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Spring cleaning your Anaplan experience: Best practices for model optimization
Author: Wendy Wen is a Certified Master Anaplanner and Senior Director at Globalization Partners. As we embrace the arrival of spring, it's an opportune moment to fine-tune your Anaplan experience, enhance model efficiency, and elevate user satisfaction. In this blog post, I will delve into essential best practices and…
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Top Down Approach
Hi All, Check if you can help in the following scenario. I have 2 list PRODUCT & PRODUCT FAMILY (parent of product). Module 1 : (with PRODUCT as dimension) Line item : Check? (Boolean) User will select the product as needed. Module 2: (with product family as dimension) Line item : Check Product Family : ???? (if the…
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3.4.3 Activity: Create Country Summary Module formula is wrong ?
hello I have put the formula for Safety Stock Flag Count but in the exam it says wrong when i pasted it . i dont why couple of times it got rejected ? any advice will be helpful
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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…
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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…
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Email Notification
I created a action - to add list member. Additionally also a notification to notify me via email if there will be a new List member added. But unfortunately it is showing me two different buttons to execute the process. Is there any way i can create in one process the adding of list member followed by Email notification?…
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Best Practice to combine two or more model data into one output model
Hello Team As project requirement I need to combine information from two different model (i.e. Actual Payroll information and Plan Payroll Information) In different model have calculated this information since calculation is different and in plan payroll end user will make the changes. List used in both models are number…
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Boolean oriented Show/Hide & Variance
Given a module which has Time(quarter) dimension, Total $ (line item), Scenarios(list, dynamically user created). On a dashboard view, how can we let user choose which Scenario they want to see based on boolean and create variances of selected scenario?
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Time Problem ASAP
Hello everyone , I have an old model with a time scale of 2023 and 2024 and after that I wanted to add 2025 in the time , some models take in consideration the next year , others not ! Is there any of you who faced this issue before ? If yes can you provide me pleasewith the solution. For me : I doubt that the problem…
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Excluding Ticked Booleans
Within a list, is it possible to create a list subset based out of formula to exclude ticked booleans from other list subset of the same list?
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Aggregation Functions Other Than SUM
There are several types of functions in Anaplan: aggregation, numeric, financial, time and date, logical, text, call center planning, and miscellaneous functions. As a model contributor, you are probably already aware of the SUM function in Anaplan, which is an aggregation function, but how many other aggregation functions…
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Show process Id into actions window
it's would be useful to display process Id into actions window (in a dedicated column)
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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?
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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…
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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…
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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
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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…
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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…
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UX Page action button and Grid Data
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…
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3.4.3 Activity: Create Country Summary Module
Hello can anyone please help that formula for country made in is correct ?
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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…
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cant access after restoring history
after i have resorted to some eariler viersion in the history due to some accidently removing the dimesions from models menu of a model; now i have checked my pages and it is showing this can i know how to solve this ?
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Adding new level to existing hierarchy
Hi Everyone, The model has 7 levels of hierarchy for three years now. Would it be advisable to add another level between l6 and l7, taking into account the consequences?
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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.…
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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
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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
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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…
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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…
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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.
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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…