Modeling

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…
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…
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…
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 -…
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…
Black Box Timesum Drilldown
One of the best things about anaplan is the ability to drill through the model to see where values come from. sadly, anaplan is now quite limited in how you aggregate over time. at some point changes were made that more else require you to use the timesum function to aggregate over time specifically (SUM: does not work).…
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…
Ability to add Folder structure to Lists, Modules, Actions etc
Being able to keep a model clean and well organised is really important in allowing model builders to understand and work with the model going forward. Often we find that as a model grows, the number of lists, modules, actions etc grows quite large and can start to become difficult to manage. This enhancement idea is to…
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,…
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…
Docusign integration
Hi , I have a requirement where i want to send document to employees in batches. E,g country managers want to send letter to their employees on specific dates . While going through docusign documentation it is mentioned that hierarchy is not supported . Please help to understand how it works .
Setting up action naming conventions that will withstand the test of time
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. I have been a consultant for nearly four years now, and I have seen a lot of models, some easier to follow than others. The person building the model isn’t always the same person maintaining it…
How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
What is Managed By functionality?
Issue with Text Data Flow Between Models
Hi Anaplan Community, I'm facing an issue that seems simple but has me stumped. I have a module (A.1) in Model A with a single line item that is a text field. I have a similar module (B.1) in Model B, and I want the text input in A.1 from Model A to flow into B.1 in Model B. Both modules have no dimensions. While mapping,…
Did You Know: Multi-dimensionality overview
Author: Allison Slaught is a Certified Master Anaplanner, Anaplan Community Boss, and Senior Principal Solution Architect at Anaplan. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to provide a brief recap of multi-dimensionality in Anaplan and provide a framework for identifying how formulas…
Customized Drill Down
Anaplanners, We have a module (Module A) that displays the monthly income for each department across various locations. Module A includes the following dimensions: Department, Location, Time, and Value (Line Item) We are presenting this data at a higher granularity in another module (Module B):Module B includes the…
Pivoting with more than 3 rows
Description of the enhancement required: Need to be able to pivot more than 3 rows How would it help their business process: Reporting many cases of views needed with multiple dimensions with more than 3 lists in rows. Most recent case 1) A module with many dimensions 2) Need to be imported to a flat list 3) Filtering…
SYS00 Time Settings'.Forecast Period? is not a recognized line item or list member
Hi team am receiving an error
Seasonality Chart—Simple as That
Comparison By Year Comparison By Year Several times I have been asked for a chart with the possibility to compare seasonality or month over years. It´s proven to be both popular and useful in its own simplicity. In a regular line chart, you’ll have all time periods after one another, whereas, in this version, you´ll be…
how to calculate WEEKNUMBER of a particular date in a year
Hi Anaplanners, i am stuck with one the calculation ,which requires me to calculate WEEK NUMBER of a date in the year.In excel we can use WEEKNUM Function to get the number of the week . eg,WEEKNUM(2020-03-02) = 10 How can i achieve this
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,…
CIM Phase II - Live
You must be aware that CIM Phase - 2 has gone live today. With the advent of this phase, User admins will be able to * Create new users directly from Admin Console. Remember if the user has been added without assigning to any workspace then the user will be considered as a dormant user, meaning s/he will not have access to…
Five principles of solution architecture
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Whether you are just starting out as a solution architect, or you’ve worked on several models you may benefit from a refresher on some of solution architecture’s key principles. It’s important to remember that these are not…
Use Custom Fixed position pattern for 13 periods of 4 weeks
On loading data into a module, the Time dimension Custom patterns are based around a true calendar month, 1-12. There isn't a custom mapping pattern for periods which where the system time is set to 13 periods of 4 weeks. For instance, using custom YYYY_MM or YYYY?MM for the below data, would allow to load the data…
Data Import Time dimension
Hi, I need a bit of help. I have a file of the following structure, with Time dimension going across as column headers. The system is setup to 13 periods of 4 weeks. When I try to load the data using Custom Fixed position pattern: YYYY_MM, it fails with an error: Invalid period for format YYYY_MM When I try to load the…
Models - Blank Screen
Hi Folks, I am getting this blank white screen which has been loading forever. I have cleared my cache, used different browsers, verified my access with administrator but still issue persists. Is anyone facing the same issue? And found solution?
Distributing values based on Mapping.
Hi All, I have a module MOD1 which is dimensioned by Product Group, Customer and Time and has line item Cost. I have another module MOD2 which is dimensioned by Product, Customer and Time and has line item Sales. I have a mapping between Product Group and Product Lists. Every Product Group has multiple products. I want to…

Modeling

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