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Line Item Subsets and COLLECT() function with calculated % Values
Hi Everyone, I have a reporting requirement which I cannot seem to perform due to limitations on Line Item Subsets and the COLLECT() function. I have a Line Item from Source Module A which calculates the % value of one line vs another Line Item (% calc, summary is set to formula) in the same Module. I've created a…
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Weighted average, similar to sumproduct in excel
Hi all I have 4 line items vis. Actual demand, D1, D2,D3, Forecast demand. Having monthly time dimension for FY 20. Need to calculate Forecast demand for each month based on this calculation Forecast for April 20 = (Actual demand for Jan 20 * D1+Actual demand for Feb 20 * D2 + Actual demand for Mar 20 * D3)/ sum D1 +D2+D3…
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How to aggregate of data with different dimensions across modules.
Hi everyone. I have two modules. Each module has different dimensions. And I would like to aggregate these modules to one modules. Please see below: I assume that it will be solved by importing data between modules. But I don't know the specific solution. How can I solve the problem? Best regards, Taku
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Version Budget formula
Hi The Current Fiscal Year is Jan 2020 to Dec 2020 No of Past Years : 1 No of Future Years: 1 Current Period: changes monthly For a Sys module, what formula (Boolean type) can be used to select the months for Jan 2020 to Dec 2020 (even though Current Period changes)?
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Group by/sum alongside multiple attributes
Hello Community, I'm facing the below problem (probably there is an easy solution, however I'm too much immersed into it that prevents me to find it). 🙂 I have an excel database where I have several attributes and a value in the columns. I created a unique key manually in order to upload it into Anaplan. So now I have in…
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Aggregation of Text Comments up a hierarchy using TEXTLIST
End goal is to be able to enter and aggregate text formatted comments up a hierarchy. Entry should be possible at each level, with prior results appended. I feel like I should be able to use TEXTLIST in the Summary: Formula for the line item and have it roll up the hierarchy on its own. I have not been able to figure out…
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Circular Reference - IRR
Hi All, I've encountered Circular Reference in a calculation that involves IRR formula, for which I think is an illogical treatment of Anaplan. Please could you give some advice: The calculation is as following: Relation 1: Operating Results (ORt) = Operating Income (OIt) x Adjustment Factor (AFt) Relation 2: Adjustment…
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Module Line item
Hi Would appreciate any help here I have a module ' Comp Reservation Details' which is mapped to the list 'comp_reservation_details'. I have entered the formula for the module line item 'Reservation ID' as ' comp_reservation_details.Reservation ID'. The values are getting populated in the column 'Reservation ID' as…
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Line Item Switchover - Formula Error
Hi Team, I'm receiving a Formula error when I turn off the Switchover on a particular line item & I can't understand what is driving the error The error occurs when I turn the Switchover to FALSE in the Calculation image below Any ideas what would be driving this? Error Calculation Reference 1 Reference 2
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How to use SUM function between modules
Hi everyone. I have a simple question. I would like to calculate the total cost of staff from a module that inputs the cost of staff for each month. Please see belows... How can I solve it? I don't know better idea... Best regards. Taku
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Formula Inquiry
Hi Guys, I just want to ask something. Our client has an excel report template, its more like Operating Statistics type of report. It basically counts values per month and it is usually referenced to another cell in their report. After checking the issue sent to us I notice one 1 line item (actually it is an entire year)…
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Bring weekly data into a daily module
this should be easy but I just can't get it. I have a weekly module with inventory cases...snapshot is done on Wednesdays. Anyway trying to take that snapshot and have it show up in a daily module on the Wednesday date. Any help would be greatly appreciated. I'm trying to avoid making the inventory cases a daily module.…
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Level 2 Model Building Sprint 3 INV04
Hi, Could someone please help me with the module below? I am struggling with the Percentage Full result that I get and I think it is because I am doing something wrong in the Beginning Inventory line. I am pulling BI from DAT01 which gives a straight line across all months. What am I doing wrong? I also could use a…
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Error in Importing
Hi, guys! I always have this problem when I am importing my data in Anaplan. I tried all the methods I know but I can't solve this problem. I am trying to upload this data to my budget version but to no avail. Hope you can give some assistance! Thank you for the help!
