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Clearing anaplan data before new load
Hi all, I have a module with data value against every month, and my process takes care of loading the new file data to the module. before loading new data file, I want to have a action to cleanup the existing data and the load the file data. Dont want to delete the target list here, but only the data in the module.…
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What is Branch?
Can someone explain in a simple language of what is a Branch?
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SUM function usage on different dimensionality
Hi, Please let me know if anyone can help me on the below question. I was trying to analyze an existing module. Here is an simple example of the logic I was trying to analyze. I have 2 modules namely Module 1 and Module 2. Module 1 has a line item 'Total' and Module 2 has two line items BU and Hours. The formula for…
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How to add a Line item with a formula in a list within a module?
I am creating an income statement module. Inside the module I want to create a few line item that is sandwich within a list. List - COA, Department, Line Item - Amount Example. 5000 (A part of my COA list) 50001 (A part of my COA list) 5002 (A part of my COA list) Cost of Good Sold (A part of my COA list) Gross Profit…
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Re-Order Conditional Formatting Rules
Hi Anaplan, When you have multiple conditional formatting rules or you create a new conditional formatting rule you currently cannot re-order the conditional formatting rules. This can make it difficult when reviewing conditional formatting rules to understand what you have defined. It would be great if you could re-order…
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Need to create multiple version comparison
Hello Anaplanners - I am trying to add a 2nd column on this module that calculates variance between 2H Budget minus Forecast as you can see in the 2nd pic. 1st pic shows my versions. Every time I attempt to create a new row for this calculation, I get the error that you can see in the 3rd pic. At a past company, I was able…
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Return sum of forecast in a module with no time dimensions
Hi I want to return the sum of values for a line item for my forecasted months. The module I want the value to be returned in has no time dimensions. Originally was using a look up to look at a certain month but not sure how to do it for sum of multiple months. - I have created a module that has my time filters. - Used a…
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Get value of Day(numerical) from Timescale Day
Hi Team, I have a module in which the Timescale is Days. Now I need to get the Day from the date. E.g. for a time period 26 Jul 2015, I want to get 26 as my day. Could you please guide me on how to do that.
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How do I sum across dimensions other than time?
Hello, Can't see how this was done in the allocations video. I have a list for products, and a line item for sales. I want to introduce a line item that returns the total sales for all products against every product. Beyond allocation use, is there a way to introduce a line item that returns the value at the next level up…
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Creating Sub Districts
Hi, Has anyone experimented with having Sub Districts in their Territory and Quota Planning? For FY20 we have a new requirement to merge our North East District 2 and North East District 6 into one district: North East District 2. But, all vault accounts in the original North East District 2 will become sub district North…
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Find YTD excluding current month and find YTG including current month
Hi I am in need to find the Year To Date excluding the current month and Year To Go including the current month. I tried with different formula and still facing some issues. Can you please help me on this?
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Summary options with LOOKUP/SELECT functions - wrong percentages
Hi all, I've had some trouble lately with combining the LOOKUP/SELECT function and the summary function, when working with percentages. Let me show the issue with a concrete example. 1) First of all I have a product structure: [img height="75" style="width: 218px;" width="230"][/img] 2) For each product I calculate the…
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Consolidate a sales plan
Hi, We have a new request from our sales ops to consolidate some plans. The ask is to consolodate two different sales titles, each from a different territory, each with a different quota component. The territories quotas are calculated differently however, but for the new consolidated sales title it will have the same…
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Formula to populate lime item with months for a selected year
Hello All I have a Masterfile module that has lines items that use a select function to get the data for a specific month. However, I am now trying to make the module dynamic. This means that the end user can select a year and the module is updated with the months in the selected year. I have created a "Masterfile - Time"…
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Returning Dimension/List Item based on Line Item
Hi, I'm trying to understand whether I can return a Dimension/List item when referencing a Line item rather than the Line Item result itself I have 2 modules. 1st module is dimensionalised by FX Rates (columns) & Regions (List Formatted Line Item) The 2nd module has a Line Item which is List Formatted with FX rates &…
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Formula
Hi-Experts, I Have a requirement for that I need your help. Module name: Summery module Dimension in the module - Time, Category, Product, customer I wanna move to all products(except fruits) sales data to one customer(AR Channel). Fruits data move to another channel(FR Channel). IF ITEM(Customer) = Customer.AR Channel…
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Get Value of Top Level
I have three lists: Product Lines L1, Product Category L2, Products L3. Total Products is the top level of Product Lines L1. I'm trying to calculate the product mix of each product in Products L3 as a percentage of Total Products. The module.line item that has the volume is Sales.Units Sold. But my question isn't about the…
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Can I select a Parent within the same list and also another list?
