Model Builder

Nested Ifs | Model Optimization Team series
Hello! 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…
ANY formula issue
Hello, I can't seem to properly make this aggregation formula work correctly because it's based off a boolean which apparently is not filtering the list items correctly. TARGET MODULE, WKK51 Sales Returns - Actual/Forecast lists: week, scenario, customer group. timescale: NOT APPLICABLE SUM Formula: IF…
How to lookup transactional data without having many-dimensioned calculation module?
I have a module that contains ledger data and includes information such as suppliers, produts, departments and ledger mappings as well as the cost/income on a monthly basis. I want to create a module that end users can input into for their department where they're entering details for their next year's budget. For this,…
Boolean oriented Show/Hide & Variance
Given a module which has Time(quarter) dimension, Total $ (line item), Scenarios(list, dynamically user created). On a dashboard view, how can we let user choose which Scenario they want to see based on boolean and create variances of selected scenario?
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?
What is the best way to secure employee salary data to a central admin?
Hello - We are designing our first FP&A model and currently employee data is within that model. We would like only one person in the organization to be able to have access to all company salary data to keep detail by person secure to all other users. The issue we are running into is if you have a model builder role, you…
Automate model copy
Is there a way to schedule or automate the process of copying a model?
Anaplan users and inherited user rights for models in the same workspace (workspace admin)
Hi I think Anaplan should change the inherited access rights to models in workspaces. When creating users, it is easy to give a user access level when creating a user BUT the problem is this becomes inherited in other models in the same workspace. There is a workaround - give no access when setting up the user then specify…
Boolean Automate
Is it possible to make the boolean automatically uncheck itself based on date provided from another/same module? For e.g. In the picture, date is set to be 7/18/2024. How to make Q1 FY24 uncheck and let others stay checked?
Import error: invalid name
Hello, I am trying to run a import into a list in order to update the item code as per what the user inputs. However I get this error: This is the module view I am importing . I want "New VAT Number" to be the new item code: Here is the action: What is wrong? Thanks, Luca
Is it possible to have a chart with a dropdown selection to show either weeks, months, quarters?
For example, if I have sales numbers w.r.t to time, however I want a single chart on front end that has a dropdown selection to switch between lets say 6 weeks, 6 months, 6 quarters as 3 options, how can we achieve that?
Security: one user only allowed to update data
Hello, I need to customize a solution for one user only. In particular, I want this one user to be the only one who's able to check the "Update VAT Number?" boolean and type in the "New VAT number" cell. However, the rest of the module needs to stay editable for all the user. The UX will then display all the columns,…
Converting Text to Date and Date to Text
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. While Anaplan has specific functions to convert between data types, converting Text to Date and Date to Text are two commonly searched topics on Community and they require the use of several…
Any tips for reviewing the Model Map?
Hi I was wondering if anyone could share with me any tips that they use when exploring a new model using the model map please? Whilst I understand the basic functionality of using the model map, I am finding it very difficult to get a good understanding of the model and the relevant modules involved, because the model is…
Assigning List item based on Text line items and looking up - COMPLEX
Hi Community, To give the backstory of this - I have a module, where I first import one data file into, with Loan-Hedge ID List) and line items as the dimensions. The second file I import is a similar one, also with Loan-Hedge ID (List) and line items as the dimensions. When importing the first file, these Loan-Hedge IDs…
L3 User Story 2.4
Hi Community, In L3 User Story 2.4 requires the comments to be seen by others. Who should see the comments? That Country Sales Manager's ? and do we have to create a link or add an line item for comments associating with all accounts and then publish it do UX so end user can add comments along side of the accounts…
Noted! Using model notes in Anaplan
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. We use sticky notes, OneNote, Evernote…. Even if we can’t agree on the type of notes we use in everyday life, we can all agree that notes are an important tool. We use them for organization and communication. The big question here is,…
Calculate Space Utilized depending on Format and cell count
Hello Anaplanners, I have small query regarding size calculation, like how size of model is calculated using cell count of lineitem depending upon format used.. I would be better if I can get example calculation explaining how size is calculated using different format. Thankyou
Allow Module Views to be the starting point for a Custom View
When building new modules and functionality, we often end up creating and saving module views in the model, to make sure that we are able to see what we want to see, We then end up duplicating those in the UX, because UX custom views are so much more flexible (particularly with regard to conditional formatting etc). A…
Time Problem ASAP
Hello everyone , I have an old model with a time scale of 2023 and 2024 and after that I wanted to add 2025 in the time , some models take in consideration the next year , others not ! Is there any of you who faced this issue before ? If yes can you provide me pleasewith the solution. For me : I doubt that the problem…
Copy a branch to another Parent.
I want to Copy a branch to another Parent. The hierarchy is 5 levels and i want to copy an item at level 3 and all its children to another item under level 2. All suggestions are appreciated!
Activity : Filtering and Displaying Hierarchical Data
I want to create an interactive anaplan module that allows user to select an item from a hierarchical list and dynamically display associated items from the next level in the hierarchy Lists : P1 Product Family ( LVL 1) P2 Products ( LVL 2) P3 Products SKU ( LVL 3) Requirement : When a level 1 item is selected , display…
Driver Line Item for Action Button
I have condition in card where user can input negative value. But when the value is negative, the button will disable to click. I have data Product as Context Selector, Time Period Month in Column, and Line Item to input Order Quantity Review in Row. User will input number of order quantity review, but when the value is…
Summary: SUM , Time Summary: Average ERROR
Hello, Is it possible to set two different summaries at a time? This is what I am currently trying to achieve in the following module, "Forecast - Cost per Layer" and "Actual/Forecast - Target Cost" line items: However, in both cases I get this error: Is there any workaround to this? Many thanks, Luca
"Screen Selector" and "Context Selector" is not auto setting for all user (need to set manually)
Hello guyss, I need your help. So now on my project, I want to use below condition: If user select [ALL], then all product will show on the grid. But now on my ANAPLAN, this [ALL] selector does not show ALL the product, but only show the [Bottom], like below: when I check, I found that setting between the "screen…
How to bring values in Length of Service line item?
Hi All, I am really struggling to bring values in the Length of Service line item. Since the module is not big I had first tried to manually select items from drop down for all Reps but I realized that it is not the best way. Can anybody please suggest something? Here are my model Normal View and Blueprint view
Cmd + K/Ctrl + K Hotkey to open model search
Most modern websites use Cmd+K/Ctrl+K to open spotlight with quick actions or search. Anaplan uses Cmd+Shift+F/Ctrl+Shift+F. I believe that in future this window will be more than just a search so it needs to move from "search" hotkey to "spotlight" hotkey. It will greatly improve model building workflow and increase…
Excluding Ticked Booleans
Within a list, is it possible to create a list subset based out of formula to exclude ticked booleans from other list subset of the same list?
Order list action not working.
For example, Module A has SKU list and line item POS which has certain data in it. Need to reorder the SKU list with respect to POS line item data in descending order (Highest to lowest). Used Order list action to sort the SKU list. The hierarchy of list goes by Organization > Model > SKU. Order list action. Module A…
Is it possible to prevent Copy / Paste into a line item with a dependent dropdown?
Recently during testing, we learned that despite the dependent dropdown setting, users are still able to copy / paste data into the line item as long as it is a member of the list. Is there a way to prevent users from doing this? Risk is that we are using the input as the basis for mapping and we do not want data to be…

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