Anaplan can deliver the granular Profit and Loss Statement—that is, one with a more specific cut, like a per-channel or per-product P&L. Such reports offer specific insights that can lead to more targeted action. While the revenue part of such P&L's are often available (revenue data is often already collected with channel or product cuts), the expense portion can present challenges. For example, overhead expenses are collected in a department and are not readily associated with a channel or product. Allocation is the process by which such expenses are split, and in the case of our granular Profit and Loss statement, expenses are allocated to the cut being presented.
The basic allocation process is the multiplication of the source amount by a set of rates on the target cut, which should in principle sum to 100%. The simplest way to do so is to provide users with an input schedule. An overhead expense can then be multiplied to the allocation rate to get the allocated expense, and this can then be pulled into a granular Profit & Loss.
However, allocation is an exercise that often involves trial and error, and users don't often know allocation rates as much as they know allocation drivers. Allocation drivers are numbers that are naturally available on the target cut. For example, the business knows how many customers there are for a channel, or they know the historical Revenue of a product. Hence, these drivers can be used to calculate a natural allocation rate: driver amount per cut/ total driver amount. With this, we can build a dynamic allocation engine for users. Below, users can choose to either provide allocation Rates or select an allocation driver:
In another module, driver amounts are available to calculate natural allocation rates. Note that it's important that driver amounts are collected in the dimensionality of the cut we want.
The use case presented is a simple one, starting with an expense that needs to be allocated, and providing the user with options on how to do this. In particular, allocation drivers can be offered as an option to do this allocation naturally, without the user having to compute anything.
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As of today 5/6/2019, Anaplan does not allow you to transfer values of a line item with the dimensionality of Users to another of different dimensionality (say, Custom_Users), even with the use of a mapping (lookup) from Users to Custom_Users. The reverse is permissible: if the source is a line item of dimensionality Custom_Users, it can be brought into another with dimensionality Users using a mapping (lookup) from Custom_Users to Users. There's a distinction to be made, as sometimes, you do want the final working dimension to be a normal non-Users list (since that has a top level, etc.). In that case, the process would have been 1) input using Users-dimensioned line item, 2) transfer to Custom_Users, and 3) do calculations and reports using Custom_Users. Again, as of writing this is not permissible. I offer two workarounds: 1) Run an import process that transfers data from the Users-dimensioned to the Custom_Users-dimensioned. 2) Use Custom Users as the dimensionality, applying a filter with dimensionality Custom_Users x Users (TRUE if Custom_Users = Users). This ensures a User can only see his/her corresponding Custom_Users list element. I will be first to admit that neither are perfect, 1)'s disadvantage being dependence on a process to be run, and 2)'s disadvantage is requiring a Custom Users maintenance to Users, though this can be solved easily by using the same coding and doing a finditem. Let's hope some enhancement comes its way.
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Hi all, I'm having trouble with the Mailto: on google chrome opening gmail. I have set google chrome to open gmail for mailto: protocols. Test scenarios: * anaplan mailto on chrome - new tab opens momentarily, but never opens gmail BUT * non-anaplan mailto (a link on w3schools.com) on chrome- opens gmail on chrome with compose * anaplan mailto on internet explorer- opens gmail on chrome with compose * anaplan mailto on firefox- opens gmail on chrome with compose I have disabled popup blockers on chrome, but still I cannot open gmail. Have you guys experienced such problems? thanks!
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Hello! I notice that when I import, I can only append members from a selective-access list, that is, you never replace but just keep adding authorization. Is there anyway to delete an element or at least clear the authorizations before I add an element automatically?
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