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Query on Parent function
Hi Guys, Curious - Why wont we use Parent(Item('G2 Country')) for line item 3 (Region)? Thanks
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Rollback caused by "Is Summary"
Description of the enhancement: When a user incorrectly selects "is summary" for any line item with non simple formulas they hit a rollback. A rollback consists of a model closing, opening, reapplying a changelog, and saving. Can we look into a solution to capture that the formula isn't a summary line item before it causes…
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Calendar Conversion: How to Map 445 to Gregorian in Anaplan
Navigation: Retail UAG Home | Forum | Get Started - Content Directory Convert 445 Calendar to Gregorian Calendar Hi Anaplanners! Today I was really fortunate to have an article posted in the best practices forum. For the retail industry, this is the first step to connected planning between merchants and finance…
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Level 2 Model Building Sprint 3 INV01 Module
Hi! I am struggling to complete the INV01 Module Line Item Formula Details. It seems like everything is working except for the "Confirmed PO Delivery" formula. Below is the formula I have and the result I get: IF PO Submitted = 1 THEN OFFSET(PO Submitted, -Shipping Time Weeks, -1) ELSE 0 I've found similar questions in the…
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Filter Crash in Production
Hi, I have created a Time filter for a Dashboard and Export view in Dev Model. But when i push that to Production every time the Filter gets crashed in the Saved view, so i am not able to get the desired layout in the Dashboard and Export File. Can you let me know where am i going wrong. Attaching the screenshot from Dev…
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Need to lookup Employee name basis the Employee order
Hi, Source module has All Employee list and basis their "Joining Date" (Line Item 1) "Rank" (Line Item 2) has been determined, in Target Module I have "Employee Order" (Line item) formatted as number. Is their any way, basis the "Employee Order" in Target Module I can get the respective employee’s name from the source…
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Adust daily figures to preserve monthly totals while switching from a weekly to a regular calendar
Hello community, I am trying to adjust my daily sales forecast so that the monthly calendar total matches the monthly "weekly-calendar" total, while keeping my seasonality as close to reality as possible. A simple picture will tell more than 100 words. .Spreadsheet…
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Return Value from Module with Time Dimension
Hi Guys, This might be simple to some but I am having problem with the result here. See below Module 1 is a module where users input the start of Data of Projection, this is their input module. Module 2 on the other hand is a Line Item named Value and a Time Dimension. So if a user input a Date (Time Period format) April…
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Sum values based on period
Hi, Need a help to build a formula, have attached a screenshot for reference. Formula Needs to be build in Revenue Seasonality which need to take the values from Revenue Column and doing the sum of Periods. For Example: Period 1 amounts: 112+ 95. Needs to be clubbed as 207 and shown in Revenue Seasonality against all the…
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Revision of IF formula
Hi Guys, So I have an issue with my IF formula, initially I was able to get the logic of this but the client decided to add a Contract Status (Full Cancellation). After that my count seems to be out in some months. So I need to adjust the logic but for some reason I am getting the correct results in some months but after…
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Is Lookup within same module possible?
Hi, Is it possible to apply lookup within same module? I know direct link can work but, i need to get value of a particular list item of the same module. Thanks!
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Subsidiary Views - Synch DB from a module with a specific line item
Hi Team, Anaplan states that 1 of the only acceptable times to use a Subsidiary view is where you are syncing Dashboards from a module with a specific line item Is anyone able to help with an example of this? Thanks! Mark
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Subsidiary Views - Ratio Formula
Hi Team, In both the Subsidiary views training video and in the Planual it mentions that Subsidiary views should be used where a ratio needs to be in the same module but doesn't full require full dimensionality Can anyone provide an example of this I'm I can't picture it Thanks! Mark
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Select all the line items matching the text
Hi, The module is Numbered List as a dimension. Requirement: to flag all the members matching the text member of the dimension. Attached the screenshot for reference. Dimension is numbered list with the property as a text (display name) TEST 2 : selection through some formula flag. Requirement is I need a boolean to flag…
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How show first ten items in a chart/table
Hello. I have one problem with asceding sorting in anaplan So, for example: I have module with dimensions: Users, Time, Line Items (value). I need to filter my values in the way to show only top10 values on the chart. Are there any ideas or tricks how to do it? I faced a problem that fuction 'RANK' doesnt work with users.
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Tier Pricing
Supply Chain Anaplanners! Just found out my tier pricing best-practice article was published on the Anaplan Community Site. In this article I show you, step by step, the most optimized way to implement price lookups in Anaplan. Great for wholesale and CPG use-cases. I can not possibly share this post without thanking Rob…