Modeling

Testing in Anaplan
Hi Friends, How do we do Unit Testing and System Integration Testing in Anaplan?
Can't apply a filter to time in Worksheet
I am trying to apply a filter on the time dimension in a worksheet, and am unable to do this like I can in classic…either as an end-user or page builder. Is this an issue? On purpose? I'm trying to filter out zero value (across all time) line items: …but when I select the FY24 column and the filter funnel there are no…
Product Demand Allocation on Basis of Rank
Hi All, I've one scenario where volume needs to allocate by Rank. E. g. We have demand at Parent level i.e Product family level. Now in each product family we have different SKU's & demand should be get allocated by using SKU necessity in that product Family. Suppose , Product Family Level Demand = 100 and below is demand…
Model will not populate certain cells
Hi all, Ran into an issue when I opened up a future year in my model. For some reason the the module in the picture below will not populate data for the new year (2025). I've racked my brain quite a bit but can't figure it out, any chance anyone here could help me through this problem? I'm sure it's a silly step I missed…
Problem of inporting a List from Model to an other
Hello Anaplan Community, I want to import the same list from a model 1 to model B but I have this message that pops up every time. Can you tell me the reason behind this ? Thanks in advance !
Show/Hide Applied to Page Selector on Desktop not working on Mobile App
Hi, We have various boards and worksheets where show/hide and filter functionalities applied at the page selector level. When viewing the page on the Mobile app, the hidden selector values become available on individual cards. Is this a common issue? Are there available workarounds? Thanks!
How to set a serial number based on multiple properties
Hello, I want to set a serial number based on multiple Properties. I'm trying to set a serial number based on a TEXT type key item, but I'm not getting the expected results. I'm trying to implement this using the RANK Function. If there is an implementation method, could you please guide me? The "RANK_2" in this diagram is…
Level 3 Sprint 2 US 2.5 Account Exception UX
JaredDolich I created the dashboard Account Assignment Exceptions, but the button "Finalize Assignments" did not work. I created the Action " Finalize Assignments" with "G4T Territory>Account#.Display Name". How did you realize it? Can you please suggest if I am missing any other instructions? I went through all the use…
Level 2 Sprint 1 1.3.10.3 Import Data into G3 Location List
Having trouble importing from a saved model. I've searched through the community for answers but still stuck. Can't seem to figure out how to get the column with the Boolean list. This is the activity and the end result: This is what mine looks like and the error I'm getting: Any help would be appreciated.
Need ability to automatically run Workflow template as an action button in UX page
Would like the ability to go to add an action button in a UX page that would run a specific workflow template that has been pre-configured against the action button. At the moment you have to go workflows and manually select the workflow template you want to execute and add extra information as an instance name for the…
YTD Workaround?
I have an issue with the way Anaplan calculates YTD and need help figuring out a workaround. The YTD value in Anaplan includes the current week, which is NOT how I would like it or need it. i am in a weekly system and do not have actuals for the week I am in. So when comparing YTD Actuals against YTD Forecast it is always…
How do i stop Summaries being sorted in a new UX grid
HI, i have a grid in the New Ux and i have data summarised by the Country in the hierarchy If i sort the data by Change the summaries get sorted amongst the data, and that is not useful. I want the summaries to remain at the top, and the other line items to be sorted. How would I do this please?
OEG Best Practice: Performance issues with CUMULATE over lists
Problem statement When using CUMULATE over a list—this is when using the format CUMULATE (x, y, z)—the performance can be poor with anything that exceeds a few million cells. This is because the function is running on a single CPU thread, which differs from nearly all Anaplan functions. Anaplan gets its efficiency from…
How to Clear Data in Anaplan
Overview I came to Anaplan from different database technologies in support of Enterprise Performance Management (EPM), and it was a common activity to ensure that the forecast or plan periods were clear before planning began. These other technologies allowed you to use a scripted language (e.g. SQL) to be very specific…
L1 Model Building - Lesson 7 Data Mapping issue.
Hi Everyone, I am stuck at 7.2.3 Activity: Import Data into Employee Details Module. The instructions are not clear how to map E2 Employee# list ,which is a numbered list, to the .CSV file. There is Hint in the lesson which clearly says this: * HINT: The E2 Employees# list is a numbered list and each record is assigned a…
