The main benefits of Anaplan are its incredible features that help businesses make informed decisions, capabilities that support collaborative planning, a flexible and powerful in-memory engine, and intuitive and user-friendly interface.
Anaplan is a comprehensive and robust organizational planning platform that aids big companies and organizations in making important, intelligent business plans and decisions by allowing them to accumulate and access significant business data easily. This software analyzes business performance data, which the decisionmakers or managers can employ when moving forward. The software generally covers enterprise-wide processes and single usages. With Anaplan, businesses and organizations can make sure that everyone involved in the decision-making is on the same page. It allows decision-makers to collaborate with ease, resulting in a faster process of finding resolutions to issues at hand.
Modules are the components of each Anaplan model. These are comprised of line-items, timescales, list dimensions, and pages.
Anaplan's modular approach lets decision-makers in Sales, Finance, Supply Chain, HR, Marketing, and other business units model their unique organizational structure. But you can also connect these models to compare, connect and calculate the relationships between them.
Anaplan chose to engage Google Cloud Professional Services for building two customer prototypes that used ML to enhance predictive planning methods.
Numbered lists contain list items with unique identifiers. Create any lists you might need in General Lists in the model settings bar. When you convert a list to a numbered list, existing list items change to numbers. Learn how to preserve list item names before you convert a list.
Anaplan's connected planning platform enables organizations to accelerate decision-making by connecting data, people, and plans across the business.
To import into a module with a numbered list:
| Title | Description |
|---|---|
| ALL |
The ALL aggregation function returns a TRUE result for all values that match specific Boolean criteria in a source module. |
| ANY |
The ANY aggregation function returns a TRUE result for any value that matches specific Boolean criteria in a source module. |
| AVERAGE |
The AVERAGE aggregation function takes a set of values from a source module and returns the mean average in a result module. |
| FIRSTNONBLANK |
The aggregation function FIRSTNONBLANK returns the first value of a line item found for a given list item or time period. |
| LASTNONBLANK |
The aggregation function LASTNONBLANK returns the last value of a line item found for a given list item or time period. |
| MAX |
The MAX aggregation function returns the maximum value from a line item in a source module. |
| MIN |
The MIN aggregation function returns the minimum value from a line item in a source module. |
| SUM |
The SUM aggregation function sums values in a result module based on mapping from a source module. |
| TEXTLIST |
The TEXTLIST aggregation function returns a collection of text values as a comma-separated value. The values returned are based on mapping from a source module. |
| Title | Description |
|---|---|
| AGENTS |
The AGENTS function calculates the number of servers (or agents) needed to fulfil requests within a target time. |
| AGENTSB |
The AGENTSB function calculates the number of servers required to answer a specified percentage of calls (or SLA) within a busy period. |
| ANSWERTIME |
The ANSWERTIME function calculates the minimum hold time required to answer a certain percentage of calls, or service level agreement (SLA). |
| ARRIVALRATE |
The ARRIVALRATE function calculates the maximum interval between requests possible while processing a specified percentage of these requests. |
| AVGDURATION |
The AVGDURATION function calculates the required average duration of calls in order to answer a certain percentage of calls, or service level agreement (SLA). |
| AVGWAIT |
The AVGWAIT function calculates the average waiting time for a request or call to be processed. |
| ERLANGB |
The ERLANGB function determines the probability of a request being blocked given a specified number of servers, arrival rate of requests, and the average service duration. |
| ERLANGC |
The ERLANGC function determines the probability of a request being placed in a queue given a specified number of servers, arrival rate of requests, and the average duration to process requests. |
| SLA |
The SLA function calculates what percentage of calls must be answered within a target answer time, or service level agreement (SLA). |
| Title | Description |
|---|---|
| COUPDAYBS |
Use the COUPDAYBS (coupon days before settlement) function to calculate the number of days from the beginning of the coupon period until its settlement date. The number returned includes both the first day of the period and the settlement date. |
