Modeling

How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…
Send an Email Notification if a Line Item Doesn't Equal 0
Is there a way to send a notification to specific users if a variance/line item is not equal to zero?
Convert CUMULATE functions to PREVIOUS | Model Optimization Team series
Hello! 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…
August 2021 Release and Sneak Peek at September
August 2021 Release and Sneak Peek at September Bulk Open from Table of Contents: From the Table of Contents section of New Modelling Experience (NMX) you can quickly open the objects of a particular functional area for faster access to the information that you may need. It leads to increase in productivity. Tab…
Share your model design best practices – November 2024 Community Challenge
We’re excited to announce our second Best Practices Challenge of the year! This Challenge series is open for Community members to share their expertise and tips on a specific topic. Join us to spotlight your knowledge and explore fresh ideas from other members in Community! For our second Best Practices challenge, we’re…
ALM- How and why anaplan saves data in module after replacing list with new subset of same list?
My module contains 5 dimensions, and I am replacing one of the list subset by another list subset of the same list, I have tested it using ALM, but I would like to understand how anaplan ensures even after changing the list subset anaplan preserves input value in that module. I have updated list subset first in test…
Summary module - referencing list with properties
Looking to create a module that provides a summary of a fairly detailed data set that has multiple dimensions, with having originally built this by adding the relevant dimensions to the module and then using a formula similar to the below, just referencing more elements…
Multi-select filters and their extension
If you are asked to name a few features which you use very often in Anaplan, there is a high chance that FILTERS will find its way to that list. There are so many places where they are used: saved views for imports/exports, report creation, calculations, and the list goes on. They are basically ubiquitous! Premise: Ability…
"Edit From" and "Edit To" in "Versions" don't prohibit users from importing values to that time peri
Description of the enhancement: The RFE would be to disallow users from importing into a timescale that they cannot edit. To reproduce: 1. Create a module with "Versions" and "Time" as dimensions. 2. In "Settings"->"Versions", change the "Edit From" to "Feb 16" on the "Actual" version. 3. Back in your module on "Actual"…
Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
Select Function using Versions
Hi, In version settings, I have 2 versions 1. Actual 2. Forecast but none of those versions are marked as True for Current (Refer screen-shot). I Created 2 Modules 1. Source Module 2. Target Module Source Module has Versions and Locations as a dimensions, Line Item - Source LI (Number) Target Module has Locations as a…
Text Concatenation | Model Optimization Team series
Hello! 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…
Definitive Current User in a formula
Hi, I have a list of invoices with an approver selected from the user list for each line item, what I want to do is check if the 'current user' is the same as the 'approver' and if so then allow them to write to the item. I have a fake users list, and i can have a module with users with show all set to off, but none of…
Modules or Actions Used in NUX Pages
Currently we are able to see where a module or process is used on a Dashboard. We need to have a similar ability for the NUX which warns or stops you deleting an object if it is referenced on a Page or App.
Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
How to transpose data
I have a module A - Dimension Class and Subject In the module, I have a line item (list formatted) called Order. User will use this module to define Order for each Subject for each class. eg. For Class X; SubA - Order 1 , SubB-Order2 etc. Now I want to create another module dimensions by Class and Order, That can show that…
How to make picklist selection user dependent
I have a situation where target lineitem is populated based on the picklist selection. The problem is when multiple users are making the selection, the latest selection is being used. I need this to be dependent on users i.e., one user selection shouldn't affect the other.
Can a List be Copied similar like Modules?
Dear Community, I have a basic question, many will feel it might be silly but still need to ask whether we can create a copy of the lists available in the General list sections like modules? If NO then why & if YES then how can we do it? Hoping to get answered by anyone of you soon!!! Regards,
Model Concurrency & Sanitization
Hi Friends, Do we follow these in Real Life Scenarios? Model Sanitization Guide Model Concurrency Testing Types Model Concurrency Process
Data not pulling in Dashboard from dource module
We have a problem. About us - we have a smaal-medium size model of about 23GB with about 200 users. We operate arou d 50 or so Business Units rolling up through Divisonal and Group structure Most User interaction is through Dashboard (though there is a fair amount of Excel Add-In reporting) which has DCA locking applied. A…
Alias Names for Time, Versions, Modules, Line Items and Dashboards
Hi Anaplan, It would be great for Anaplan to allow users to create alias names for: time, versions, modules, dashboard, list and lineitems. Thanks, Usman
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
Spring cleaning your Anaplan experience: Best practices for model optimization
Author: Wendy Wen is a Certified Master Anaplanner and Senior Director at Globalization Partners. As we embrace the arrival of spring, it's an opportune moment to fine-tune your Anaplan experience, enhance model efficiency, and elevate user satisfaction. In this blog post, I will delve into essential best practices and…
Commission calculation
Hi, Can anyone tell me whether the below calculation is correct or not? If yes, then can someone please clarify why the quarterly balances are different Thanks AB
Sales rep monthly Commission not matching with Anaplan 'Check Your Build' numbers?
Hi All Community Members, Despite putting a lot of thought and efforts, I am not able to figure out where am I going wrong. I have set all the Modules and formulae in place but still the numbers for the sales rep monthly commission is not matching with the Check Your Build numbers. Please find below details of my modules I…
Increase Code character limit in List
Description of the enhancement required: Increase Code character limit which is currently max at 60 characters. An error window will appear if character limit is reached. How would it help their business process: Customers have data values that exceed 60 characters when they try to import data into their List. When they…
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…
Drill to Transaction Functionality in the New UX
Drill to Transaction Functionality is considered critical for some partners/clients as it's functionality that has no alternate solution. I have heard specifically from FP&A implementations regarding allocations, as well as ICM use cases, but would love anyone giving kudos to leave comments with additional examples of it's…
PlanIQ Error
Hi, Do you know what would cause a 'PlanIQ Flow Trigger Failed' error @Misbah
Help on circular reference with POST
Hello, Do you know if it's possible to force the formula POST like LAG with STRICT argument. My use case to be able to POST value in the future for stock equation. If I use LAG(value , Leadtime , STRICT) or POST(value, 2) the formula are ok If I use POST(value, Leadtime), I have a circular reference. So I try to help using…

Modeling

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