Calculation Functions

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…
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…
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…
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…
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…
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…
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…
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.…
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.

Calculation Functions

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