How to

Calculate the difference between two dates (days/months)
Calculating the difference between two dates is a common requirement and one that you will likely need to do at some point. Below you will find the best practice for calculating the difference between two days, and the best practice for calculating the difference between two months. While there are multiple ways to get to…
Improve Productivity: How to Optimize Scheduling of Products
Business Problem In manufacturing and production planning use cases, we often come across problem statements to solve for optimal product sequence on a production line. As different combinations of products can have different changeover times, a sub-optimal product sequence can impact the productivity of the production…
Stock Re-balancing between Stores
Hi Anaplan Experts, I'm trying to calculate the re-balancing of stocks from one store to another based on the logic below. Step 1: Rank Supplying Stores based on their available stock to give (OUT) Step 2: Rank Requesting Stores based on their needed stock to take (IN) Step 3: Re-allocate available stocks from Supplying…
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…
HyperModel: five tips to improve your experience
Are you considering HyperModel for your ecosystem, or have you recently deployed it? Fantastic! We've compiled a shortlist of the top five tips to help make kicking off your HyperModel experience as smooth as possible. Check out these top five tips to improve your experience: 1. Recognize that the Hyperblock has not…
Dynamic Display by Language Selection
Problem Statement Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection? Step-by-step guide We need all the lists that require translation to be defined and it is best to have modules with definitions of each language…
Code formula
Hi All, Just another simple one this time. I need to capture the code of the L0 Hospital subsidiary. I tried code(item('L0 Hospital Subsidairy')) formula in a text formatted line item i keep getting an error. i need to put the L0 code on the hospital code column to match the L3 department. the hospital code column is text…
Community perspective: Anaplan user license management
What is an Anaplan user license? Users get access to Anaplan based on the model role provided to that user. From an Anaplan commercial perspective, each Anaplan user is consuming one active Anaplan user license. On a high level, Anaplan has the following three types of user licenses: * Model builder * Contributor * Viewer…
[Start Here] Anaplan Connect 2.0 and JDBC Connectivity
* What is Anaplan Connect? * What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Deep Dive on Integration * Integrating with SAP HANA Cloud * Integrating with Snowflake * Integrating with Azure SQL Database * Integrating with Google Cloud (GCP) BigQuery * Integrating…
How to prepare for the change to the default Modeling Experience - FAQs
What is happening? The New Modeling Experience will become the default experience in February 2023. It is replacing the Classic Modeling Interface but not eliminating Classic Dashboards or forcing you to use the UX Apps and Pages. What does that mean? Simply, the modeling interface is getting an update to the look and feel…
Tip for showing more than 400 items on a chart axis
Problem Statement There is a limit on the number of items that can be displayed on a chart axis in Anaplan. Per the Anapedia page on Chart Settings: Note: The maximum number of items that can be included in a chart axis is 400 items. How do I display my chart if my axis has more than 400 items? Solution (Workaround) While…
Forward Cover Functionality
Summary Statement In the supply chain horizontal, you may be asked to calculate a forward cover in Anaplan. In this article, we modified a best practice suggestion from @nathan_rudman based on a question posed by @mikhivin about accounts receivable coverage which looks backward. See this post on count back for turnover.…
Convert Values from a 445 Calendar to a Normal, Monthly Gregorian Calendar
Summary As a supply chain Anaplan modeler, you might be asked by finance to convert your 445-monthly forecasts into a normal, Gregorian calendar since their general ledger accounts are usually set up that way. This user-story will provide a solution using a one-year model that uses a 445-monthly calendar. This solution was…
Dynamic Ranking: Rank a Line Item Based on Selectors
Summary Level: Advanced In any line of business, you might be asked to create a dashboard that ranks the sales of your customers based on whatever values are displayed in a two-dimensional grid but based on multiple dimensions chosen from selectors by the user, including top levels. In this example, we will use four…
Community perspective: How to maintain corporate brand standards in Anaplan
Overview One responsibility of a marketing team is creating and regulating the corporate brand standards. Logos represent the most recognizable part of this tool kit, but the choice in color can be equally important when consumers are challenged with recognizing popular companies. McDonalds: Red & Yellow. Starbucks: Green…
what does item() and code() do in lessons 6/7?
