Model Contributor

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…
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…
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…
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.
Hello All. New to this forum, go easy on me...
Hi all. New here but not new to Anaplan. I've been here nearly 9 years. I'm joining this forum to help out and spread knowledge. Will help create some content and articles - any suggestions, what do you need here as model contributors? Let me know what you need and what you want to see... Post your questions, there are no…
Anaplan Model Builders and Drummers
In Anaplan model building, we have to make sure that the four cornerstones (model, data, business process, and deployment) during every phase are addressed. All of them are equally crucial for the success of the project. I think that, in a way, model building is like drum playing. As drummers are able to move both arms and…
7 Benefits of Anaplan Modeling
Hi Model Contributors, I just read a really interesting Community blog post by @AntonS where he outlined seven benefits of model building within the Anaplan platform (spoilers: #5 covers the benefit of using standard Time and Versions compared to custom alternatives). I thought this would be a useful review for less active…
Text Functions
There should be a function to convert Date to Text -- call it TEXTDATE(x)
Anaplan Live! Model Contributor Meet Up
Attending Anaplan Live next week, in San Jose? Make sure to swing by our Customer Connect meet up, specifically geared towards Model Contributors of all levels! Our own @rob_marshall will be leading a relaxed conversation and connecting attendees with similar backgrounds. Sign up today. Unable to join in-person? Make sure…
Calculating levels in a hierarchy for dashboard filtering
Summary This article describes the technique to dynamically filter specific levels of a hierarchy on a dashboard, and provides a method to select and visualize hierarchies on a dashboard. Details This article explains how to configure the calculation of the level of a list in a hierarchy in order to apply specific…
New to the Forum
Greetings everyone, I am new here. I am new to Anaplan as well. I completed Level 1 and Level 2 training in December and I am happy to report I am now working as an Anaplan Analyst. I do not have a data background I actually was an insurance adjuster for 15 years, so this is a different path for me. In all transparency ,…

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