Model Builder

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…
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
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…
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.
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.
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…
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…
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?
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…
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…
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?
Referencing a line item that has formula summary method, not displaying correct number
Hello, In the example image, I am referencing a line item "TV Programming (Final)" in another module using an If statement IF XXXX THEN XXXX.'TV Programming (Final)' ELSE 0 However, it isn't pulling 4,063,964,538 as expected. I know its an issue with the summary method being set to formula because other line items are…
How many hours of work would you estimate it takes to obtain "Certified Anaplan Model Builder"?
Specifically referring to the timeline from the beginning of level 1 trainings, through "Intro to Polaris". If you could also provide an hour estimate to becoming a certified solution architect. I understand there should be 9-12 months of real-world project experience. For this I'm just concerned about the hourly…
Previous list item in formula
Hello, Is there a way to assign a value depending on the previous list item? In my case, I need to assign the value 1 to the week 5, value 2 to the week 6 and so on until week 9. The values always go from 1 to 5, however the week number might change (for instance, choosing RFC24/01, value 1 is to be assigned to week1 ecc)…
Revision tags with multiple builders
My client is asking what is the best way to allow multiple model builders in Anaplan independently? In the current system there is no way to isolate what changes should be moved to other environments, i.e., revision tags are cumulative. How do you all handle this?
Use fake week to replace default week calendar
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Some businesses run their planning or operations by weeks. However, setting the Anaplan model default Calendar Type to Week format can be inconvenient. For example, converting dates to monthly format can sometimes be…
Formula Summary for reporting
Have to run a variance reporting for 3 Line items. In the source, the line items have dimensions and Time(Quarter). The variance Reporting module is run by the same dimensions, the source line items act as a dimension(by line-item subset) and looksup the Year selection by the user. The challenge is that one line item has…
I NEED HELP ASAP
Hello, I need your help please!! I wanna import this file CSV in a list on Anaplan without edit the file. should i import the file in a module and create a code for each line then import the view in the list ? and how to do it ? thank you RGDS
UX, App-dropdown need to have category
In new UX there are many apps we are creating as per models. now we have 59 Apps there is very difficult find app names.. Can add category or search (find) option in that section so we can find any app easily.
Data distribution design from Data Hub to multiple spoke production models
Author: Hanwen Chen is a Certified Master Anaplanner and Principle Solution Architect at Anaplan. Use case You may have encountered a situation on your Anaplan project where the model size is too big when you try to load data from different business units (BUs)/GEOs/product groups in a Data Hub into a single spoke model.…
Set up Aligned DCA and Selective Access Management
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. On a list level, you can use two ways to manage the access: Dynamic Cell Access (DCA) and Selective Access. There are benefits and limitations for both approaches. I'd like to share an approach that could leverage the…
Notification error
Hello, Sometimes I get this failed notification. In some cases it works, sometimes it doesn't.
Formulating and capturing the no of orders count based on orders placed between time scale.
Hello Community, Process explanation based on below screenshot is basically on the left part we have module in which time is recorded for the orders placed and we need to gather and capture the count or no. of orders placed between the time series. EX: Orders between 14-15 PM is placed at 14.30 PM and 14.45 PM we need to…
Add Filter Functionality to Modules Tab
The modules tab should have filter options for 'Functional Area', 'Applies To' and some other columns that allow the model builder to quickly search for a particular module(s). If I want to find all modules that are dimensioned by 'x' dimension, how do I find it quickly? Exporting to Excel and filtering there is time…
Action for Deleting an empty row in UX after running the process
Hello community, I have been working on creation of the group wherein employees roll up to a particular super group below are the 2 Screenshot in detail. Current Process: Below is when enter all the details and click on action called "Create Super Group" the new employee with its Super Group code is added to the below Grid…
Is there any way out restore the history of QA model without breaking ALM?
Hi All, We have one case , where we need to restore the build & Data pushed in QA & Dev Model. Thinking of following Approach . Please advise if there is any gap or other way out : QA to be change the Deploy to Standard mode Restore the QA model from required History ID Post the successful of restore the QA will be get…
multiple developers are working on different enhancements to the same model
We have two approaches to manage scenarios where multiple developers are working on different enhancements to the same model, and we need to push their changes separately into the production model: 1. Rollback Method: After completing a build in the development model (in standard mode), the developer meticulously documents…
How to populate a line item using formula with correct time scale in weeks.
Future year sales⬇️ Last year Sales ⬆️ I have two modules SYS9 Last year sales in which I have uploaded values by importing data and other module SYS10 FY22, FY23 & FY24 sales in which uplift value or % which is applied on previous sales value to give the future year sales value. In SYS10 module I have a line item Previous…
Allowing to open Archived Model together with the production model
Hello Anaplan Product Team, This Idea has been generated out of discussion, where we were trying to open the Archived Model and the client was having only one WS, which was full. At that point an Idea generated to allow for opening the Archived Model along with the Production model. As of Now, Administrator has to archive…
Conclusion of Level 2 Model Building DATA02 SKU Volumes module
hello I'm stuck in this . can anyone help me from Level 1 FP&A module we have G3 and P3 SKU as dimnesions where is when importing from supply chain module it has different dimensions . how to import ? supply chain module if i use DATA 01 begining inventory module as data source , can you help me in fixing the import as i…

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