Modeling

Multiple Sorting/Nested Sorting
Anaplanner, Hope all of you'll are doing good. I had a query if we could have multiple sorting implemented or in other words nested sorting. I have projects dimensioned by Region, Importance and Priority (all are lists). I have currently sorted it based on Importance where Most Important Project is shown first and then the…
Movingsum formula
When using list versions, how do I make the movingsum formula include the forecast output for previous months in the calculation of a given months forecast?? I cant include a "previous" function within the movingsum formula
I get error when i try to make a graph which is dynamically updating with date selection.
Hi, I am trying to create a dynamic graph for stock overview (see picture below). I created a table with dates in the columns and I have 3 line items. I added a time filter on the module that is triggered by the selection of the graph start and graph end date. The module is published to a dashboard with the time filter in…
Reducing Text Calculations
This article builds on and gives an effective method leveraging techniques and concepts spread across Anaplan. For further reading, please see at the end for those other articles, guidelines, etc. In addition, this article is written with the understanding that the problem that you are solving at hand has no other choice…
New modelling experience: Can we bring back the lists in the settings bar please?
Hi All, Here is my number one reason for staying on the old modelling experience: The new settings bar does not have lists. I liked the old settings bar. I did not think it was too big. It was never an issue. Removing the names of the different settings and only having the icon saves space, but I like seeing the names!…
Increase limit of row field when pivoting
It would be really helpful for myself and colleagues if more than just three items could be dragged into the row field whilst pivoting a module. This would also be really helpful for zero suppression on Anaplan exports as well as saving the need to manipulate Anaplan exports in Power Query (or similar data transformation…
Need some help with formula
Hello, I am Sylvain. I work in a french confectionnery. Not the unicorn candy company 🙂 I am building a cash flow monitoring and I have to import the bank book in a data module : Only one line item is list formated : "compte" Other are text, number or date And the trouble is about the date. i have to take the data from the…
IF user Selects any checkbox within 3 booleans then I want to include that in a scope
Hello, I am wondering if I can use the IF formula to say that if a user selects any of the checkboxes within three separate columns (booleans) then I want to consider that within a scope. OPTION 1OPTION 2OPTION 3AX B X C XD EX F Let's pretend this is the dashboard and that the "x" represent a check in a boolean list Then I…
Different ways to do employee transfer in workforce planning model
Hi, I am looking for various methods possible in Anaplan to transfer an employee. My use case is as follows. Employee is tagged to a position/grade and cost center. Employee can be transferred from one CC to another. Target CC currency may be different from source CC. Multi currency Model and each CC will plan at their…
use FIND but also limit the number of characters for boolean
I have multiple store codes that are not within my perimeter and I am trying to create a boolean that reads the start character "S" I managed to reduce the list but still need to reduce it saying that the code starts with "S" but the character count limit is 4. SJ5 SJ6 SJ7 SI5000002 SI5000003 SI5000004 SI5000005 SI5000006…
How can I sum the value by list value
Hi All, I have create a module which show the amount in 'Revenue' column How can I sum the value and put in the following module? I have tried the following formula but the result can't be shown (test version.Revenue[SUM: test version.Test]) thanks
DEM03 Demand Forecast Module
Hi - I've been working through Sprint 2 and have realised that I have completely overlooked the formulas for this module. Please could you assist? I'm not sure if I've missed the step our during the online sprint 2?
Warning on duplicates
Dear All, I am trying one use case in Anaplan and it is as mentioned below: User will input an item in the list formatted line item. If the item is repeating itself then it should highlighted using conditional formatting. It is dimensioned with dummy flat list. Below is the screenshot. List Item1, List Item2 etc. is a list…
Second Friday of the month formula
Hi, for your assistance please. How can I get every second Friday of the month? I created a line item Day identifier to get every friday but I need the second friday of the month. Thank you 🙂
Lookup Date from Boolean
Hello, I need help to bring in a date from the time settings module based on a boolean (shown below) when the boolean (next day to sweep money) is checked then we need to bring the date into the S02 Module shown below. any help in solving this would be appreciated!
Add native search functionality into popup screen for deleting/adding actions/steps in processes
