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How should I form this formula?
I have the modula SYS08 employee details where my bonus% is 0 but I know the role and department. And I have this modula EMP03 empolyee drivers by role where I know the bonus for every role in the end I want to know the total bonus for the sales department in December. So I want to look in EMP02 Employee expenses to my…
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Level 1 Model Building Exam Activity 5 - Stuck!
I have been stuck on this activity for the past 2 days and do not know what I am doing wrong: This is the formula I tried for Bonus: For bonus: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role’.Bonus % [LOOKUP: 'EMP03 Employee Drivers by Role’.Department, LOOKUP: 'EMP03 Employee Drivers by Role’.Role] ELSE 0 And…
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Line Item Sums per applied dimension
It would save a lot of space if you could specify the sum option in the Line Item based on the applied dimensions. Especially on hierarchical dimensions this would have effect. Sometimes a sum is only needed for one of three dimensions. This would safe space consumption a lot. This feature could added in the sum options:
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Implementing Polaris: Lessons learned
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. There are days in your professional career where you get to observe something special. October 20, 2022 was such a day, when I received access to a Polaris workspace to build a model proof of concept. Having worked…
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how to add workspace to user in Admin in Access Control - Assignments
Hi everyone i have encounter today as an admin in Anaplan. one of the user has no access in one of our workspace. this is the users access under Users-Internal-Workspace. but upon checking in Access Control - Assignments, FP&A is not selected.
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How to import text formatted line item from the module saved view which has no dimension
How to import text formatted line item from the module saved view (no dimension) to the module which has dimension When I was trying to do import the name of the Line item got imported: Pivot of the SV was: Line item in rows When I changed the Pivot of the SV for the line items to columns it wasn't importing any thing I…
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What is the method for notifying all users with a specific user role?
Hey everyone, I'm reaching out to the community to see what methods you all may find most effective in notifying all users of a specific user role. I believe creating a user role module may be an effective route, but would require the user role module to be manually updated. I thought perhaps you could export the Users…
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L2 Sprint 2 - 2.3.9 Activity: Historic Volumes to Baseline Forecast
Hello, I keep seeing the following error message: Invalid formula: 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' = IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN OFFSET('DEM02 Volume Growth Rates by Week'.Growth %, -52, 0) ELSE 0 For function OFFSET, all line item arguments that vary by time…
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Show all data labels in graph
In the NUX, line chart will not show data labels that are within 0.5% of each other or bar graphs that are within 3% of each other. This is a big issue for reporting purposes in the apps as it's hard to compare various KPIs and metrics to each other in the same period. This primary affects business/end users. We need a…
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Convert CUMULATE functions to PREVIOUS | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Re-energizing your Anaplan Center of Excellence: A new era of value and innovation
Author: Stacey Borne is a Certified Master Anaplanner, former Anaplan Center of Excellence Leader, and runs the Certified Master Anaplanner Program and Anaplan Center of Excellence Programs at Anaplan. Picture this: Your Anaplan ecosystem is functioning smoothly, but despite the existence of value-add opportunities to…
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Ability to change UX card configurations at the tenant level
Today, most UX card configurations are all done at the individual card level (see screenshot). In a future state, all card configurations can be done at a higher level, such as tenant, where individual configurations can be mass changed. The business benefit to this could be one or more of the following: easier lockdown of…
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No data format line items, considered still in size estimation before Sync to PROD?
Hi all, Have you ever encountered the situation of first not being allowed to sync to PROD due to over size of workspace limitation ( sync blockage message was showing an increase of PROD with 30%, which was over max size workspace 130GB), but at second trial, after deleting a module with No data format on all line items…
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Using Network cards for dynamic org charts
Hi, We came across org charts (Hierarchy Charts) which are a great functionality. However, we want the client to be able to do scenario planning on the hierarchy and by Month. E.g. John could report to Smith in Jan, but in Feb , he report to Molly. Since Org Charts cannot refresh dynamically unless you incorporate time…
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Model Migration from Anaplan Cloud workspace to Google Cloud workspace
Hi Anaplan, Does anyone know if it is possible to migrate a model from the Anaplan Cloud to the Google Cloud and vice versa? If a model has been constructed in a customer's Anaplan Cloud workspace can it still be migrated to a different customer's Google Cloud workspace using a Model ID and Workspace ID? Any information…
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Waterfall chart intermediate totals
Hello, Does anyone know why the waterfall intermediate total is showing up in blue? I'm using a ragged hierarchy. With intermediate totals turned on & colour set to black I want to see the forecast bar also as black. Is there anyway we can achieve the same? Thanks in advance!
