Modeling

How I Built It: Dynamic source data selection
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I showcase how you can set up end user selections to vary data sources across one or more hierarchies. This is a dynamic way…
How to avoid showing disabled parent from Drop Down list Selection
User is not willing to see parents in drop down list selection. By creating a flat list of my level 4 and by creating mapping between L4 and flat list we can fulfill the ask but I am looking at multiple options on how to achieve this. Feel free to share the approaches if any.
NEW UX: Link to pages in other apps within the same workspace
In Classic Anaplan, we have one big model within a workspace. We're considering building it again in the new UX and expect to break the big model into more functional apps. The trouble is some of these apps are not entirely siloed, i.e. users will need to move between pages within multiple apps. It would be really helpful…
Dynamic Average Calculation
I want to create a functionality where the end user will select a start and end month from a pick list and based upon the difference in months Anaplan will calculate the average revenue. Revenue data is already available in the module in one of the line item. Can this be achieved through MOVINGSUM() ? If yes, how do it…
Top 25 Anaplan features released in 2024
Author: Misbah Ansari is a Certified Master Anaplanner, Anaplan Community Boss, and CEO/Founder at Miz Logix. Anaplan has released hundreds of features in 2024 to enrich its platform with more flexible planning, dynamic reporting, and scalable offerings. These features have been released throughout the year across all the…
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,…
Exam 3 - A 2019 Actuals
Hi, I successfully loaded the provided 2019 Actuals file and updated the Sales Planning model and I am still getting incorrect answers for the first 2 exam questions which are based on this file. I hit every check point in the Level 3 lesson sprints and successfully loaded the file, so I'm not sure why my numbers are off…
Month Number respective month.
I want a line item where I can select the month by drop-down. For this respective month I need the number value of the month. How can I achieve this.? Like October is 10. I am thinking to create a month flat list and use it, but how can I get the number? And i would very appreciate you if you share screenshot.
Activity 4.6.4
When importing the excel file I keep getting an error message saying “import complete but with failures” and the failure is an invalid code. It says US is not the correct code. Anyone know how to help?
Sankey (Flow + Magnitude) Charts
Hi Anaplan, We've had a few requests now for Sankey charts to show flow direction of data as well as the magnitude of this flow. Especially pertinent in allocation processes where you it would be great to be able to visualise the movement of data from one location to another i.e. Allocation of L3.C to G5.A & G5.B; or Sales…
[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…
Interpolation
How can we do interpolation in Anaplan? I need to interpolate scores from the following criterias: a. Min number with equivalent score b. Max number with equivalent score Thank you!
Change of E-mail Domain - User History and information
My Org, will be undergoing a rebranding soon and as a part of it the domain name of the email addresses will change user@oldco.com → user@newco.com We use Anaplan SSO for Login and Authentication, Once the SSO is reconfigured expect change reflect in Anaplan user base. How will Anaplan treat this change? Will the new…
Level 2 Sprint 1 - 1.5.7.2 Add Formula to SYS13 Line Item
Hi, Can I please get some help with the formula for this? Thanks
Data Import from Model A to Model B
Anaplanners, Had a query, i have data in Model A, in Revenue Module which is dimensioned by Country List, Time & KPIs as line item. I need to import this data into Model B, in same Revenue Planning Module, which is again dimensioned by Country, List, Time & KPIs as line item. However here we have an additional plan type…
Removing unnecessary Top Levels
Removing unnecessary Top Levels (or better yet, not adding them in the first place!) Author: Allison Slaught, Certified Master Anaplanner and Principle Solution Architect at Anaplan. To improve efficiency in your models, it’s important we only calculate where necessary. One way we can do that is to only use Top Levels…
Adjusting Statistical Forecasts: Utilizing different Methods for varying time horizons
Hello Anaplan Community, currently we have a very simple statistical forecast tool in Anaplan. We can select between 15 forecast methods for a forecast category. We generate the statistical forecast using a single method for the next 5 years. We aim to introduce a logic that enables selecting two distinct forecasting…
Error : Evaluating the forecast in Hold Periods ～ Statistic forecast
I'm trying to evaluate the statistical forecast by using Apply Hold Periods. But when I set them, the almost of product's best-fit forecast is set to New Item Forecast. How can I correctly evaluate the forecast?
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
3.3.5.3 check your work
Need some help please, as per example, Safety stock target line item is blank In my module have got summary values here, any pointers please?
Performance Comparison - YEARVALUE(x) vs x[LOOKUP: FY]
Hi all, Was hoping to get some insight into the performance implications of obtaining the year value of a line using either YEARVALUE(x) or x[LOOKUP: FY]. Both will retrieve the same result assuming summaries/timescales are setup correctly, but they are definitely not calculated the same (based on anecdotal tests). From…
Aggregation of text and images in Hierarchy Charts
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
How I Built It: Time and Version filters
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Greetings, Anaplanners! Today I’m excited to share my ‘How I Built It’ tutorial on minimizing import/export toaster time by utilizing time and version filters on source data saved views. In my video,…
Model Building - Avoiding Circular Reference
Working on a use case to reproduce following psuedo code in Anaplan Start Recommendation_given=0 for tranche 1 to 6 if tranche =1 then tranch_contribuiton = 0 else if tranch recommendation <= recommendation_given or tranch_recomendation = 0 then tranch_contribuiton = 0 else tranch_contribution = tranch recommendation -…
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…
Dynamic Line Item Label
One recent scenario was where the Line Item Labels are shown as CY, CY-1,CY-2,CY-3 and users wants this name to be dynamic like 2024,2023,2022,2021, I want this label to change in all modules each year as the current period changes. There were many occasions where there were requirements to change Line Item Label, which…
Show Total in Module even after applying filters
Hi All, In one of my moduel having a column "Rebate Payment Amount" which has values, and also we set the show TOTAL on Above for giving total aggregated values as single value, it works only if we didn't apply any filters on the remaining columns in the module. How to show the 'Total' i.e. sum of all rows for the column…
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…
OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
PREVIOUSITEM() - PREVIOUS() on a list
Referring to the previous item in a list is a nightmare: You can write a lookup to find the previous item, but as soon as you try to use it you get a circular reference. Sometimes you can get round this with creative use of the CUMULATE() function on your list, but sometimes you can't and you need to map your calculation…

Modeling

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