How to

Line Item Subset SUM
Hi there! I have growth assumptions on different cost lines in module(A) where am using a Line Item Subset for cost lines and regular line items in different years. In another module(B), I calculated the Net revenues also using Line Item Subsets and the COLLECT() formula. Now I am trying to build a third module(C) where I…
エクセルのToday関数のように現在の日付を特定する方法
みなさん、こんにちは。Anaplanモデルビルダーのセナです。本日は、エクセルのToday関数のように現在の日付を特定する方法を紹介したいと思います。現状Anaplanでは、エクセルのToday関数のように現在の日付を特定するためのネイティブ関数はなく、Idea Exchange では多くのビルダーに要求されており、保証はできませんが、今後の新機能として追加されるのに期待です！追加されない間は、以下の方法で実施してみてはいかがでしょうか？今回は、わかりやすく表現したかったため、"Power Automate"を使用しました。実際には、API叩けたら、どんなプログラミング言語やツールを使用してもOK！ 1.Power Automate…
PlanIQ – Considerations Before Starting to Forecast
Before starting to forecast with PlanIQ, there are a few topics we recommend considering around the data, properties of the forecast, and forecast evaluation. While it is important to define clear goals for each forecasting scenario, PlanIQ's forecast accuracy will mostly be determined by the quality of the available data.…
UX User-Filter & Context Selector Issue
Hi, I have a user filter that was working correctly before (and still working in some old UX pages) but it seems that after the last Anaplan update a bug had happened and I am not able to apply the filter anymore. In my UX page shown below, the user-dimensioned selector (Blue box) filters the context on the page (green…
Clear Override value when the Override boolean is unchecked
Hello All, I would like to clear the override line item based on whether the boolean value enabled or disabled. Please see screenshot attached for current & expected behavior I have perused through the existing questions on this topic but couldnt really get the same problem statement. Apologies if I missed it somewhere, if…
Demystify non-linear optimization: Episode 1
Prologue The Anaplan community has been facing more and more interesting optimization problem statements every day while they solve complex business problems. Business challenges often involve finding optimal assignments such as sales reps to customers, demand to production capacity, or workers to shifts – all while…
Automatic DocuSign Workflows
The native DocuSign integration with Anaplan makes it simple to share information between Anaplan and Docusign, but the process to issue envelopes or track changes back in Anaplan can sometimes be quite manual and time-consuming as envelope counts begin to increase. This article will walk through a script to automate this…
Production Lists and Ragged Hierarchies Logic
Assume the following Non-Composite list, ragged hierarchy, needs to be set to Production Data. We need to refer to the ultimate parent to define the logic calculation. In the example, we have assumed that children of Parent 1 and Parent 3 need to return the 'logic 1' value from the constants module below, and those under…
What causes the Change workspace/model to disappear in the Manage model screens of the App?
When I open the app contents screen and select Manage this app button, I click on the Manage models button. In some of the Page rows I can see the drop down for Change worksheet and Change model but not all. I am a WSA and a PB. Both of the Pages belong to the same Workspace and Model. What causes some to display the…
How to apply Conditional Formatting on multiple line items using one rule
I found this cool hack to apply similar conditional formatting to multiple line items by using just one rule! Generally, we need to make a line item for each conditional formatting or add one rule each line item which gets very tedious when there are more than 20, 30 of them. Here’s a simple yet effective hack to make this…
Any idea for getting current date that always up to date in Anaplan
I need an idea for getting current date in Anaplan.
