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Rolling Forecast
Hi, can someone help me with modelling a 3month rolling forecast as per the attached picture? I can use a moving sum of the first 3 months for april but then for may, the formula needs to take the output of the movingsum of april and the actuals of feb and march and it is giving me a circular reference. Any ideas to solve…
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Can Please explain the difference between a general list,a module,and action in Anaplan.
Can please explain why we create a general list ,a module,and Action ,and what purpose each one serves.🙂
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Using Left for Different Number of Characters
I have account strings that are separated by a different number of characters for each string. I need to pull everything left of a colon ":" to get the first piece of the account strings. Some of the accounts are 3 characters and some are 4. Ex. AAA:BBB:CCC; AAAA:BBB:CCC. I need to pull all the A's for everything left of…
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Sorting General List
Hi, I wonder if there's a way I can sort my general list alphabetically. The list is used as a drop down menu in a line item module and I want the drop down menu to be easy to navigate. I've already tried the Order List action. I already have a module with a text-formatted line item based on that list. But when I try to…
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New UX Input cell colour
Hi community, I want to give a colour background for my input cells in new UX. Just wondering if there is a straight forward option. Any advises will be appreciated. Thanks Kal
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How to create Anaplan formula MTD with Input Date
Hi, I'm trying to create a month to date line that is based on a specific input date, not the actual date. Is this possible?
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How to create identical child items for multiple parents
The data I'm trying to import is as follows Parent-Code A B A C B D C D D E I want to generate the following list from this data: L1 L2 L3 L4 A A-B A-B-D A-B-D-E A A-C A-C-D A-C-D-E You can create up to L3.However, L4 has multiple parents for one row of data When I try to create L4 from D-E, only one list row is generated…
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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.