Model Builder

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…
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…
Level 3 Sprint 1 TAR01 Detailed Sales Targets - please advise
Hello Anaplan Community! So here is a problem I’ve been struggling with for more than a week. Please help me to understand am I right or wrong. So I have a TAR01 Detailed Sales Targets module: In PY Country and Product Family Sales line item I have Baseline Financial Forecast from TAR01 Sales Targets module looked up by…
Line Item Format "Link"
Im fighting with multiple (language) line item names and we have several modules doubled because of this. This comsumes 1.x - 2x of the space. Why isn't it possible to link the same data on a line item with a different name? My idea would be a line item format "link", which only work with same (applies to) dimensions Those…
From clutter to clarity: Mastering documentation in Anaplan
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. Though not always the most glamorous task, documentation is critical to overall project success. It serves as a standardized reference for both the development team and end users. Successful adoption of a new Anaplan model is…
Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
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…
Multiple Model Dashboard
Hello! I am trying to create a Dashboard which has 3 different data source MODELS. I am creating the grid view as per different models, e.g. 1,2,3. Though each has its own MODEL data as per filter, when filter is set to first model 1,3 shows the same model data while 2 shows blank(as it should). How to make 3 work the same…
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.…
Share your modeling tips and tricks — Best Practices Community Challenge
As we step into September, we’re thrilled to introduce a new and exciting addition to our Anaplan Community Challenges: the “Best Practices” challenge! Throughout the year, we’ll be inviting Community members to share best practices and tips around a specific topic. It’s a fantastic opportunity to showcase your expertise…
Level 3 - 5.5 Model Build Specifications
While Building Import process from the Data hub, I an getting confused should I import Sales Reps Flat# or G3S Sales Rep# in first Action of Build Sales Rep ? 5.5.2 Sales Planning Model - Import Processes Next, create import processes in the Sales Planning model to: Build Sales Reps Build Sales Rep Details Build Sales Role
How to Disable a Parent Filter When a Child Filter is Selected, and Vice Versa?
Hello Anaplanners, I'm working on a filter setup where Category is the parent of Task in a hierarchy. I need help implementing the following logic: The Category Filters should be disabled when any of the Task Filters are selected. The Task Filters should be available when none of the Category Filters are selected. If a…
Create Shipping Export Module and Create a Saved View
Hi Team, I have been struggling for a long time here in the INV05 Shipping Export module below is the blueprint mode: Below is the layout for my INV01 Inventory Ordering module The formula for Shipping Costs is as below: Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Cost per 1000 units'[LOOKUP: 'SYS08…
is it possible to use a list property as a module row
I have a list with a property named project along with a whole number of Nother properties I would like a module where each project is a row item and columns for time this is to enable me to enter a value against this project for each month. Is this even possible? If so could someone tell me how?
use list property as module row item
hi I'm a noob o Anaplan so this my question may well be relatively simplistic to old hands is it possible to use a property pf a list as a row item in a module? also, is there a difference between a system module and a module a created under modules?
Is it easier to find a job after finishing model builder certificate ?
Hello Everyone I have been searching for a job for quite some time, and I came across anaplan and started learning it. Since I am switching my career from accounting and trying to find a job in operations, project management etc, I feel Anaplan can help in find the job easily with this skill set. I just wanted to ask this…

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