Hi guys,
i need your help, im struggling with this, i will try to be as clear as possible .
i would like to know if its possible to achieve the following setting in anaplan.
the column 2 will be used as a follow up column to tell the end user how much they still need to dispatch. The total highlighted in black is the starting value that is allocated from january to december. The column 2 is supposed to display the remaining amount to be dispcatched for the period, the formula would be starting in february since january will be total for all month ( black highlighted cell) minus january's total :
Column 2 formula should go like this : target value at n = value from the previous cell ( to be allocated value at n-1) minus the total value at n (column 1) . with this, we will end up at zero for the last period ( december )
Thanks in advance
Yes, if you are using Native Time, then you can use the previous() function which you will need.
HI,
yes something like this. could you please explain or show what do you mean by native time? i tried using the time module i have with this formula but it didnt work.
i have this error : 'LAG' function may not be used if the result line item does not have a timescale
Yes, some people use a custom time list vs using the one that is native to Anaplan, which it looks like you are and I would question as why you aren't working with the "real" time list that is native to Anaplan. If you use the "real" time list/dimension, then the above will work because you can you the Previous() and LAG() functions which you can not use with custom lists.
With the error message you received , you are not using the "normal" time list, but rather a custom one.
Hope this helps,
Rob
Not a stupid question, I should have detailed it out better and now I just realized we can make it more peformant with less calculations (amazing what a good night sleep will do for you).
Create a SYS Time module using Time with the following line items:
Line Item | Format | Formula | Summary | TimeScale |
First Time Period | Boolean | LAG(1, 1, 0) = 0 | None | Month |
Month Only | Boolean | TRUE | None | Month |
FY Year | Year | item(time) | none | Month |
FY Year Bool | Boolean | TRUE | None | Year |
Month and FY Year | Boolean | Month Only or FY YEAR Bool | Formula | Month |
Create a module for your calculation, I called mine Allocation.
Create a line item for the input, mine is Data to be Allocated and is a number format.
Create another line item called Final $ with the formula:
IF 'SYS Time Filter - Month'.First Time Period THEN Data to Allocation[LOOKUP: 'SYS Time Filter - Month'.FY Year] - Data to Allocation ELSE PREVIOUS(Final $) - Data to Allocation
Notice, this is different from the original one because now I am looking for the First Time Period in the SYS Time Filter module and just referencing it instead of redoing the calculation again.
Hope that helps,
Rob
Look at your formats and compare them to mine. Or, put a picture of your blueprint when you respond so I can see what is going on.
Hi,
pics of the blueprint:
and the formula im trying to apply to allocation :
IF SYS TIME.First Time Period THEN Total VAT included[LOOKUP:SYS TIME.FY Year] - Total VAT included ELSE PREVIOUS (allocation) - Total VAT included
Thanks a lot for your time 🙂