-
Sales rep monthly Commission not matching with Anaplan 'Check Your Build' numbers?
Hi All Community Members, Despite putting a lot of thought and efforts, I am not able to figure out where am I going wrong. I have set all the Modules and formulae in place but still the numbers for the sales rep monthly commission is not matching with the Check Your Build numbers. Please find below details of my modules I…
-
Cooking the P&L like a Blanquette: Robust Models in Anaplan
When you start modeling a P&L in Anaplan, there’s a universal temptation: “Let’s just add one more line item, it’ll be faster!” OH NO ! And yes, in the short term, it often is. But after a few iterations, you end up with a model that works… but looks like a stew that’s been cooking too long: too many layers, hard to…
-
SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
-
How to represent in Anaplan an organizational structure
Hi, is it possible to use a Network Card in order to show an organizational structure which cannot be managed through Hierarchy Lists, cause there are branches that don't have the same hierarchy levels associated? Example: In a L1 COMPANY > L2 AREA > L3 SERVICE > L4 OFFICE There is a case like this: COMPANY A AREA A…
-
2.3.9.1 Import data into DAT03 Historic Volumes module - import error
Hello, I'm getting an import error "Invalid date or timescale identifier" when importing from the data hub DAT03 export saved view into the Supply Chain module DAT03 Historic volumes. This is also causing errors in the next step of running process 9. Screenshots attached below, any tips on fixes?
-
Daily Date Format
Hi, I have a module with a time range as a dimension. I've set it with a daily time scale, but Anaplan's way of showing daily dates is for example "1 Jan 37" and I need it to be in numbers because when I export it excel doesn't recognize it as the date format that I've set in Windows (OS) (when a date as two digits it's…
-
L1MB Exam Activity 4/5
Hi All! I seem to be stuck on activity number five, presumably due to something I missed during activity four. Here is everything I entered for SYS08 and EMP03 so far. I read some previous threads and made sure to update the new line items and make sure that "role" was set to "list." When I try to change the formulas in…
-
Key recertification updates: Deadline and holiday support
To give everyone more flexibility during the busy holiday season, the recertification exam deadline has been extended to January 31st. The details Exams must be passed, not just scheduled, by January 31st. The promotion for Professional Solution Architects to take a free attempt at the Certified Master Anaplanners exam…
-
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…
-
Level 3 - Designating Sales Reps to Accounts
What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
-
Introduction to Time Ranges
This course is an introduction to time ranges that provides the information you need to know to begin using time ranges in your models. It includes what time ranges are, how to set them up, and how to add them to a module or line item. It also provides guidance on when to use the model calendar and when to use time ranges.…
-
10.2.2 Calculating SUM of Line Items
Hi all, I learned how to do SUM and LOOKUP between different modules and sets of data, but I can't seem to find anything in Anapedia or the Anaplan community about just SUMing a column. It seems like it would be really easy and I think I'm just missing something. In unit 10.2.2 I need to make a function to show totals (you…
-
Dynamic Export Reporting
Hi All, I want to address an query related to exports, In Output model, which is read access for all users & roles.user want to have dynamic export depending on user selection of multiple regions. So for selected regions , they will be able to see the data only for selected regions. Thanks,
-
Line item ending with '?' defaulting to Boolean
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: When building modules, I find it frustrating that I need to manually change data format for line items which are meant to be…
-
Module Building 6.8.1
I can't seem to get my module to match what the learning center is showing. Any idea what I could be missing in dimensionality etc.? I've looked back through the previous lesson and can't find any clues. Learning center shows: And mine looks like this: What am I missing in the setup below? I made several back-to-back and…
-
Model Building 7.2.3 Mapping Issue
Hi All, I have poked around through the forum looking for an answer on this issue, and most of the threads end with no solution. I have had no problems mapping the other stuff so far, no idea what is going on here. Yes I am mapping by code, instead of Employee name. Yes I have edited the start and end date, tried yyyymmdd…
-
What happens if you miss the Anaplan recertification deadline?
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
-
Function Movingsum
I try a movingsum function but i get always the next message This is the function that i try And the location that i try to aggregate Why do i get this message the module has a day scale?
-
Recording available: Tackling frequently missed certification exam topics
Thank you to those who attended our recent event. If you missed it or would like to re-watch, here is the recording and a few resources to help with your recertifications! Don't wait to get the process started — you'll be glad you took the time to do it now before the holidays. Recording…
-
L3 Sprint 1 : Sales Planning
Hello everyone, I created a new model to display the Sales Planning using the PY Revenue from DAT02 Revenue and the PY Actual Revenue from TAR02 Account Review, applying the appropriate LOOKUPs and using SYS99 to retrieve the % of Account Sales Target. However, when I compare the results of my build with the results shown…
-
YTG, YTD Summary in Polaris
Hi All, Wanted to quickly check if the YTG, YTD summaries are not enabled for Polaris model yet unlike the Classic model. Thank you, Harshitha
-
Round Function
It would be great when using the Number of Decimal Places in the Round function if Anaplan rounded to the number of decimal places asked and it stayed rounded when going up the hierarchy. The summary is set to "SUM". For example, I have five children members with a formula ROUND(Value $ * value %, 2) function. Each of the…
-
Moving a model from Classic to Polaris
Author: Mike Henderson is a Principal Solution Architect at Anaplan. There is growing interest in taking existing models that operate in the classic (Hyperblock) engine to Polaris. There are a variety of reasons motivating the move such as workspace optimization, accommodating natural model growth over time, and…
-
2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
-
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…
-
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…
-
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…
-
🧩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…
-
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…
-
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…