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YTD Average
Looking to create a YTD average on a module line item. Could someone please help? Thanks
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Customer Potential Assumptions
Currently we are prorating the stretch goal based on the customer's PY actual % share/ Overriding accounts where needed, is there any other factor which we need to put in our assumptions to determine the growth potential of the customer within the model or would it be out of model and used through hold and/ or overrides?
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Unicorn Candy Company - Territory assignment to account
Hi Chris, Pertaining to the territory assignment, currently we have weight based on 2 factors, could you provide some additional description of these factors: 1. Revenue (Potential/ Actual based on final target value): Is this based on the Sales reps present in each territory and their previous experience and capacity in…
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Formula for different levels
Hi, I have a list which is a Flat list but has different levels(Note- we cannot make it as a hierarchy, it has to be a Flat list). List has list items like below.(Column A). And Line items Column B,C,D. Here, Asia and Europe are at top most level(level 1). They have child items like 1.1 China,2.1 France etc. Similarly…
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Data Cleaning
Hi, Is there a way to clean all data from different modules at one go? Is there a script or command which needs to be followed? Thanks AB
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How to synch user on the page with items of list displayed on the page
Hello, So I've been trying something I thought easy but encountered some problems, what I've been doing wrong, here is the situation : => User going on a page to enter some info about themselves in a board (grid). They open the page. They have to select their user name, as "Name", because their name in the database is…
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Formula related issues
Hi, I have two issues as descried below. Please can you help me on it. Problem 1: I have a line item A having some data and Time scale for 4 years (in months). I want a formula on the line item B which can check if all time periods for line item A have only the value 0 and no other data. Please can you let me know if there…
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Prior Year data Pull with diffrent time range
Hi All, Need a function help here, I have 2 modules Module 1 and Module 2 both uses time dimension and different time range. In my Lineitem A for Module 1 in (FY20) ,I want to Pull in previous year data value from module 2 lineitemB i,e (FY19) data. Line Item A = Module 2.Line item B( but this should pick my prior year…
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Ratio Format
Hi, How can I present the ratio in the following format? D/E RATIO 0.00:1 NET D/E RATIO 0.00:1 INTEREST COVER 8x Thank you.
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Subsidiary views
Hi, Can anyone advise me how subsidiary views works? I have 2 modules & both of them have different dimensions Module 1 - Has a composite list as a dimension (Account>Product) Module 2 - Standard list as a dimension (Account)* has country details I want to pull Country details from module 2 to module 1, but I'm unable to…
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INV01 Totals for Level 2 Sprint 3
Hi, I was just wondering whether I have gone wrong with my totals, or the example given is incorrect. Under the 'Review the INV01 Line Item Formulas and Summary Method Settings' on Sprint 3, the totals for 'All Products' in Feb are different to what I have. I have attached what Anaplan have and what I have. Please let me…
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Summary in a hierarchical list
Hi all, I have a module that returns the number of people per project, with a hierarchical list in the dimension. In the "summary" I have the sum of the people who worked per iteration each time : For example: Iteration 1 = 1 person Iteration 2 = 1 person Sum of project 1 = 2 people while it's the same person. I can't fix…
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variance for different line items
LE Operational Plan Variance Capex Lifecycle (OP-LE)/LE Expex Lifecycle (OP-LE)/LE Feasex Lifecycle (OP-LE)/LE Opex Lifecycle (OP-LE)/LE TotalExp Lifecycle (OP-LE)/LE How to bring data from different module for all the line items, Please hel
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Level 2 Sprint 2 - Off Set Volumes for first forecast year
Hi I'm currently working through Sprint 2 on Anaplan's Lvl 2 training course and I'm having an issue with my OFFSET formula. The formula itself is correct (as the course later confirms) though it doesn't seem to pull through any data from the Volume line item? (See attached) Line item formula: IF 'SYS01 Time Settings By…
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ANY for List WIthout Top Level
Hi Team, I have a list without a top level (Ramp-Up %'s which do not require to be aggregated) but I need to be able to determine if any of the intersections have a value for a Filter Boolean Is there a formula/method to return a Boolean if ANY item for a list has value in a module. This is calculated from a module without…
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MONTH Formula providing unexpected results with Fiscal Year beginning in February.
