Model Builder

Prior Year Value: Page selector?
How can I view the actuals for a previous year, regardless of the current year? For example, if if July 2023 is selected, I want to see the full year 2022 actuals. Similarly, if July 2024 is selected, I want to see the full year actuals of 2023. My current logic is only working for 2022 actuals. Actuals = Amount [Lookup:…
Having more than three dimensions in the pivoting of modules
Hello, Is there a way to have more than three dimensions as rows or columns when pivoting a module? Maybe it is easier with an example, I have to create a report that requires 3 categories on top of the line items, but I am only able to add 2 categories, because the pivoting cannot exceed three dimensions in rows and…
can we have a multi select filter as a page selector in Anaplan?
similar to what we have in excel filtering…can we use page selectors to select multiple boolean formatted line items. Snapshot attached
Add a list item from a module
Hi all, I am struggling a bit to find a way to add a new list item from a module. So, I have this module in which I let the user insert the product, the product code and finally the customer group; the final result are three new list items I need to add to the relative list, that is ps01 product (which is a numbered list…
Community perspective: How to vary model inputs using optionality
Sandi Duffy is a Certified Master Anaplanner and Senior Finance Manager at Challenger Limited. With Anaplan, it is easy to run multiple scenarios within the same model by using optionality. A common use for this would be during the budget setting process. Say, for example, you have a budget model but would like to see what…
Add a button to a dashboard
I have dashboards built out for budget owners in the model layer not app layer of anaplan. I would like to add a button that essentially gives the budget owner the option to add an additional FTE to their headcount and plug in the respective salary of the new hire and see the financial effect of adding one additional…
Filter not working in UX
I added a time filter for this module expecting the card to populate in the UX. I only want FY23 and 24 as options for selection. It works on the model builder side but the card keeps populating FY22 in the UX despite me saving the view.
Level 2 Sprint 3 3.3.6
Hi, I'm having difficulties in the Shipping Cost and Final Shipping Cost line items. The formula I used for both: Shipping Cost: Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Cost per 1000 Units'[LOOKUP: 'SYS08 SKU Details'.Product, LOOKUP: Shipping Method] Final Shipping Cost:…
How I Built It: Integrations using CloudWorks
Author: Gokul Selvam Sadasivam, Certified Master Anaplanner and Senior Manager, Business Platforms at Okta. Hello Anaplanners! I’m excited to share a video that I created as part of the ‘How I Built It’ video series — diving into Integrations using CloudWorks. In the video, I give a live demonstration of how to use the…
What is Data Integration , any example scenario?
what is the difference of SUM ,LookUP, Select
What are the best Practices for model building , how can i list out. I am in training level.
Level 2 Sprint 3 3.3.5.2A Beginning Inventory, Forecast Demand, and Suggested Order Line Items
I am using this formula 'DEM03 Demand Forecast'.Final Forecast to pull final demand forecast value, but I am not getting any values.
Quickly duplicate cards on page without having to save them as template
Currently we only have a option to save card as template which is great. But there are many instances where I just need to duplicate a card/grid/etc and not need it saved as a template. Its cumbersome to have to either resetup the grid with specification or to create a template then use and delete it. Thanks!
Modeller's Forum EMEA dates 2023
Hi Please advise calendar of dates for 2023 when one can attend these sessions? Ravinder.
Increase Note Character Count (in Blueprint Mode)
250 characters or how ever many is too small for saving off larger formulas when modeling or if saving detailed descriptions/insctructions. Please increase to a few thousand. Thanks.
Create Shipping Export Module and Create a Saved View
Hi, I am unable to compile the data at month level. As soon as I change the timescale formula to monthly it shows the subsidiary view icon against line items, yet does not change it to monthly view in grid. Please suggest what's going incorrect here..
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.…
Passed your L2 exam? Now what?!
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. P.L.A.N.S. is the underlying guide to building a good model — and following these model building best practices will insure you're building the best model! If you've passed your L2 test and are diving into work, here are some…
Line Item that keeps subtracting based on what's left
Hey, I would love to know if you can help me with this case. I'm trying to subtract the value of one Line Item from another depending on the result of the first one: For example, a projected stock value versus my financial target. It's easy in Excel, but I'm not sure how to perform this operation in Anaplan using a single…
Snapshots
What are some reasons that a snapshot would not work completely for some schedules but it does for others?
The Anaplan Way ¦ My Presentation
I have made a Presentation for the Anaplan Way Agile Implementation Whiteboard task, Although I didn't actually upload this as my "whiteboard" I thought this could be useful for anyone that wants to recap the Anaplan way or is struggling with it as this is a little summary of the Anaplan way and each of it's steps, all of…
Can Anaplan read data past model calendar?
I used the PERIOD function to fill in the dates for a filter I am using in Month LU line item. But Anaplan isn't reading any dates past 2025. Model calendar ends 2024, is that why?
what would be the formula for referring Previous year value in current year ?
For example, I want to refer the value of last year july 2022 in current month July 23. the line item is Past year revenue where I just want to show same month revenue from previous year, how could I achieve that?
3.2.11.3 Create Saved View for Combination Chart
Can someone help me debug this, I've checked my SYS01 - Planning Period Filter Weeks. I am sure I am supposed to see the rest of my weeks and not be limited to week 8.
Sprint 3 Level 2 - Shipping Time Weeks Error
So I can't currently can display the Shipping Time, I will attach on what I am seeing. You can slightly see my formula above the screen. What can I do to resolve this bug?
Context Selectors not syncing
These two cards aren't syncing properly. When selecting a line item the adjustment card doesn't change despite the sync being activated. What am I missing?
3.5.4.1 Import Data into Distribution Center Details
Hello, I cannot get this to map properly no matter what I try. Importing into SYS07. Any pointers? Screenshots attached
Using Users Dimensioned Line Item in a Formula With No Users Dimension
Hello, I have L1 and L2 lists, and recently I added a new flat list as A, and A is actually acting like parent of L1 that determines the groups L1 list members belong to. Since I do not want to mess the existing hierarchy and model functionalities, I prefered adding A as a flat list. In an L2 system module, I have an L2…
Employee department Change
I have an Employee details module which includes ( Code, Name, Start date, Leave date, Salary, etc.). There is one more module where the monthly employee salary is shown and we get the salary detail until the employee is employed. I have made a process where the employee has changed departments on a certain date. For…

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