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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…
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Convert Text date Range to period
Hi, I need to covert the text field range to a period number, what should be the formula for that? I am getting the text range input as: JAN 2019 - DEC 2019 (in a single text cell) I need an output as period number. 1 for Jan 2019 in one line item and in the second line item 12 for Dec 2019. Thanks for the help 🙂
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Number Formatting - Round Formula
Currently the Round Formula can be applied only on specific lines or calculations. Would be nice to have an option to set Number Rounding at 'Number settings' apart from Number Format Display.
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Ignore Timescale as a dimension if Time formatted mapping line item is used for aggregation
I ran into the issue when I needed to pull the data from the module with a timescale as a one of dimensions to another module that also contains timescale as dimension. I used time formatted line item in the source module for aggregation but it's been ignored in the Result module and error message box has been appeared.…
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Time Range
Hi All, I am working on a model where in a dashboard I have to reduce the time range of a drop down from 10 years to 2 years. It displays 10 years as it uses the original time period of the anaplan model thereby displaying the entire time frame in the drop down. Please help me how this can be resolved. Thanks in advance.
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Referencing a Numeric Line Item Sum in Another Line Item
Hello, I have a numeric line item (picture attached) with cells filling in as 1 if they fulfill a condition, 0 if not. The total number of 1s in this example is 1514; I need to reference this total in another line item in a separate module. This separate module is not dimensioned off of any lists. How can I do this? From…
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Convert Local Currency
Hi Each individual country enters data in their local currencies. However, for the reporting in USD, it is to be done at Region level only. There is no need for Country level. Right now, I managed to convert at Country level (REP05) and the Region data will automatically be rolled up. If I do not want to store converted…
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Need to convert Date into a particular format
Hi, I have a line item formatted as date in the module like: "4/29/2020" and i want it to convert into "As of Apr 29, 2020". I tried myself with the below formula but didn't work, kindly advise: "As of " & TEXT(MONTH(As of Date)) & "/" & TEXT(DAY(As of Date)) & "/" & TEXT(YEAR(As of Date)) Thank you!
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Bulk copy available for non workspace admins or possibility to add it to a process
My bad, idea already exist...multiple times (not sure how to delete the post) https://community.anaplan.com/t5/Idea-Exchange/Add-Bulk-Copy-to-action-list-to-be-added-in-process-chain/idi-p/40525 https://community.anaplan.com/t5/Idea-Exchange/Make-Bulk-Copy-between-Versions-an-Action/idi-p/40102…
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How to get value from database into line items
Hi, I have a source module where I have raw data (Rows: Flat list of Row Numbers and Columns: All the line items). Line Items: Funds formatted as Fund List, Trans Type formatted as TT list (Investment, Commitment, Proceeds) and Transaction amount. In my target module I have funds as row dimension and Amount as a line item…
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Calculation within the list
Hi! I've got a list with few properties. I need to get calculations ("calculation" property in the file attached) baced on the the previous calculated value of the same item in the list. Is there any way to do this. Maybe i should use module? Thank you!
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Selective Access - SUM
Hi team, I have an #Employees list with Selective Access enabled. The Source module has the #Employees list with properties such as Department etc as line items. My target module has Department as a Dimension and I wish to SUM on Department but it is returning the value of all the List items with that Department, not just…
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Advice how to structure rolling forecast formula with time element
Hey- I am looking to build on a formula in my rolling forecast. I am having trouble laying out the necessary steps. Percentage Seasonality: Each period in a year (12) has an assigned rate. When I roll my forecast, I need the percentage to take the current forecast month rate / the sum of the remaining forecast periods'…
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IF list item 'x' THEN 'do this' ELSE...
I am trying to do an IF statement within a module dimensionalised by a List ('Volumes') which has 2 members: Retails and Wholesales. I need to do a particular calculation depending on if the 'Volumes' are Retails or Wholesales. I have tried IF Volumes.Retails THEN x ELSE y but this not work, giving the following error…
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YOY-Growth% Calculation
Hi, I would like to calculate the YOY-growth % between year to year but it seem I fail to calculate the number even I bring the Previous Value also. Thanks, Kiwi
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Increase the character limit of the MAILTO function
The MAILTO function currently has a limit of around 2000 characters and any greater than this will prevent the message from being opened in your chosen mail app. This is normally fine for standard English alphabetic characters, but can cause issues for non-English alphabetic characters. For example the Japanese character キ…