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level3 sprint1 4.6.5 Sale Planning Model: DAT02 module
Hi, I am now struck in below excercise 4.6.5. As As per the ask i have done the below steps -Created a DAT05 module in datahub with Historic sales revenue for 2019 -In Sales model i have created DAT01 for Historic revenue and imported it from Datahub model -Created DAT02 PY revenue to CY. And used the below formula for…
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Action to copy data from one version to another version only for a specific module
Ideally, I would like to setup an action that can copy data from one version to another only for a specific module. For every new version I create, I import new data into certain modules and then I manually copy data over for a specific module. I am wondering if I can just setup an action to select an origin version,…
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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Filter a list by a selector
I have a page that has a list of sellers and a list of accounts. The list of accounts module has a line item of the seller. Is there a way to set up a filter with the accounts card to filter out accounts when I select a specific seller?
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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…
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Best practices for technical documentation of a model
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As go-live approaches and admin and end user training gears up, the question of ‘how do we document the model?’ might be front and center in your daily standups. Fear not! This article will cover some of the best practices on…
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Assistance Needed for Exporting Line Item Codes in Polaris Models
I am reaching out to seek your assistance with a specific requirement we have encountered in our Anaplan implementation. We need to export line item codes instead of just the line item names from a Polaris model to integrate with an external system. However, we are facing challenges due to the current limitations and…
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Text input on total level
Dears, We would like you to enable text input on text summaries. Could you please consider adding “text input” button for text type summary method? This will help a lot for better navigation, for example when commenting data on total level like P&L total figures.
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'Manage models' - ability to sort by Name / Date Created / Size
After each planning cycle or major model change, we make a backup of our models. This of course has led to a number of archived models which usually save in order of date created at the bottom. Please can we add the ability to sort by Name or Date Created or Size. This would really help in looking for a particular model we…
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Moving 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…
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Synchronized Scroll on Worksheet with an Expanded Grid Card
It would be incredibly helpful to have the ability to group the main worksheet grid with an expanded card for synchronized horizontal scrolling. Use Case: In my worksheet, I have the Time dimension on columns and a list on rows in the main grid. I also use an expanded grid card to show a different breakdown—still by Time,…
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Streamlining your Anaplan models: A guide to effective cleanup
Author: Junqi Xue is a Certified Master Anaplanner and consultant at valantic. Keeping Anaplan models organized and auditable is crucial for efficient operations. Over time, these models tend to grow organically, often resulting in clutter. There are some good articles in the community about cleaning up; I’m going to…
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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How to compare and find single value from another cell containing multiple values separated by coma?
Hello Anaplanners, I have a scenario where I need to compare and find one value from a set of values present in another single cell. Let me explain with demo modules Source Module - Veggies and Vendors Target Module - Veggies and Vendors Target Here in the Target module, while using the given formula I am able to validate…
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Add Version Formula
Can anyone share a use case or an example where the 'Add Version Formula' would be needed? I'm a bit confused about how to implement it, so any example would be helpful.
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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…
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Kindly help me to understand how I can achieve this?
I have two modules. In the first module, when I select "America," its child fields should become editable. If I change the value of any child field from zero to a non-zero value, all other child fields under "America" should become non-editable, except for the one I modified. If I revert that value back to zero, all child…
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Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
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Level 3 Model Schema Diagram
Hi All, I'm currently going through my L3 and was asked to upload a model schema design diagram. For this assignment, should I create a schema diagram only for the three Regional Sales Executive user stories discussed in this course or for the entire model. The instructions seem a bit unclear. I also want to answer this…
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Error on importing data onto employee details module
Hi, I am trying to import data onto employee details module. It is a numbered module. I have attached three screen shots, 1. How it should be. 2. How it is and 3. the mapping which I have done. Please can anyone help?
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How to Pull Data from Non-native Versioned Source Modules into a versioned module?
I have a Report module that uses native versions (Actual & Budget). I need to pull data from two separate source modules: One module contains Actuals data (not versioned). Another module contains Budget data (also not versioned). Since the source modules do not have versions, how can I pull their data into my versioned…
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Is there a way to get a timestamp automatically added to an export file name
It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?
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Model Map - Export Model Schema
As a model builder, I need Anaplan Model Map to be able to export everything shown in the Model Map (model schema), So that it will save me time to record Model Map status at different stages of the models for documentation purposes.
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How to calculate number of months between two dates when one date falls outside of model time range
I am needing to calculate the number of months between two dates, one of the dates falls outside of the model time range. I am needing this so I can do a straight line depreciation cacluation but the # of months formula returns a blank value because of the date/time range isue.
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Export Function
Hi Anaplanners, Hope you all are doing good! I have one question regarding export. Lets say we have module dimensioned with 4 dimension . And we cannot add 4 dimension in row. I have added time dimension(Year) in Page selector. While exporting I dont want time to be displayed in export file. Is there and possibility in…
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Imported cell history include with source Module name
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 we are importing from different list items/ one module line item to line item import and when we see up the history we done get…
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Quick 5 minute Test : ADO Navigation - Share your insights !!
We are looking to capture your feedback on the new navigation system compared to the old one. With a quick 5 minutes un-moderated navigation test. You don't have to currently use ADO to participate — if you have experience with ETL Tools, Data Warehouse Tools, or similar systems, we’d love to hear from you! We currently…
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Need help finding a possible error in SYS01 Time Settings by Week and INV01 Inventory Ordering
Hi all - I have been trying for days to figure out where there is an error on my own, and I have not found the solution. I believe the error is somewhere in the SYS01 module as my formula for Beginning Inventory (which I've confirmed is correct, as far as the Anaplan Community is concerned) just resets every week that…
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Still stuck on "Confirmed PO Delivery" and "Confirmed PO Receipt", something isn't adding up.
I'm honestly not sure what to say about this one because I thought I had nailed down all the formulas, and then the corrected formulas, but here we are. I think I can narrow down where the errors are taking place, I just don't know how to correct them. In all truth, I could really use a review of all the formulas in…