like to add a 6th surprise function that you would like to learn more…
Approval process
HI In my module I have Profit Center list(25 items) and revenue Line item .I have also created 1 Boolean line item for approval process. so for each profit center I need to check approval boolean. Instead of that can I check only one boolean so that all the profit centers should automatically checked. Is there any…
Version Formulae & Formula Scope
I need some assistance understanding the limitation of Version Formulae and how it interacts with Formula Scope. I have inherited a model build which has a comprehensive P&L module (down to GL level) split into its respective areas - revenue lines, cost lines, etc. Each respective area naturally points to a different part…
Bottom-up Summary based on unique list members
Hello everyone, I am aggregating data in a module with three dimensions + Time: M2, which has M1 as a parent and corresponds to models R1, which is a list of roles E3, which is a list of employees and has E2 Team and E1 Group as parents. I am mapping my list of employees to their Roles which is why I have E3 as a dimension…

Calculation Functions

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