How to use “LOOKUP” with summary elements
In the following article, I would like to discuss a common case of model building: the LOOKUP function doesn’t work with summary elements of hierarchical lists. Among other things, this forces model builders to use SELECT and not configure Production Data for some lists. I want to present to you an alternative approach.…
Community perspective: Version switchover management from UX Page with API
The Anaplan API offers many improvements to model management, which can help improve the data quality and make work more efficient by eliminating repetitive tasks, which are error prone. One area where I have found myself doing repetitive tasks is switchover management. Especially when dealing with multiple models it…
CloudWorks—This is how we use it, Part 2: setup
In Part 2 of our CloudWorks—This is how we use it series, we're diving into how to set up CloudWorks. Need a refresher on the basics of CloudWorks? See Part 1. Before starting anything, you need to identify and create an Integration Administrator (Learn more here: Access Control).Ready? Let's start Before we dive in, this…
Dynamic chart using line item subset
* Problem statement * Solution approaches * Selection on the chart * Using line item subsets * Step 1: * Step 2 * Step 3 * Step 4 * Conclusion Problem statement A customer from the banking industry recently posed this requirement: "As a reviewer, I want to compare different metrics. Some are absolute, and some are…
PlanIQ: Using a backtest window to assess performance
In almost all cases, computing forecast accuracy requires a calculation of the difference between forecast versus actuals. One of the best ways to approximate the future accuracy of the forecast is to use a backtest window. With a backtest window, you can simulate “what if” you had run a PlanIQ forecast with the data…
[First Look] Formula Autocomplete
Feature: Formula Autocomplete Release Date: November 2022 Impact Assessment: Ease of Modeling - Not Optional What is changing? The autocomplete functionality is a new way to build formulas that automatically searches for matching functions, modules, line items, lists, and list properties as you type. What are the…
Our Anaplan is SSO based Signon, I would like to know how we can identify Non SSO Roles
Hello, Our Anaplan is SSO based Single Sign on and I would like to know how I can identify roles that support non sso sign on. Thanks Madhu
PlanIQ: Introduction to forecast evaluation
Before making business decisions based on PlanIQ forecast results, you should assess the expected performance of the forecast predictions in the real world. It’s important to evaluate forecast performance at the outset of your project as well as on an ongoing basis. Also consider that a range of factors unique to your…
Community perspective: Add a timestamp to processes utilizing Anaplan API and Python
Anaplan is a critical tool for different business processes, and it is used to handle a variety of data. One key attribute for data quality is the timeliness and reliability of the data. It is a known best practice to use Data Hub for centralized data management and then import data to different spoke models. Even though…
How to Create Connection Between Anaplan and Power BI with API 2.0
Power BI is a popular reporting tool. One of the reasons is that in Power BI you can get data from different sources, and there is an increased interest of our customers and Anaplan builders to be able to import data from Anaplan. In order to make this connection, we developed a solution to set up the integration. It is…
Compare TEXT Values in Anaplan
Technical Summary Statement The objective of this article is to compare values in a TEXT formatted line item and identify the values that occur more than once (duplicates). Problem Statement Sneakerz is an up-and-coming shoe company with a variety of shoe brands in its brand portfolio. They are expanding internationally…
[Start here] Modeling Experience
If you are an experienced model builder, you are already familiar with the power and flexibility that the Anaplan platform provides when solving your teams' planning needs. In February 2023, we made the enhanced Modeling Experience (MX) the default experience for our users, and from April 2024, the old classic interface…
Top Level Item and Parent Hierarchy
Lists in Anaplan have two main settings related to how data is aggregated: * Top Level Item * Parent Hierarchy They may both be set on the “Configure” tab on the List settings screen. Top Level item This list has been set to have a top level item, “All Regions.” When used in a module, the top level item contains the…
[Part 1] Removing users in bulk: Approaches and challenges
* 1. Which users do you want to remove? * 2. What do these users currently have access to? * 3. What level of removal do you need to perform? * 4. How will you go about removing the users? * Users tab * User administration * SCIM API Script * Conclusion * Additional resources There are several things to consider when…
numbered list
Hi , I have a Confusion on Numbered List can end users import items to the list by uploading a data file '. is this the use of a numbered list ? thanks
After a boolean is selected, I need the last month of every quarter that follows to be selected
Hi, Currently, when I select a boolean in my R21 (that is dimensioned by quarters, ss2) I get the last month of the quarter selected in my C76 module(ss). How can I make it so that once I select the boolean, the last month of every quarter that follows that quarter becomes selected as well. For example: I select Q1 2023.…

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