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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…
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Formula for current user
It would be useful to have a formula to determiner a user from the users list so I could write lookup statements to source data from modules with users list in dimensions
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Where to put the END() Formula/Trying to get a formula to retrieve the end of the month total
Hi, I'm trying to get a formula to retrieve the end of the month total of the line item. I know I need to use the END() function but not sure where to put it in my formula. my formula is below. Thank you IF 'S01 Time Filter'.Allocate to new line item? THEN MIN('Barrowing Base (payment for prior day loans)' + Cash Collected…
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Question on Formula
Hi, I'm trying to create a Line Item Formula in where every 10th of the Month/ or next business day, Money comes out of another Line Item. Please advice. Thank you
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Having trouble writing Boolean Line Item
Hi, I'm having trouble writting a Boolean Item that checks true if it is the 10th of the Month or the next business day if the 10th falls on a Weekend. The following is the formula I was using but not working. Thank you INPERIOD('S01 Time Filter'.Start of the Month + 9, 'S01 Time Filter'.Month)
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override value for '0'
Hi I have 3 Line items 1st -expense(number format) 2nd-Override Value(number format) 3rd-Final Expense(number Format) formula for final expense is IF OVERRIDE VALUE > 0 THEN OVERRIDE VALUE ELSE EXPENSE So if want to override expense value with 0 then how can I modify the formula for final expense with out using any extra…
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How to Detect Retail Sales Trends in Anaplan
Retail Knowledge | Detecting Trend INTRODUCTION Using machine learning to detect a sales trend is a science and an art. Obviously no computer program or set of calculations could ever know everything that’s going on with your business. The creative side of detecting a trend is built upon your familiarity with the way your…
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Help on Formula
Hi, I need help on a easy Formula. I need to be able to take everything from previous day from one Line Item and put it into the current day for the other Line Item. I know I will be using the previous function, but kind of stuck on this. Please advise. Thank you
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Input at each level of Hierarchy get aggregated view
Hi I have Project 5 level of hierarchy list(P1,P2,P3,P4,P5) , Expense list ,versions, time as dimensions User can enter expenses for each expense list item at P3, P4, P5 levels Suppose At P4 level entered 20 At P5 level entered 10 but for P4 I should able to see 20 + 10 =30 Hope this is clear Please help me on this. Thanks…
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Dynamic cells?
Hi everyone, I have a grid where the user can tick to override an amount. If he ticks override, he can put the new amount below, else it is 0. The problem is that I want the user to be only able to change the amount in the line item "new average salary" if the box is ticked, and not to be able to change the amount if he…
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Ignore boolean flagged items/periods when using the AVERAGE function
Description: As a model builder, I would like to be able to include an additional parameter in the AVERAGE function which is to be used to exclude flagged items or periods from being included in the calculation of average values. Use Case: There are numerous circumstances where I have been required to exclude certain items…
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Time Filter
Need advice best way to set up a Time Filter in my Daily Model that gives me only the Weekdays and not the Weekends. Please Advice. Thank you
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Unable to infer employee-region relation given employees have accounts and accounts belong to region
Hello all, I am building a standard org. hierarchy consisting of employees, accounts and regions with the following rules: 1) Each account can be assigned with only 1 employee. 2) Each account belongs to only 1 region. 3) Each account for one employee is within one region. For some calculation purposes, I need to know, to…
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Add a date stamp
HI All, II need to add a state stamp into a table. My plan is to have a Line item that somehow calculated the current time (equivalent in excel would be NOW()). I then plan to use the Import data to import that date into a static date line item in the same module. Does anyone know how to get Anaplan to show the current…
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take a value from another module
I have a module named AAA like this: lowerupperPayout ratetotal invoicestatustranche 105000%$ 8500tranche 25009002.5%$ 8501tranche 390012003.0%$ 8500tranche 4120015003.5%$ 8500 And another module named BBB: QuantityValues $Rate Appliedproduct 148000$ 250?product 2 $ 210?product 3 $ 200?product 4 $ 190?TOTAL $ 850 I want to…
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Data from one module to another module
Hi 1st Module I have expense list(5) and key figures list(6) with boolean line item (Check) .For each expense will check different key figures Another module Dimensions - Index list , Time and Versions Expense List formatted line item Key figure list formatted line item So when I select particular expense from the drop…