| COUPDAYS |
Use the COUPDAYS function to return the number of coupon days in the coupon period that contains the settlement date. |
| COUPDAYSNC |
Use the COUPDAYSNC function to calculate the number of coupon days from the settlement date until the next coupon date. The number returned excludes the settlement date and includes the last day of the next coupon period. |
| COUPNCD |
The COUPNCD function calculates the next coupon date after a settlement date. |
| COUPNUM |
The COUPNUM function returns the number of coupons payable between a settlement and maturity date. |
| COUPPCD |
The COUPPCD function calculates the previous coupon date before a settlement date. |
| CUMIPMT |
The CUMIPMT function calculates the cumulative interest paid on a loan over a period given equal payments made to the balance. |
| CUMPRINC |
The CUMPRINC function calculates the amount of principal paid on a loan over a period, given consistent, equal payments. |
| DURATION |
You can use the DURATION function to calculate the Macauley duration for an assumed parity value of 100 monetary units. The Macauley duration is the weighted average maturity of cash flows. That is, the weighted average distance to payment. It's used to measure a bond price's response to changes in yield. A higher Macauley duration value indicates a riskier investment. |
| FV |
The FV function calculates the future value of an investment. The future value is the lump sum or closing balance received at the end of an investment. |
| IPMT |
The IPMT function calculates the amount of interest to be paid on a loan in a given payment period. The function assumes a consistent interest rate and payment timings in each period. |
| IRR |
The IRR function calculates the internal rate of return for a series of positive and negative transactions. It can be used either with all transactions over a timescale, or with specified transactions on certain dates. |
| MDURATION |
You can use the MDURATION function to calculate the modified Macauley duration for an assumed parity value of 100 monetary units. The modified Macauley duration expresses the measurable change in the value of a bond in response to a change in interest rates. The result represents the effect that a 1% change in interest rates will have on the price of a bond. |
| NPER |
The NPER function calculates the required number of periods to achieve a certain value for a loan or investment. This is based on a given interest rate, consistent payments, and opening and closing balance. |
| NPV |
The NPV function calculates the net present value for a series of positive and negative transactions with a constant interest rate. |
| PMT |
The PMT function calculates the payments due for a loan or annuity over a specified number of periods, given a consistent interest rate and payment amount. |
| PPMT |
The PPMT function calculates how much of a payment is allocated to its principal part rather than interest. The function assumes a consistent interest rate and payment timings in each period. |
| PRICE |
The PRICE function calculates the price per 100 monetary units invested for a bond that pays periodic interest. |
| PV |
The PV function calculates the present value of an investment or the principal value of a loan. |
| RATE |
The RATE function calculates the interest rate for a loan or investment based on length, payments, and present and future value. |
| YEARFRAC |
Use the YEARFRAC function to calculate the fraction of a year between two dates (inclusive of the start date, exclusive of the end date). The function uses a basis (day-count convention) to count the number of days between these dates, and then divide that number by the basis. |
| YIELD |
Use this function to calculate the yield to maturity (YTM) of a bond. |
| Title | Description |
|---|---|
| COMPARE |
The COMPARE function compares text values. If they're the same, it returns 0. If the first text value is greater, it returns 1, and if the first text value is less, it returns -1. |
| IF THEN ELSE |
Tests a Boolean argument and returns one of two results based on whether it is true or false. |
| ISACTUALVERSION |
The ISACTUALVERSION function returns a TRUE result for the version that is set as Actual in a model. It returns FALSE for all other versions. |
| ISANCESTOR |
The ISANCESTOR function takes two list or time period values. It returns a Boolean value of TRUE if the first is the ancestor of the second. An item is the ancestor of another if it is at a higher level of a list hierarchy. |
| ISBLANK |
The ISBLANK function returns true for values that are blank. |
| ISCURRENTVERSION |
The ISCURRENTVERSION function returns a TRUE result for the version that is set as Current in a model. It returns FALSE for all other versions. |
