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leo_tadjudin_1 · ‎01-24-2018

Thanks for sharing, Jason!

leo_tadjudin_1 · ‎10-22-2017

Hi Yiping, If you want 18 months rolling, at least 2 years worth of time (1 current, 1 future) assuming you are capturing the actual as well. Hope that helps. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

@Sai @harish_bk you could refer to Time Filters app available in Anaplan App Hub for your reference. https://apphub.anaplan.com/time-filters-app.html Hope it is helpful. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

@Sai all the tools available on the dashboard is accessible via the blue triangle on the grid. For example: Copy Across is available via Edit - Copy Across, etc. There is no Undo in Anaplan. If the user wants to know what was the previous value in the input cell, they can do right-click and View History to check the previous input. They can either re-input the value or Copy (Ctrl C) and Paste (Ctrl V) the value into the cell again. Hope it is helpful. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

@karank to give a quick answer, the rule of thumb is that all things that need to be calculated have to be a line item. In your case, it is both rows and columns. The 1st column is just a grouping which you could just combine with the 2nd column. Once you get the values in the rows calculated, you can create a Line Item Subset and then create a new module using the newly created Line Item Subset and the line items would be the ones shown in the column and 1 more line item with COLLECT() formula. This might be too high level but you would need at least two modules where one is calculating the measures shown on the rows then the second one to display the items separately and perhaps do additional calculations on top of the 1st module. Hope it is helpful. Let me know if this works. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

@yapchunkee to add on @Stan input, you could refer to our App Hub for application showing similar functionality. The key is to set a saved view with filter to avoid only showing specific months and years when dealing with dynamic charting. Please find the link to the Dynamic Charting app below. https://apphub.anaplan.com/dynamic-charting-in-anaplan.html Hope it helps. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

Agree with Joris. Meanwhile, I would advise to use Module pages as selection rather than Page Selectors since you could set a default on this in the dashboard settings. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

@yqian @RdenUijl There is an app in Anaplan App Hub which shows how Rolling Forecast could be implemented. You might want to check it out. Please find the link to the app below. https://apphub.anaplan.com/rolling-forecast.html Hope it helps. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

@bdeaton Have you tried to submit ticket to support@anaplan.com ?

leo_tadjudin_1 · ‎10-04-2017

@Prateek_S someone just posted a Job Aid that might be useful to give that impression of locking. This is assuming the "locking" is required only for specific line items. https://community.anaplan.com/t5/Anaplan-Platform/Job-Aid-Copy-Current-Plan-to-Original-Plan-Using-Actions/m-p/22319#M396 Another way is to play with access right if the "locking" is required on module level. The original import could be done into a module which is given WRITE access only for Model Admin and READ for all users. Hope it helps. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

@jdolichThanks for posting this. Just to avoid a Warning or Error message, you might want to consider removing the summary from the saved view. You could use boolean and set Summary as None as one of the filters to hide the Summary items from the Saved View.

leo_tadjudin_1 · ‎10-04-2017

Hi Krutland, Is it possible to arrange the list into 3 columns info: Name, Code and Parents? Anaplan will automatically build the hierarchy accordingly without you have to break it into multiple column by Level. This is if you are trying to make the hierarchy as Flat hierarchy. If you want to make it into Composite hierarchy, all you need to do is run the import (name, code, parent) per level with other level as Parent. You can use the link below as reference Employees L5, is assigned a parent, Sub-Depts L4. Sub-Depts L4 is a child of Departments L3. Departments L3 is a child of Region L2. Region L2 is a child of Geo L1. https://community.anaplan.com/t5/Modeling/List-Hierarchies/ta-p/12364/jump-to/first-unread-message Hope it helps. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

Agree with Adam and Joris. The Category seems to be a legacy placeholder for something which ends up not being used at all.

leo_tadjudin_1 · ‎10-04-2017

Hi, Are you trying to put all these in the same module? I would recommend to use numbered list with Spend Category as Parent of the numbered list. You can then add 5 items under Consulting and 10 items under Marketing. You could link the Display property as formula to a module with Text formatted line item. If you are not familiar with how to use Numbered List, use the following link as your reference. https://community.anaplan.com/t5/Modeling/Numbered-Lists/ta-p/12358/jump-to/first-unread-message Let me know if it is helpful. Thanks, Leo

leo_tadjudin_1 · ‎10-04-2017

Hi Wei Lun, Trust that you are well. Assuming that you are trying to rank the text line item based on the A-Z or Z-A sorting, there's a workaround: 1. Create a view with the text line item as the sort (A-Z or Z-A) 2. Use the view as the source for the new import to a staging list of the text in the line item, in which the list would be sorted accordingly 3. You can create the following properties: COUNT and RANK Formula would be COUNT = 1, RANK= RANK(COUNT, ASCENDING, SEQUENTIAL) 4. Use the Rank property accordingly with LOOKUP to the List formatted line item with the following formula FINDITEM(Staging list, text line item) 5. Create a process with Delete Action and the Import to Staging List and run it everytime the ranking needs to be updated when new text line item is updated. Assuming that you are trying to quantify the text line item based on the number of times the text appears then you can use SUM and LOOKUP combination. You can use the Staging List approach and SUM property to count the number of times the text appears. Then use the SUM property as reference for Ranking. Give it a try and let me know if it works. Thanks. Leo

