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jdolich · ‎10-31-2017

+1 Kuddo for this question. It's one that I spent a lot of time with when I first started building planning models for merchandis planning (retail industry). Quick answer: There's no easy way to solve your problem using Anaplan unless there is an underlying equation that can be defined. I've not had much luck with trying to find optimal solutions. Longer answer: I couldn't tell precisely what you were trying to accomplish but it looked like you are discounting loans and FCF across time which means there's an underlying equation. Below is a job aid I created for our company that helps explain the different kinds of circular references: Algebraic - Same number of equations as unknowns. Anaplan can handle great. Circular - Multiple editable line items for same equation. Anaplan is okay, but you will need to add a lot of line items. Operations Research (optimal solves) - Anaplan not so great for these. Here's a handy diagram to help explain these three.

jdolich · ‎10-06-2017

+1 Kudo. Thanks for this. I keep forgetting we can export the blueprint to Excel.

jdolich · ‎10-05-2017

+1 Kudo. Thanks for this. I wrote up a job aid that is very similar for those that want to "save-off" their decisions (See attached). In the retail industry we use this for saving an original plan, last projection, etc... YOu might also consider adding an "action" to automate this process!

jdolich · ‎09-11-2017

I'd like to second this question. I can default my modules on the dashboard to any level but I can't seem to find a way to default the selectors. Looking forward to the responses to ths.

jdolich · ‎09-01-2017

Brilliant! Thank you. I was wondering if this could be done.

jdolich · ‎08-24-2017

How to copy your current plan to an original plan Please note: I took Peter Mcanena's idea in one of his posts and modified it to create this job aid. Step 1. Create a saved view of your current plan that exactly looks like the original plan module. Default View of Current Plan Saved View of the Current Plan called “OP Transfer View” Step 2. Go to the original plan and import the data from the saved view into the module. Original Plan before import. [Data][Import][Connect to AnaplanModel…] Select “Saved view” from the radio buttons. Then select your saved view. Run the import and ensure the data loads correctly. Moduleafter the import. Step 3. Create a blank dashboard and then save the action to the dashboard so it can be reused. [Actions][View][Publish to Dashboard] Give the action a meaningful name. Dashboard with action button Current Plan with Original Plan now loaded.

jdolich · ‎08-24-2017

Attaching a word document that shows how you might accomplish this, step by step. I'm sure there's also a way you can make this work for version but I generally only use version for Actual/FCST and for saving off Original Plans and Last Projections (not for LY, LLY). It's too expensive on space.

jdolich · ‎08-24-2017

Igor, Could you export your plan data out of your model to Excel (or some other database), shift your years, then reimport your plan data back in to an historical module in you rmodel as LY or LLY? I'm sure you can automate this process too, possibly with actions. No loss of data that way and you would only import the line items you wanted to keep, reducing the space requirements and not requiring you to add a bunch of years in your model you don't really need.

jdolich · ‎07-25-2017

Hi. I ran into the same problem. We keep changing goals and over-assign values throughout the videos. To match the video you must do the following: - Set Over-Assign sub-region percent back to 5% - Override NE Sub-Region Goal to $8,416,134 For the NE Sub Region Goal, alteratively, you can remove the mid-atlantic override of 6,000,000 which will get NE a little closer. I just chose to override NE to be exactly the same as the video.

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Circular references Cash flow planning

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Circular references Cash flow planning

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Job Aid: Copy Current Plan to Original Plan Using ...

Re: 201: Intermediate Model Build (section 17)

Re: Data Copy from One Time Period to Another Time...

Circular references Cash flow planning

Re: 201: Intermediate Model Build (section 17)

Re: Data Copy from One Time Period to Another Time...

Re: Default value for page selectors

Job Aid: Copy Current Plan to Original Plan Using ...

Circular references Cash flow planning

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Re: Data Copy from One Time Period to Another Time...

Re: Default value for page selectors

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