-
Fiscal to Gregorian calendar conversion in Polaris
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. For retail and consumer goods companies, a common issue occurs when different departments (typically supply chain and finance) utilize different calendar structures. Supply Chain teams often rely on a fiscal calendar (such…
-
Complete Training for Model Builders from Anaplan Academy
New, aspiring, and experienced Model Builders can now come to Anaplan Academy for all the training they need to improve their Anaplan skills. Here’s an overview of the three levels available on demand in the Learning Center or with an instructor either in-person or virtually. Level 1 Model Builder Training is meant for…
-
🚀 Stop Writing Nested IFs in Anaplan - Use LIS Instead
If you’ve built complex Anaplan models, you’ve probably written formulas like this: IF A THEN IF B THEN IF C THEN Value1 ELSE Value2 ELSE Value3 ELSE Value4 It works. But it’s slow. It’s hard to debug. And six months later… even you won’t understand it. Let’s talk about why nested IFs hurt performance and how Line Item…
-
Lookups to apply to LISS Parent Line items
Hi Anaplan Community, I'm encountering an issue with my Anaplan model where a lookup function isn't picking up values from line item subset with line items that have "Is summary" turned on. If I keep the "Is summary" checked in the source module, the only way I can retrieve the values in this line is by using the "SELECT"…
-
L3 User Story 2.4
Hi Community, In L3 User Story 2.4 requires the comments to be seen by others. Who should see the comments? That Country Sales Manager's ? and do we have to create a link or add an line item for comments associating with all accounts and then publish it do UX so end user can add comments along side of the accounts…
-
issue with DEM04 export
Hi Community, @Misbah @MikhailErgyun I’m currently working through Level 2 and have a question regarding module cell count and Time Ranges. In my DEM04 module, the initial cell count using the Model Calendar was 547,596. When I switched the module to use a Time Range (FY19–FY21), the cell count reduced to 395,486. However,…
-
DCA is active for an ID, but data is invisible
For a line item, where DCA read and write both accesses have been provided to an ID, but that person can't see any value. The ID has full access to the model, only difference is, the ID is not WSA. Can this make any difference? To clarify more, that particular line item has four dimensions, i.e., Users, List1, SS:List2,…
-
How to identify if I have access to Polaris WS ?
How to identify if I have access to Polaris WS ?
-
3.3.5.2 Inventory Ordering Module Formulas
Hi, I belive My Formula is correct for Beginning Inventory line item of 'INV01 Inventory Ordering' Module and I made some mistake in SYS01 Time settings by week Module with the Line item 'Not 1st week of Timescale?'. Do i need to change anything in SYS01 Module. In the INV01 Module the value is increasing instead of…
-
Remove Aggregation of period but not amount
Hi there, I am trying to upload a flat file into anaplan. There are multiple records that are duplicate. I know when I load the data it removed the same records and aggregate the values. I am okay for it to aggregate the amount, but not the periods. Is there a way to stop it from aggregating the period. My summary is set…
-
3.3.5.2 Inventory Ordering Module Formulas
I was trying this forumla for Beginning inventory Line item, it says below error. My DAT01 Beginning inventory also good for my concern. Is there anything missing from my side.
-
Migrating 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…
-
Avoiding Unnecessary Hierarchies in Anaplan: Escaping the “Top Level” Trap
In multiple Anaplan implementations across FP&A, S&OP, and operational planning use cases, a recurring design challenge is the overuse of hierarchical lists with Top Levels, especially on large transactional or operational lists. In many projects, hierarchies are introduced early with the intention of providing “future…
-
Previous list item in formula
Hello, Is there a way to assign a value depending on the previous list item? In my case, I need to assign the value 1 to the week 5, value 2 to the week 6 and so on until week 9. The values always go from 1 to 5, however the week number might change (for instance, choosing RFC24/01, value 1 is to be assigned to week1 ecc)…
-
API Call for Imports and Import Data Sources Metadata
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: It would be helpful to be able to pull the information from the Imports and Import Data Sources tabs within actions via API. It would…
-
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…
-
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…
-
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…