In the screenshots provided above you will notice the Month Value line item have a different value for the months in FY19 than in FY18 ***Formula is MONTH(ITEM(Time)). In FY19 you will also see the value of 9 be returned for September and October and 12 returned for December and January. Can someone help me better…
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Formula assistance! SUM?
Hi, Still relatively new to Anaplan, but need formula assistance. I have created an input module for users to input data for a region with list attributes of internal/external and discretionary/non discretionary. Then created a GBP conversion module: I'm now on an output module, but I can't seem to sum on the…
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Adjusting a formula
Hi, I am currently working on creating a P/L where we multiply a item by a certain percentage. To get this percentage, I had to create a another module and use past actual data to arrive at the %. The issue is now In my module of calculating the % . FY19 is the percentage I need to bring over to my P/L but everything I…
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Get Lastoccurrence data
Hi, Please help how can I get the last value in my module. I tried to use a rank function but can't reverse the ranking to ascending because the source value are the same amount. Thanks in advance for the help. Tom
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Lookup or SUM between Modules with Different Dimensions
Hi all and thanks in advance. I just want to lookup an amount from one module to another one. However, they have different dimensions, so, I created a unique code to work as link between those Modules (it is a string type). How can I perform the Lookup or Sum using this unique code? I mean, I try lots of ways, and it is…
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Include Row Labels in Modules
Similar to Include Row Labels within the export dialogue, it would be really useful if model builders could display list properties in modules. This would be useful in both the NUX and classic dashboards. Illustrating with an example: consider the list hierarchy L1 Regions, L2 Countries, L3 Cities. The L3 Cities list has a…
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How to put a control on a sum of data
Hello all, I have data to provide per person over different periods (I can have intersections). I want the sum of the data per month not to exceed 1 otherwise it returns an error message to the end user. I don't know how I can make this condition on anaplan. Can anyone help me please? Soukaina,
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Dimension as User ID
How to set USER ID as dimensioned in Module for making user contribution application
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Returning the Date of when a contract starts
I have contracts with revenue and expenses by dates (differing start and end dates) in a module (Start date ="1", the second period ="2", so on until it ends of reached end of time periods). I'm building a dashboard which reports the start and end date of each contract, and then allows a user to input a revised start/end…
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calling out previous data
Hi team, How to call out previous data from numbered list similar to previous if time bounded? Please see attached reference file. Thanks, Eia
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TR02
Hi All, Need your advise. I have created the TR02 module using an unorthodox process to ensure that the final sales target matches with the initial sales target(Parent level) taking into account of Overrides & Hold. BUT, details at the country's line item level is not matching with 8.4 Check Your Build. Have I missed any…
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Calculating final sales forecast
Hi, In order to calculate the final sales forecast, I have used a very unorthodox process (attached below). Now, even though the overall amount at the Account parent level is matching, however there are some mismatch with individual account line level (mismatch between my module & what is there in the Sprint 1 screenshot)…
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SUM Function
Hi, Is there a way to post the sum total to a separate column for each line items. Example - I want 27,484,445 to be displayed against each line item under Total column. Is it possible?? Thanks AB
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Level 2 MB Sprint 2: Verify DEM03 Formulas & Summary Methods
Hi! I was hoping someone could share if I am missing something in this activity: and this is what I have in my module: I am having trouble matching the rounded cells and I think it's throwing off the rest of the data. Anyone have advice on how to fix this or if I am correct because I don't understand how 59.47 rounds to…
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Breakback and Hold - New UX or otherwise?
Hello, I'm looking to permanently set the Hold on a Breakback cell total so that any weekly percentages entered always total 100% and the user cannot change the total monthly cell. I've attached a video for reference . Essentially, any percentage that a user enters in the week cell should always then calculate out of 100%…