Modeling

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…
4.6.7 Activity: Import Data into P2 Products List
Let me know what am I doing wrong here. getting different result while importing.
4.8.2 Activity: Import Data into E2 Employees# List NUX
In the NUX everytime I try to import the employee list it doesn't display the name. I am correctly importing but it continues to show the employee names as numbers. Please advise
Do scheduled CloudWorks actions run in parallel or sequentially?
If we schedule two CloudWorks actions to start at the same time, using the same source model but different saved views, and updates two different target models, will they run in parallel or sequentially (with one finishing before the other starts)?
Aligned by Design - A proportional cascade framework for multi-level forecast reconciliation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In enterprise planning and forecasting, we aim to produce statistically sound forecasts at multiple organisational levels (e.g.…
Aggregate planner commentary together with financials as insight rolls up across the organisation
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: In planning and forecasting processes, large volumes of textual commentary are captured at detailed levels (e.g., line items,…
8.2.2 Activity: Add Volume Inputs Module
I am having a challenge creating the volume input module properly as the location is showing Region. How can I change from the Region format?
Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
Performance Issue with Master Switch for Dynamic Product Selection in Polaris
Hi All, We are facing a scenario where users must dynamically select specific list items for different planning scenarios. Example: We have 5 products in total Scenario A: User plans for 3 products Scenario B: User plans for 4 products Because this selection is dynamic, we are not using subsets. Instead, we: Use Boolean…
Building scalable Anaplan models — Part 1: Master data management in the Data Hub
Author: Hanwen Chen, Certified Master Anaplanner. If you read my previous article — “How to build a Polaris reporting model in less than 2 weeks” — you already know how to rapidly stand up an Anaplan Polaris reporting model by leveraging existing Data Hubs and Classic models. That article focused on speed of delivery. This…
4.8.2 Activity: Import Data into E2 Employees# List
Hi All, Has anyone completed exercise # 4.8.2 Activity: Import Data into E2 Employees# List? I am not able to procced with this, can anyone j
Building a Cash Flow Model (Need Advice)
Hi, So I'm playing around with trying to build a Cash Flow Model in Anaplan that is on a Daily Time Scale [WeekDay Function I plan to use] and has Line Items of different Accounts in the company that must stay at a min/max balance daily. I want to try and make this an Model that will automatically allocate the money around…
Allow ISFIRSTOCCURRENCE to search against time
IFO returns true for the first occurence of a value against a specific list formatted dimension. i would like the possibility to validate against the time dimension as well.
Comments within formula
There should be a syntax to add comments within the formula. All programming languages provide this feature, for example: /* comment */ is used in Java, plsql. This will help to temporary remove any part of the formula for testing or add meaningful comments for reference.
Action Change on comparison report: "Allow Writing To Current Period"
Hello Anaplan Community: When reviewing a comparison report for a new revision tag today, my team and I noticed two changes to a bulk copy action. The changes in the comparison report for this action are "Allow Writing To Current Period" and "Allow Writing To Periods Prior To Switchover" The previous values were "-" and…
Running IRR (IRR Calculation by Period)
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The IRR function in Anaplan is calculating the final IRR based on the entire cashflow over the timescale. We need it to calculate it…
Optimiser Time out error
Hi, I am running an optimizer with Time out limit of 20000 seconds.However post 60 mins it throws the following error: "The solver was cancelled due to timeout, please increase the solver timeout value to solve the problem" Does Anaplan has the limitation of only 60 minutes? Not sure what is the issue. Can anyone please…
Source-side lineage view
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: I was trying to identify which models consume our Data Hub as a source in a model-to-model setup. Anaplan supports using one model as…
Update Subsets dynamically - Formula driven Boolean
It would be nice to have the subsets updated dynamically using a formula driven boolean linking to the subsets as a formula, just like how we have the option to link Display Name to a formula in a module. This would certainly eliminate much needed efforts of running the action every time when we have to update the subset.…
Enable Moving or Copying MyPages Between Models
Description: Currently, MyPages are tied to a specific model, and there is no native functionality to move or copy them to another model. This limitation creates friction for users who: Build personal pages in a development or sandbox model and want to migrate them to production. Need to replicate similar MyPages across…
Level2 sprint 3
My figures in Inv 01 ordering is not matching with one given in training module I have attached both figures and formulas used please guide whta I am doing wrong
Reorder flag
In module 2 sprint 3 it says keep the reorder flag referencing to Suggested order amount. WHile my formula for reorder flag is OFFSET(Ending Inventory, Shipping Time Weeks, 0) < 0 I cant get it Pls clarify
Historical Snapshotting
Estimated Level of Effort: <4 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L1 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased response time to address risks Increased forecast accuracy You Might Also Like: * Tops-Down Allocations Historical Snapshotting One of…
CoE guidance: A practical Polaris migration strategy by project phase
Author: Laiza Tagumpay is a Certified Master Anaplanner with a background in Customer Success and Solution Architecture, now happily building and scaling Anaplan as a CoE Principal Engineer in a biotech company. Migrating from Classic to Polaris is not a lift-and-shift exercise. It requires a mindset shift in how models…
Level 3 - Ask the Stakeholders - Establishing Sales Targets
Level 3 - Ask the Stakeholders Establishing Sales Targets Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Establishing Sales Targets Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please allow up to 3…
Configure the four-digit year at the line-item level
Hi, Four digit year setting should be enabled at more granular level. Option to choose the four-digit year at the line-item or format level, rather than at the global Time settings, in order to avoid changing the entire app.
SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following 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, two of our analysts will take…
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…
Clearing a List-Formatted Line Item When Using "Only Update Imported Cells"
Hi, I have an action where a line item (list-formatted) is meant to be cleared after a user input. I am using the same module as both the source and the target. But due to the module being multi-dimensional, I am using "only update imported cells" option for the import mapping. The filtering works fine as only intended…
Modulation in Anaplan
Author: Arun Thakar, Vice President in the banking industry. In cases where you have a single DEV model and multiple TEST and PROD models, the situation may arise where one user group asks for a feature that is not required for other users in different models. All too often the answer is to build modules, lists, and logic…

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Modeling

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