About MarkT83

MarkT83 · ‎12-12-2019

Thanks @nathan_rudman & @Jared Dolich I have been creating duplicate's of key modules, with 1 being Plan & the other Variance. In the Plan Modules I zero out values & then Import the data from the Forecast module (which at the time is the same as the Plan) using a saved view which is only the future Plan period, then I create the Variance module by inputting a formula of Forecast module less Plan module This is a bit cumbersome/time consuming but it only needs to be performed once a year & it allows for detailed variance analysis vs plan

MarkT83 · ‎12-10-2019

Hi team, Wondering what everyone does when creating Forecast (Actual + Plan) v Plan modules for P&L use cases. More specifically I am asking whether people 1) Take a copy & create a new version of the Plan P&L at the time of finalisation of the Plan P&L, keep the Swtichover as July (For June Financial Year End periods) & then use the Variance Version to compare Forecast v Plan as the year progresses 2) Create Plan & Variance modules within your current version & import the Plan data into those modules as static values (no formula) Ideally Option 1 is preferred but we are updating & improving our model frequently & hence the Plan values will change if any calculation is adjusted & hence we have used method 2 for the current financial year Does anyone else have the same issue & if so what are your solutions? Thanks Mark

MarkT83 · ‎12-09-2019

Hi Nathan, EM41 - #Job Role line item below Thanks

MarkT83 · ‎12-08-2019

I have isolated the problem to the [ SUM: 'EM25 - Employee Expenses'.'#Job Role'] portion of the below formula 'EM25 - Employee Expenses'.'Salary (Used)'[ SUM: 'EM25 - Employee Expenses'.'#Job Role'] I cannot understand why the error is occuring when I untick 'Use Switchover' in EM46 My understanding would be that the value in the versions other than Actual would continue to be generated using the formula from those versions, rather than the Actuals version value flowing through for any Time Period pre Current Period

MarkT83 · ‎12-06-2019

Hi Tomasz, Please see screenshots below Thanks

MarkT83 · ‎12-04-2019

Hi Nathan, No they are both fine too For transparency I have included all the Line Item detail below Thanks for your help Formula Line Item EM25 Referenced Line Items EM45 Referenced Line Item

MarkT83 · ‎12-04-2019

Hi Nathan, No both referenced Line Items have the formula scope of All Versions Thanks

MarkT83 · ‎12-04-2019

Hi team, I have a Line Item where the Formula Scope = All Versions & Use Switchover = True. When I turn the Switchover off I receive a 'Formula is invalid' error I have tried removing the formula, setting Switchover to False & return the formula by the same error ocurrs I cannot see why this error would be happening. My understanding is that nothing changes in the calculation except that it now applies to all the Time Periods rather than 'Current Period' plus future months? Thanks Mark

MarkT83 · ‎12-02-2019

All good The logic is: - At the beginning of a budget period we have a listing of current employees & forecast to be hired employees - We want all employees to be assigned a #role because in effect we are budgeting for a role rather than an employee. Therefore in the future if an employee leaves & is replaced etc we can view the actual v budget by #role rather than employee & mimimise the number of list items to analyse - This #role will also roll up into a #group listing (for situations where 1 role may replace 2 budgeted roles) but this is out of the scope of this discussion We would like to assign the #role at the beginning of the budget period in an automatic fashion where: - All employees that have a categorisation of New/Existing role will be allocated a #role from the list (the list item itself is not important as it is purely used to identify the role) - Replacement role employees will take the role of their predecessor - Any future employees added (New/Existing only) would be allocated a unused #role from the list All these roles could be reset at the beginning of the next budget period as they are only relevant for 1 year I hope that provides enough colour on what we are trying to achieve I appreciate your advice & guidance! Mark

MarkT83 · ‎12-02-2019

Hi Nathan, Thanks, that is a fantastic solution for the 'First Unallocated Job Role' line item but unfortunately I need to then allocate each of those roles to Employees but currently it is only allocating the 1st unallocated role across everyone The end aim was to have #Job Role #4 allocated to Employee 1, #Job Role #7 allocated to employee 2 and so forth You stated below that I would need to add a dimension but would that not double up the roles - e.g. Job #4 could go against Finance & Sales? What I am trying to do may not be possible & could require a manual workaround?

