Modeling

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…
How to be frugal when building inventory rollover
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. Imagine you are modeling inventory projection in the classic engine with below assumptions: Large number of products and locations Planning horizon with daily buckets (let’s say 60 days) This is very common in use…
To build formula which is like PREVIOUS() but references a list item instead of time
Hi All, found out a work around for this, until Anaplan creates an in built function to fetch previous or next values in a list, without referring to Time dimension. Hope this helps Link to Anaplan Idea Exchange: https://community.anaplan.com/t5/Idea-Exchange/PREVIOUSITEM-formula-which-is-like-PREVIOUS-but-refer... Other…
user filtering to the top of a hierarchy
I am trying to do something that must be very simple but for the life of me i cannot work it out. In this TEST MODULE i have a normal filter and i apply a logic to the sales volume stating if check? (the customer in the module = chosen customer) then sales volume else 0 and it works 100% as expected, removing the values…
Convert list to text
Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…
Converting Text to Date and Date to Text
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. While Anaplan has specific functions to convert between data types, converting Text to Date and Date to Text are two commonly searched topics on Community and they require the use of several…
Issue with double counting bed types
We added new bed types to eventually move from the old "All Beds, single, double" I inputted the data into the new bed types Went to double check flow into other modules and found that they are being double counted even though I blanked the original columns out. I am not sure why it is still counting All Beds even if it is…
Alternative of Rankcumulate
Is there an alternative to using RANKCUMULATE in Anaplan for cumulative ranking by group? The model's performance is impacted due to the use of rankcumulate. I'm looking for a more efficient approach or best practice to achieve cumulative ranking within groups without degrading performance.
How to build a Polaris reporting model in less than two weeks
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the past nine months, I have been involved in multiple Classic-to-Polaris conversion projects. One consistent requirement across these engagements is the need for scalable reporting solutions that support multiple…
Default today's date on UX with ADO
Hi everyone, I am trying to make a UX Page with today's date as default. That means, everyday when I enter in my UX page, I will see today's date (so the date will change everyday) and the figures related to the date, will change accordingly. Any ideas or tips&tricks? I need to men tion that I need to use ADO and not…
Level 2 Sprint 2 2.3.10
Hi, as a result for the first question (2.3.10) I have the answer 71.34 but it should be 73.48. I don't seem to understand where I made a mistake. Could anyone help me out please? - DEM01 screenshot 1 (DEM01) - DEM02 screenshot 2 (DEM02) - DAT03 screenshot 3 (DAT03) - Formula: IF 'SYS01 Time Settings By Week'.'1st Forecast…
Anaplan Export (Tabular Multiple Column): Saved View Line Items
When exporting from Anaplan using "Tabular Multiple Column", will the export include only the line items saved in the saved view, or will it also export line items that are excluded from the saved view?
Mapping LOOKUP
I have a Combined String list and a Combined String Properties module. I also have a Mapped Flat List and a Mapping module. I want to bring the mapping from the Mapping module to the Combined String Properties. How do I do that? I know I should use a lookup, but I need help with the setup?
Add Syntax Highlighting
As a Model Builder, I would like to have "syntax highlighting" when I create my formulas in order to improve readability.
How to use a different 'Current period' for different versions
I'm working on a model with three versions: Actual (Actual version), Scenario: Prognose lopend jaar (current version), and Scenario: Budget volgend jaar. For one of the calculations, the Scenario: Prognose lopend jaar version needs to use a different current period than the Scenario: Budget volgend jaar. For this, I…
Using territory maps with Anaplan
Author: Paola Malafaia is a Certified Master Anaplanner and Associate Consultant at Cornerstone Performance Management. After setting up Territory Maps, I had a few learnings and I thought it would be helpful for other developers to put some notes about the basic settings of this mapping feature for dummies. The goal here…
Building a Cash Flow Model
Hi, I have started Building a Cash Flow Model for my Excel Spread Sheet and I need advice on how to decide the structure of my Model. So far I have made Module's made after the Yellow Tabs in my Excel Model and made the Line Items of my Modules the First Columns in my Excel Sheets (The things that I need to calculate and…
Time summary setting for a line item with "Formula" summary setting.
Hi All, I am currently working on a requirement to cumulate the value of a line item. For this line item I have opted for the Summary method - "Formula" but I dont want the overall total sum for this column; I tried to change the "Time summary" for this line item , but it is throwing me error - Invalid combination of…

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Modeling

Discussion List