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Workflow: Assign to users from a line item in a module, with multiple users
I have a module and it has a boolean to check for a missing field and if the field is missing I want to send a notification to multiple users, via a workflow. I have a field called 'Notify' set as 'users' list.(I can easily enter 1 user from dropdown.) However, I want to add multiple users to this field, so I can use it in…
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【2025年3月】プラットフォームアップデート
New UXの機能アップデート ・UXベースの監査イベント ワークフローの機能アップデート ・コンテキストの豊富な通知メール ・ワークフローオーナーのタスク完了チェック Optimizerの機能アップデート ・Anaplan Optimizer ログ API モデリング機能のアップデート ・モジュールページの機能強化 ・Calculation Effort列の追加 https://us.v-cdn.net/6037036/uploads/HGLU4AD4GZAH/anaplan-platform-update-march-2025pdf.pdf
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How to Bring a Line Item (List-Formatted) from a Module with Different Dimensions
Hi everyone, I'm facing a challenge when trying to bring data from one module to another, and I believe the issue lies in the dimensionality. Here’s the situation: I have a source module with the dimension IDLoader, which contains codes like 2025-01_91001_BU10114_Q10068_SU19999. From that code, I extract different parts…
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Displaying your data as a Calendar view
Problem Statement Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form? Step-by-step guide We just need 2 simple lists Day of Week and Week Number to start with. Then we need 2 modules Day of Week…
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How I Built It: Fast, efficient model build of scenario planning with P&L impact analysis
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
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Register for our April 30 platform release webinar!
Anaplan's next quarterly platform release webinar will be held April 30, 2025 at 8 a.m. Pacific Time. During this session, we will explore the latest features so you can optimize your Anaplan experience. Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new…
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Streamlined Workflow Migration for Environment Transitions
I suggest enhancing the product feature to streamline the migration of workflows from the Dev Model to the UAT and Production environments. Currently, the process requires manually duplicating existing workflows and updating each task—such as the source workspace, source model, import actions, and ADO links—to reflect the…
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Sumif based on month ?
A first module collects a quantity per month, client, and product. For each month/client/product, a warehouse (list element) is defined. Based on the warehouse, the start month is calculated (Time Period Format). My goal is to be able, in another module, to sum the quantities by products/warehouses/start month. When I try…
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AnaplanXL conditional formatting
Is there a way to use conditional formatting on and AnaplanXL grid based on another lie item value. e.g. I have a separate line in the module that flags whether a period value is actuals or forecast (boolean or number), I want to use this to dictate the format of the cell and replicate the functionality in the Anaplan App.…
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Straight Line Depreciation spread issue
Dear Model Builders, As per attached screenshot of my Straight Line Depreciation code, I am not able to get depreciation to calculate and spread for all subsequent months from Date in Use to Useful Life of the asset. All I am getting is a depreciation for a month of Date in Use but not for subsequent months. I have even…
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Share your ALM best practices — March 2025 Community Challenge
Today, we’re kicking off our first Best Practices Challenge of 2025! This challenge series is an opportunity for Community members to share their expertise on a specific topic, exchange ideas, and learn from one another. This time, we’re focusing on Application Lifecycle Management (ALM). What is your overall approach to…
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Reducing calculation effort
Currently looking to make use of the feature where can now see the calculation effort entailed in certain line items and I've already been able to eliminate or refine a number of elements in various modules but just wanted to check in terms of best approach to take to this next one. I have included a copy of the formula…
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L2 Sprint 1 - Data from SYS007 Build Location to G3 Location Not Mapping
Hi, I'm on L2 Sprint 1 and I'm having an issue with mapping the data into G3 for SYS07 Build Location, It s not pulling in the distribution and shipping method, the build looks correct But when I come to map Result, No Distribution or shipping method. What am I missing Regards Andy
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Based on version line items need to filter in DB
Module has line items and Versions toggled Q :If a module has 15 line items and a version dimension (A, B, and C), the user wants to filter based on the selected version in the DB: If Version A is selected, only line items 1 to 10 should be visible. If Version B is selected, only line items 10 to 15 should be visible. If…