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Applying Formulas to Specific Rows in a Flat List While Keeping Line Items as Columns
This question may have been asked and answered before, but I’d appreciate your thoughts on the following scenario. If a Flat List is used as the rows in a module, is it possible to apply formulas to specific rows within that list? In the example below, Revenue and COGS are pulled from a DAT module by using a SYS module…
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How do you decide when an Anaplan module has become too complex?
As an Anaplan model grows, modules can gradually accumulate more line items, formulas, and business logic. At some point, splitting a module into smaller ones might make it easier to maintain, but it can also introduce additional dependencies. I'm curious how other modelers decide when it's time to split a module rather…
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Notification Step Not Sending When Workflow is Triggered by Non-Owner
Hi, I have the following issue with configuring a Workflow. I want to create a Notification Step in the Workflow where I assign users using the "Assign to users from a line item in a module" option. The step is configured correctly, but the problem occurs when I run the Workflow. When I run the workflow myself, where I'm…
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Changing User to Role - No Access
Hi, As an admin, when a user leaves the business, i will inactivate them in the administration screen. If i go to the modules, and review the users screen, i can also change their role to no access. What are the applications of doing so? For example, if they've input data into a grid, will that data be lost, or if they've…
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Anaplan P&L Design: Should I Use a Flat List for P&L Rows and Line Items for Reporting Columns?
Hi everyone, couple questions here: I’m building an Actual vs. Budget P&L reporting model in Anaplan and would appreciate advice on the best structural approach. I’ve attached a screenshot of the desired layout. The report needs P&L items as rows, and the following as columns (line items): Actual Budget Variance $ Actual %…
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How can I calculate % of Revenue dynamically for each P&L line item in an Anaplan reporting module?
Hi everyone, I'm building an Actual vs. Budget P&L reporting module in Anaplan using a Line Item Subset (LIS) to display the P&L items. I would like to extend my report to include three additional columns under a "% of Revenue" section: Act % = Actual amount / Actual Revenue Bud % = Budget amount / Budget Revenue % Var =…
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Alternative to LOOKUP for Parent-to-Child Mapping [As Lookups in Polaris are worst performing]
Hi Community, I have a module dimensioned by L3 (Category) and need to display the values in a module dimensioned by L4 (Items), where L4 rolls up to L3. Example: Category 1 = 10 Category 2 = 20 Category 1 ├─ Item 1 └─ Item 2 Category 2 ├─ Item 3 └─ Item 4 Expected result: Item 1 = 10 Item 2 = 10 Item 3 = 20 Item 4 = 20…
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How should I structure a Line Item Subset (LIS) module to display Actual, Budget, and Variance
Hi everyone, I'm working on recreating a P&L reporting model in Anaplan and would appreciate some guidance on the best way to structure the underlying modules. In my current setup, I have a Line Item Subset (LIS) containing P&L line items, which I am using in a reporting module to display Actual, Budget, and Variance side…
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How Can I Recreate Anaplan’s “Reporting Tips & Tricks” Showcase Model for Learning Purposes?
Anaplan Modelers: Has Anyone Recreated a Showcase Model for Learning Purposes? One of the most valuable learning resources I've come across is Anaplan's Modeling Showcase. It features sophisticated, real-world model examples that offer an incredible opportunity to learn how experienced model builders structure their…
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What takes the most time when optimizing an existing Anaplan model?
When you inherit or start optimizing a large Anaplan model, what usually takes the most time? A. Understanding the existing model structure and dependencies B. Finding and optimizing slow or complex formulas C. Cleaning up unnecessary modules, line items, or lists D. Documentation and understanding why certain design…
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Ran into two issues this morning with selective access, and no items available for selecting
Hello, One of my models is generating this issue: "PLANNED Position # has selective access enabled and you may not have been granted access to any items." When I try to adjust the selective access, it then says "no items to select". I'm unsure what caused this issue and how to correct it. Any help sincerely appreciated.…
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Level 2| Sprint 1| 1.4.3.2 Import Data & Add Formula; Error: Item Not Located in P2 Products Family
The blueprint view screen shot for SYS12 SKU Details is shown below: The P2 Product Flat screenshot is: The P3 SKU Flat screen Shot is: The error detail message is: And the SYS12 SKU Details screenshot is: Any suggestion/advise what I am doing wrong. Thank you.
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Anaplan Estate - turning model exports into practical improvements
Greetings, fellow Anaplanners. I’ve always wanted something that could take thousands of line items and help me work out where to start improving a model. So I built it. It’s called Anaplan Estate. Give it your Line Items and Actions exports, and it brings optimisation findings into an action plan, with evidence and…
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How to handle an Entity Structure change effective from January 2026 in Anaplan Consolidation & Repo
Hi Everyone, We have a requirement in Anaplan Consolidation & Reporting (Fluence) where the Entity Structure needs to change effective January 2026. The key requirement is that the existing entity structure should continue to be applicable for all reporting and consolidation periods through December 2025, while the new…
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Help with developing a formula for an employee longevity report
Does anyone have advice on building a formula that properly calculates longevity for employees that includes an escalator based on their job effective date? I have everything built in the model but I cannot figure out how to get it to include the increases. Assuming someone is paid 20 dollars per month for every 2 years…
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Polaris - Booolean formula to select current FY
I am in the process to transfer a model from classic to polaris. One of the formula is not accepting in Polaris when the system will auto select the current FY. Classic formula is ITEM(Time) = TIME.'Current Period' I've tried every formula I know but Polaris is not accepting it. Any help or suggestions are welcome
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What's the #1 bottleneck in your Anaplan build cycle?
What's the #1 bottleneck in your Anaplan build cycle right now? A. Model documentation B. Onboarding new builders C. Optimizing slow formulas Curious which one takes the most time for your team and how you're currently addressing it.
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Anaplan Offset Formula is looking for value outside timeranges
Hi, I'm using the OFFSET formula, where a calculated and number-formatted field determines how many previous weeks the formula should look back. Based on this value, it retrieves the corresponding week's data into the output line item. The formula works correctly for some products; however, it fails for others. The issue…
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How can I add the column: _ab_source_file_last_modified in TV on incremental Data Source
How can I add the column: _ab_source_file_last_modified in TV on incremental Data Source
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Delete Revision tags from any model
Is it possible to delete all these revision tags from a model and start fresh? My bet is , it is not possible and I start a new model: