Model Builder

How to fill a line item recursively
Hi! I have one module where one of the line items is my inventory amount and on the columns I have a list where I put diferent fiscal years (note that I cannot use the formula PREVIOUS() because this module is not connected with Time, and I can't connect it either). So my list is composed by: FY22, FY23, FY24, FY25, FY26,…
How to convert Month Line item in text format to Month Format
Hi All I have two month line items in text format as shown in picture and want to convert to Month formatted line item. What steps should I take so that I convert it into Month formatted line item. Thanks in advance
Extending a week
Hi All, Is it possible to add a week in the model calender for a new year without adding a new year in the time settings. TIA.
How to differentiate when a line item is input and calc on the same module
Hello! I'm trying to build a module where one of my line items is an input on one hierarchy but a calc on another level of the hierarchy, but I'm not sure if this is possible to build in anaplan, let's have an example: My Hierarchy is: Season Winter Summer On the module I have the following line items: Account Receivables…
Shortcuts for Anaplan in new user experience
Having in mind recent improvements in the way that anaplan is using new formula formatting and "inteli-sensne" like interface when using bottom formula bar, its so much wast that there is so few shortcuts inside anaplan. Some of them are not working at all with new experience (Ctrl+>, Ctrl+< - working only with anaplan…
Help me with this issue.
I have this two modules: AND I want to pull the territory ref ID sys/fil07 to the inp/ter01 so it would only show territories available for that employee, i have tried to do loots of formulas but they dont seem to pull it correctly, not sure if because inp/ter01 is made with subsets its messing it up or something is wrong,…
Get monthly value for base year selected
Hi, I have a module (dimesioned monthly) in which I need the base year values. The user selects the base year. I have created a seperate module in which the user can select the base year. However, when I am using the base year in the lookup, I am getting the full year value, instead of monthly value. Example: if user…
Lost all modules and apps
Hello to you all, I'm preparing to take the Level 1 exam. I finished all the exercices (modules and apps). I dont know if it's due to the maintenance schedueled the 25th or something else but I lost all my workspace last Sunday. I have mailed Anaplan to see if I can get my workspace back but I'm afraid i wont have enough…
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Selective Access and Tabular Multiple Column Exports
I have defined an export using the Tabular Multiple Column layout, filtering using a Boolean from a separate module. The module being exported uses a list with Selective Access. When I try to limit my access and run the export, to test how an end user would interact with the export, the model exports rows for ALL members…
Sum based on Parent in Hierarchical List
Hi, I have a hierarchy of lists, L1>L2>L3. My module is dimentioned by L3 and has two line items, Input value and Input %. Input Value is entered by user. Input % = Input Value/Sum of Input Values for all list items of L3 under a L2 list item. How can I calculate this sum, as it is the sum of all items in L3 under L2 a…
ALM - Calculate Model Size
It would greatly improve the Anaplan ALM experience if Anaplan was able to calculate the impact to the model prior to pushing a model sync. "Completing this sync would cause your workspace to exceed its size limit" It is pretty inefficient that model builders are forced to wait to find if completing a sync would exceed a…
L3 sprint 2 2.3.1 QUO01 Territory Account Validation
Hi everyone, I am a bit confused and have been stuck for a while, how to approach the line :" Assigned>1?: Is the account assigned to more than one territory? " also, what is the purpose of "cf_account" line? which modules should I reference? any ideas? Thank you!
How to know a parent is selected
Greetings, We have a model where a Employee have territories assigned, each territory have accounts assigned. At the moment if we edit the end date of a territory the end date of the accounts stay the same. So i want to make a formula where if we mark the territory for edition , a boolean on the accounts gets active as…
Level 2 Sprint 3 3.4.4 Activity: Create Stock Exceptions Review UX Page - SKU Missing Only Products
Hi, I am not able to allow SKUs in the Stock Exception Review to show up, as shown in the screenshots attached. Instead of SKUs showing up, I could only allow P1 Product Family: chocolates, Sours, Taffy, Fudge to show up. What I did in My Page was that I selected INV02 Country Summary Module into the grid view. I am not…
Variance module using item subsets
Good morning team. I have a labour model that I am looking to add a variance module to and need some assistance understanding my options. As we have a number of different versions, using native versions for the variance is inefficient and will cause the model to grow much larger than required. The planning module currently…
LIS INDENTION
Hi Team, Is there a way to fix the LIS Indention of those identified as Parents, other than unticking the parent button in the source module, please? Please see screenshot for the sample indention being mentioned. Appreciate your assistance. Thank you, Elaine
Build Dynamic YTD/YTG with Non-Native Time
Hey Builders, I'm working on a project which requests a report that requires non-native time due to needing YTD/YTG at the end of each year to track variance on last year's YTD vs current year's YTD. The period to reference in the YTD is to dynamically change as the Current Period is updated within every year, regardless…
Level 3 sprint 1 8.4
Hi Everyone, I am trying to validate my data for the "Final sales target" after applying the "Factor". However, looks like my Factor is off. I have confirmed that "previous year actual revenue" and" initial account sales targets" are correct. so not sure where it is off.... Mine: Anaplan: needed formula concept : Thanks…
Summing values for a year
Hi, I have a line item which is equal to (Monthly income)/(yearly income). How can I reference the yearly income (or calculate it), I have the monthly income as input. Thanks
Production Data - Top level Can be Changed?
I have a scenario as follows: I have a List named "Product L1" which has been marked as production data. While I understand that structural changes can still be made to a list that has been marked as production data, I have noticed that the top level, which cannot be changed if the list has been marked as production data,…
Hello,
I have a module dimensioned by Accounts on the rows, Users on the columns, and 1 Boolean line item which allows users to select certain accounts that apply only for that user. I am trying to create an action that allows the user to clear all of their selection by simply clicking an action button, as opposed to have click…
In blueprint view, show if a line item is used in a filter
In blueprint view, we can see if a line item is referenced by a formula, but not if it's used in a filter. When cleaning models, we can end up deleting items used in filters and breaking filters with no warning.
Model building checklist
Author: Nicole Johnson, Senior Anaplan Model Builder at Autodesk. I love a good checklist. Naturally, that passion comes through when I plan and build enhancements for an Anaplan model. I've created a model building checklist that I use to think through and document changes I need to make to a model, and I'm sharing my…
Lag Function without Time Demensions
Hi Anaplanners, I am trying to model a queue building up in Anaplan and I am wondering if there is any way I can use the Lag function to return the adjacent value without time dimensions. The principle is to add the queue from the previous segment and add to the current segment, however the model does not have any time…
Calculating line item based on diffferent values in the list
Hi Anaplanners, I have a module dimensioned with 2 lists, loc1 and sample. Sample has two line items Sample 1 and Sample 2. There is a line item called Transportation. I want to add another line item called Transportation Sample1 vs Transportation Sample2 which should be Transportation for Sample 1 - Transportation for…
Turn off suggested list/line item names in new modeling experiance
Is there any way to turn off this feature? I often just want add a simple correction to a formula, hit enter and move on. Instead of just the minor edit when I hit enter to close the formula editing it grabs the first suggested line item or list name. For example I just need to add an apostrophe and want be able to just…
Ability to indent line items in a module
Besides for the Style on a line, it would be great to have some more control over the indent of various line items, so it can be manually styled to suit various users needs. As some organisations have multiple levels and the default Styles only offer a few limited options.
What causes the Change workspace/model to disappear in the Manage model screens of the App?
When I open the app contents screen and select Manage this app button, I click on the Manage models button. In some of the Page rows I can see the drop down for Change worksheet and Change model but not all. I am a WSA and a PB. Both of the Pages belong to the same Workspace and Model. What causes some to display the…
13.3.1 Level 1 - Unable to create Margin Summary page
While creating Margin Summary page, I am getting error as "A page with this name already exists" and unable to create the page. Please help, thank you!! However, I am creating this page for the first time. (I am on 90 days Free trial)

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