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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…
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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…
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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…
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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…
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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…
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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…
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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…
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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…
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Date input query
Hi, I have a module with various bank loans and maturities e.g. 2020-2028 - this is dimensioned by quarters. I want to create a module that sums up the total bank loans by maturity. I've used a formula YEAR to extract the maturity year, but I can't seem to be able to sum on this year? Can anyone assist? Thanks!
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Formula - last input
Hi I have a module where teams input information on a quarterly basis. I then use this to pull through into a summary and compare against previous quarters etc. However, some teams only input on an annual or half-yearly basis. In my summary, is there a way to pull through the last time teams input? Thanks in advance,
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Count of records
Hi Team, i request your help below query. I have three grid in my dashboard. second grid showing associate details(selected associate in first grid) with account name details he belongs in PA level. Third grid showing account name details of same person in BU level. 1) I need to display one more column showing total counts…
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Data in 2 modules with exactly same lists
Hi Experts, I have a doubt. I have created a module i.e. Module 1 and also created another module i.e. Module 2 with exactly same lists as Module 1. In Module 1, have entered so many data, but that data is not appearing in Module 2, which is same as Module 1. Is it the expected behavior? where we have 2 exactly same…
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Sum from list item property
I have a list of accounts and a list of account managers, broken into three categories (IVAM, DIAM, CCAM). Sales managers must assign an account manager from each category to every account. I want to aggregate the account metrics for all the accounts managers in a single table. The first image below shows the account…
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Conversion Number as Text like "1,234" to Number over VALUE Function -> VALUE(txt) w/o NaN
Hi, is there a good best practice to solve Text Conversion "1,234" to a number over Value(txt) giving finally NaN because "," will not be recognized by VALUE(txt). Numbers are given in text format by client as "1,234". Or is it easier to re-format the numbers in the uploadfile...by the client? Thanks in advance for a short…
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User List Top Level
The users' list should have a top-level for calculations. Currently, the users' list can't be used for inputting data as there is no top-level so errors occur when referenced by a line item without the user dimension.
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Select a specific version when creating lookup formulas
Hi, It would be great if we could have formulas where we can specify a version (like it works for actuals) or if we could apply any line item to a specific version.
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Version formula to work on single Line Items
Allow the usage of a Version formula in the Blueprint view of a module to work on single line items, as compared to the current state of working with a LISS. The usage of a LISS makes it more difficult to maintain if i need only one calculation to abide a specific logic, and creating a LISS for one formula change and…
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Turn Off List Aggregation Function Work Around ?
Dear Community, I have a list A: Employee List, which is parented by List B: Department List. Anaplan automatically aggregate input to List A to List B. However, I have a situation where I want to turn off the auto aggregation and aggregate List A input to List B using a "SUM" formula. The reason is that the parent/child…
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SUM by text Property: Calculation function
Hi All, I have a List Dept L3 where I want to SUM my $ Values in a module by its Code i,e not a Code of my item but a text formatted property which says Dept Code. I want to apply Sum by 'Property code'(830) in a list as shown in attached snapshot. Highlighted items are child of different parents. 830 is the Property code…
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Formula to hard code list item
Hi Experts, I have two modules. Module 1 has got lists: Cost Center, Cost Element, and Time. Module 2 has got lists, Cost Center, Cost Element, Time, and Profit Center. I need to bring data from module 1 to module 2. Whatever data will be coming into module 2, will be stored against P9999 profit center. Rest other list…
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Time and Version
My source module does not have version and has time range FY20, FY21 and target module has version-actual, forecast and time period FY 19, FY20, FY21 I want to reflect data from Data Module in the actual version of FY19 only, while data of FY20, Fy21 Data from source module should reflect forecast in the target module AS…
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How do I create an average that will exclude zeros?
How can I do an average on numbers and exclude the zeros? For example, Year 1 = 10, Year 2 = 0, Year 3 = 4, therefore if ignore Year 2, average is 7 (and not 14 divided by 3)?
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Copy data from Actual Version to Budget Version
Hi Experts, I am testing a scenario, where user wants to update forecast data. But before user does it, he wants to copy previous year actual data to current year and next year forecast version. I do not want to use "Bulk Copy" functionality. Scenario Copy data from Actual version and Year 2019 to Forecast Version & Year…
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Data Import From Module 1 to Module 2
Hi Experts, I have a question. I have a module, lets say, Module 1, in which I have included 2 lists, Time and Version. Through this module, user enters data. I have another module, let's say, Module 2, where I have same 2 lists and time, but I do not have version in the second module. I want to copy data from the Module 1…
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Find if a list member has already be choosen in a line item in list format
Hello, I have two different lists of employees : the 4.0 list the people that we planned for the budget and the 4.2 list the people in the reality. I couln't link the 2 numered lists because, the matching of the 2 lists can evolve from month to month. I created a module in which the user choose wich person from the 4.2…
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Circular References and 5 year Forecast
Hi, Circular References and 5 year Forecast. I am trying to use the Prior Year's final forecast as the starting point for the new year and get circular references because of the calculations in between. I am using the Previous year's Actuals as the starting point which is fine as this line does not relate to the…
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Data Encoding & Feature Scaling
Was wondering if: * there are Data Encoding features (like one-hot encoding) available to process categorical data into ordinal/numeric values, so that they can be fed into forecasting/ML algorithms available in Anaplan. * there are Feature Scaling (min-max) methods available to bring columns within specified ranges. For…
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Specify Resulting Value for COMPARE Function
It would be helpful if the COMPARE function could be modified to specify different resulting values. Currently, the formula returns 0 if there is a match and -1 or 1 if there is a match. Ideally you could specify any values, but returning 1 if there is a match and 0 if there is not a match would provide a useful…
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Copy data from 1 Year to Next 2 Years
Hi Experts, I have been trying to test some scenarios in Anaplan. One scenario is I have to pick Actuals from Last Year for all periods and copy them to all periods to Current Year and Next Year For instance Current Year is 2020 Last Year is 2019 Next Year is 2021 Data of all periods from 2019 must be copied to all periods…
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Ability to create Version subsets allowing to have many different versions without impacting size
Hi Anaplan, As Anaplan grows users will require to create multiple versions allowing them to look at historical information without creating many archived models. The solution to this is to have many versions and be able to subset version lists, therefore saving on space and being able to view historical information…