| ISFIRSTOCCURRENCE |
The ISFIRSTOCCURRENCE function returns a Boolean value of TRUE for the first occurrence of a value in a list dimension. |
| ISNOTBLANK |
The ISNOTBLANK function returns a Boolean result for values that are not blank. |
| LOOKUP |
Use the LOOKUP function to look up values in a source module or list and display the values in a target module. |
| SELECT |
Use the SELECT function to return values from a given list item or time period. |
| Title | Description |
|---|---|
| CODE |
The CODE function returns a list item's code. |
| COLLECT |
Use the COLLECT function in a module that includes a line item subset to pull the source line item values into the module. |
| CURRENTVERSION |
The CURRENTVERSION function returns the value from another line item for the version that is set as Current in a model. |
| FINDITEM |
The FINDITEM function searches for a text value within the names and codes of the items or time periods in a given list or Time respectively. If the FINDITEM function finds a match, it returns the corresponding list item or time period. |
| ITEM |
When used with a list, the ITEM function returns the list item that applies to each cell. When used with Time, it returns the time period that applies to each cell. |
| NEXTVERSION |
The NEXTVERSION function evaluates the given expression using the next version. |
| PARENT |
The PARENT function returns the parent item of list items and time periods. |
| PREVIOUSVERSION |
The PREVIOUSVERSION function evaluates the given expression using the previous version. |
| RANK |
The RANK function evaluates a set of values and assigns sequential rankings starting at 1. |
| RANKCUMULATE |
The RANKCUMULATE function ranks values and then cumulates values in order of the ranking. It can perform ranking separately across different groups. |
| VALUE |
The VALUE function converts text values that represent numbers to numbers. |
| Title | Description |
|---|---|
| ABS |
The ABS function returns the absolute value of a number. The absolute value of zero or a positive number remains the same. The absolute value of a negative number is the same number without the negative sign (the positive version). |
| DIVIDE |
Use DIVIDE to divide one number by another. |
| EXP |
The EXP function raises the mathematical constant e, or Euler's number, to the power you specify. |
| FIRSTNONZERO |
The FIRSTNONZERO function searches through two or more numeric arguments and returns the first value that is not zero. |
| LN |
Use the natural logarithm (LN) to work out the length of time it takes to achieve a unit of growth. LN returns the natural logarithm of a number, based on the constant e. This function is the inverse of the EXP function, which raises e to the nth power. |
| LOG |
The LOG function returns the logarithm of a number to the base you specify. |
| MAX |
The MAX function returns the maximum from a set of values. For a number, it returns the maximum value. For a date, it returns the latest date. |
| MIN |
The MIN function returns the minimum from a set of values. For a number, it returns the minimum value. For a date, it returns the earliest date. |
| MOD |
The MOD function returns the remainder when one number is divided by another, or modulo. |
| MROUND |
The MROUND function rounds a value to the nearest multiple of a number. |
| POWER |
The POWER function raises a number to the power you specify. |
| ROUND |
The ROUND function rounds a value to a specified number of decimal places, an integer, or a power of 10. |
| SIGN |
The SIGN function returns the sign of a number (whether it's positive, negative, or zero). The SIGN function returns 1 for positive numbers, 0 for zero, and -1 for negative numbers. |
| SQRT |
The SQRT function calculates the square root of a number. |
| Title | Description |
|---|---|
| FIND |
The FIND function searches for the first occurrence of a text value within another one. If the text contains the specified characters, the function returns a number. This number indicates the position of the first occurrence of the text value searched for. |
| LEFT |
Extracts a string of characters from text, starting from the left. |
| LENGTH |
The LENGTH (or LEN) function returns the number of characters in a text string. |
| LOWER |
The LOWER function converts text values to lowercase. |
| MAILTO |
Use the MAILTO function to generate clickable links that send an email. You can specify recipients, subjects, and body text. |
| MAKELINK |
The MAKELINK function generates clickable links in a module. |
| MID |
Extracts a number of characters from a text string, starting from a character you select. |
| NAME |
Use the NAME function to convert data from a list item to text. |
| RIGHT |
