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Best way to set current period (month/quarter/year)
Hi All, I've seen my question answered in bits & pieces, but hoping someone can give me a comprehensive walk through... My team is looking to build modules that will automatically assign current period reporting so that we can leverage the excel add-in with minimal human manipulation - really just looking to hit refresh…
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Slope formula as Excel
Include in the formulas & functions the formula named "SLOPE" the slope function : Returns the slope of the linear regression line through data points in known_y's and known_x's. The slope is the vertical distance divided by the horizontal distance between any two points on the line, which is the rate of change along the…
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How to cumulate using the display order instead of original order of the list?
While applying the cumulate function on a list, the function works considering the original order of the elements, Is there a possible way to cumulate using the display order instead? This is required when new members can be added anywhere in the list.
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Last Non Zero
Had a Partner ask if there is anything that does a "last non zero value" like our first non zero. Discussed ranking, but apparently that wouldn't work.
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Specific Count function ?
I am currently looking to build a line item in a pre-existing module that shows a count of open shift request sent to only one employee. I have the "amount of shifts sent to" data as well as list of employees. Wondering if there were suggestions on how to make this work. Maybe a Count if blah = true then 1 else 0 then…
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Calculating date 90 days past identified date
Hello - I am looking to calculate the date 90 days past an identifided date. I know there is an ADDMONTH and ADDYEARS calculation, but not an ADDDAYS, which would have been helpful. Is there another approach to do this? Example: What is the date 90 days from 11/15/18. Thanks K.
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When a Boolean is selected the model refreshes automatically to update any dashboards modules
Hi When a boolean is selected in a dashboard to apply a filter based on this you have refresh the dashboard or create an action button that re opens the dashboard. It would be if when a Boolean was selected that the model would automatically refreshed dashboard and modules real time to reflect changes. Saves having to…
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Create a saved view on a dashboard and push it to the source module
Hi, It would be an amazing feature to create a view on a dashboard and then push it back to the source module. Clients have asked for this. Thanks, Usman
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Create formatting on a dashboard and push back to source module
Hi It would be amazing if it was possible to format on a dashboard and then push the formatting back to the source module or saved view. Thanks, Usman
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MAKELINK -Should be easy...
All right, I did the very easy Makelink modules and added it to a dashboard. What my "click here" button should do is direct users to a Sharepoint on our network where we made/created documentation related to our dashboards. If I make the URL www.google.com it works. If I put our HTTP://Company Sharepoint URL (example:…
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Allow users to add multiple numbers into a cell
Adaptive Insights has this feature where an end user can "split" the value of a an input cell into several values to have that amount roll up and be displayed as a line item. Customers of Adaptive really like this feature and in competes with Adaptive, we get asked for a similar function.
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Returning one line items value using other line items
Hi all, I'm trying to find a way to return the value of one line item in a list, using two other line items. Background: I have one large module built off sequence numbers as the rows, and line items as the columns (no page dimensions). Each row is a seperate transaction (either a product being added or a product being…
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Time Summary: MoM, QoQ, and YoY on the same line item
Hi all, I am trying to create a "% growth" line item, where this line should be able to represent MoM, QoQ, and YoY on the same line (with or without the use of working line items) As time summary does not allow us to use OFFSET or PREVIOUS, what should be the best workaround for this? (Note: with the creation of new…
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formula format
Colour code the formula or function part of each component, so that we can see where the components are. All formulas and functions are blue and rest of text black.
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Months Spread
Hi, I am trying to figure out why my mothly cost will not populate based on the formula I provided. The goal is to show the monthly cost for only a certain time range and for the cost to not populate in the months it doesn't apply to. My issue is the cost will not populate at all. Attached are screenshots of my formula and…
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TEXT(ROUND())
Have the TEXT function convert the results of the ROUND function identically.
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After logging-in user continues to linked-to model
Annoyance: URL link provided for specific model > user clicks it > user not signed in to Anaplan so taken to log-in screen > after logging-in, user is taken to models dashboard, *does not* continue on to model at original link. All other tools used by me at Anaplan (with the frustrating exception of SFDC) would drop you…
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How to create a lineitem-dynamic graph and chart basing on a driver lineitem/list
Hi, everyone, I have an requirement from client that users select a standard/method (may be list types) from a drop-down in a lineitem (list formatted), and the graph/charts will automatically change the data items accordingly. Let me put it in more details with some examples. Driver (parameters) Image:…
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nested ifs
I have the following nested if, for the highlighted line item (see picture): IF NOT 'exclude' AND 'Sum fill rate gallons actuals' > 0 THEN 'Sum fill rate gallons actuals' ELSE IF 'Sum fill rate gallons PY' > 0 THEN 'Sum fill rate gallons PY' ELSE IF 'fill rate gallons FOR movement avg' > 0 THEN 'fill rate gallons FOR…
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Is there a way to use SUM with Rules, such as IF
Sorry for the wall of text, I am attempting to articulate fully what my inquiry is, and due to information privacy, I am using sudo names as place holders. I am attempting to generate a summary module. I am using 2 independant heirchies, with one of the line items/fields in the first heirarchy matches a value in the second…
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Minimum item in a list grouping
Lets say I have a list to map any day in the year to an accounting month, because our accounting months don't always begin or end on calendar month boundaries. Accounting Period Date List (sample) Parent Code Accounting Month ... ... ... ... 5/24/2018 May 18 5/25/2018 May 18 5/26/2018 Jun 18 5/27/2018 Jun 18 ... ... ...…
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Reducing Model Size – Introduction to Sparsity
Summary: Unnecessary model size has a large impact on your Anaplan environment from using valuable space to slowing down key processes. Sparsity is one of the biggest causes of inflated models. Understanding what sparsity is and how it impacts a model is the first step in knowing how to reduce it. Course Objectives: By the…
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Mousing-over part of a formula should show its current computed value
Normally when writing code I can troubleshoot my code by stepping through it piece by piece to see where things fall apart. In order to accomplish this in Anaplan i tend to have to create separate line items with pieces of my formula to see how they compute. To help a modelbuilder better troubleshoot formulas without…
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How we can concatenate two number line items?
I have got two number line items as shown below. LineItem1 , LineItem2 , Result 1 2 1(2) 3 4 3(4) 7 10 7(10) I want to get the result as shown above for the two line items. Ideally i need a concatinated value. Could you please assist me in achieving the same in Anaplan.
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Group option in RANK Function
Hi, I have a module with 3 or more lists, and Value and Rank line item. I want to rank Value for each combination of items in those 3 lists. However, I find that RANK function can only accommodate 1 list in the Group option. How can this be done? Regards, Andre
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Single Sign On(SSO) with new workflow method
Hi everyone, A question about how SSO works with new workflow method - since the new workflow method will enable an automatic notification email which contains the URL linking to the dashboards that the users need to update, how does it work with SSO? For instance, if an user doesn't have Anaplan logged in at the moment,…
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Dynamic changes on List Item
Hi Team, I am trying to do the currency conversion where countries will be reported in 3 currencies USD,Euro,LC Now if the country is suppose France then only Euro and USD should appear in the drop down list as Euro is the LC i.e. LC in the above list should dis appear. e.g. For France Only Euro and USD should appear…
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Blank for numbers
Hi all, Perhaps a straightforward question, however I cannot find a direct answer. I would like to have a BLANK formula for numbers, so IF ... THEN BLANK. Currently I have IF ... THEN 0 ELSE ... , however it has to be blank instead of zero. Is there a certain formula that works for numbers? Kind regards, Mickel
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How to write an IF function so the boolean applies to more than one month
I am writing an IF Function (IF START()>CURRENTPERIOD() THEN TRUE ELSE FALSE) the result will be a Boolean. How do I make it apply to the next 6 Months or PERIODS? Thank you
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PREVIOUS() for line items in a module not involving time dimension
I am working on a module in which have two related line items (L1 & L2)& a dimension "Period." For Period A is L2=0, Period B L2 = Period A L1 and so on. I am trying to figure out a calculation for the Non-time series module. Example of module given below: Period A/Period B/Period C/Period D/Period E L1 13/15/16/18/19 L2…