Modeling

Ability for Non-WSA users to update Switchovers and do Copyovers
Hello, I'm looking at giving certain users access to update switchover for Native versions, and copy over activities, reducing reliance on the Tech team. It looks like it's these types of actions are only accessible to WSA users. Is there another way around this? I initially thought that these can only be accessed by a…
Dynamic Subtotalling for List item subset based on user selection - Module Size Optimization
Hello, Apologies for the long post, I tried to be descriptive enough! I've a module in production which has close to ~3 billion cells, (this module alone occupies 25GB of space). I'm trying to optimise this module for space and make it scalable. The reason for the size **** up is multidimensionality and extreme sparsity of…
Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…
The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
Data integration and scalability: A framework for model assessment and optimization
Author: Avnish Goel is a Certified Master Anaplanner and Founder at ScriptStory. Recently, I led a model assessment initiative to identify suboptimal design elements in the data architecture for a leading investment banking firm. The project involved analyzing source systems and Anaplan models, leveraging both Anaplan best…
Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
filter time periods in list drop down
I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ? or would I need to create a fake period list?
Calculation Effort column for Classic Engine
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…
How to reference a Time Period in an IF statement please?
My PRACTICE module has time dimension as Months 2019. I want to create an IF statement in the RESULT line item that says IF Time Period < Jul 19 THEN TEST 1 ELSE TEST 2 How do I reference the Time Period in the IF statement? i.e. how do I write the IF statement so that in the RESULT line item there is 250 from Jan 19 until…
How to Aggregate Monthly Data to Yearly When Time Summary is Set to None
Hello Anaplanners. I have a module dimensioned by Month, but the Time Summary for my key line item is set to None to optimize space. However, I need to bring this data into another module that is dimensioned by Year. Since the time summary is disabled, the values don't automatically roll up to the yearly level. Would…
Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
Model Integration details
Hi Anaplanners, I would like to know what are the different ways to fetch information about the integrations (versions, type of integration etc) that are present in my model? Are there any direct API calls using postman or I can find this information somewhere in the model itself? Regards
Unexpected Model Size Increase After Updating Custom Time Range
Hi Anaplan Community, I recently updated a custom time range in my model and noticed an unexpected increase in model size. Previously, my custom time range started in FY22 with 4 periods, and the total model size was 78 GB. After updating the start period to FY23 (keeping the number of periods at 4), the model size…
Conditional Formatting for User-Based Search Functionality
Hello Anaplanners, I have created a search functionality in Anaplan that allows users to search for specific text within the project descriptions, Project one liner, Project StoryBoard line items within a module where Projects are a dimension. The search functionality is user-based, meaning each user can input their search…
Axis for Charts
Hello all, Does the auto-axis functionality not work for waterfall when you have negative numbers? Case 1 - Positive numbers Case 2 - Negative Numbers The numbers are exactly the same & its the same chart with the auto axis turned on. In case of positive, the variances can be observed very well with visible bars for the…
Does the "Anaplan Formulas & Function" app still works?
Hello, Does the "Anaplan Formulas & Function" app still works? When clicking on "Download this app" I'm directed to a page "HTTP Status 400 - bad request". Thanks, Evrard
Most efficient way to apply bandings to employee list
Looking to apply the bandings below to employee list depending on what salary is and whilst I know could do this by using combination of IF and AND statements I'm thinking there must be a more efficient way to do this calculation wise - any tips or suggestions would be much appreciated.
Pivoting with more than 3 rows
Description of the enhancement required: Need to be able to pivot more than 3 rows How would it help their business process: Reporting many cases of views needed with multiple dimensions with more than 3 lists in rows. Most recent case 1) A module with many dimensions 2) Need to be imported to a flat list 3) Filtering…
LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month,…
Many to Many Sum in a single step?
I am in the middle of a model build and am running into a situation where I feel like there should be an efficient option to do a calculation, but I can't figure out a way to do it without a 'staging' line item that bloats the model. As the title says, I have a 'Many to Many' relationship - a single Deal can be tagged to…
Pro tip: Process & Import IDs
When setting up data integrations the process or import actions are often referred to by name, however, this practice isn't robust and can cause process failures if names are changed in the model. During development and enhancements, a model builder may choose to edit the name of a process or import to the model. This…
how to convert date to text
Hi there I was wondering how do you convert 2/3/2020 (which is a date format) to 2/3/2020 ( a text format)
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…
Filter list using list property
Hi Hoping someone can help me solve this issue I am having. Probably doing something very silly! I want users to filter a list of managers which is a subset of the employee list. I wanted to do this through a list property driven by a line item in the model. I have done this before but I cannot seem to get the dependent…
Update subsets for the lists with Selective access
Hello, could you please help with following situation. I have the flat list of positions for which Selective access is set (according to the access of the user, so that HRBP of the Facility 1 has access only to applicable positions). All the major calculations are made on this list of positions ir order to save space…
February 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2025 official release notes. The information below offers supplemental information to that post. Integrations and Extensibility Create a transformation view directly from a source dataset in Anaplan Data Orchestrator On the Source data page, a…
How to SUM the last three months
In the line item "last 3 months sum", I'm trying to sum the last three months. I tried using timesum but wasn't getting the right numbers. Any help appreciated, thanks!

Modeling

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