Calculation Functions
Discussion List
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SUM Mapping for Top-Level Items
If a list of items are assigned to a top-level item in another list, the items are not counted when the SUM function is used. For example, there is a module with a list of events and a line item called "Assignment", which is a list format connecting to a list named "People". Some events are assigned to "All People", which…
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Default version when source for not-versioned module
Hi, I noticed that when a target module of a formula does not have versions but source module does, a Forecast version (the one marked as current) is always picked up by the formula by default (merged with Actual), no matter how many further versions exist in the model. Is it a default behaviour that I can rely on? I know…
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Bulk model copy
HI Team, I need to move multiple archived models from one workspace to another. Is there a way where I can move multiple models simultenously to the new destination workspace or should it be done manually one model at a time? Regards, Prateek
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Calculations using Dates
I need help developing a formula that looks at the start and end dates for an agreement (eg. rent, where rent amount per month is fixed). The agreement can straddle months or years. I would like to show rent mont by month on a timescale, however, be able to prorate the rental amount in the initial month and the final month…
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Compounding Monthly Growth
Relatively new user and am struggling to build a ramping growth model based on monthly expansion. Am using the lag function in this context: Avg Deal Size = LAG(Avg Deal Size, -1, AEC Salesperson Assumptions.Starting Deal Size) * (1 + Deal Size Growth) My Deal Size Growth is positive and my overall Avg Deal Size is…
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Data Types Conversion - manual
Hi everyone, A new video tutorial on how to convert most used data types is available here. Hope this will be helpful, Egor.
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linitem options (Start of section, Brought forward)
Help me please with use cases for linetem options: Start of section, Brought forward In Anapedia it's said they are rarely used and I couldn't get enough from explanation think if they present in blueprint it will be helpfull to understand where could I use them
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Formula for blank value in lookup function
Hi I am using the below formula for one of my line item in my module 'Demand'. I am doing a look up in another module 'Open Qty by Bucket ID' by Bucket ID and SKU to populate the open qty value in the 'Demand' module. Open Qty by Bucket ID.Open Qty[LOOKUP: Bucket ID LF, LOOKUP: SKU LF] The issue I see here is,if there is…
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Tableau 10.2 to make advanced analytics easier for enterprises
Tableau 10.2 adds advanced mapping capabilities that claims to make data analytics easier and more scalable for enterprises. Intro: Data visualization company, Tableau software, has announced the overall availability of its new version, Tableau 10.2. The organization states that the release includes advanced mapping…
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Help with NPV Function: Anaplan differing from Excel
I am having trouble with the results of the NPV function in Anaplan versus that of Excel. In anaplan, I cannot control the scope of the time periods being passed into the NPV function. I am expecting a value beginning in Q2 FY18. However, the calculation returns a value beginning in Q1 FY17. My client is expecting the…
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Profile Example
Can someone provide the example of using Profile function in Anaplan, I need to spread the value between two dates? for eg: Start date 1/Jan/15 to 1/dec/2015 - value is 12, spread should 1 each month. regards, yagna.
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List subset by formula
Dear gurus, I'd like to create inventory report and included "Item master" as dimension. However, since there is no stock in 50% of item master, it is obviously waste of cells. So, I'd like to create list or list subset based on "existing stock only". One of idea is to create simple module with item master, and…
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how i calcuate duration(in months) between two months
hey, i have an issue that is related to calculation of month. actually my line item which name is start month and End month that format is month(year). so with this how i calcuate duration(in months) between these Months. With this post i am attaching Screenshot Of Blueprint of my module.