To improve the model building efficiency & experience, my customers would like Anaplan to add a native search functionality into the popup screen where we maintain (deleting/adding) actions/steps in processes. Some of these customers' models include thousands of actions, and so it is not feasible for the model builders to…
Subsets as a separate option on the left hand panel similar to LISs
There is a quite a bit of scrolling involved to get to list subsets, especially in large models with lots of them. It will be more efficient to group them together and be accessible with an icon similar to LISS with details of the underlying list presented.
"While/Wend" or "Do Loop" Functionality in Anaplan
Within VBA, it is possible to create "Loop & Exit"/"While/Wend" or "Do Loop" functions. This allows formulae to continue running until an answer is produced. Within Anaplan, there are workarounds, but none are truly as flexible, and all have their limitations. Creating this functionality would close the gap on some of the…
Allocation Using RANKCUMULATE
* Overview * Before You Start * Allocation Example * Business Problem * Module Overview for this Example * Setting up the CALC: RANKCUM Alloc Module * Evaluating the Results * Further Considerations For a refresher on the RANKCUMULATE formula, click here. Overview The purpose of this article is to demonstrate how to use…
Aggregating sales amount based on filter criteria
We have 3 modules where: 1. The Allocation module has Unique IDs(UID1), Time as a dimension and Attributes as Line items 2. The Sales Data has Unique IDs(UID2) as a dimension, Time, Attributes as Line items 3. Output Module which has UID1, UID2, Time as a dimension and Attributes as Line items We have to allocate the…
Enhance cell history to show higher level breakback cell data changes when making lower leaf change
When data is input into lower leaf items when breakback is active, the cell history does not update in the higher level summary cells. This can lead to confusion and frustration with nothing detailing where a data change was made, especially when large amounts of data are being manually input. This means some users…
Line Item Final Shipping Amount INV01
Hi, I need help on this line item formula. Below is the formula I came up with. Please advice. IF NOT+Submit Purchase Order Request THEN 0 ELSE Suggested Order Amount for the Month NOT(Override Suggested Order Amount) THEN 0 ELSE Override Amount Thank you
Help with Formula
Hi, Need help creating a Formula that will bring in a Date from our time setting based on a Boolean LI for that specific Date. Thank you
How can I change the hierarchy of list parent in module
Hi, I'm figuring if it is possible to change the hierarchy of list parent in module line item For example, I have the following list 'Test 2' with child 'A' with parent '1' and child 'B' & 'C' with parent '2', where the high level of list 'Test 2' is list 'Test 1' with two list item '1' & '2' I have put the following list…
Impact Discovery (Reverse of Drill Down)
Concept: You have entered an adjustment in a cell, you wish to see what line items, cells, items, etc. that are dependent on the entry or are impacted by it. Simply taking the referenced by information and displaying the equations that pull the value and how they change the value (+/-, T/F, Text Change, etc.) Benefits:…
Model Map - Imports & data flows
A model map for data flows via imports is needed especially for Data Hub.
Drag/drop and select multiple for reordering actions in a process
When reordering actions in a process, I would like to be able to drag/drop and also select multiple actions at once, the same way we can when reordering line items for a module. Currently, we can only do 1 action at a time, and move 1 spot at a time using the up/down arrows. This is very tedious and time-consuming when…
Ability to search Excel Add-In page selectors
The Excel add-in currently does not allow users to search for list members within a page selector. This almost makes the add-in unusable for organizations with large lists. The solution would be to add a simple search option similar to the Anaplan dashboard/page interface, where users can click a drop-down page selector…
Wider "Format" column / column resizing in module blueprint mode
Please make the "Format" column in module blueprint mode much wider. Currently, list-formatted line items with list names of more than a word or two cannot be seen fully, which makes it hard to distinguish between similarly named lists at a glance. The only way to see the full list name is to click into the line item…
Dynamic names for exports
It would be nice if we could define dynamic parts in the export filenames. For example a timestamp and or information about the selection perimeter for example : define the name like VALIDATED_INVOICES_%ORG ITEM%_%YYYMMDDHHMMSS%.csv that produces a file named VALIDATED_INVOICES_FRANCE_20211005165155.csv when generated

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ACE: Anaplan Workflow
Registration and events details will release closer to the event date. Join us for the fourth session in our Workflow Expanded series as part of the Anaplan Community Experience program. In this session, we continue building on the concepts and best practices discussed throughout the series, with a focus on helping model…

Modeling

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