Model Builder

Quarter to month
Hello ^^ How can I convert a line item formatted in quarters (e.g., Q4 FY23) to a line item formatted in months, displaying the last month of each quarter Q4 FY23 =⇒ Dec Q1 FY23 =⇒ Mar etc Thank you
how to copy a lIne item from a module to another one ( Text format )
Hello, I hope you're doing well. I'm facing a challenge and could use some assistance. I have three line item text formats in a system module, and I need to retrieve the information in text format from the same line item with the same name from another module. Here's what I've tried: I went to the target module and simply…
Percentage Format issue on UX page
Description: I have a module with PV(dimension) Filters as dimension and I am displaying the Value line item on UX which is same as the Module dimension. But the Value line item is getting the data from other line item Actual vs Scenario 1 % which has ss_Actual vs Scenario 1% (dimension) - Which is a subset of PV filters…
Quarter to Text?
Hello Community, How can i go from the line item Quarter ( Quarter ) to Quarter ( Text ) example : Q3 (Quarter format) to Q3 (Text format) Thank you
Text to quarter ?
Hello Everyone, what is the best formula that we can use to go from this to this: Txt Period "Format Text" (Example: Q1 FY24) ===> Quarter "Format Quarter" (Example: Q1 FY24)
Line Item 'Held or Revised' and 'To change' in Level 3 Sprint 1
Hi Community, I am confused how to approach the line item Held or Revised and To Change in my TAR02 module in my Sales Planning Model. What does these line items mean? I did some experiments with these but nothing fruitful. For reference, this is part of activity 8.2 of Sprint 1 of Level 3 certification.
How to sum a previous period value and current period value (multiple times)
Hi all, Have been trying to sum the values from the last week and the current week to obtain a new cumulative value; this value will be the new value to be added to the current week value. Unfortunately, this does not seem to be so easy in Anaplan. WEEK1 I start the first week with one value (layers-actual) and, of course,…
Delayed amort of assets at category level
Hi Team, Need some help with a bit of a head scratcher. I am working on an asset forecasting module at a category level (due to requirements outside of my control we cannot input the values in at the individual asset level). The categories are in their own list and I have a simple module that houses their life for…
Conditional Formatting on User Access (Roles -> Modules)
The current interface for setting role access to module is difficult to read visually - if a model has many modules it can be difficult to spot if read and write access for roles has or hasn't been set up, or varies between modules/roles: Would it be possible to add default conditional formatting to the system that…
Transfer boolean information from a module to another (different lists being used)
Hi all, I am having a hard time trying to put to 2 differently structured modules into communication . The goal is to get the boolean to work as filter for the so-called FAB products. Here are the two modules: DAT11, one-list module: ID Revenues this is the source module from whom I need to take the "Is Fab revenue cost…
How can I efficiently extract and integrate just the anniversary month into our existing model?
Hello Anaplan Community, I'm currently facing a challenge with aligning the payment of Objectives Bonus in our model with the anniversary dates of employee entries. The requirement is to pay the bonus on the anniversary date of each employee's entry, but our model calendar is based on the years 2023 and 2024. The issue…
Account+Review+CYW+Scenario - Mexico values not matching the scrrenshot - L3 certification
Hello Anaplan community, I am currently working on User story 1.7 - 1.10 (Under section 8 of Sprint 1) and after building the country and segment distribution module, I noticed the values were not matching only for Mexico country.While investigating on this issue I noticed that the "Override" Boolean is checked but with no…
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.
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…
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…
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
Show process Id into actions window
it's would be useful to display process Id into actions window (in a dedicated column)
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…
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…
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…
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…
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…
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?
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.
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…
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
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
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…
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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