Model Builder

Can a create action be added to a process?
I have a client who wants to add a create action to a process. He's not sure that this type of action can be added to a process. If this can be done, can you please provide instructions? Thank you.
Chart Palettes Dec 2023
Hi I like the update. However I noticed an issue; once you create a custom colour pallette for charts you cannot edit it if you want to change colours for example. You have to create another one(time consuming) Any advice? thk u Ravinder I found the edit button now: BUT the max number of colors has been reached - only…
Allowing users to submit confidential requests
Audrey Neet is a Certified Master Anaplanner and Principal Solution Architect at Tru Consulting. In most use cases, we can rely on selective access to control who has access to what list items in a model. However, there are a few use cases where a stronger level of access is needed, such as access given only to a specific…
3.3.5.2D Remaining Line Items , Reorder flags
Hello can you help me in perfecting my formula ? Reorder Flag: Identifies the week that an order must be placed before the ending inventory would drop below 0. As you see in the week 11 FY20 column, the reorder flag is not ticked even though the value is negative My doubt is, as per the hint, they suggested the use of the…
3.3.5.2A Beginning Inventory formula
Hello I need some help in this formula Beginning Inventory: This line item needs to display the value from the Beginning Inventory line item in DAT01 Beginning Inventory module for the first week of the year and the Ending Inventory from the previous week for all other weeks of the year. i have just created these in my…
How do you import line items from one specific list in a module?
Hi, I want to import data from a module contained in another work space. This source module only has one list with no top level. Specifically, I am trying to import the line items from one list item "Cost". On my attempt, I tried the following steps: Pivoted the list item needed as a page, and the line items in rows…
November 2023 Community Q&A Challenge — join the discussion and collect a badge!
Building on the incredible success of our inaugural Community Q&A Challenge in September 2023, we're thrilled to announce our second Q&A Challenge! In the Anaplan Community, we've always believed that the key to success lies in members coming together to connect, share knowledge, and support one another. Your enthusiastic…
Level 3 4.6.5 Sale Planning Model: DAT01 module
Hi Community, I was wondering if I did my DAT01 correctly? Because to import DAT05 historical sales from Datahub to Sales Planning module, I will need to set both dimensions as A1 Account and P2 Product list. However, when I start to build DAT02, my dimension was A2 Accounts>Product list (according to the learning module)…
Add new line item to import action
Is there a way to add a new line item for a source module into an existing import action? I have created a new line item 'X' in both the source and the target module. The new line item 'X' appears as an option to map to in the target module when editing the action, but it doesn't appear in the source module list to select…
Do ignored columns (from imported files) take up space from my model?
Hi guys! Do ignored columns (from imported files) take up space from my model? Thank you very much!
Can't add a parent to a existing list
Hi all, I am having some troubles adding a new hierarchical level to an existing list, which is called BU01 Business Unit and it's not a numbered list; the new parent should be BU00 Business Unit Combine: If I try to compile the parent hierarchy column, I get this error: If I try to delete All Business Unit from the Top…
Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions.…
Building a pyramid visual using a bar chart
Author: Subham Garg is a Senior Data & Insights Architect at Anaplan. Anaplan doesn’t have a pyramid chart option for reporting. However, there are certain metrics that work better with a pyramid chart than any other chart format. For instance, sales pipeline or number of employees at different ranks in a company are best…
2.4.4 circular reference error
Hello Everyone can I know why there is a circular reference error when I try to enter this formula ?
Cant able to open Sprint 1 course in Level 2
Hello Everyone I have finished Level 1 and got the certification and continued to Level 2 introduction class, and I have finished it . but when I opened the sprint 1 class, the cursor was not changing to the input method ( hand symbol ) to click and start the course. the course open button remains like the text Can I know…
Used in Pages (Apps) column
On the Actions and Modules tab, similar to the 'Used in Dashboard' column it would be useful to have a 'Used in Pages' column which shows where action or module in used.
Edit default column width in maximized view
The ability to edit and set the default column width in maximized view would improve the user experience immensely. Now users need to adjust column width every time they open a maximized view which is very inconvenient.
How can we create action to load Existing items line item to Applicable Products line item.
This is the screenshot of the module containing both boolean line items.
Editable nature of cells within grid is inconsistent over time, not due to version
Hi Anaplan Community! I am working within an Operating Expense financial model, I have a module to allow for manual adjustments by department. This module contains a line item "Amount" with no formula, to facilitate the manual input of adjustment amounts by spend category. The Model's Time frame is 2022 - 2028, and I am…
Drag and Drop functionnality (Line Items - Modules)
Hello It's will be helpful to have the drag and drop functionnality directly on each line item in order to rearrange easily on purpose Regards Patrick
Data loss issue
I've encountered a strange issue in our model. To give you the context - We run a scheduled process through REST API to copy data from one version to another version. We tried running this using cloudworks, it did not work (I'm assuming because once of the action in the process has filter based on User Write Access). So we…
Drag and Drop Actions (Process - Imports - Exports - Others)
Hello It's will be helpful to have drag and drop functionnality in the Actions page in order to rearrange them inside their respective bloc (Process, Import, Export or Other Actions) so it will be easier to group them if need include actions into a process using the drag an drop dunctionality Regards, Patrick
Issue in LIS where one line item is shown as a parent of another.
Hi, I have created a LIS from two different modules with a total of 3 line items. The two line items I selected from the first module however are having a parent child relationship when I use the LIS as a dimension in another Module. This should not be the case as all the line items are independent. The First Image is the…
Preview Window before creating Revision Tag (Preview of the result in the target environment)
It would be useful to have a preview window of the results of development done in a model before creating a revision tag (for synchronization). This involves setting up the ALM. This mode exists in the new UX in page builder mode Thank you Patrick
Import action failed while running through Cloudworks
According to the given screenshot, error thrown by Cloudworks is - "Hierarchy import has both Name and Code unmapped". Although, manually the import action is running fine. Need some help. Thanks,
How to count the number of times a month shows up minus 1?
Hi, I'm trying to create a logic into the line item "End". My goal is to count the number of times a specific month appears without including the first occurrence. If November appears 4 times, I would like the "end" line item to display 3. Similarly, if December appears 5 times, I want "end" to show as 4. I want to use the…
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…
Calculation based on variable selection from a user
Hi team, Got a problem I am trying to work through and have hit a roadblock. I am working on a forecasting tool and having trouble with dynamic selection of variables for basing my calculations on. For the purposes of this I have a list of accounts which is 62 members long. I have a driver module it is dimensioned by time,…
Level 3 Model Building Sprint 1: TAR01 Detailed Sales Target module
I'm working on my L3 Model Building, It has been paused for quite sometimes due to my confusion in how to fill The TAR01 Detailed Sales Target module. I can't even create a module to verify the The TAR01 Detailed Sales Target data. Here is the TAR01 Detailed Sales Target module that have been filled Here are the formulas I…
Hi Everyone, I am reaching out to the community for some help with a formula.
I am looking for a way to automate the Batch Index column with a formula. Any help or advice would be greatly appreciated! Thank you!

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