Modeling

Setting formula summary method on a ragged hierarchy to display on org charts
Authors: Upali Wickramasinghe, Certified Master Anaplanner and Principal Solution Architect at Zooss Consulting in Australia; co-authored by Andrew Petersen, Senior Consultant at Deloitte Australia. We were presented with a use-case to utilize the Anaplan Hierarchy Charts to display an organizational structure with some…
How to replace YEARVALUE() in Polaris?
I' am migrating data from Classic to Polaris. I have a metric at the intersection of Market, Item, and Division that is calculated as Current Amount / Annual Amount. I obtain the annual amount using YEARVALUE(Current Amount). In Polaris, I cannot use this formula as a summary, so when data rolls up to higher hierarchy…
Level 1 Model Exam Activity 5
In Activity 5 of the model building exam, it asks to adjust formulas for EMP02 Employee Expenses module for the Bonus, Car Costs, and medical expenses to reference driver data in EMP03 Employee Drivers by Role module. I have no idea what that means, can you help me?
Techniques for Anaplan model optimization (performance + sizing)
Author: Bhanu Chalotra is a Certified Master Anaplanner working with Anaplan community and designing different solutions around FP&A, headcount planning, and ICM. Anaplan is not just about how a model is built — it’s also about how efficiently it runs. This article shares proven optimization techniques to improve model…
REP02 SIZE MARGIN REPORT VALUES NOT APPEARING
Hello Everyone, The values for 'Revenue and Cost of sales' are not appearing in the REP02 Size Margin Report Module. Please find attached screenshots for your reference. Please help me.
Add Versions as a native option for a line item/property format.
Description of the enhancement required: Version as a format An example of the enhancement: When uploading a planning file (budget, Q1 forecast, Q2 forecast) from excel, a number of identifiers for my transactions are uploaded as text and later on in the transactions module turned into line items based on a list so I can…
Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
Scheduled Cloudworks integrations that fail Should have RE-ACTIVATE option
Scheduled Cloudworks integration that fail move to AUTO_DEACTIVATED status. When this happens there's no other option that re-creating the integration from scratch, which results in unnecessary work. Depending on the user, this could have a wider application impact while the Admin integration will need to re-create the…
How to approach a user story?
Author: Devrath Ahuja is a Certified Master Anaplanner with over six years of experience in implementing and delivering global Anaplan solutions. As someone starting out on their Anaplan journey, sometimes user stories and the build can feel overwhelming. Have you ever looked at a user story and wondered, “Where should I…
From access control to governance: Turning UAM into a strategic platform
Author: Artem Shchaulov is a Senior Anaplan Consultant and Certified Master Anaplanner with 8+ years' experience implementing global EPM solutions. In the first two articles, we covered why access management breaks at enterprise scale and how to build a User Access Management (UAM) model that reliably assigns permissions…
When will this "Coming Soon!" functionality be coming?
Greetings, Product Management People! This support article from nearly a year ago alluded to Dynamic Bulk Copy coming soon! https://product.anaplan.com/supercharge-your-model-building-efficiency-with-anaplans-upcoming-modeling-features-53955fd1-9330-4aaa-b145-484ad733afc3 The screenshot shows the option to select the…
Referenced by for filters
I would like to see details of whether a module or line item is actively in use as a filter. When a line item is referenced by a formula elsewhere the target line item is displayed in the reference by column. Can this be replicated for line items which are used in all types of filter? This will help significant when…
How to use Anaplan Data Orchestrator to push out data from modules as in Exports from Anaplan?
I need help to design an export from a Module having multiple dimensions in the form of a .csv file either to my local system or any cloud storing tool like AWS S3 bucket.
NUX or Old - Add Jump to Section (Text Object) Functionality
As a user, it would be nice to add a jump to section functionality on either the pages in the NUX or the dashboards of the old UX. Some dashboards can be quite lengthy and scrolling becomes difficult when you have to navigate your mouse into the white space (as you scroll down) to avoid any published module views that…
List Hierarchy building error
I want to build the Anaplan list hierarchy for my own development model . I have built three lists : Budget Heads L1, 2. Primary Function L2 (Numbered List) 3. Function L3 (Numbered List) Parent list: Budget Heads for Primary function. and Primary Function L2 will be the parent for List Function L3. But in my L2 Primary…
Need a way to identify line Items being used as Filters.
There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.
Level 1 Model Building Exam Activity 5 - Stuck!
I have been stuck on this activity for the past 2 days and do not know what I am doing wrong: This is the formula I tried for Bonus: For bonus: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role’.Bonus % [LOOKUP: 'EMP03 Employee Drivers by Role’.Department, LOOKUP: 'EMP03 Employee Drivers by Role’.Role] ELSE 0 And…
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.
How to, plus an evaluation of ways, to do version comparison
Author: Kevin Beltz is a Certified Master Anaplanner and Principal Platform Adoption Specialist at Anaplan. Budget vs. Actuals. Last Year vs. This Year. What-if Scenario A vs. What-if Scenario B. As an Anaplan model builder, solution architect, or end-user, you know that comparing versions is a foundation of insightful…
L3 Model Building Sprint 2 - User Story 3.3
Hi Community, I was able to match my Target with the screenshot provided in the training. But after applying the commission and attainment % to Quarterly Target and then using Quarter Apportionment to divide quater values into monthly interval. My screenshot doesnt match the check your build. Commission% for Janell is 10%…
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!
Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…
Blueprint View - "Is Summary" and "Parent" - Impact of Clearing These Values
Hello and thanks in advance for any assistance! I am hoping to better understand what the "Is Summary" and "Parent" in the Blueprint View impact in the model? My end goal is that I would like to set all of the "Is Summary" to FALSE and clear out the "Parent" in the Blueprint view. I do not fully understand what the impact…
Evolving business requirements over time: Retroactive changes and effective dating
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Project Manager at Alpha. The day a new Anaplan model goes live is always exciting. The model is clean, fast, and aligned with current business needs; admins are trained, users are engaged, and everything appears to be running smoothly. However, as time…
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,…

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Modeling

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