Modeling

9.2.6 Activity: Add Formulas to Margin Calculation Module
Can you please help? I coppied formula i think no issue about formula. Expected: Mine
Capture Current Date Time Stamp in a cell
Hello, I want to capture Current Date Time Stamp in a cell when there is a change in line item? Is it possible with out implementing something too fancy?
Using Polaris in Reporting models
Hi, We've been advised to use Polaris for one of our reporting models (90% sparcity). The model is mainly used to aggregate data across 4 dimensions and time, using SUM as the summary method. One of our dimensions is a 12-levels hierarchy, and I just saw in anaplan learning that Polaris might not be effective in reducing…
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…
Defaulting values for line-items (vs. modeling via override)
Abilty to have by default a 100% value in a line-item vs. modeling this behaviour with a line item of 100 and putting an override if you do not want 100% (e.g. redemption rates). The default should be able to have a formula behind it. (cfr STET functiona in competitive products) Benefits : 1) Huge UX improvement on…
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…
Allow User to Enter Comments at Parent Level?
We have a text-formatted line-item where we want users to enter comments at both the child and parent levels. The current solution works fine for the bottom level, but Anaplan won't allow comments at the parent level (Marketing - Corporate Memberships). Is there a simple fix to this issue?
Anaplan equivalent of the "Product" Function
I would like to use a formula that calculates the product of a series of items.
Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!) We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy…
FINDITEM on Numbered List Without Code
Is it possible to do a FINDITEM on a numbered list without using the code field? The numbered list restriction exists because I need non-admin end users to easily add to the list (e.g. by adding a 'Create' action). The code restriction exists because non-admin end users will be adding to the list, and hence will not be…
New Function To Convert Date Format to Text Format
It would be very useful to have this functionality rather than convert to numbers through DAY, MONTH, YEAR and back to text through TEXT function. Best practice would dictate to split these functions out but this increases clutter and causes unnecessary calculations in models.
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.…
How to Add Child members(More than one member in one go) based on User input
I am working on a use case where basis on input from user, child list will have required number of list items. For E.g.- User Input =3, 3 entries are created under L2. I am able to add multiple rows in one go using below logic. But stuck in a scenario, where we have existing list member already added & want to add more…
How to calculate project end month & project start month based on data.
Hi, I am trying to calculate last month & start month basis on DAT01 TestData. For E.g.: For list Item A: Start Month should be Nov 24 & end month as last data value. Source Module:DAT01 TestData Target Module: CAL01 Start & End Month
Using List Properties
Hi All, Why is it best practice to avoid using list properties? As a central location to hold all the data relevant to that list that does not require the user to update it seems like a perfect option. I am referring to properties such as all items of the hierarchy and permanent mappings that will never change. My question…
Saved view different in Dev & Deployed - same revision tag
Hello model builders! I'm running into something I don't understand; it appears to be a bug though I'm not sure. We've got a specific saved view that does not match between our dev. & prod. models. I've tried to override the saved view, then pushed a new revision tag (it contained no changes). Dev. Model Saved View:…
I need to change Model Calendar Time settings 4 4 5 Structure.
Currently the system is allowing me to use Last Sunday near to the end of month. Ideally my requirement is I need third Sunday / Second Last Sunday near to the end of the month. For Ex: 28th Oct 2024 to 26th Oct 2025, is Current fiscal year which came because of the the end of fiscal year selection - Last Sunday near to…
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…
Number Formatting Precision / Stop dividing by 1000
I would like to propose a feature to instead of dividing by 1,000 to show items in thousands or 1,000,000 to show numbers in millions, that this is handled by the number formatting. This is a little used feature in excel where you can apply a format to a cell with the value $32,500 to display as $32.5. In this case the…
Analogue of SELECT CASE function
This would allow to exclude nested IF-THEN-ELSE constructions.
GTM certification - where to find the certification
I have just completed the GTM - Go To Market course, but couldn't see the certification in my profile in Anaplan community. Does anyone know where I can find the certificate? Also I often see people share their Anaplan badges on LinkedIn, how they got the certification image? Do you just take a screenshot and make your own…
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,…
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.
Sort Module Overview in Settings by Cell Count
I was wondering if it is possible to sort the modules by their cell count in the settings. At the moment there is only the possibility to export the model overview and then sort it in Excel for example. This extra step would be saved by having a built-in sorting function. For me it is important to sort the modules by their…
How to add badges for earned certifications?
I have completed all the training and earned the Anaplan Certified Model Builder certificate but there are no badges reflecting on my profile. Please advice.
Issue on getting the values from the source module : Month (TIME) to Quarter (LIST) Concern
Hi, I am facing an issue in relation to getting the sales per quarter.Target Module : Account (List), Product (List), Quarter (List), Year (List) Source Module : Account (List), Product (List), Month (Time) I keep on getting zero value whenever I tried to lookup the sales from the source Module. I have already mapped the…
Setup Number summary to none by default
Today, when we create a new line item, the number format is the only to be with summary "Sum" by default. We like to have none by default as for all other formats.
Source Models mapping Vs Import Data Sources/Imports
Hi Team, When we rename the model and remapped to the same model with a new name in Model Settings-->Source Models, it is not reflecting dynamically in Import Data Sources/Imports. To see the new model name, we have to manually re-map the Import actions. It would be great if we have this feature in Anaplan- As soon as the…
Subset Formula in General Lists
Hi Team, Can we have an option to have "Formula" in the General Lists --> 'Subsets' section. It would be easy to control Subsets using formulae. Thanks Sathya

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