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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…
Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
[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 enable Notification Functionality across apps in NUX?
Hi Team, I have a requirement where, I have 2 Apps i.e., App A & App B. I have an access to App A but not App B. Conversely, the other user has an access to App B but not App A. My ask is, if I click on Notify Button on NUX, user received a mail and when the user clicks on the "Visit the Page" link, he should be redirected…
Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
How can I find Line item ids?
Using the following: https://us1a.app.anaplan.com/2/0/workspaces/Workspace ID/models/Model ID/files to retrieve file ids. One can substitute "modules", "processes" for files to get those ids. Is there a way to line item ids?
Anaplan Connect: Wake-Up Script
Preface: Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The wake-up script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more about CA Certificates, click on this guide. Note: Basic Authentication used for demo…
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…
Question about Anaplan model-building process and support
Hello, everyone. In the near future, I will be introducing a supply chain model (from demand forecasting to supply and inventory planning) to a Japanese Manufacturing company as a Model Builder. As part of the preparation, I have completed Level 1 and Level 2 model-building training.Could someone tell me the process of…
Unable to Dynamically change Line Items names
Hi all! I tried to follow the steps of this article about dynamic line item names change but I can't get it to work, so I would like some help on why it's not working. For context: I am building a Price/Volume/Mix analysis which I gave the end user the ability to pick which versions they want to see the comparison, naming…
Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
Variance Analysis With Native Versions Made Easy
When creating a model using versions, one of the first questions is, “Should I use Native Versions, or should I create a Custom Versions list?” Will I need to do version comparisons; do the comparisons need to be dynamic? With Native Versions, I can create another Variance version and create a formula, but a) it is not…
[Start Here] Anaplan Connector for Informatica Cloud – Part 1: The Basics
Welcome to the basics of the Anaplan Connector for Informatica Cloud. What you’ll find here is a quick overview of the connector before we get to the fun stuff: best practices, use cases and tips and tricks! You’ll find notes on what the connector for Informatica Cloud is, who it’s for, and use cases to give you a taste of…
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…
Impacts of copying or importing a model
Introduction When copying or importing a model to a different workspace within the same tenant, it’s important to understand all the pieces that are impacted by this action. It's commonly thought of as 'moving' a model. However, the reality is that a completely new model is being created with a new model GUID.…
How to create a view and dashboard with data like this.
I have been given a sheet like this I have uploaded it into a single ( Master Flat) list using properties for each of the columns I then went ahead and put the data into a module and then created lists for columns ( region ,state, department ) that have duplicates using a view with the first occurrence formula to help the…
Applying "transparent" conditional formatting in the UX
When we apply conditional formatting to a grid in the UX, there is no option to set a transparent color. However, with some creative use of specific color codes, we can simulate the transparent effect. I will focus on two specific cases below: editable cells and read-only cells. Both of these cases follow the same approach…
Any tips for reviewing the Model Map?
Hi I was wondering if anyone could share with me any tips that they use when exploring a new model using the model map please? Whilst I understand the basic functionality of using the model map, I am finding it very difficult to get a good understanding of the model and the relevant modules involved, because the model is…
[Start Here] PlanIQ overview and resources
* First things first * What is PlanIQ? * Who is it for? * Use case examples * Now, let's go under the hood * To get started * Once you get more comfortable * Deep dive on algorithms * Support You are interested in starting time series forecasting with PlanIQ on Anaplan, but you don’t know where to start? You have come to…
ALM explained—Part 1: compatibility
Introduction Application Lifecycle Management (ALM) has been available since late 2016, and it is used widely and successfully across the Anaplan-customer base. ALM is founded on certain fundamental rules and structures, which if followed, will ensure the integrity between development, test, and production models is…
Minesweeper: How we Built it?
Do you remember the good old days when we used to play games like Solitaire, Minesweeper, Pin Ball, Checkers, etc in your big and bulgy desktop? Oh! Those were the golden times of youth, even though we cannot match the high-end technological development in graphics, storyline, real life game play, regular updates but the…
Time is missing as Context Selector
I am actually building a UX page following the instructions given in 3.4.4 Activity in which I create grids from saved views, but Time is missing as context selector on the top right corner which end user should be able to filter. PS: there's not filter applied in the grid nor the saved module views Could anyone advise…
User Access Management: Part 3 - Practice makes perfect!
This is a detailed walk-through (and a downloadable link to a practice model!) that you can follow to get started on your UAM journey. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
Seasonality Chart—Simple as That
Comparison By Year Comparison By Year Several times I have been asked for a chart with the possibility to compare seasonality or month over years. It´s proven to be both popular and useful in its own simplicity. In a regular line chart, you’ll have all time periods after one another, whereas, in this version, you´ll be…
Management Reporting - How to handle Icons and Shapes
With Management Reporting, creating visually appealing reports is even easier. Find below our recommendations to handle icons and shapes in your reports to make them "pop". Icons There are a lot of websites providing free or subscription-based icons available for download and some even allow to change the colors and…
Model will not populate certain cells
Hi all, Ran into an issue when I opened up a future year in my model. For some reason the the module in the picture below will not populate data for the new year (2025). I've racked my brain quite a bit but can't figure it out, any chance anyone here could help me through this problem? I'm sure it's a silly step I missed…
Show and Hide Selections in the UX - The Basics
Show and Hide Selections: why use them? When building out your apps and pages in the UX, there are often instances where you want to hone in on a specific set of data. With Show and Hide selections you can surface or remove particular rows and columns from view, providing end-users with a faster route to the insights they…
How to Clear Data in Anaplan
Overview I came to Anaplan from different database technologies in support of Enterprise Performance Management (EPM), and it was a common activity to ensure that the forecast or plan periods were clear before planning began. These other technologies allowed you to use a scripted language (e.g. SQL) to be very specific…
Datatype mapping used for aggregation doesn't match any dimension of the source?
I am trying to pulling billings from a calc modules, the source and target modules are both dimensioned by country but I keep getting this error. Note: I am trying to pull in billings from CALC02 which is sourced from CALC01. CALC01 is pulling from a flat data module. Please advise…

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