leo_tadjudin_1 · ‎10-04-2017

There's another discussion with sample of .sh and .bat files used to solve this same issue. https://community.anaplan.com/t5/Formulas-Functions/Today-s-Date/td-p/867

leo_tadjudin_1 · ‎10-04-2017

Thanks Greg!

leo_tadjudin_1 · ‎07-05-2017

Hi Emily, Do you have the .bat version instead of .sh? Thanks. Leo

leo_tadjudin_1 · ‎10-12-2016

Hi there, Have you tried renaming the Actual version into Forecast and vice versa? If you want the effect to be in reverse, changing the name should do the trick. But it would be interesting to understand what is the logic behind this. Hope that helps. Thanks, Leo

leo_tadjudin_1 · ‎10-12-2016

Glad I could help. 🙂

leo_tadjudin_1 · ‎10-12-2016

Hi Brian, Easy way to segregate the two is by creating a separate view. One for the current month and the other for the current quarter. You can refer them upon the connection definition. Hope that helps. Thanks, Leo

leo_tadjudin_1 · ‎10-12-2016

Hi there, Would you be able to share how long is your waiting time? I just loaded a sample 400k sales orders with your example and it took about 2,5 -3 mins depending on your internet speed. IMHO, the waiting time is to load data into Anaplan from your data location, not so much to process the calculation. I don't think you can't avoid the loading of sales order ID but you could always avoid duplicating the information in multiple places like both in list and module. For formula of Country, you could always create it in list but for Amt it is better in module. This would make your formula building experience less tricky. I am sharing some of my screens with you below for reference. Not sure if it was of any help. Thanks, Leo

leo_tadjudin_1 · ‎10-12-2016

Hi Lara, I don't think there are any changes to the formula addressing working days in a month. You could always use WEEKDAY formula and Holiday mapping (dependent to year and region) to address this. I have attached a sample screens below in which I used to address number of working days in a month. Hope that helps. Thanks, Leo

leo_tadjudin_1 · ‎10-12-2016

My pleasure 🙂 Glad I could help.

leo_tadjudin_1 · ‎10-12-2016

Hi there, I guess you might have figured out the solution but just wanted to pointed out why Anaplan doesn't accept FC2 initially. I noticed that whenever there is character other than text such as numbers or special characters, Anaplan will automatically put single quote before and after the line items. However, in Versions there is no way to point and click the version when creating the formula (same goes for list property formula), so we have to be aware to put the single quote before and after the item which has number/special character in its name. I know it is pretty obvious but some of the new users might not be aware of this. Thanks, Leo

leo_tadjudin_1 · ‎10-12-2016

Hi Oba san, My solution is similar to Oleg's but more using predefined steps. Although you already have the access to the model, I would still post the screens for everyone's benefit.

leo_tadjudin_1 · ‎06-21-2016

Hi Maria, I am not sure if I get your question. Are you referring to a property item in a list? The line item used to link it needs to be in the same format. Do let me know the scenario and I'll try to give suggestions for that. Thanks, Leo

leo_tadjudin_1 · ‎05-11-2016

Hi Becky, I would recommend to contact the Support Team by sending email to support@anaplan.com with details / screenshots for quick response. Hope that helps. Thanks. Leo

leo_tadjudin_1 · ‎04-26-2016

Hi Philip, Using Page Selectors combined with Time Synchronization might not be the most effective way since the nature of the two are different. Below is the definition of Synchronization & Page Selector in Anapedia. In Summary, Synchronize is to show members of a summary item while Page Selectors are to select a specific intersection of data. Perhaps if you could try out the following example, it might help you to understand on what to expect. This is based on 1 module and page selectors in that module (Rep & Time). Changing the month in page selector will change the 3rd table down below since the month in that table is in the page, not row/column. Meanwhile, if you choose say Q3 2015 from Page Selector or by selecting Q3 2015 from 1st table, it will synchronize the 2nd table to show Q3 with the months associated to it and show Q3 at 3rd table. If you choose Dec 2015 in Page Selector, it will only change 3rd table down below and leave 2nd table at Q3 breakdown. So these are two different purposes. Give it a try and see if it makes any sense. I typically would just leave the page selectors out of the dashboard and just leverage on the ones on the module page selection. I don't think it is a bug but I might be wrong too. :D Thanks, Leo

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