Model Builder

LiS for Export module
Hello Comunity, I am trying to build a LiS on order to have a selection of the Forecast and the Type of the FTE. The problem I have is that when I try to build my LiS on my Forecast Model, the FTE Type is a subset List put in pages. So I won't be able, in my LiS to have the Forecast by each FTE Type(the selection is not…
Model change best practices (Sept 2023 Community Challenge recap)
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. There were so many detailed answers to the September Community Challenge — it was a challenge just to sort through all the great information! To help the Community, I thought it would be helpful to…
Filter multiple dimensions as rows
Hi team, Im working on a rolling forecast module and have the following dimensions Versions (page), Time (columns) and Cost Centre, Gl and line items as rows. one of the line items is an input called temporary variance and a requirements is that across all time that the temporary variance sums to 0. My problem is, I cannot…
How to convert an annual amount to a monthly amount
I have 2 modules, both dimensionalized by the same list and time (1 is by year and the other by month). I need to take the annual amount in module 1 and spread it over the monthly amount. I've tried spread(Annual Amount, 12) but I'm not able to get anything to populate in the monthly spread module. Any guidance would by…
Dimension Help for Equity Waterfall
I am new to Anaplan and am currently doing a project for fun. I am trying to recreate a equity waterfall that is commonly used in Private Equity. I am currently stuck on an issue on setting up dimensions that will be used for the waterfall calculation. Attached are screen shots of what I am trying to recreate in Anaplan.…
How to hide line items in UX avoiding repetitive hide UX command
Hi all, I am facing an issue I'm pretty sure many of you already have dealt with. The columns Cost Center, Responsible, Employee Name, Labor Cost are line items. I wish I could show the cost center, responsible, employee name, labor cost line items only for the first project (1-Av-Bc - Argus V1); in short, I need to go…
Excel Add-In - Option to Switch to design view
Please could you create a new button/feature in the Excel Add in to allow switching to design view. Excel is a great tool for presenting and autosizing column widths and for working on Module layouts and for sorting and filtering relevant columns and rows during a module build. When I do a rebuild a module. I often need to…
Delete from list using selection
Hello Everyone, I have a module dimensionned by two lists, in which I added a boolean "Delete" which is codded by true, and I wanted to create a delete from one of the two lists using selection in the "Action" table, based on that boolean, but when I look for it I don't find it in the droplist of "selected using", which is…
Role list Model builder L1 exam
Hello are you able to explain why I have a situation like that? The parent is there but in the general list the field is not populated and I cant populate. I dont have any list member named All Roles. Thanks
Use ChatGPT's API to produce commentary and send it back into Anaplan
I've love to see some more native API's to connect Anaplan into ChatGPT API to be able to generate commentary. This would be an application similar to CloudWorks or PlanIQ that allows you to configure certain fields to be selected and then a certain style or questions can be asked to ChatGPT to produce the commentary based…
Remembering to keep the F.I.T in your model retrofit
Author: Taryn Townsend is a Certified Master Anaplanner and Senior Manager at Deloitte Consulting. As technologists and planners, our reflex is to look to the future. We strive to keep up-to-date on the newest and most optimized solutions for our clients and users. This can often lead us to opportunities to give our legacy…
IMPRESSIVE! Community Q&A Challenge recap
Earlier this month we launched our inaugural Community Q&A Challenge, where we presented an Anaplan-related question to our Community to answer and share their perspective. We asked, “As an Anaplan model builder, what steps do you take to ensure that changes you make to an existing module don't create unexpected results in…
Replicate A+ for Anaplan Functionality in New UX
Hello, With the New UX, A+ for Anaplan Chrome extension no longer works. I am wondering if there is any current extension developed that can replicate any of the functionality of the former A+ for Anaplan Model Builder Edition Chrome Extension? Specifically, I am wondering if there is the ability for "Improved Colors" that…
How to implement a multiple-criteria-mapping into a formula
Hi, I am trying to make this mapping work in the best way possible. I have 3 criterias: RV1 Revenue, RV3 Revenue, Product Class. I need to have, as a final outcome, the same Revenue BU of the mapping in this final module: How can I achieve this? Is the IF THEN ELSE concatenation the only solution possible? Thanks, Luca
Excel equivalent for TEXTBEFORE
Need to pull text out of a string. Starting from the beginning but going varying # of characters. Last character will always be immediately before an underscore. So in Excel I could use the TEXTBEFORE function. No exact counterpart in Anaplan but wondering if someone has already solved this with a workaround?
