Model Builder

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…
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…
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…

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