Model Builder

Export data source as a new tab
Unless the model builder names the saved views appropriately, it's often difficult to trace the source object of an export action. It currently indicates only the list name or the module name, but if we can have a tab for 'Exports' similar to 'Imports', to indicate if the source of export action is a module default view or…
Assistance with Locating the Level 2 Exam
I hope this message finds you well. Could you kindly assist me in locating the Level 2 Exam? Since the Anaplan Academy training platform update on December 3, I have been unable to find the exam for Level 2. If you could share the URL or provide guidance, it would be greatly appreciated. Thank you in advance for your help.
Share your feedback: modeling experience (deadline extended!!)
The product and UX team at Anaplan is looking for your feedback on your current modeling experience, specifically focused on building an appreciation for the challenges you face as a model builder in Anaplan. This survey is designed to capture this detail, so that we can explore how to simplify and accelerate the modeling…
Is there anyway to provide a notification to the user
Hi team, I want to create an automatic notification system. as you can see in below screen, there is a module with week time dimension and delta line item (difference of actual data vs forecast data). so, I want to notify the user via email whenever the delta Boolean is true ? How to create this in anaplan?
DCA - How to lock/unlock checkboxes based on selection? [No Dimension]
I have a module (no Dimension) with 5 -line items labeled 'Custom 1' through 'Custom 5'. When any 'Custom' checkbox is selected, all other checkboxes should be locked but the selected (example: Custom 1) one should remain editable. If the selected checkbox is unchecked, all other checkboxes should become unlocked again.…
Certified Model builder Page
Hi, One of my friend, having difficulty to get 2024 recertificate. He has completed workflow but not able to access the link to issue certificate. I am also getting difficulty to find the link as there is new update for Academy. Can anyone have idea or link. Please do share. Thanks Ashutosh
How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
Send an Email Notification if a Line Item Doesn't Equal 0
Is there a way to send a notification to specific users if a variance/line item is not equal to zero?
Calling all model builders: Share your feedback and impact our future plans!
The product and UX team at Anaplan is looking for your feedback on your current modeling experience, specifically focused on building an appreciation for the challenges you face as a model builder in Anaplan. This survey is designed to capture this detail, so that we can explore how to simplify and accelerate the modeling…
Share your model design best practices – November 2024 Community Challenge
We’re excited to announce our second Best Practices Challenge of the year! This Challenge series is open for Community members to share their expertise and tips on a specific topic. Join us to spotlight your knowledge and explore fresh ideas from other members in Community! For our second Best Practices challenge, we’re…
Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
Relative Model Map
When i open the Model map in bigger Models, Anaplan explodes… I need a smaller relative model map related to the Module im working right now. And just a few levels (1-2) of offsprings would be enough. //GP
Definitive Current User in a formula
Hi, I have a list of invoices with an approver selected from the user list for each line item, what I want to do is check if the 'current user' is the same as the 'approver' and if so then allow them to write to the item. I have a fake users list, and i can have a module with users with show all set to off, but none of…
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…
how can i do it ?
Module dimensions : time , lines , zone Goal : display lines following this rule
Formula based on List top level
I have a module with one of the dimension as a list 'Prod Type', with items HW1, HW2 and this list has a top level 'All'. In one of the line items in this module i want to apply a formula like below :- If<top level of Prod Type> then <Task1> else <Task2>. At first i thought of using parent(item(list)) as for top level this…
Top Down Approach
Hi All, Check if you can help in the following scenario. I have 2 list PRODUCT & PRODUCT FAMILY (parent of product). Module 1 : (with PRODUCT as dimension) Line item : Check? (Boolean) User will select the product as needed. Module 2: (with product family as dimension) Line item : Check Product Family : ???? (if the…
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"…
Lvl 2 Model Building - 2.3.10 Activity: Create Demand Forecast
Hello everyone, I'm having problems with the formulas and I'm not sure where my mistake lies. Maybe someone can help me. These are my formulas: These are my results: Best regards Tobi
2024 Recertification Requirement Announcement: Using Workflow in Anaplan!
We're thrilled to announce our 2024 recertification process for Certified Model Builder, Certified Solution Architect, and Certified Master Anaplanner. Being a Certified Model Builder, Certified Solution Architect, or Certified Master Anaplanner means that you’re a highly qualified and valued part of the Anaplan ecosystem!…
Time Aggregation from Time to All Periods
Hi everyone, while working on a module containing Sales Data by Month and then referencing the same into another module containing Sales Data without Time Dimension, I noticed that Time doesn't aggregate on All Periods (which is set on Time Calendar) as other custom lists do through Top Level setup. It seems that for Time…
Event recording available! Modeling tips and tricks
Last month we hosted a challenge inviting Community members to share their thoughts on modeling best practices — over 30 tips were shared! Yesterday, we held an event highlighting that guidance every model builder should know. Jason Blinn (@jasonblinn), Principal Solution Architect and Employee Community Boss at Anaplan,…
3.4.3 Activity: Create Country Summary Module formula is wrong ?
hello I have put the formula for Safety Stock Flag Count but in the exam it says wrong when i pasted it . i dont why couple of times it got rejected ? any advice will be helpful
2025 Recertification update
We're working on enhancements to the certification program, focused on further elevating the quality and credibility of our certified professionals. These improvements will highlight the expertise of our super users to provide a distinct advantage in the competitive market. We expect to share more details in the spring of…
Check list at the end of the User Story?
Hi All, I came across a question, what would be the check list we should keep in mind after the user story has been completed before deploying the changes to the UAT and Prod?
Dev and PROD desynced following a backup restoration
Hello Everyone, I have taken over the Workspace Administrator responsibilities within the business and I am still learning about the basic model maintenance tasks. We've had a deployed PROD model synced with a DEV model to sync any structural changes and using revision tags. Recently, I have taken a copy of a PROD model…
Use formula to integrate data at multiple levels of list hierarchy
Hello, my model has a list hierarchy of "FND01 Fund" and "FND02 Series". FND01 has a top level of "All Investments." The model also contains three modules with data values at each level of the hierarchy - Total, Fund, and Series - and I want to integrate this data into a unified report as shown below: I need to write a…
Cutover activities: Things to do before UAT and before go-live
Author: Nikitha Kumar is a Certified Master Anaplanner and Sr. Principal Solution Architect at Anaplan. Cutover activities are the tasks that are performed to transition from DEV environment to UAT or PROD environment. In the delivery lifecycle, cutover activities are done twice: UAT cutover activities are done…
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…

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