Model Builder

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！…
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…
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?
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?…
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…
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

Model Builder

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