Extracts a string of characters from text, starting from the right. |
| SUBSTITUTE |
The SUBSTITUTE function finds all occurrences of a text value within another one, and replaces them with a given value. |
| TEXT |
The TEXT function converts numeric values to text. |
| TEXTLIST |
The TEXTLIST function concatenates a series of text values into a single text value. |
| TRIM |
The TRIM function removes all leading and trailing spaces, and extra spaces between words in a text string. |
| UPPER |
The UPPER function converts text values to uppercase. |
| Title | Description |
| ADDMONTHS | The ADDMONTHS function adds a number of months to a date. |
| ADDYEARS | The ADDYEARS function adds a number of years to a date. |
| CUMULATE | The function CUMULATE adds values and returns a number. By default, the values are added across a time period. You can also choose to add values across a list. |
| CURRENTPERIODEND | The CURRENTPERIODEND function returns the end date from a model's current period. |
| CURRENTPERIODSTART | The CURRENTPERIODSTART function returns the start date from a model's current period. |
| DATE | The DATE function forms a date from values that represent the year, month, and day. |
| DAY | The DAY function returns the day from a date as a number between 1 and 31. If the day is blank, it returns 0. |
| DAYS | The DAYS function returns the number of days in a given time period. |
| DAYSINMONTH | The DAYSINMONTH function returns the number of days in a month you specify. |
| DAYSINYEAR | The DAYSINYEAR function returns the number of days in a year you specify. |
| DECUMULATE | The DECUMULATE function calculates the difference between the values of the current and previous periods. |
| END | The END function returns the last date of a time period. |
| HALFYEARTODATE | The HALFYEARTODATE function cumulates values from a single numeric parameter, over a half-year period. The HALFYEARTODATE cumulation starts at the Fiscal Year Start Month as selected in the Model Calendar, and resets every half-year. |
| HALFYEARVALUE | The HALFYEARVALUE function references another line item and returns the half-yearly time summary in place of the detail value. |
| INPERIOD | The INPERIOD function returns a TRUE result for a date that falls under a time period or a module's Time dimension. It returns FALSE for all other dates. |
| LAG | LAG returns a value from a period in the past. |
| LEAD | LEAD returns a value from a period in the future. |
| MONTH | The function MONTH converts a date or time period to a month in number format. |
| MONTHTODATE | MONTHTODATE cumulates values from a single numeric parameter, within a monthly time range. |
| MONTHVALUE | The MONTHVALUE function references another line item and returns the monthly time summary in place of the detail value. |
| MOVINGSUM | MOVINGSUM returns values over a changing time range. For each time range included, it aggregates the sum of values found. |
| NEXT | The NEXT function returns the value from the next period in the Time dimension. |
| OFFSET | OFFSET returns a value from a period before or after the current period. |
| PERIOD | The PERIOD function converts a date to a time period. |
| POST | The POST function pushes a value a set number of periods into the future. |
| PREVIOUS | The PREVIOUS function returns the value from the previous period in the Time dimension. |
| PROFILE | The PROFILE function multiplies values over time based on a series of numbers, or profile. The profile does not require a time dimension. |
| QUARTERTODATE | QUARTERTODATE accumulates values from a single numeric parameter, within a quarterly time range. |
| QUARTERVALUE | The QUARTERVALUE function references another line item and returns the quarterly time summary in place of the detail value. |
| SPREAD | The SPREAD function divides a value evenly over a number of time periods. |
| START | The START function returns the first date of a time period. |
| TIMESUM | Aggregates values between two time periods. |
| WEEKDAY | The WEEKDAY function converts a date to a number between one and seven, representing the day of the week. |
| WEEKTODATE | WEEKTODATE aggregates the daily values within a week from a single numeric parameter. WEEKTODATE resets after the last day of the week. |
| WEEKVALUE | The WEEKVALUE function references another line item and returns the weekly time summary in place of the detail value. |
| YEAR | The function YEAR converts a date or time period to a year in number format. |
| YEARTODATE | YEARTODATE cumulates values from a single numeric parameter, within a yearly time range. YEARTODATE resets at each yearly start date, based on Calendar Type. |
| YEARVALUE | The YEARVALUE function references another line item and returns the yearly time summary in place of the detail value. |