MarkT83 · ‎12-02-2019

Hi Team, I'm trying to allocate unused #Job Roles to an Employee list through a Boolean identifier but cannot figure out what method I should use The scenario is: - I have a list of #Job Roles & a boolean line item which indicates which list items have not been allocated to employees (Module EM43) - I have a list of Employees & a line item (formatted as #Job Roles) (Module EM42) - I cannot figure out which formula to use so that 'Employee 1 - #337' would be allocated #Job Role #4 (The 1st Not Allocated), Employee 2 - #338 allocated #Job Role #7 etc Any help would be most appreciated! Mark

MarkT83 · ‎12-02-2019

Thanks Nathan - definitely useful to know when counting the frequency of occurrence of list items

MarkT83 · ‎12-02-2019

Thanks Kavin! - Great solution. Gives me a better understanding of how to use x[ANY:y]

MarkT83 · ‎12-02-2019

Hi team, I have a list of #Employees & am allocating a #Job Role to each of them (results in module EM23) & want to highlight which list items in the #Job Role list have not been allocated to a #Employee in module EM23 I tried using FINDITEM (see below in EM43) but this not returning anything due to it being dimensionalised by #Job Role. Is there anyway of performing this check - feel like there is but I am on the wrong track! Thanks!

MarkT83 · ‎11-21-2019

Thanks @ ArunManickam

MarkT83 · ‎11-21-2019

Hi team, Does Anaplan clear the cell 'Show History' data when a copy of a model is created? I am looking at a model that was created via a copy of another model & there is empty history in cells that have been changed recently (prior to the model copy) Thanks

MarkT83 · ‎10-15-2019

Thanks heaps @DavidSmith , @nathan_rudman & @kavinkumar for the detailed explanations! I'll work through it and revert back if any issues Mark

MarkT83 · ‎10-13-2019

Hi @kavinkumar . Thanks for the quick reply 1) Can you help & explain how the top level would work? Even if you had a top level 'All Currencies' & then you had a subset of the currency list in the calculation module, say AUD, when you referenced the original module it would return the sum of all the currencies in their nominal/input value which is not a useful. The nominal/input values need to be translated from the input currency to AUD & then Summed 2) Don't think this calculation works as each Select statement that is performed to obtain a particular currency value needs to be translated using another select statement (again the currency). There is no overarching value or relationship that I can see that we drive a dimensional value return Thanks! Mark

MarkT83 · ‎10-13-2019

Hi team, I have a Currency list that has no parent/top item & an input module whereby the user will enter the data into the Currency dimension. In a secondary module I want to convert all those currency values entered by the user into 1 currency. I can only get this to work at the moment by not having a currency in the 2nd module/having a subset of the currency list item I require & creating a manual formula whereby I select each currency type & converting it to the required currency (again by using a select item). I'm aware that this is not a scaleable solution & breaks some of the best practices but I'm having difficulty in finding a more dynamic solution, does anyone know a more robust manner to reference items within the same list that do not have a parent?

MarkT83 · ‎10-09-2019

Thanks @ArunManickam & @a.dilieto

MarkT83 · ‎10-07-2019

Hi Team, Wondering if there is a way to align Dashboard header rows where the Modules are not the same width? I am trying to align the far right so the 1st row is align with the left and middle modules Thanks Mark

MarkT83 · ‎10-06-2019

Hi @ArunManickam & @usman.zia , I achieved my aim by creating another Line Item with the Lag formula and therefore on my % movement Line Item I could reference both line items (thereby referencing the current period & prior period) & also being able to set the summary to Formula Thanks for your assistance!

MarkT83 · ‎10-03-2019

Nice one @DavidSmith Thanks

MarkT83 · ‎10-03-2019

Hi Team, I'm attempting to create a Period on Period % movement in a module using multiple dimensions but I require the summary level/top level to still calculate using the formula rather than Summing all the lower node %'s. When I change the Summary method to % I receive an error I have tried using Period, Lag & also Lookup for the prior month as a line item in the current module Is there a way I can display the % movement as a formula for all cells? Thanks

MarkT83 · ‎10-02-2019

Thanks @nathan_rudman App downloaded & checking it out Mark

MarkT83 · ‎10-02-2019

Thanks @ArunManickam I was incorrectly thinking the PERIOD function would only return the month of the date, rather than the Time Period selected as the list value! Mark

MarkT83 · ‎10-02-2019

Thanks Nathan & Arun. I have a Time Filter module but I was asking more specifically as to how to convert a date/period & return the FY? Cheers Mark

MarkT83 · ‎10-02-2019

Hi Team, I'm trying to extract the FY from a date. In our world the Fiscal years run from July to June & hence 1/07/19 would be FY20 I could convert the date to a Time Period & have a separate module that maps the Time Period to FY but I thought that might be overkill? Many thanks Mark

MarkT83 · ‎10-01-2019

Hi @jnoone Thanks for the reply! I tried changing the script as per the AP connect instructions & creating the shortcut but still receiving the same error. Once I have created the shortcut am I meant to run the shortcut or the original file? Attached are the full versions of my script & Shortcut Appreciate your help! Mark Thanks!

MarkT83 · ‎09-29-2019

Thanks Vignesh! - I understand how the scripting is working now