How to

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…
How to traverse hierarchies: The power of loops
Introduction Whenever you use a hierarchy, there will often be times when you are required to seek specific information which will necessitate some way to traverse the nodes and map out their connections. What you seek may be a list entity, a specific value, or a unique identifier, and this can become complicated if the…
Replace a nested If that has many if's
So i have a nested if statement that checks the status of a shipment. "cancelled" or "storage" first using boolean, the progresses through a series of dates to see which have been added, finally defaulting to "At Origin" if it has not left yet. Multiple IF's are not ideal, but I can't see how I get round this one. Even if…
Better solution for a nested IF... but I can't think of one
I am working through many many modules and removing 'bad' data or process and have come across a nested If formula, and cannot think of a better way to replace it. Have a module with 2 sources MATERIAL and LABEL TYPE. Within the material list we have several labels (FRONT, REAR, DECAL + 6 others) In the module i need to…
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…
Usage of First Occurrence formula with conditionals
Hello, I'm using the ISFIRSTOCCURRENCE formula to assist in creating hierarchies so the processes don't return a bunch of errors when generating the hierarchy, but now I'm facing a little issue, I want the first occurrence formula to return true only if other columns match some condition, but I can't find the correct…
Filter / Drop Down Selection
Hey I´m trying to add a drop down selection to use as a filter on a grid I´m working on. The grid has data by client and each client has a zone as a atribiute, I wan to add the posibility to select a zone in the drop down selection and filter the clients based on the selected zone. Is this posible? I appriciate any help,…
Publish a list as page selector to a dashboard
Hello, I have a nested list like the following. I want to publish only the parent as a page selector for a particular dashboard without giving the user the ability to select specific child. How can I do that? Parent Child A 1 A 2 B 3 C 4
Creating a Data Integration Schema for your Models
A data integration schema describes the integration and flow of data across systems. It will typically consist of a combination of diagrams, tables, and other visual components that provide the ability to quickly understand the flow of data. In an Anaplan context, a data integration schema outlines the movement of data…
How do I select a prior list item without getting a circular reference
I am trying to build a model that looks like the above screen shot. Tier 1 - Tier 5 are list items and everything in the top row are list items. I am having trouble getting any ending balance to work (for reference, I'm able to begin the tier 2 starting balance and so on and so forth to pull the ending balance from the…
Transactional APIs - Part 2: Use Cases
Introduction Following use cases will be presented in this section: How to retrieve id for a given dimension/list & list member from its name or code How to retrieve allocated & consumed space for a Workspace & Model Workspace Sizing Use case Model Memory Usage Use case How to retrieve permitted number of Items & Index…
How to get Range of Values between two Booleans that are time formatted?
When the user select Two Boolean Check the range is defined so I want to get the range of values respective months.
Summary Calculations With the User List
Even though the Users list does not have a top member assigned to it, with the release on April 24, 2021, model builders will be able to use the following summary functions with the Users List: SUM, LOOKUP, ISFIRSTOCCURRENCE, CUMULATE, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK. Lookup First, let’s look…
How to reduce huge dimensions
Hello, I'm having a lot of issues with workspace size, with models going above 150/200gb in size and I'm not sure how to reduce it, to give some context, I have three main lists (size considering subtotals): Products (~1,5k) Countries (>100) Customers (>270) The issue is that if we apply all of them to a module what we get…
How to select only one Boolean line item at a time by disabling all other Boolean options?
I want the user to select only one boolean line item at a time. When the user selects one boolean, other booleans should not be selected, and once the user unchecks the selected boolean, all booleans should be available for selection.
Update Current Period Action
From April 24, 2021, model builders will be able to update Current Period via an action. Workspace Administrators (WSAs) can always update the Current Period manually via the Model Calendar, however, this may not always be convenient. The Update Current Period action enables the WSAs to increase efficiency and reduce…
Setting current time period
This guide will walk through the Time setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views. The Time setting is a critical component of the model structure and should factor in long-term objectives and the purpose of a new…
Guidelines for model impacts when removing a user from a workspace
Removing a user from a workspace There are two different ways to prevent a user from seeing and accessing models: You can set the user's model role to "No Access." This is set on a model-by-model basis and will prevent the user from seeing the model on the Tiles screen, as well as completely preventing the user from…
Parenth
Hi all, a simple one this time. I am trying to get the parenth member of the list. But I keep getting this error. my formula as i remember it is Parent(Item(L3 Department)). then i got an error on it Any idea what I am doing wrong. Appreciate the help on this one. Regards,
Matrix Inverse using Optimizer
In the following article, we will discuss how to use Anaplan Optimizer to compute Matrix Inverse. Matrix Inverse as a functionality can be used to solve a Multi Linear Regression Problem in Anaplan. Using Matrix Inverse, we are going to solve the following Multi Linear Regression equation: Y = b0 + b1x1 + b2x2 + b3x3 +…
Community perspective: Monitor activity in your models using an action log
Model actions are a useful tool when it comes to automating routine tasks in Anaplan. They enable a wide range of applications such as data integration, list management, or model maintenance. To keep track of action-related activity in a model, we can rely on the Start Date and Time (UTC) column in the Actions pane: A…
RESTful API How To
You can interact with the data in your models using Anaplan's RESTful API. This enables you to securely import and export data, as well as run actions through any programmatic way you desire. The API can be leveraged in any custom integration, allowing for a wide range of integration solutions to be implemented. Completing…
User Access Management: Part 2 - This is how we do it
At Anaplan, we are using Anaplan internally for many of our business processes; this is how we set up our User Access Management. 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…
Add create action to a process??
Hi, I would like to add a Create action to a process, but I can't seem to. Does anyone know how to do this? Thanks, Ethan
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…
PlanIQ - Probabilistic forecasting using forecast quantiles
Probabilistic forecasts & forecast quantiles PlanIQ produces probabilistic forecasts. This means that PlanIQ algorithms output a distribution of possible values, rather than a single point forecast typically outputted by other solutions. This distribution can be divided into quantiles. Applied to forecasting, quantiles…
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…
Seeking Insights on seasonal forecasting within Anaplan: Share Your Experiences and Best Practices!
Hello Anaplan Community, I hope this message finds you well! As we approach the holiday season, I am eager to learn more about how companies in our community are leveraging Anaplan for holiday forecasting. This is a crucial aspect of planning for many businesses, and I believe there's a wealth of knowledge and diverse…
2.3.10 Activity: Create Demand Forecast (Big doubt )
Hello Everyone I have a logical question to make sure my approach and formula is correct for demand forecast in question on the LEVEL 2 SPRINT 2 activity . As we see, we have to create the baseline forecast for the current FY by importing the historic volumes data to the current FY from previous year FY19 data which we…

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