Import values from previous period into current period
Hi, I am trying to build an import which should take the values from a month to the next one, in order to create a baseline the user would then modify as he pleases. Once he's done so, he should then import the new values into the next months. The import seems to work, however, it deletes the value from the previous month.…
Is it possible to check capacity for each Module?
So I want to change my module. But I want to know how much capacity before and after implement new changes. Current now I only knew that we only can see the capacity for a whole model. Please someone, could you tell me about this information? Thank you!! 😄 BR, Dian Suci
You Have Been Removed From the Talent Builder Program
Dear Rahul, Our records show you have not completed any courses in the last 30 days of the Talent Builder program. Your account has been removed from the program due to inactivity, and your access to an Anaplan workspace through this program has been revoked. Please, DO NOT CONTACT Anaplan support teams as they do not…
Line items
Hi Anaplan Team, Model builders could work more quickly and efficiently if we could display the list of filters and import actions. When we attempt to delete a line item, Anaplan shows the referenced line items, but it does not indicate which line items that specific line item is using in filters and import actions.
NEW Community Q&A Challenge — join the discussion and collect a badge!
In the Anaplan Community, we believe that success stems from members connecting, sharing, and helping one another. As we witness members supporting each other daily in forum discussions, sharing ideas and best practices, and showcasing their expertise across various content, we are excited to introduce a new challenge that…
Line item with Month Format, need to repeat for all the period after it is calculated
Hello, I have a line item with Month Format (Maternities Month M_paid leaves calc) and need to repeat it until another line item with boolean format is true (Maternity). Tried with lastnonblank formula. Thank you for your help!
Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
Anaplan training resources and tips from a Certified Master Anaplanner
Author: Hem Maan is a Certified Master Anaplanner and Director at Bolt Consulting Group. Anaplan is a fantastic platform that not only allows businesses to achieve their objectives, but also the flexibility it offers also allows model builders to fully utilize creative problem-solving skills. It’s important to be on top of…
Stock Projection (Stock + Input - target)
If anyone can help me with this: I need to perform a stock simulation by inputting values, as you can see in Mar 24, I do not have enough to reach the Best Estimate (what I need is 261 to reach). But if I input 1000 in Feb-24, I would have 146 + 1000 = 1146. I need to subtract the target for February, which is 261, from…
Prior Year Value: Page selector?
How can I view the actuals for a previous year, regardless of the current year? For example, if if July 2023 is selected, I want to see the full year 2022 actuals. Similarly, if July 2024 is selected, I want to see the full year actuals of 2023. My current logic is only working for 2022 actuals. Actuals = Amount [Lookup:…
Having more than three dimensions in the pivoting of modules
Hello, Is there a way to have more than three dimensions as rows or columns when pivoting a module? Maybe it is easier with an example, I have to create a report that requires 3 categories on top of the line items, but I am only able to add 2 categories, because the pivoting cannot exceed three dimensions in rows and…
can we have a multi select filter as a page selector in Anaplan?
similar to what we have in excel filtering…can we use page selectors to select multiple boolean formatted line items. Snapshot attached
Add a list item from a module
Hi all, I am struggling a bit to find a way to add a new list item from a module. So, I have this module in which I let the user insert the product, the product code and finally the customer group; the final result are three new list items I need to add to the relative list, that is ps01 product (which is a numbered list…
Community perspective: How to vary model inputs using optionality
Sandi Duffy is a Certified Master Anaplanner and Senior Finance Manager at Challenger Limited. With Anaplan, it is easy to run multiple scenarios within the same model by using optionality. A common use for this would be during the budget setting process. Say, for example, you have a budget model but would like to see what…
Add a button to a dashboard
I have dashboards built out for budget owners in the model layer not app layer of anaplan. I would like to add a button that essentially gives the budget owner the option to add an additional FTE to their headcount and plug in the respective salary of the new hire and see the financial effect of adding one additional…

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