I want to be able to select the parent from the same list and also another list, is there a way to do this? I am creating a Chart of Account, so there are certain account in the same list that I want to group it under. Example. 1000 -- General Stuff 1001 -- General admin stuff 1002 -- General Sales stuff In this situation,…
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Loading parent/child DRM file to Anaplan
Hi All, I have a source file with Parent/Child and node Levels, total 7 levels max. I want it to Load it to Anaplan list(7 different list) at different list levels. we are creating 7 different load files to load at different levels in the list, is there any other way to eliminate the 7 load(1 process) and do this in one…
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Revenue and Expense eliminations in reports
I am creating a Income Statement where I would like to see a column for eliminating intercompany activity. Has anyone built a report or module that handles eliminating accounts?
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Format checker
I want Anaplan to check if the FORMAT of my line item correspond the the formula i'm entering BEFORE starting the calculation and if the format doesn't match the expected result, i want Anaplan to hold the calculation until i can change the format to match the formula results.
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Sum by Account starting with specific number
Hi, I have a List with accounts starting from 4* ,5* and 6*. These accounts have some data value against them,I want to Sum up the data value by 4* ,5* and 6*. Regards Madhu
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FINDITEM formula
Hi Can we use time rang for finding time period while using finditem function. Thanks & Regards Keerthi
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Update Codes in a numbered list
Hi, I've set up a numbered list with an name property. The formula comes from a module - it should update the numbered list as well - any idea what I'm missing. Thanks.
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Import data to a module - have code info in file but List has code description
Hi, I want to import data into module which has Account list, where Account list has code-description format Example '1000004 - ABC' My Source file has account code only with balance. i,e Account Balance 1000004 200$ while importing source file unable to map account code with account full name in list. Note: This is not a…
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How do I sum across dimensions other than time?
Hello Can't see how this was done in the allocations video. I have a list for products, and a line item for sales. I want to introduce a line item that returns the total sales for all products against every product. 0x80070490 Beyond allocation use, is there a way to introduce a line item that returns the value at the next…
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Fiscal Calendar Lookup
I am trying to lookup (using the lookup formula) the fiscal year, fiscal quarter, fiscal period and fiscal week using the date an item was sold. We have a calendar module that contains all of the conversions (date, FYear, FQuarter, FPeriod, and FWeek). Sales are tracked using Fiscal Week End Date so my formula for fiscal…
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Extend Date format to include Time (hh-mm-ss)
Description: Being an Anaplan Builder, I would like to be able to have a date format with Time in it (hh-mm-hh) Some of our planning tasks are connected with work with exact timing (Date + Time). Currently, we have to upload this data as text and use RIGHT(),MID(),LEFT() functions to extract values. If we have a customized…
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Month to Date Formula
Hello, I'm trying to use month to date formula. It doesn't look like it's working correctly. cumulative amount should never decrease if i'm adding values month on month. Thanks
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Is it possible to override a formula in a line item? If not, how can I enter a starting amount?
I want to be able to enter a starting amount and from there on have a formula driven on the line item. Example. Beginning ARR manual enter amount in Apr, then it will drive the calculation to get the ending ARR. The beginning ARR will equal to previous months Ending ARR. I included several screenshot. The excel file…