Modeling

Sort Modules and Line Items Alphabetically in Filter pop up
Please sort Module names and Line Item Names alphabetically in the Filter pop-up window. In modules where there are a lot of a lot of Line Items, it can be very difficult and time consuming to scroll through and locate the correct line item for a filter. This makes for a very frustrating experience as a model builder.
Question on how I set up my List
Hi, I need advice on how to set up something in my Model. I need to pull into my Modules a Time Setting that excludes Bank Holidays. I have created a List of all the Bank Holidays and plan to use this as a filter in my Module's. I want to know if this is the correct way to approach this task? A screen shot is attached.…
Bulk Copy Action - Details
Anaplan has released two major updates to its platform during 6th Nov 2021 release updates. 1. New Action for Bulk Copy 2. Optimizer Updates Here are some of the details around Bulk Copy that I observed. * This Action/Process will work only on Non Production Lists/Structural Lists * This Action/Process can only be run by…
YTD and YTG returning zero
Hi, I'm trying to calculate YTD actual revenue, and YTG budget revenue but they are returning zero. For example: this returns zero - module.Revenue'[SELECT: VERSIONS.Actual, SELECT: TIME.YTD, SELECT: Products.X] This statement works when I replace TIME.YTD with TIME.'current period', so the issue just relates to TIME.YTD.…
Importing Data at multiple level
Hi, I am trying to build a model which contains 7 different levels of product from the region, country, .., brand, to SKU level. The problem is whenever a user adds an SKU for a perticular city it is also automatically added to every other city and occupies a lot of space. How do I solve the space issue and give users…
Child elements belonging to the same list
I'm talking about a list with no parent hierarchy other than the top level, why is it that each item in this list can have an item belonging to the same list as a child element? ---------- I understand that this cannot be completely forbidden for compatibility reasons. However, I think that there should be an option to…
Incentive Compensation Management (ICM) back up best practice
Hi All, I have a question for Anaplanners running ICM. My company uses Anaplan for calculating commissions. We run into the issue of needing to compare the current month to a prior month. Currently I copy the entire model at the end of the commission cycle each month and archive it as a backup so I have a point in time…
Max value in a time dimension
Hello! I'm trying to get the maximum value of the item test1 in the time range FY19-FY30 and then use that value in an operation in item2. Any idea? In the example screenshot I attached, the maximum value of item 1 is 10 (FY30). In item2, I would like to do the operation 10*line item3. Any suggestions to obtain the max…
Consolidation of P&L
Hi, I am sure this is very basic but much appreciate any advice. I need to consolidate 2 P&L say Entity A and Entity B. Assuming both P&Ls are in 2 different modules (Module A and B) and both have different P&L line items. Module C is the consolidated module. I need to bring A and B onto C's P&L (assuming all 3 P&L line…
November 6th Updates - Examples? Documentation?
Great updates over the weekend. Bulk copy is huge. Anyone see any documentation on the optimizer and what changed? I'm anxious to learn more about what "solve more complex problems" means. https://community.anaplan.com/t5/Releases/What-s-New-November-6-2021/ba-p/124249
Formula Help Required :-)
Hi, I've recently been contact by our finance team with the below query - I wondered if someone could help point out where in the existing formula I can tweak to resolve. OLD Formula: NEW Formula: This has resulted in incorrect output in the field known as 'B6', please could you help me work out what i need to amend in the…
Searh Bar Location within the Formula Area in the New Modelling Experience UI
As a user in the New Modelling Experience, I would like the formula search bar to not cover the body of the formula, so that it is easier for me to navigate my formula while performing a search action within the formula area. Currently the search bar will cover part of the formula upon its invocation, which is not user…
New UX and New builder UI join links
I see a big advantage of newly came updated builder UI which has a direct link to a tab in the URL. Using it builders and users could open classic UX with not just a main page of the model, but the specific module mentioned in a card or at a worksheet in UX. Or maybe even to open the specific Module view (if it's not a…
open a list and keep it open
Hi Team, Would to be able to open a List as a new tab as with opening a module. Then it stays open until I close it. I appreciate best practice is to create property modules but we don't need property modules on all other lists and we have enough to build already. So before I go building formulae I can first of all open…
New Modeling Experience: Object Base Research for Saved Views
