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Done with L1 and L2. What next?
Hello Anaplanners! I recently completed my L2 certification for Anaplan. Unlike L1 and L2, there are no courses in the Anaplan Learning Center for starting or enrolling in L3 certification course. Can anyone let me know the next steps towards getting an L3 certification and an eventual Certified Anaplan Model Builder…
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Pages in a model - adding a category column
My idea is to have the category column of a page of an app show up in the pages menu e.g. page, category, app….. columns This makes it easier to identify pages related to each category without having to explore each page by clicking on it. Very useful, especially when there are lots of app pages.
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Pro tips on troubleshooting large Anaplan formulas
Author: Andrew Barnett is a Certified Master Anaplanner and Director at Allitix. The Planual serves as our guide for building things the right way in Anaplan. But let's face it, the real world can sometimes be a bit messier. Anaplan environments often consist of a series of models shaped over time by different people with…
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Bulk Copy Years
Hello everyone, I would like to move all the data in my model by a few years (Write all data from 2020 to 2023, 2021 to 2024…). For that I tried using Bulk Copy, but I can only copy individual months there, not entire years (if I select this accordingly, the button is greyed out). This is therefore a problem, as some…
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Level 2: Model Builder - 3.3.5.2 Inventory Ordering Module Formulas
Hi everyone, I am not getting the results as expected. Does anyone of you know where my mistake is? for the first Row "Beginning Inventory" I am only getting values for Week 1. For row "Shipping Time Weeks" I am getting 0 as the result. But expected is the value 4 (for Week 1). Here are my formulas: Thank you. KR Tobi
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Show process Id into actions window
it's would be useful to display process Id into actions window (in a dedicated column)
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February 23rd Model Builder Forum Follow Up
Hi everybody, Following the Model builder forum on Friday February 23rd, I wanted to provide a build along example that is more specific to higher education. I have put together an example of position planning as it relates to budget development and split funded positions and recorded a video walking through it (here is…
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How do I import only 1 occurrence without errors?
I have a DATA module with a line item named "Scenarios." I need to import this line item into a list also named Scenarios list. The data module is dimensionalized by a different list so I cannot use the isfirstoccurence() formula. What's the best practice when it comes to importing this line item into a list as to not have…
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Dashboard to show occupied space by building blocks
Anaplan must have an option to show actual occupied space in MBs by objects e.g. line-items (rolled up by modules), list items, versions etc. This is area which needs extra calcs OR sometimes builders (including SA) struggle to find the reason of actual model size.. A leap in this direction will help the builder community…
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link text-formatted line item
Hi All, I have a question from a partner.., Can you please confirm that it is not possible to link to a file destination in Anaplan using a link text-formatted line item. The link text-formatted line-item defaults to http// and the file destination our client uses has a different prefix using backslashes (\\). The links…
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SOS : A modeling question
Hello Everybody , I have two lists in Anaplan , let's name them countries with all the countries in it and a second list called products with all the products that a company have. I want to give the possibilty for the user if he check a country , he will see only the products in his country. So my question how we can do…
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Mapping modules dimensioned differently
I want to be able to pull over my Snapshots from SYS: Snapshot Lookup into my time module via lookup using my Week Number and the Code since they are both text. My lookup module isnt dimensioned by time but it shouldn't have to be, what am I missing?
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How to select only one Boolean line item at a time by disabling all other Boolean options?
I want the user to select only one boolean line item at a time. When the user selects one boolean, other booleans should not be selected, and once the user unchecks the selected boolean, all booleans should be available for selection.
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How to set automatic refresh when filter is updated to new value
Hi All, As I was building the UX Pages and came across on roadblock wherein each time when I change country and segment in field card I had to refresh the page again to get new country and segment values. Please requesting for inputs on how to set automatic refresh when I change the filter to new country and segment Below…
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Adding specific number to imported data
What's the best possible way of adding '0's to imported data? Eg: Data > Required Data 156 > 00156 23 > 00023 62797 > 62797 0 > 00000
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Filters for lists
Filter options for lists e.g. users lists So we can filter on model role, single sign on …. etc Reason Easier to manage large users list
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Anaplan for career growth
Author: David Edwards is a Certified Master Anaplanner and Principal at Columbus Consulting. Anaplan has long been a tool for driving growth and transformation within the companies that utilize its technology. However, it is also helpful to understand how being well-versed in Anaplan implementation and development is a…
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Designing models that scale
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. One of the aspects which determine whether a model will meet the need of the business is how well it can scale. Whether the constraint is balancing numerous concurrent users, or having dimensions with high indices, or both and…
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L3 Sprint 2 building the list: G4 Territory > Account#
Hi Community, I started L3 wherein we have to build G4 Territory > Account# list in Sales Planning model I followed below steps as per training Firstly, loaded the Download: Territory Data.csv into Data Hub model into Territory Flat List system and built system module below is the image attached of both list and sys module…
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Adding instructions to Line items
Hi Community, Curios to learn on how to add instructions to line items of module on UX Page. Kindly requesting for your inputs on how to setup on UX. Please refer to below screenshot for more information
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Model Search enhancement
Just an idea, it would be great if we could add in 'Model Search' ability to search module+line item. For example instead of searching module name and then line item or searching line item and trying to find correct module, we could just pate in the 'Model search' a 'module name'.'line item name' so it would give us…
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How to Delete a column data if data is imported action
Hi Community, Requesting for your inputs wherein, I need to delete a column data wherein to create a empty staging module which in turn will be used a import action to main module in L3. Requirement : to delete Override Sales Target column data Below is the attached screenshot for more reference Thanks.
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Modelling Ideas
Hi All, Is it possible it have a view like this in Anaplan? (Q1-Q4- Time range - how to fit in GAP in the same row). Revenue, GM, OPEX, EBIT will be line items and ASI,PMO,PPT will be list. Please give suggestions on how this can be implemented. Thanks in Advance.
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Tips on role communication and building Anaplan models
Author: Chad Frantz is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. It can be tempting when developing a new model in Anaplan to jump right into the technical aspects and start building to get all the benefits as quickly as possible. But one aspect of optimizing the modeling experience that can…
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Aggregation Formula not working
Hello, I am having a hard time trying to make a formula work in a summary output module: The dimensions are: time, r&d cost voice (list items: reticles, moves, licenses, services, labor, depreciation, general expenses, other) and cost center. What I expect the formula to do is to get the values from the calculation modules…
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what Conditional formatting logic to be applied to only highlight highest valued cell and lowest
what Conditional formatting logic to be applied to only highlight highest valued cell and lowest valued cell in a given line item?
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Anaplan Last year values Summary(Formula)
I have two modules A, B. Module A has time ranges of Week, Month, Quarter, Year. Module B has time ranges of Month, Quarter, Year. What would be the best practice to get last year values from module A to Module B and have them reflected for Month, Quarter, Year? (I tried OFFSET, POST, but got error while changing summary…
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Anaplan error: Line item not recognized
Dear Community, I encountered an issue during the build of some of our projects and would appreciate further clarification if possible. Brief description of the case: I have two modules, A and B, that contain the same line item names "Adjustment" (module1.Adjustment, module2.Adjustment). When I tried using the same formula…
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how can we decide the order of data while displaying them in grid in a reporting slide
so if I want to compare line item values for A,B,C,D,E but i select them in order of BCDAE for displaying in grid in the management reporting slide feature of Anaplan. How can that be worked out?