Formulas
Select : 'INP02 Salary Details'.Salary[SELECT: Region.UK]
Sum: when the source is having line item which is list formatted and target is also having the same list
in the dimension {Sales Details.Count[SUM: Sales Details.Factory]}
Lookup: When the target is having line item in list formatted and same list as a dimension in the source
{'REV04 Price Growth Rates'.Unit Price %[LOOKUP: 'SYS04 Location Details'.Country, LOOKUP: 'SYS06
Product Details'.Product Family]}
Employee Model to calculate expenses
ISACTUALVERSION() Active Emp?
We create a reference model with rise in % 2 or 3…
For Pay rise:
IF ISACTUALVERSION() AND Active Emp? THEN 'INP02 Salary Details'.Salary ELSE IF Active Emp? THEN 'INP02 Salary
Details'.Salary * (1 + 'SYS 01 - Salary Parameters'.Pay Rise %) ELSE 0
For Bonus rise:
IF ISACTUALVERSION() AND 'INP02 Salary Details'.Active Emp? THEN 'INP02 Salary Details'.'Bonus/year' / 12 ELSE IF
'INP02 Salary Details'.Active Emp? THEN 'INP02 Salary Details'.'Bonus/year' * (1 + 'SYS 01 - Salary Parameters'.Bonus %) /
12 ELSE 0
For Pension:
IF 'INP02 Salary Details'.Active Emp? THEN 'INP02 Salary Details'.'pension/year' / 12 ELSE 0
For Travel:
IF Active Emp? THEN 'INP02 Salary Details'.'Travel/year' / 12 ELSE 0
>OFFSET(Values, -4, 0) it will give data of past or current or future
----{OFFSET(Value to offset, Offset amount, Substitute value)}
>LEAD(Values, 4, 0, STRICT) we can get the data of future
>LAG(Values, 4, 0, STRICT) we can get the data of past
>POST(Values, 3, 0) pushing value to the future
>IF condition THEN POST(Source, shipping weeks) ELSE 0
>POST(IF condition THEN Source ELSE 0, shipping weeks)
>MOVINGSUM(Values, 4, 6, MIN) sum of first 3, 4 ,5 … months, used in rolling forecast
>MONTHVALUE(Production cost)
>YEARVALUE(Production cost)
Time Functions:
Start date of the current period: CURRENTPERIODSTART()
current month: PERIOD(Start date of current period)
current year: PERIOD(Start date of current period)
previous year: current year – 1
future year: current year + 1
Time SUM: aggregate the value between two time period.
> TIMESUM(Line item to aggregate [, Start period] [, End period] [, Aggregation
method])
> TIMESUM('INP01'.'Number.of.units.sold', -1, 2, SUM)
> TIMESUM('INP01'.'Number.of.units.sold', -1, 2, AVERAGE)
> TIMESUM('INP01'.'Number.of.units.sold', -1, 2, MIN)
> TIMESUM('INP01'.'Number.of.units.sold', -1, 2, MAX)
For time and date:
https://help.anaplan.com/13d8b551-4e13-413b-a39f-
f25579d21e38-TIMESUM
>You can only provide a latter argument if you provide all prior arguments.
>The result line item must be the same format as the Line item to aggregate argument.
>The Start period and End period arguments only support number- and time period-
formatted values.
>You must define a Current Period in Model Settings to use a numeric value for the Start
period or End period arguments.
OFFSET
MOVINGSUM
MOVINGSUM returns values over a changing time range. For each time range included, it aggregates
the sum of values found.
You could use MOVINGSUM to create a rolling, aggregated forecast based on weekly sales results.
>MOVINGSUM(Line item to aggregate [, Start period] [, End period] [, Aggregation method])
START()
END()
CURRENTPERIODSTART() = START()
CURRENTPERIODSTART()
START() < Current Period Start
START() >= Current Period Start
START() >= Current Period Start
For Forecast>>IF 'SYS00 TIme Settings'.Forecast Period? THEN YEARVALUE('REV05
Price Growth Rates Staging'.Unit Price %) ELSE 0
Increase by %>>'REV02 Volume Inputs'.Volumes * 'REV01 Price Book'.Unit Cost * (1 +
Unit Cost Growth %)