I can't use new Object based search (SAVED VIEWS, Line Item Subsets) for Saved views because I don't see module name anywhere. Would be nice to have either Module as a separate column or [module].[view] combination. ('Module A'.'Import Snapshot')
New Model Experience: Allow all users to use Model Search
We have a contents list that is huge, and finding a dashboard can be a pain as there is no search option. In the new experience there is a MODEL SEARCH, but only for workspace admin it seems. Can this be made available to non workspace admin?
New Model Experience Enhancement: View complete Text when we hover on Revision Tag
Hi, Currently, when I hover over a revision tag, some part of text is cut(as shown in image). Fixing it would be helpful
New modeling experience: ability to drag and move open tabs
Description: In a classic modeling UI, we are able to reorder open tabs by drag and drop. This feature is very helpful when working with multiple dependent modules at the same time. It makes modeling easier if you can order module tabs by calculation steps for example. Example: When I am not able to order modules in tabs,…
New Model Experience: Open multiple lists simultaniously
In the new model experience it is possible to open multiple lists in the tabs, what is great! However, I would like to open multiple lists at once in the 'general lists' section.
Get Monthly Data from Yearly Module
Hi! I am quiet new to anaplan and I just got stumbled into this problem. So I have 1 Module which has dimension of Malls(list) and year(list) and line item Revenue. Then from that module I wish to show how many Revenue per Mall per month(the amount should be Revenue / 12). So I create Module 2, which contain mapping of…
1.4.4.1 Create Build SKU Saved View
anybody please as stuck here @Misbah
Multiple location budget access for users
We have a Multiple dept planning dashboard in budget model where end users can select multiple dept.to see their budget . Dept list are selective access enabled for the end users.Here is the issue: For example : User A select 2 dept on the dashboard ,Now any other user go to that dashboard and select their location (based…
How can I find an overview of which line items are used as filters in saved views?
Hi Anaplan Community, I am wondering if and where I can find an overview of line items which are used as filters in saved views. This would be a great help in maintaining models!
Select function with subsets?
I have a subset A which is a selection of the Global Customer List. In my module which applies to the subset A, I'm trying to retrieve the Sales for the top level of the subset "total customers" (only the total of the selection of the customers from the global customer list). I tried [Select:'Subset A'.'total customers'].…
Optimizer Process Success with FALSE Booleans
We created an optimizer process to maximize net income. The specific issue relates to a constraint where where revenue (optimizer variable x revenue constant) cannot exceed the forecast, which sits at an aggregated level. So, my logic is to first multiply the decision variable (at P4 Product) by it's calculated revenue…
Filtering Nested Line Items
Today when we pivot a module, we can add list members, time, or line items to rows or columns. Although we can use both line items and a list as the column headers (or row labels) at the same time, the “Territory ID” line item in the screenshot is just a reference value that does not need to repeat for each member of the…
Help with formula - select both recently item what a list.
Hi. Please could you help suggest how I can identify in an additional column what the both recently (bottom of the list) retention figure is? Most recently figure is the one highlighted below. This figure is pulled through to another dashboard but its currently provide the total sum. SUM is being pulled through to here,…
Need help with a Lookup - Dimension used for lookup doesn't match any dimension of the source
Hi All, I have a Lookup that I'm having a really hard time figuring out. I need to create a mapping line item but I am at a complete loss trying to figure out what that line item needs to be. Here are the details of what I'm trying to do: Target Module: Credit by Opportunity by Month Dimensioned by * Time (Month) * List:…
My formula is not giving me the expected result, need some help (LIS, LOOKUP)
Hi Anaplan community, I am a bit puzzled with the result of a formula, which is not giving me what I expect. I have a target module (O4. EB Summary) with two dimensions: a list with a year and a list with platforms. I have 3 line items: "NY Plan IBT" and "EB IBT" are referring to a line item in another module (O1. EB…
Copy and paste items from a numbered list with duplicate display names into more than one cell
Currently an error is returned if you copy an item from a numbered list, in which there is another item within that list that shares the same display name, and the user attempts to paste this into more than one cell. The workaround for this is to create a new line item, enter a formula, find the code for the corresponding…

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Modeling

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