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LOOKUP and FIRSTNONBLANK used in the same formula
I have two modules in Anaplan: Module 1: Name: dat_Fund Composite Dimension (List): ad_Fund Composite ID Module 2: Name: dat_Segment Dimension (List): ad_Segment ID There is no direct relationship or mapping between the two list dimensions. I'm trying to understand how the following formula works: Line Item: L0 Segment ID…
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how to SUM by native users, sku & time dimension all together?
I want to do a SUM from the source module which has native users, SKU list and time dimension to a target module line item by all users by SKUs. Target module only has a subset of the SKU list and nothing else. Need some inputs on how to build the mapping for the SUM. Is it also possible with the Anaplan native users list…
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Streamlining your Anaplan models: A guide to effective cleanup
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. Keeping Anaplan models organized and auditable is crucial for efficient operations. Over time, these models tend to grow organically, often resulting in clutter. There are some good articles in the community about cleaning up; I’m going to…
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🧩Mixing Numeric & Percentage Line items in Line-Item Subsets (LIS) - Use Ratio summary
When working with Line-Item Subsets (LIS) in Anaplan, you might’ve noticed something tricky - LIS works beautifully when your report mixes numeric values like Revenue and Cost, but the moment you introduce a percentage-based line item (like Margin %), things start breaking at the summary level. Recently, while building a…
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How do I show only those line items which have non zero values for list and time dimension?
I want to see only those line items which are not equal to zero from a hierarchy list subset in a module dimensioned by time as well. I am looking forward to create a line item which I will apply as a filter to the module. I have 15+ line items but the filter should only show those line items from the list subset for every…
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UX Enhancement: Red Font Toggle for Negative Numbers
In most cases, especially when adhering to accounting principles, it's preferred to display negative numbers in red font, similar to how Excel handles them. Currently, achieving this in Anaplan requires setting up conditional formatting for each line item, which can be time-consuming and inefficient. To streamline this…
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Rearrange list items
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: Rearrange list items in pages hides new items, new items should be visible on pages. Who is this impacting? (ex. model builders,…
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Line Item filtering
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: Right we need to create filter with the line item subset to show lines according to dimensions. Who is this impacting? (ex. model…
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Color Pallet in module
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: Color Pallet should be provided in module for conditional formatting to create saved view or in module grid like we have in Dashboard…
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Process Ignores one of the Action in it
We have one automated process which has five actions in it which clears the list and reload the new items in the hierarchy. When the automated process runs it ignores the last action which reloads the list. Upon checking we found that the Server has the necessary access to run the action and also the source system(i.e.…
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Level 3 - Designating Sales Reps to Accounts
What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
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Is there any way to re-request access to the Workspace?
Hey Community Members, I enrolled in the Talent Builder Program, but due to certain academic and professional constraints, I was unable to make full use of the 90 days, so I ended up starting very late, because of which, I could only complete a few lessons from Level 1. Is there any way to extend or request again for the…
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Tips for onboarding junior model builders
Author: Evgeny Seledkov is a Certified Master Anaplanner and Sr. Consultant at Keyrus. Hello, I’m Evgeny, and I’ve been part of the Anaplan community for nearly ten years. Over the years, I’ve taken quite a journey — seeing this world from both sides: as part of a customer Center of Excellence, where I helped stakeholders…
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L2MB Conclusion - SYS09 Account Details
Hi. I'm having some trouble with one of the L2MB conclusion activities (Import Final Demand Forecast into DATA02 Module ). I think this might be because I have no "Location" data in my SYS09 Account Details module. Does anyone know if I should have Location data here? I've looked everywhere and can't see any reference to…
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Select Edit Cell data at Line item level on UX Settings
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: In Anaplan UX, when building grids or cards for end users, the current "Edit cell data" setting applies to the entire card. This…
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Error downloading "Data Hub" model MB Level 2
A customer of mine is trying to download the Data Hub model in sprint 1 of MB Level 2, but he can't download it (he already tried with a browser change). Error below: Has anyone encountered or is encountering the same problem?
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Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
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Anaplan Color Pallet
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: The Anaplan Color pallet should be consistent across all forms. Text Pallet is different Action Icon Default Colors, and different…
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How to create Anaplan formula MTD with Input Date
Hi, I'm trying to create a month to date line that is based on a specific input date, not the actual date. Is this possible?
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How to set a unique code based on Store/date information ?
Hi everyone, Does anyone know how I can generate a unique code by Store/date combination, knowing that the date is a current date that will be changing every day, it's going to be the order ID and and it going to have to start by a #: Thank you for the help :)
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Stock Projection (Stock + Input - target)
If anyone can help me with this: I need to perform a stock simulation by inputting values, as you can see in Mar 24, I do not have enough to reach the Best Estimate (what I need is 261 to reach). But if I input 1000 in Feb-24, I would have 146 + 1000 = 1146. I need to subtract the target for February, which is 261, from…
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Lets Connect!!!
Hi everyone, I’m Snehitha Adicherla, a professional Model Builder (Level-2 certified), looking to expand my Anaplan experience and connect with professionals in Texas. I’m currently exploring full-time opportunities and would love to learn from your experiences and insights. Happy to connect and discuss ways I can…
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Lets Connect!!!
Hi everyone, I’m Snehitha Adicherla, a Model Builder with Professional Model Builder Certificate, eager to grow my experience in Anaplan. I’m currently looking to connect with professionals in United States for full-time opportunities. I’d love to learn from your experiences and explore ways to contribute to Anaplan…
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Summary Methods on a Parent Hierarchy
Hello fellow Anaplanners, I'm currently working on a model, where I'm encountering some issues with Summary Methods. I have one report Module, which is a simple connection to another module with the same dimensionality, the summary function in a Organization Hierarchy isn't working. this is the behavior I get in PROD…
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Can a module dimension be used to enable Sum, Data entry, and Total (without using Line Items)
Hey guys, I'd like to create a module with multiple line items (in my case, a cash flow statement - snip below), where the module has a dimension that allows: 1) Formula to populate the mapped answer into the 1st member of dimension 2) Data entry in the second member of the dimension (e.g. to manually re-allocate part of…
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Anyone who has recently completed L1.
There used to be a high level new customer oriented 30 minute training. Is this now included in Level 1?
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Rolling forecast
Hi , I have a requirement for my stakeholder to have a medium term forecast (by month for the next 6 months) and a more detailed rolling 15-week sales forecast by day which will then feed into the wider Supply Chain planning processes over time. This needs to be updated by the Sales representants for consolidation by the…
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Reverse BOM recommendation based on Attributes
Hi, Consider this scenario for a Diamond Industry supply chain Demand for Diamond from customer comes with various attributes [cut, carat, clarity, etc etc] Prospect has made over the years diamonds with various attributes. This historical data is available [both BOM and Recipe]. There is a unique Stage 1 BOM and Stage 1…
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Level 3 Establishing Sales Targets: 6.3 Check your Build.
Hello Team How to check the build? the example is not provided. Checked it using excel nevertheless
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Stuck in L2 sprint 1 exam
Here's an analysis of the provided image, which shows a question from an Anaplan Level 2 Model Building - Sprint 1 Exam: Question: When importing into a list, you get an Invalid Parent error. Assuming the file has correctly identified the parent, which of the following could be a valid reason for that error? Select all…