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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…
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Provide self-service download of Gurobi log files for Optimizer
As a frequent user of Optimizer, I want to be able to download Gurobi logs following an Optimizer run, so that I can analyse potential reasons for errors or changes in runtime. I’ll know this is successful when a button, or link, is available in the status window upon Optimizer completion, and I can use it to download the…
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Give us the ability make Line Item names dynamic similar to display names for numbered lists
I would like to request the ability to use formula-driven display names for Line Items, similar to how display names work for numbered lists. This feature would allow the display names to automatically update based on the model’s current period settings. For example, if I have a line item named "FY25 Budget," it would…
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Opening Capex Code not referencing Closing Capex correctly
Dear Model Builders, Please refer my attachd Opening Capex code which I believe not referring to the previous month's closing capex correctly. Appreciate your help on finding the cause of error and possible solutions. Thanks
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Breaking into the Anaplan ecosystem
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Cervello. Throughout my career, I've had the chance to connect with individuals from diverse technology and business backgrounds, as well as countless college graduates eager to start their journey in the world of Anaplan. Over the years, I’ve noticed a…
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could someone help me with the formula here 1.5.7.2 Add Formula to SYS13 Line Item
this is what is required
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Summary Calculation for Hidden amounts (DCA)
Anaplanners, I have got a question: I have a module with the following setup:Dimensions: Scenarios, Category, Time (Month)Line Items: Operational Metrics (e.g., Maintenance Costs, Revenue Earned, etc.) Another Module: Controls whether specific months (e.g., April, May) should be marked as "Inactive". When months are marked…
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Data integration and scalability: A framework for model assessment and optimization
Author: Avnish Goel is a Certified Master Anaplanner and Founder at ScriptStory. Recently, I led a model assessment initiative to identify suboptimal design elements in the data architecture for a leading investment banking firm. The project involved analyzing source systems and Anaplan models, leveraging both Anaplan best…
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Dependant dropdown in Polaris
Have you encountered the problem during building that the Dependent dropdown does not work in Polaris the way it does in Classis? I somehow see the Dependent dropdown Check greyed out for the lists I want it on. Am I missing anything here?
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Syncing Alternate Hierarchies on a Board
Hi, I am currently working for a model in which we have two different hierarchies, 1 is D1→D5 and other is P1→P5 where D1→D4 and P1→P4 are the same, and D5 and P5 are different. Now I am using two grids on a same Page, 1 having P1 hierarchy and the other having D1 hierarchy, because of this I am seeing to different Page…
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Flexible time options - for instance on weekly time horizons
Many countries' business planners think in calendar week numbers, and there are a few different week numbering systems used globally. Customers request that Anaplan enhance the platform's native Time options flexibility to add more possibilities: To define weekly time horizons start/ end, Naming the periods, Options on…
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Anaplan file export using Anaplan connect and process
Hi, I am trying to build regular export action / process and using in Anaplan connect to automate it . But when I create process / action with everyone access and run in Model it works . Bute when the same process I call through the Anaplan connect it gives me error "File not found in workspace or model". pls help me to…
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Renaming the line item - Best Practices
Hello all, I need to rename a line item in a large model, I am wondering what are the best practices to do this? What should I consider before renaming to avoid destroying the model? Thank you in advance for your help!
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Renaming a Line Item: Don't Break Import Actions
When a solution uses a line item as a source within an import action, whether model-to-model or external source-to-model, the renaming the line item will break the action. This issue impacts the model builders who need to do a rebuild of the action every time they make a change (if the model builder forgets to rebuild the…
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How to convert month to text?
I am needing to convert month to text as we have a specific nomenclature we use for our company (i.e, if the current month/pay period is May but the pay accrual month is April I am needing to have a text display for May 25 as AprilPayMay25). I've done a lookup table in the past but was hoping for a formula that could do…
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How to ask great questions in the Anaplan Community
Author: Seyma Tas is a Certified Master Anaplanner and product owner at Caliber Collision. A guide to help you get the answers you need The Anaplan Community is an incredible resource to share knowledge and get help. To get the best answers quickly, make sure you ask clear, well-crafted questions. Here are some tips on how…
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how to take average in anaplan ?
difference between average and time sum function ?
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Multi-layer sort
Would be very useful to have a multi-layer sort (not filter) like in Excel i.e. Sort by column A alphabetically, then by column B, then by C. Acknowledging the workaround to concatenate the desired fields into a text line item and sort by that, but to me a publicised workaround is always a pointer to a needed/desired…
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Include Dimension Index size information in module blue print for Polaris
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Polaris has a limitation that a line item can not have more than a dimension index of 64. Models can start off with a dimension index…
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March 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our March 2025 official release notes. The information below offers supplemental information to that post. Planning and modeling Calc Effort % in Classic Calculation Effort is now available in Classic, either in Blueprint view or the Line Items section of the…
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Scheduled export of Reports and Pages from Anaplan
Can future development of Anaplan include the capability to schedule delivery of Pages and reports to individuals via email? This would be excellent for providing reporting views to management and would be a great benefit as well as match what is standard capability in packages such as Cognos or Hyperion.
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Add a Data setting for Waterfall Charts to select any line item as a bar go from Zero to Value
Would like to see an additional Chart setting to select a line item as a the last "Total"bar in a waterfall chart that goes from Zero to Value. For example, the EBITDA bar in the below screenshot is going ~6k to ~14k. I should be able to manually select the line item, telling Anaplan to override the bar's y-axis values…
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Option to overwrite line items with Read Access Driver through an Import action.
Hi All, I am in a situation where the users are uploading a data file into Anaplan, that we are then wanting to create a report based on, to highlight some issues, that the end users then should be able to comment on. The problem I am facing is that loading the data file into a module, we want to show the raw data inputs,…
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How to filter a grid using the composite list?
Subsidiary is the composite list here as an example, i want to filter my grids based on the selection at any levels. For E.g If i select RoW then i should be able to see all the data of Germany, Brazil, Australia etc.