Model Builder

How to Automatically Generate an outlook Email with Specific Format from Anaplan Page
Hi Anaplan Community, I’m trying to automatically generate and send an email from an Anaplan page formatted as follows: TO: (Predefined recipient email) Subject: Text [dd-mm-yy] Attachments: (Optional or specific data if applicable) Body: Hello, Please see below the details: Line items: Timeline: "Start week - End week"…
Automatic Model Copy&Archive Functionality
Hi everyone, is it possible to automate the functionality of "Copy & Archive" of a Model? And eventually schedule this automation? Thank you in advance! Joana
How can i set up this filter ?
I want to allow users to input a text field with items separated by commas (e.g., X1,X2,X3,X4,X5 ) and, after clicking a boolean (e.g., "Select"), have the page filtered to show data only for the specified items. How can I set up this filter?
How can I convert a text containing multiple items separated by commas into a list?
I have a text string like "X1,X2,X3,X4,X5" and I want to convert it into a list containing X1, X2, X3, X4, and X5. I tried using FINDITEM, but it only works for one item, and with FIND, I can only get the position of the first comma. How can I achieve this? Thanks
Add note / comment out in the formula editor
Ability to add notes / comment out formula parts in the formula editor similar to '- -' in SQL or ' in Microsoft Visual Basic
Filter Context
Does anyone know would drive filtering to require "Filter Context"? If I select a list item, it will cause problems if another user wants to select an alternate "Entity" in my example. It seems like you hard code the "Entity" by selecting something in the "Context Filter."
2.4.6.2 Apply Dynamic Cell Access to Demand Forecast
I struggled in this activity where we applied DCA to Override Forecast the forecast line item. I was thinking of writing a formula here in the Override Forecast Line item like below but I am not sure how to lock the cells once the Override? line Item is checked. Can someone help me how to resolve this issue? Also, do we…
Query on lesson 12.4.6 level 1model builder
I was on the 12.4.6 lesson here i noticed that the screenshot they provided for the grid ux has fy20 as the time but when i am changing to that i am getting no responses in my total employees expenses tab my o/p in when i keep time in jan20 screenshot for year fy20 screenshot of the lesson result
Functionality to Delete a user account at Tenant Level
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: Use Case: - Functionality to Delete a user account at Tenant level does not disable. Problem: - For system integration in any…
SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
Create DEM03 Demand Forecast Module
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
2.3.10 Activity Create Demand Forecast
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
Dynamic Line Item Label
One recent scenario was where the Line Item Labels are shown as CY, CY-1,CY-2,CY-3 and users wants this name to be dynamic like 2024,2023,2022,2021, I want this label to change in all modules each year as the current period changes. There were many occasions where there were requirements to change Line Item Label, which…
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…
How long to wait for accessing anaplan workspace
Hello, I applied 31 july 2024 for the talentbuilder program(Completed anaway plan already). On the website it says approx 6 weeks. I'm still waiting for approvement to get access on the workspace. Can any admin give me update about the situation?
Kickstarting your career in the Anaplan ecosystem: A beginner's guide
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. Embarking on a journey in the Anaplan ecosystem offers a unique blend of challenges and opportunities. As someone who started from the basics and advanced to being recognized as a Certified Master Anaplanner, I've gathered numerous insights…
Tips on building out a new model
Author: Andrew Tye is a Certified Master Anaplanner and Anaplan Process Developer at Aviva. As a new model builder one of the more daunting prospects is beginning the build of a brand new model. You’ve completed the various training courses, supported an existing build, and maybe have done some small enhancements to an…
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…
Allow to delete all actions in a process when deleting the process
Hi, I am currently working on a model split and I need to delete multiple actions, but before deleting them I need to delete the processes they are included in. It's very time consuming to delete the processes first and then the actions. I think it would be useful to have the option to delete all actions included in a…
New Community Challenge – share your fun Anaplan builds and collect a badge!
We're thrilled to announce a brand new Community Challenge kicking off this month — the Builder Challenge! This is an opportunity to showcase your creativity and share the fun and innovative Anaplan model builds you've created. As a bonus, we will select participants to present their model builds in a special Community…
Builders Challenge! に投稿してみました！
　皆様こんにちは。マスターアナプランナーとして活動しているAmayaともうします日本のコミュニティを盛り上げるべく（再び）情報発信していければと思いますので、どうぞよろしくお願いします！さて今週いっぱいComuunity ではビルダーズチャレンジ！として「あなたが作成した楽しく革新的なAnaplanモデルビルドを共有する機会」というのを開催しています。私も何か楽しいモデルを作って、世界の人に見てもらいたいと思い、昔懐かしい「15パズル」を作ってみました。New UXだと色も選べて、華やかになりますね。（あとはセンスだけ。）動く様子を動画に取りましたので、ぜひ見てみてください！…
Email Notification
I created a action - to add list member. Additionally also a notification to notify me via email if there will be a new List member added. But unfortunately it is showing me two different buttons to execute the process. Is there any way i can create in one process the adding of list member followed by Email notification?…
Best Practice to combine two or more model data into one output model
Hello Team As project requirement I need to combine information from two different model (i.e. Actual Payroll information and Plan Payroll Information) In different model have calculated this information since calculation is different and in plan payroll end user will make the changes. List used in both models are number…
Level 2 Sprint 1 1.1.5 Activity: Download Copy of Data Hub Model
I am trying to import the model in the Anaplan application which Calendar property should I select I am confused. Can someone help me with the same?
Ability to filter / show only modules for a single functional area
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: For large models, it would be beneficial to be able to show only a certain Functional Area (i.e. use a drop down to only show "Data"…
Approval mechanism for Change Process
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: Use Case: - There is no approval mechanism over changes that would be promoted to production environment. Problem: - Unintentionally…
API for Anaplan Tenant Level Roles Management
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: Use Case: - Tenant level roles e.g. tenant admin etc is now a complete manual process there should be API available for those.…
Model level API is not available for UAM
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: Use Case: - There should be API available for User Access Management at model level, currently workspace admin is the owner of that…
Four tips on Anaplan model documentation
Author: Timmy Thomas is a Senior Anaplan Model Builder at Autodesk, Inc. Documentation within Anaplan may seem like a mundane topic, but it is crucial to the long-term success and vitality of an Anaplan model. Inevitably, there will be change management to deal with throughout a successful model’s lifespan. Whether the…

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