Modeling

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…
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
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.
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…
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…
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…
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…
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…
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…
Issues with PlanIQ and Selective Access Enabled on List Hierarchies
Hi Anaplan Community, I am facing an issue when running PlanIQ and selective access. Specifically, I have activated selective access at the G3 Region level, which also applies to G1 and G2 lists. I run PlanIQ at the C3 Region - CARE ID level, but with integration admin and top-level list access provided to the user running…
how can i do it ?
Module dimensions : time , lines , zone Goal : display lines following this rule
History export fails & unable to view history
Hi All, We are facing one issue that we are unable to export or view history as there is too much entries & error shows time out. Can anyone have any views to resolve same? Thanks Ashutosh
Error - Array index out of bounds
Hi, I have a OUTPUT module that has 10 line items - I made a LISS out them and created a SYSTEM module with the LISS as a dimension in order to map the LISS to a list. I then go back to the the OUTPUT module and reference a CALC module for a number, and do a LOOKUP on the SYSTEM module. This works for all line items except…
Formula based on List top level
I have a module with one of the dimension as a list 'Prod Type', with items HW1, HW2 and this list has a top level 'All'. In one of the line items in this module i want to apply a formula like below :- If<top level of Prod Type> then <Task1> else <Task2>. At first i thought of using parent(item(list)) as for top level this…
Top Down Approach
Hi All, Check if you can help in the following scenario. I have 2 list PRODUCT & PRODUCT FAMILY (parent of product). Module 1 : (with PRODUCT as dimension) Line item : Check? (Boolean) User will select the product as needed. Module 2: (with product family as dimension) Line item : Check Product Family : ???? (if the…
Summary Method per List
In DISCO we create CAL modules that are purely for caulations and turn Summary Method to NONE. There are though many times where to be most efficient you may want to only have the Summary method apply to one list. e.g. you want it to SUM on product only because you can then use it in an Output module which doesn't need the…
Update Current Timestamp by adding a New Action Type
As workspace admin, I would like to have the possibility to update the current timestamp in UTC timezone by having a New Action type created ( similar to the below picture ). This could work in a very similar way as the very nice new feature "Update Current Period": 1. Create in a module without any dimensions a line-item…
Need help for the optimizer error
Hi Team, We are getting error while running the optimizer. Can you please guide whether the error is due to time or some constraints or some data issue? Please find attached the image for your reference.
Need help with better approach
Hi, I am facing issue with the below senario. If someone can help me out with what is the best possible approach I have hierarchy with lists from L1 to L6 levels and a flat list D with list items from D1 to D5 Current setup: There are several hundreds of modules with combination of flat list D with one of the hierarchy…
Boolean Filter for Salary Rank function
Hi, I want to only show the top 10 earners in each department (List hierachy E1 Department is top and E2 Employee below). I have created a RANK that will give organize numbers lowest to highest based on each department, But the numbers do not "start over" for each department. So there is only one department, that has RANK…
dependent dropdown multiple condition
Hi, Is there a way to make a line item( dropdown list format) to have multiple conditions? example : I want my GL account dropdown to be filtered based on the account type selected (parent of the GL account) and based on the cost center selected? GL account is dependent on both the cost center selected and the account type…
Conditional Formatting on Line Items based on values from other modules with same dimensions
Hi, It would be great if it was possible to format line items based on line items from other modules with the same dimension without having to bring in that line item into the same module. Thanks, Usman
TEXTLIST- multiple dimensions
Hi Could any Anaplan pros please assist with a TEXTLIST aggregation? I am not sure how I would do this over multiple dimensions. It is basically concatenating all the applicable pages numbers into one text based line item for each employee / report version / user. I have attached the blueprint. The line item I am trying to…
Today() Function
I'm wondering why in Anaplan we can only have to input current period in Time. As we're using Anaplan as Supply Chain planification tools and we work really at planning on days level. So it's necessary for us to determine "today"'s date. The solution we use now is to launch an automatic import and update the "Today" item.…

Modeling

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