In the US, Income Statements typically display both Revenue and Expenses positively.
Cost of Goods Sold 50
Gross Margin = 50
Since Anaplan's default aggregation behavior is to sum all children to derive the parent, it becomes challenging to calculate totals correctly while also displaying values that conform to customer Reporting standards. Assuming a multi-tiered Accounts list (likely ragged), what are some best practices to work around this issue?
I've used Line Items before for each Account, which allow for some more flexibility around display and formulas, however the line items are cumbersome to update as new Accounts are added to the source system that must also be included in Anaplan's account list.
I've also seen instances where 3 different line items are used, dimensionalized by an Accounts list to come up with a proper display. Line Item 1 = where data is input, both Revenue and Expenses input as positive. Line Item 2 = Converts expenses from positive to negative. Line Item 3 = For Level 0 list members, take the value from Line Item 1 and for parents, calculate the proper total by subtracting Line Item 2 from Line Item 1.
Curious if you've seen anything in your experience that gets around these issues.
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The Bulk Copy feature is great for copying data from one time period to another throughout the entire dataset of a Model. However, what if I just want to copy data from one time period to another in a particular module, and not for the entire Model?
In this example, I will show you how to copy data from 2016 to 2017 for a single module. Please see attached screenshots for further clarification.
In your Source module, create a Line Item called 'Time Line Item'. Format this Line Item so it matches with the time period that you want to copy data to in your Target. In my example, I would like to move all monthly data forward 1 year, from 2016 to 2017.
Pivot your Source data so your Line Items are in Columns and your Time Periods are in Rows. Save the view.
Pivot your Target data so your Line Items are in Columns and your Time Periods are in Rows.
Click on Import and select your Source Saved View
When configuring your import, point the 'Time Line Item' column to the default Timecale in the Target
On the Line Items tab of the import, match up the Line Items that you would like to copy data to/from and set the Time Period columns to <Ignore>
Run the import
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Hi All, We have a client that is exporting a large dashboard from Anaplan to a PDF. The report contains several hundred accounts in rows and monthly time periods in columns. Since the report spans multiple pages, we were wondering if it is possible to 'freeze the headers' upon exporting, so that the time periods show on each page of the PDF? This would be similar to the 'freeze panes' option in Excel. Is there built-in functionality that we may be missing, or can I log this as an enhancement request for subsequent versions? Thanks, Pete
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