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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…
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How to obtain Period Format item for out of time range month
Hi experts, Could you please help me, obtaining period formatted item for out-of-time-range month? example) Financial year: 2018/4 ~2022/3 target month: 2018/3 ➡ Mar 18 (expected), Blank(actually)
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Sum, Lookup Mapping
Hi, Still in the initial learning phase.Was wondering about Sum, Lookup function. When it comes to mapping, any line item in the source module, target module, or any other sys module can be used? Thanks
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Is is possible to apply lookup in the same module to pick value of the previous line item?
Hi, Is it possible to get the value of the previous line item with in the same module? if yes, what should be the formula? Thanks!
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ITEM formula for on flat list
Hi, I have two modules (see pictures). The Attainment Employee Position Check module checks which positions an employee has during the current planning year and the Attainment Employee Active Position Check module will use the information used in the previous module. So in the example below an employee named TBH has the…
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Delete line items based on time period
Hi, I want to delete selected line items in a module based on their year time period. i.e.: i want to delete all records that have a year time period format of FY19. Is there a way to do this? Best, Amanda
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How to calculate % share?
Hi, I have a Module with List of Persons who made contributions as a row dimension along with their respective Contribution in a separate Line Item, now I want to calculate how much percentage share of each person in my second line item. Kindly assist. Thanks!
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DCA Import Access For Combination List
Hi All, I am working on a model where I have a module with dimension including a combination list, version lists & stages created with respect to P&L. The combination list has been created with the combination of states (rate area), product (Sku) etc. Now to restrict the access of each Regional Finance Manager so as to…
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How to calculate forecast percent based on latest 3 months (average) actuals?
Hi, I have a source module without a version list/dimension. It contains only actuals. What I would like to do is a new module that contains actuals and forecasts. There should be a version list, which contains Actuals and Forecasts. Forecast figures should be calculated from the latest 3 months average (from actual…
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Ranking with continued sequence
Hi Community I have a simple list containing values, but some of them have the same values. So when I rank them, the ranking is quite discontinued. For example, 1,1,3,3,3,6,6,6,6,6,6,6..... but what I want is 1,1,2,2,2,3,3,3,3,3,3,3,....... How to approach it. Thank you. Best, Qianru
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Start Month of a Financial Year
Hi Experts, Let me ask how to fetch start month of a financial year. What I want to do is to filter client's invoice data, that invoice period start from the start month of previous financial year. e.g.) If the current month is Apr 20, the invoice data should be filtered from Apr 19 to Apr 20. If the current month is Mar…
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How to calculate forecast percent based on latest 3 months (average) actuals?
Hi, Current setup: I have a source module where I will get actuals percents every month. The module doesn't include the version dimension/list. Target module: I want a module that includes version actual, forecast, and probably later other versions as well. I would like to get from the source module the actual (allocation…
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Concatenate users into a text field
Hello, I created a matrix, including two lists (tasks list and the built in users list) as dimensions and a boolean formatted line item in order to set write access for an other line item through the Write Access Driver. That part works, no issue with it. But I want to list (concatenate) in a simple text formatted line…
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Assign the module name for the line item
Hi Community I have a module with the following structure: Module Name ---INPUT--- Transportation fee INPUT Meal fee INPUT --- CALCULATION --- Trip expenses CALCULATION What I want to create a column named 'Module Name' is to display the module name; In this case, it is input and calculation (input and calculation are…
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Variance Dashboard Page selector
Hi Community, I am struggling building up a Variance dashboard at CC/GL level. Having so many members I encounter spacing issues. I have also added a numerous other dimensions (Rows - GL accounts / Columns - Line items ->I will bring the data through line items formulas instead of Versions so that I can calculate different…
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Evaluate Values within in a Hierarchy
Hello, Does anyone know of a quick formula combination that evaluates the line item values for list members that share a parent? In my example provided the puppies have the same parent. They each have different "fees" which I'd like to evaluate in the variance column. How much more was collected in fees for Snoopy than…