Model Contributor

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…
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…
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…
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.…
Create Shipping Export Module and Create a Saved View
Hi, I am unable to compile the data at month level. As soon as I change the timescale formula to monthly it shows the subsidiary view icon against line items, yet does not change it to monthly view in grid. Please suggest what's going incorrect here..
Passed your L2 exam? Now what?!
Author: Hillary Sich is a Certified Master Anaplanner and Consultant Manager at Allitix. P.L.A.N.S. is the underlying guide to building a good model — and following these model building best practices will insure you're building the best model! If you've passed your L2 test and are diving into work, here are some…
Anaplan History Extraction based on Specific Criteria
Hi Anaplan Team, We now only have one option for extracting history: selecting a date range. It will benefit all model builders and Anaplan workspace admin users who truly take part in model development if we can offer more options, filters, or criteria. History Extraction Options along with Data Range: based on a specific…
Top five new model building tips and additions that changed my life
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Cervello. As we all have started using the new modeling experience, here are my top five features which have made model building easier and more efficient: Formula indentation. One of the significant additions in the new model building experience is the…
Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
Five tips for a (mostly) painless model rollover
Author: Clarissa Hassfurder is a Certified Master Anaplanner and CEO at Double10 Consulting. As Anaplanners, we all hope that when a model is being build the Solution Architect and model builders think about and document all maintenance requirements for the admins. But this isn’t always the case, especially when many hands…
How to add a button that creates a new line item in the GL that has a hierarchal structure
The current button we have in place has us add in a new SUB-GL/ vendor item to a numbered list. That numbered list uses an OpEx subset that layers in each new vendor into its respective opex area such as adding "Anaplan 2.1" under Software subscriptions in the GL. The problem im running into is that this current structure…
Anaplan Job Board?
Hello — does anyone know if there is still an Anaplan Jobs Board in Community? I have a position that I would like to post and I can't seem to locate this anymore…. it was part of the old platform and I wonder if it's not included anymore. Thanks, Stacey
Removing unnecessary Top Levels
Removing unnecessary Top Levels (or better yet, not adding them in the first place!) Author: Allison Slaught, Certified Master Anaplanner and Principle Solution Architect at Anaplan. To improve efficiency in your models, it’s important we only calculate where necessary. One way we can do that is to only use Top Levels…
L2 Sprint 3 - 3.3.6
Can anybody please help me with why my data is showing 0 instead of 16388 in Confirmed Purchase Order Receipt (week 3) after following the instructions in the screenshot? I have applied the following formulae: PO Submitted: IF Submit Purchase Order Request? THEN 1 ELSE 0 Confirmed PO Delivery: POST(PO Submitted, Final…
Module Lines System Generated 'Created by' and 'Modified by' Detail
All module lines should include system generated "Created By" and "Modified By" detail for audit trail, compliance, and support reference. It is not always clear as to whom created or modified a line in a module. If a consultant or contractor is making changes to lines, the only way to find that detail is by combing…
MailTo Limits in Firefox vs. Chrome
We are using the MAILTO function to generate an email to a BCC-ed list of users of action required in the model. The list of BCC recipients is lengthy (>100 email addresses), and the MAILTO function appears to work in Firefox, but not Chrome (OS = Windows, email client = Outlook). Has anyone run into similar limits? Are…
Best practices for technical documentation of a model
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As go-live approaches and admin and end user training gears up, the question of ‘how do we document the model?’ might be front and center in your daily standups. Fear not! This article will cover some of the best practices on…
Shortcuts for Anaplan in new user experience
Having in mind recent improvements in the way that anaplan is using new formula formatting and "inteli-sensne" like interface when using bottom formula bar, its so much wast that there is so few shortcuts inside anaplan. Some of them are not working at all with new experience (Ctrl+>, Ctrl+< - working only with anaplan…
How do I find or trim an inconsistent string of characters in a line item?
I am currently importing data with a concatenation of 3 General Ledger identifiers and a customer code. A sample would look like LE10000.LMF10000.1000000 for the first GL indentifiers. Everything is consistent and All LEs are 7 digits, all LMFs are 8 digites and all account codes are 8 digits. I have customer codes that…
Add List Search Option while create module and Import from Existing Model
Hi Team, If we provide a search option to select a list when creating a new module, it helps model builders select the required list. Similarly, if we provide a search option to select the source for any import from existing model views or lists, it also helps model builders.
Add List Search Option while create module and Import from Existing Model
Hi Team, If we provide a search option to select a list when creating a new module, it helps model builders select the required list. Similarly, if we provide a search option to select the source for any import from existing model views or lists, it also helps model builders.
New to Forum
Hey everyone! My name is Chad Pyke. I just started my Anaplan journey and am excited to learn from each of you! I'm hoping to transition into a career in Anaplan/EPM by EOY and would love any advice or counsel you have on the customer vs partner track. Thanks!
Production Data - Top level Can be Changed?
I have a scenario as follows: I have a List named "Product L1" which has been marked as production data. While I understand that structural changes can still be made to a list that has been marked as production data, I have noticed that the top level, which cannot be changed if the list has been marked as production data,…
Model building checklist
Author: Nicole Johnson, Senior Anaplan Model Builder at Autodesk. I love a good checklist. Naturally, that passion comes through when I plan and build enhancements for an Anaplan model. I've created a model building checklist that I use to think through and document changes I need to make to a model, and I'm sharing my…
Can Non workspace admin User export the user list.
Hi Team I just wanted to know is their any workaround from which Business user(without Admin access) can run and export the User access details. As of now only Admin user can export and see user details,But i just wanted to know if anyone has any workaround(But without Admin help).
Top 25 Anaplan features released in 2022
Authors: Misbah Ansari (@Misbah), Certified Master Anaplanner and CEO/Founder at Miz Logix and @WajidAli . Within this fast-pacing world, it is important for technologies to move even faster. Anaplan, being a leader in the Connected Planning world, released a plethora of changes and/or updates in 2022 to almost every…
Two approaches to ragged hierarchy
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. In Anaplan, we consider it a significant feature that lists are hierarchical. Hierarchical structure allows for smooth and meaningful connections from the parts to the whole and gives flexibility to the…
The new Modeling Experience is here!
If you attended ACE 2022 or have been keeping up in Community lately, you’ve probably heard about exciting new changes to the Anaplan model building experience. That’s because the new and improved Modeling Experience will soon officially become the default modeling interface, but you can start using it today! Though the…
New to the Forum
Hi Community, I am new to this Forum. I started e-learning Model Building Journey last year and I am happy to be now Certified Model Builder (achieved last week). I am working as Project Owner Support and I am looking forward to increase my Anaplan knowledge and enhance my building skills.

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