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Mapping
Hi all, I’m having trouble grasping how “mapping” works in Anaplan when importing data and aligning dimensions. I keep getting confused about when to map to lists vs. line items vs. time, and how to handle mismatched names and hierarchies. Could someone explain, in simple terms.
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ABC Demo Optimizer Lesson in Academy
I followed the directions in the lesson Anaplan Optimizer where the quantity and the total cost should be results from running the optimizer as set up in the course. When I fun the process "Find Solution" I get a Process failed error Additionally, there are no values in my quantity module not in the shipping cost module. I…
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How to map 3 columns(line items) of data to one line item based off time
I have a data set with multiple columns of data (2023 inforce premium, 2024 inforce premium, and 2025 inforce premium) that I want to map to a module and sum based off the corresponding year in the title. What would be the best way to map these line items in the data while avoiding a lengthy if statement that would need to…
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circular reference: Volumes
I am trying to write this formula DATA02 SKU Volumes.Volumes in REV02 Volumes Inputs to pull Data from DATA02 SKU Volumes Model. When I do I get an error message Circular reference: Volumes. I checked and there are no other formulas in either Model. I even tried turning SUM to None in Summary field. Could someone tell me…
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Dynamically Select Users in Anaplan Workflow
How can we implement dynamic approver selection in the workflow, given the following scenario? A manager may oversee multiple regions, and each manager has their own manager’s manager who is responsible for approving changes. When a manager initiates a workflow to edit a region, the approval request should be routed to…
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Update Months based on Native Version
Hey Anaplanners, is there a way to restrict the months for Native Versions? Right now my switchover period is Jun-25, therefore in my saved view for Actuals Version, I will see data for months less than jun-25 based on my logic. However when I flip the version to Working Forecast, I am able to see all the actuals as well…
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Can a module dimension be used to enable Sum, Data entry, and Total (without using Line Items)
Hey guys, I'd like to create a module with multiple line items (in my case, a cash flow statement - snip below), where the module has a dimension that allows: 1) Formula to populate the mapped answer into the 1st member of dimension 2) Data entry in the second member of the dimension (e.g. to manually re-allocate part of…
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New Ux Sync to connect two grids - How to do this?
Hi Community, I am in new ux and I have problem with something. If I cannot do this in new ux it will be a big problem. Below is my issue: I have two grids A first and B next. I have CoA in rows and time in columns. First grid show actuals and second is for forecast input. Entity, Verson and line items are page selectors.…
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How to resolve the import error - New property combination found but name or code already exists?
Hi all, I'm trying to use an import action where I have a unique key in the source (Source is a module in another Anaplan model) This unique key is a concatenation of 6 parameters. I'm getting an error - New property combination found but name or code already exists I've checked the source & there are no duplicates. I've…
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Summary Methods on a Parent Hierarchy
Hello fellow Anaplanners, I'm currently working on a model, where I'm encountering some issues with Summary Methods. I have one report Module, which is a simple connection to another module with the same dimensionality, the summary function in a Organization Hierarchy isn't working. this is the behavior I get in PROD…
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FINDITEM with Line Item Subsets
Hi Is it possible to use FINDITEM with line item subsets? Thanks Kristen
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Sync/Compare Issue
Hi, We’ve accidentally made a structural change in prod (a saved view from a module) and it’s no longer compatible with our development model. Is there a workaround that we could try to avoid having to create a new model? We’ve tried to “revert to last revision” in production by taking it offline but it’s not working, as…
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Badge for 2025 Professional Model Builder recertification
I have completed the 2025 Professional Model Builder recertification, however there does not seem to be a badge to reflect this. Please could you advise.
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Converting from Native Versions to Generic Versions
I have a requirement to convert an existing model from Native Versions to Generic Versions in 5 weeks. I'm finding it quite a challenge to dissect this and go about it in an organized way. I tried to start from the endpoints with lines that are not referenced by anything and work my way back, and even with that am finding…
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Line Item Name change
Hi All, I have created a mechanism by which Line Item name can be changed using a Process/Import. It works perfectly fine in Standard mode. But, in deployed mode it shows an error " Deployed mode is enabled and you cannot change the structural data of this model. Change to standard mode if a structural change is required."…
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Is there a workaround for Select function
Hi Anaplanners, I have a build where I want to capture for a missing mapping for those 2 input line item. This module is dimensioned by a chart of account list and it is not a hierarchy list but a flat list set up as a hierarchy. I would like to capture if there is any missing mapping for all the list item that rolls up to…
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how to pull Date from the required Date
Hello team. It is very difficult to explain in words what I want to do, but I will try. everything should be clear in the screenshot. I have a LI: days shift - the number of days for which the data will be shifted. I have a date - just START() and date days shift after - the date on which the data will be shifted. In the…
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Adjustments by Chart of Accounts
Hi community, I have a unique requirement for which I need an advise. My company want to adjust numbers per each CoA and this apparently is a key and mandatory requirement in future anaplan. Currently account is base level of hierarchy and imports and inputs happen at this level. I am now confused how I can give an ability…
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Have multiple models in a single UX page. How do I segregate line items?
Hi all, I have a UX page which has multiple models as shown here - these are the models associated with the UX page. Now, I have a line item in Prod_1 where it shows a status message for whether an action is run or not. Now, the problem arises when the user changes the model to Prod_2 - then the line item shows a…
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Actuals and Forecast input in same module
Hi community, I am going through something as below. I have a module inp01 which I want to use for end user input for forecast. In the same modules I have actuals periods and forecast periods. Users want to see actuals when entering forecast. This means I need to pull actual from a module dat01 into this input module and…