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Leveraging Excel File with Formulae
Hi all, I am in possession of an Excel file which for the purposes of documentation, has a list of all accounts and their respective formulae. For example, a line may have: Name: Code: [OpStatement100] Formulae: [Opstatement50 x Opstatement75] (anything within square brackets is the literal text of what is withing the cell…
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Child to Parent Ratio based on Planned Input Number
Hello I have a set of Actuals(FTE) by Level 3 rolling up to a Level 2 in turn rolling up to a Level 1. I need a formula that calculates the ratio to its immediate Parent first . I also am looking for a mechanism where someone enters a new value at level 2 (immediate parent) the new planned numbers for service level 3…
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Yearvalue and select
Dear all, is there somehow the possbility to use the yearvalue- and the select-function together? I want to transform year values to a monthly schedule and thereby just select a certain case from a list. Thanks you all in advance, Best regards
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Semi solution
I have been thinking about the issue and I found a solution, however to keep it feasible with formula's limiting the IF-function, I need a bit more help. Currently my solution is to recalculate the percentages in the final module, however I need IF function for every line item, as all of them are calculated differntly. For…
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Merit Increase Formula
Does anyone have formula string they like to use to calcualte merit increases in a specific month? As an example, if my merit increases every March, I would want my wages line to increase automatically by a % every March.
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Compare Display names of two numbered lists
I've two numbered lists Numbered List 1 (storing a set of product codes) and Numbered List 2 (storing another set of product codes). - Product codes are stored in Display Name property Two modules - Module 1 based on Numbered list 1 and Module 2 based on Numbered list 2. In module 2, I've a line item which needs to check…
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Filter on specific text in text formatted line item
Hi, I'm trying to filter on a text formatted line item. The source of the text is from another module through the textlist formula. In the text formatted line item there are several descriptions of transactions and I need to filter some words out of the string and then use the result to predict descriptions for…
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Integration with Microsoft Access Database
Hi, I need information on how Anaplan can be integrated MS Access for importing & exporting data to lists and modules. Also, need information on how the same can be automated based on certain triggers or on the click of action buttons. Thanks, Aseem
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Conditional Formulas
Hello, I am attempting to make my budgeting model easier to roll out to every country my company is located in. To do that, i need to make one page where all the settings are per each location (for example: taxes for specific locations/countries, location specific benefits, etc...). Bascially I want this to look like is…
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Delete List Item Action on Dashboard
Can I publish a "Delete List Item" action to a dashboard? Thanks, Mark Peck
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Data not clearing out
I have an issue with a decimal showing up in a formula that's supposed to generate 0. Line Item A: 48250.4 Line Item B: 65810.4 Line Item ClearAB: A+B-45250.4-65810.4 yields 0 Line Item ClearABAlt: A+B-(45250.4+65810.4) yields 7.275957614183426E-12 All items have same numeric format.
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Issues with the Summary
Hello, I am having issues with the summary. I have an item that multiplies a tax rate, this taxe rate is unique per subsidiary, but when i select the total subsidiaries level, the multiplication instead of taking the rate assigned to its subsidiary takes the sum of all the rates. An example: Subsidiary 1- Amount: 100 rate:…
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Selection of Version used in Module
Hi All, Does anyone knows how to select the current version being selected(not the one which is marked as current in VERSION) for the particular module , which is selected .
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How to give selective access to Drill Down Function
Hello, Anaplanner 🙂 I'm conducting the implementation of ANPLAN. In this project, Many companies give their data (ex: Purchase order, Reply order, Inventory etc) to one ANAPLAN model. We collect the detail data and make dashboard by combining that. so we have to give selective access to each companies. (See Attach)I thiink…
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Get prev year result
I'm quite new to Anaplan and I would like to know if this formula is possible instead of IF Current Month THEN Variable Name[SELECT: TIME.'Nov 15'] this IF Current Month THEN Variable Name[SELECT: TIME.'ADDMONTHS(CurrentPeriod,-12)'] Is it possivle and am I using the correct syntax. Chris
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historisation of data
My client wishs to backup data and not loose it when the time periods change. To do this I envisage modules with not applicable time and containing 2 lists: one the months of the year, the other the sequential years that he wishs to save. My difficulty is to transfer the data to these modules. In the source modules, in the…
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Transaction Roll Forward on a Custom List
Transaction Roll Forward on a Custom List
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