Modeling

NPV with rolling start date
Hi - I am trying to build a module with an NPV calculation which in each month calculates the NPV of cashflows starting from the next month until the last time period in the module. So in Jan-24 it would calculate the NPV with cashflows from Feb-24 to the end of the module. Then in Feb-24 it would calculate the NPV from…
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…
3.3.5.4 Update INV01 to Allow Override of Order Amount
Hi Everyone, Please advise If I am correct or not. I am having a little difficulty to understand what has been asked to created here. We now have two check boxes or Booleans "Submit purchase order Request?" and "override Suggested Order Amount?". My question is does only one box needs to be checked at one time or they both…
Search Option for Filter Line Item to Find
Hello Community, I would like to give one suggestion/idea on to provide search option while applying filter on module. This thought came when I'm scrolling to find my filter line item out of n no.of line items in the module. I hope this makes easy modeling/avoid scrolling a lot while applying filter.
Failed to retrieve field list from the selected data source. Please check your import settings and
Hi I'm received this error and it took a while to work out what it was. In the "Source Models" it was pointing to the wrong environment, this is confusing because I could still see the "Saved Views" to click on, it would bail out straight after that with the error. The complete error is: "Failed to retrieve field list from…
Introducing Improved Anaplan DX: a browser extension for Anaplan Modelers
We at valantic are excited to share our latest development: Improved Anaplan DX, a browser extension designed to enhance your modeling experience and increase efficiency. Please see below for more details. The extension is now available in the Chrome Web Store (can be installed on Chrome and Edge): For any feedback,…
Calculate the difference between two dates (days/months)
Calculating the difference between two dates is a common requirement and one that you will likely need to do at some point. Below you will find the best practice for calculating the difference between two days, and the best practice for calculating the difference between two months. While there are multiple ways to get to…
Stop the mistake research processing
As a Model Builder, I would like to be able to stop the mistake research by using an action button. This processing can be very long when we are building an heavy model (5-10 minutes) and most of the time we already know where is the mistake (format, etc.). That's why we can save a lot of time if we could click to stop the…
Error when changing list dimension to subset
HI, I have a list as dimension in one of my modules, and I am trying to change that dimension to a subset of the same list. However, when I try to do that, I get the following error message; "To serve as an access driver, a Top Level Item must be present on any line item dimensions that don’t match those of the target…
NUX Forms: Exception handling when duplicate code entered
When using forms to add to a list (where the code can be entered), users can accidently re-enter an existing code which triggers a model roll back, as it's considered a duplicate. There's also no notification the model is rolling back so it looks like the app is spinning its wheels. This leads to confusion and potentially…
3.3.5.6
Have been trying the Shipping cost variance formula but could not crack it. Help?
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
Changing production models: corporate psychology vs. customer satisfaction
Author: Jared Dolich is a Certified Master Anaplanner and Partner and Founder at Retailitix. Consider this cartoon from Clowncurls. Maybe a bit exaggerated but sadly not too far from how Anaplan change requests come in. The question is how should you respond? Long ago I was a service desk manager for a 5000-store retailer,…
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.
How to get data from current period -1 of current period
Hello, I need to get data from Aug 21 to Sept 21, but i dont want to use "Previous month", if not something like "current month -1", it´s possible? Thanks
Ability to select versions as a list formatted line item for use in lookup statements
Versions are useful as they allow switchover functionality enabling a user to both enter a forecast on a line and see actuals in the same line item. However, comparing versions to eachother (any version to any other version dynamically) requires a "Versions List" and logic to engage that list with the Version you want to…
Email notifications : Sending Email Actions without using mailbox
Request from Amgen Europe : Anaplan is currently not able to send email notifications based on a pre-set condition. e.g. whenever a price is submitted below a certain threshold. The idea would to have an action that sends email based on a threshold but without having to use your own mailbox
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…
what is DataHub and Spoke Model?
Creating New Model with No Access to others by Default
When a new model is created why does Anaplan provide access to other users within that workspace by default. It would be great if this gets restricted to the user who creates the model and then users can be added incrementally.
Data Copy Model to Model
Hi, I want to copy the data from one deployed model to another deployed model, what would be the best strategy to complete it with using minimum import actions? Thanks, Anmol Sarna
Time Ranges Notes
I would like to have Notes available to be able to record comments against a Time Range so as to give more clarity as to what the Time Range is used for and whether it needs to be rolled forward at a Year End as in some cases there may be no need to change the start year of the time range for instance but without knowledge…
Default number format for line item
As model builder I have to change format settings for each number-formatted line item individually when it's created. Would be nice if somewhere in the system I could setup default number format to be applied automatically when new line item is created. In example below you can see that once created a line item has the…
Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
Allow User to Enter Comments at Parent Level?
We have a text-formatted line-item where we want users to enter comments at both the child and parent levels. The current solution works fine for the bottom level, but Anaplan won't allow comments at the parent level (Marketing - Corporate Memberships). Is there a simple fix to this issue?
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…
Line Chart Showing Monthly Values for Fiscal Year Lines
I need to create a line chart showing the monthly values for each of several fiscal years as a line chart. The user wants to be able to see lines comparing each month in each fiscal year. For example, on the X-axis would be each month in the fiscal year, January to December, and on the Y-axis would be each fiscal year,…
Saved Views
Hi All, Can you please help me to understand visually what is the difference between system module and saved view as per below instructions :- SYS05 Saved View :- Let me know please if i am doing any mistake ? as in furher topics if i am importing these saved viewes I am not getting any data populated in lists.
Subset for Versions
Adding subset to Time Ranges is of great help. On the same line, there should be an option to create subsets for versions. In our use case, we have 5 versions (Plan, Actuals, Custom 1, Custom 2, Custom3). We want to use different sets of versions for different modules based on the requirement. Current functionality gives…
How to pull the annual total from the month forecast module?
Much appreciate if someone can help with this one. Source module: monthly expense list: cost center & expense type Dimension: time (by month, with year total FY23); version (actual & forecast) Line item: expense Target module: Annual summary list: cost center & expense type Line item: expense, budget, variance, % NO TIME…

Modeling

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