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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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Formula for comparison of previous quarters and months
I am looking for a correct formula where, in a destination module, if I do a time selection on a specific month I get the periodic value and the ytd value of that month and the previous month. But in the same line item the formula should hold when I select a quarter. So when selecting a quarter it should give me the…
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Error Loading Data
Hello All I have come across the following error ... while importing data in to a LIST _Error_1_New property combination found but name or code already exists Now i have been to the source file and done checks multiple time to see if there was any duplicates but there were none. I see this error as a there being…
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Delta Loads
Hello Is Delta loads possible for BOMs data in Anaplan and if so what is the best way... Thanks
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Date Conversion
Hi I am looking for a forumula that converts the year and week number in to a date format Example - 2015.01 converted to 1.01.2015 What could be the formula for this Thanks
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Not a Parent function?
I have a line item with a list format where the items contains some parents. Eg. List contains Parent: Sector A with Child Material A, Material B and Material C Parent: Sector B with Child Material D, Material E I want to either 1) allow the selection to excludes any parent items, (Select Only Material A, Material B,…
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Refer to Parent list
Hi, I'm new here and I'm not that experienced yet with Anaplan. My problem: I've created 2 lists. Prof_level5 tells me if it's a mortgage loans, consumer loan, professional loan or defaulted loan. Prof_level6 is a drill down of level 5, it contains for example more detail on the professional loans saying if it's an immo…
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Format Line Item as Versions
I am trying to use a lookup based on month to return versions. We have 12 versions one for each month in the current year. I was thinking I would create a mapping table with months as a dimension and format a line item as version to use a lookup. Is it possible to format a line item as versions. If not, any other…
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Weekly Auto-Number Updating
hi, I'm trying to find out the function that updates numbers on row automatically week by week. What I expect is that, from attached capture, if I put numbers on "customer request" on week1, then the numbers will move to "prev. customer request" automatically a week after. If anyone knows about this kind of function,…
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Populating Actuals with Forecasted Data
Good afternoon- I have a question for a customer asking that instead of overwriting forecast with actuals they would like to have forecast values populate Actuals when the switchover happens. Long story short is they do all of their adustments in forecast and would like to have the forecasted values populate actuals when…
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Formula in list or module
Hi, Background I’ve a CSV file, 300K to 400K lines, with 3 fields, “Salesperson”, “OrderID” and “OrderAmt”. This file is loaded into a list, “List_Orders”, which in turn drives a module “Module_Orders”. “Module_Orders” is 2-dimensional, with “List_Orders” in the columns field and line items in the rows field. It’s used to…
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ITEM(Versions) : Versions is not recognized as a hierarchy in the model
Good afternoon, I recently worked with the IF ITEM(Hierarchy) = Hierachy.HierachyItem THEN ... ELSE ... to aggregate calculation modules. Currently I want to do the same for the different calculations I made regarding actuals, forecasts, budgets on bases of input files. However, when using the formula: IF ITEM(Versions) =…
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User selected version comparison
Hi, I have a module in which variance calculations are executed on 2 static versions. However, I'd like to set up a variance module in which the user can select two versions from a list of versions to be used in the calculation. I've set up a 'Budget Selector' module with 2 line items (Budget #1 & Budget #2) and have tried…
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Circular reference: SELECT function
Hello, I'm currently working on a module, where one of the Rate list items is a difference of the other two, indicated in bold. The problem that occurs here is that I receive a circular reference error, because I'm changing the line item 'Prepay (Partial)'. However it would never circular refer to itself, because of the IF…
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How to detect with 1st date with condition
Hello, I'm tring to detect 1st date by per item(ex parts) with some condition. ex) Parts Inventory module (appling parts list, time) PartsLineitem1-Aug2-Aug3-Aug4-AugAInventory1010-1020BInventory-20-20-200CInventory102030-10 I want detect 1st negative date by each item, desireble result is as follows 1st shortage date…
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How to use collect function on a particular version?
Hi, I am trying to use Collect() function to collect a value on a particular version by using Line Item Subset ,but it is only collecting a value from only one version to other versions. Please suggest . Thanks in advance ....
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SUM Rows and not the Summary
Hello Everyone, I am new to Anaplan and I was wondering if there is a way to sum rows but not the Summary of them. For example in the module, in the rows I have the Employees List and in the Columns I have the Line Items and under these the Business Units Abbreviation List. In the Business Units Allocation Line Item it…
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Ratio to all & Ratio to parent within a list
Hi all, I have a module with a single multi-level list (category, subcategory, product). The 'all' level is called 'All Products' I need 'weight to parent' and a 'weight to all' line item formulas to use in my calculations. It's coming unstuck when i try to look up the 'denominator' for the weight calc. eg the value of the…
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Querying a Transaction log
I am using a numbered list as the dimension for a transaction log which stores changes to a people count line item applying to 7 dimensions (list items). The numbered list has each of the 7 list items as a property (format type list attached to the appropriate list item). I want to populate a line item that has been…
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How to multiple access control for 1 item
Is there any method of multiple access control for 1 item? ex. Supplier List (with selective access) Supplier A Supplier B Plant List (with selective access) Plant X Plant Y Item List Plant(Property)Supplier(Property) Item1Plant XSupplier A Item2Plant XSupplier B Item3Plant YSupplier A Item4Plant YSupplier B User Settings…
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Display Properties from a Numbered List
Is there a way to display across in a module, the "Properties" field names from a numbered list? In the list below there are four property fields I'd like to display across in a module in the "rows" section where currently there is just one column - first row is "Virus Protect."