How to exclude a year while calculating the projection
I have a requirement where in i have to exclude the year 2020 while calculating the cy projection sales for 2024. Hence when i calculate, i choose a last 5 year period (2019-2023). However in this last 5 year period 2020 gets included. I need to calculate for all years excluding 2020. How do i do this? also for the last 5…
First Occurrence on module with multiple lists in "applies to"
Hello, Does anyone know if it's possible to do a firstoccurrence formula on a module with 2 lists in the 'applies to'? Thanks! Josh Brass
[Select: Time. All Periods] works for Model calendar and Time ranges
Hi All, [Select: Time. All Periods] works for Model calendar and Time ranges? Somehow, its working for Model Calendar but not for Time Ranges. Do we have any similar function for Time Ranges? Thanks AB
[Guide] Multi Level filter selection on composite hierarchy
If you are using a multi level composite hierarchy as your main reporting list (as you should vs ragged), you have encountered the need to filter it and display many levels of it in many different dashboards. Recently re-discovered a solution that I find quite handy and decided to share it here. Here's the result. As you…
Level 3 sprint 2 - 1.3 data hub
1.3 Check Your Build As you complete the model building activities for Process 2 Assigning Accounts to Territories, User Stories 2 1 to 2 5), you do not need to manually assign the accounts to a territory. You will be provided a data file to check your model in the Check Your Build section for User Story 2 5 Hi Please…
3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, good evening, I am doing the activity but did not get what we are asked for. First, what is a stock exception count? How to add it on an user page? And, is there any faster way to have the context selectors than sync diff charts or tables ? Thank you in advance for your help BR Arthur Robbe
Switch from Context Selector to Boolean - Scope of view
I'm trying to optimize a module for space. At current the module alone occupies 33 GB of space. The module is a cross dimension of 4 lists as seen in the picture above. with time month granularity. The idea is to reduce the dimension count to 3 by removing one list. The 9LE List shown in the applies to above. It has two…
Include Calculation Effort metric in Anaplan Classic
I have found this feature available in Polaris to be very valuable. So I would like to request it to be included in Anaplan Classic as well. Thought there was already an existing idea request for this but couldn't find it. When I encountered performance issues during a list item insert that was taking 90 seconds to execute…
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How to traverse hierarchies: The power of loops
Introduction Whenever you use a hierarchy, there will often be times when you are required to seek specific information which will necessitate some way to traverse the nodes and map out their connections. What you seek may be a list entity, a specific value, or a unique identifier, and this can become complicated if the…
Custom waterfall methodology
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Purpose: There is more than one way to tackle the waterfall calculations. I’d like to share one custom variety that proved to be especially handy for use cases of new asset depreciation and revenue recognition. Customers seems to like the…
Set up custom time scale
Hi My current model is using a fiscal calendar e.g. FY23: 1 Jul 2022 – 30 Jun 2023. However, I have a specific use case, where I need to build a module that uses a calendar year e.g. FY23: 1 Jan 2022 – 31 Dec 2022. Is there a way to resolve this use case? Based on current research, I would need to create a fake time…
Set one column of source data as "Not Applicable" for this import
Dear Anaplan Community I am looking for a way to "ignore" one column of data from the source file as irrelevant when uploading its data into module. Source file contains columns as below. Column D is actually the code of Column C inside Anaplan model. And Column D is there because client wants visibility into expense type…
Dynamic List
I have two list: Target Center and Table Type: When a user selects target center I would like only the centers that are in the table type that is selected. For example if table type "FTE" is selected then Target Center list should be only "Board of Directors, Office of the President, and Legal" and if table type "SqFt" is…
From Native Versions to Fake Version List?
Hi All, As it is not possible to SUM down native versions is there a simple mechanism to take data out of versions and restate it within a fake version list? I know this is achievable via a series of nested IF THEN ELSE queries but this approach is not sustainable as it needs to be updated every time a new native version…

Modeling

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