trying to figure out what each element in CODE(ITEM('E2 Employees#')) does - i have read the documentation https://help.anaplan.com/41298b7a-e877-40e8-8cfa-8d7009d8686f-ITEM and https://help.anaplan.com/0e20099c-af47-4343-9ad9-3a20b580d2de-CODE but still can't grasp the idea: what does item return? then what does code…
Community perspective: Version compare and dynamic module line item description update
There are times when we need to generate output modules with the ability for version comparison. Although Anaplan has its own version comparison function, sometimes we need to build a dynamic scenario creation and comparison function. Please see Planual instructions for versions before proceeding with custom versions, as…
Changing the Sign for Aggregation
Use Case: In a lot of financial account hierarchies, costs are shown as positive numbers—but need to be subtracted from the totals. With Anaplan, this is easily achievable with line items. The line item formulae are as follows: * Margin = Sales – COGS * Profit = Margin – Costs This is a very simple example that is easily…
How to choose multiple departments in page selector
I'm creating dashboards for budget owners at my firm. In the dashboard I have a variance analysis module showing budget vs actual. If one of my page selectors is the department (Dev, Sales, G&A) and i wanted to show only software dev, and strategy under the dev department in the module how could i do it so that the budget…
Formula showing YTD actuals + Remaining Year Forecast
I'm looking to build a formula that would show the current YTD actual expenses, + the remaining year forecasted expenses to arrive to my FY total expenses. The current model we have set up adds together "Expense from direct Input plan" (Basically our YTD actuals) and adds this value to another column called "Expense from…
How does Authentication with CA Certs work?
Why CA Certs? The purpose of this blog series is to give a deeper look on the use of Certificate Authority (CA) Certificates, especially on how this method of authentication works and how to use them for your different integrations. A Quick Recap On Anaplan APIs Authentication We recommend our readers to have some basic…
Hi, I am trying to map the E2 Employees# list subset mapping , pls tell me how to map here?
I have to get solution like this , see below screenshot
Community Perspective: Using OAUTH2 to develop custom Anaplan connector for Azure
Introduction The release of OAUTH2 authentication for the Anaplan API opens the door to developing more native connectors across all the major cloud platforms. In this article, I explain how you can configure a custom connector on Azure for use in Logic Apps. The benefit of a custom connector is that you can expose all the…
Anaplan API 2.0 Python Library - [Updated March 2022]
* Getting Started * Gathering the Necessary Information * Authentication * Getting Anaplan Resource Information * Uploads * Executing Actions * Downloading a File * Get Available Workspaces and Models * Example Code After a significant amount of refactoring, I'm very pleased to announce the latest release of my Python…
Retail: Markdown Planning
Summary As a buyer, you are responsible for managing your price reductions to a monthly markdown budget. But markdown management at your company is not that straightforward. You must also adhere to the company’s pricing policies when considering a new price for your items, including having to use price tiers, percentage…
Options for Override
Hi I have a module containing values that need to be reviewed and adjusted by an end user. The values are likely to need to be changed and there is often a high possibility that the value to override with is zero. The data is often copied between different dimensions. What options are available for methods to override…
Demystify non-linear optimization: Episode 2
Episode 2: Changeover optimization In Episode 1, we discussed how to configure optimizer to evaluate IF-THEN logic and multiplication of two binary variables. In this episode, we will be discussing how to solve a changeover issue for the beverage manufacturer. Changeover on a production line happens when the production…
[Part 2] Script example: Leveraging the SCIM API to bulk remove users
* Prerequisites * Getting started * High level process * Recommended usage * Script walkthrough * Section 1: Libraries * Section 2: Logging configuration * Section 3: SCIM API configuration * Section 4: Authentication * Section 5: Parse CSV file containing Users * Section 6: Call the SCIM to perform the selected operations…
Building a Chat Bot - Part 3: Interacting with Anaplan from Slack
Since you’ve reached this point, I believe it is useful to remind you what we achieved so far. In both Part 1 for AWS and Part 1 for GCP, we used both platforms in order to host a function that can generate a new token every time that you need one. This could be very helpful in any integration scenario that you can come up…
[First Look] Create page
Feature: Create Page Release Date: 02/28/23 Impact Assessment: Tighter link with UX What is changing? A new button is available in the Pages interface called “Create page” that gives you the ability to create a page in an existing app. Once the button is clicked, a new tab will open that will allow you to setup and design…

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