Modeling

Generating the sequential number with formula
Hello everyone . I have a module with 2 dimensions and only one line item . I want to generate the sequential numbers with formula like the numbers shown in the picture. I would be glad if someone could help me with this. Thanks
Tracking import date
Hello, I'm having a little difficulty with something in Anaplan. I want to set up a system (module) where every time the end user try to import a new file in a page, we can note down the date it happened. We have different files, and I'd like to keep track of the last date data was brought in for each file separately. i…
Configure Default Number format for an Anaplan Model
As a Model Builder, I would like to select a Number format for an entire model ("Global Default Number Format" ?). This could be very helpful for us to save time. This can work like the selection of the "Global Default Gride Style" in the Dashboard Settings.
Model design process
Can anyone help in guiding me whether my order of front-to-back model design process? 1. Document the business process 2. Determine the modules needed in the model 3. Identify the dimensions needed for each module 4. Design the user experience 5. Map the user and data workflow
Conditional Formatting Help
Hi All, Checking the possibility of conditional formatting for FY 24 -GAP as shown below. I don't want the BP or Fcst to be formatted. 2. Is it possible to extend the Color formatting to only certain line items label (like net revenue, GM and GM %) needs color formatting 3. Is it possible to have spacing between Forecast…
Summary method for time
I have a reporting module that shows me gross and net revenue totals by month, with line items for each member of a hierarchy as well as the period. I can select each period to see each month's data, but I'm wondering if there's a summary method I would need to be able to see all of the months when I have the whole fiscal…
Level 3 TAR03 Country Account Calculation- is my Factor logic and values correct? Please help
I've been stuck on this part for some time now. I have followed the instructions carefully and when I calculate the Factor line item in TAR03 I am getting negative values. I did a SUM by Country on the Target line item in TAR03. Are these negative values correct or is something wrong in my TAR02 line items? I'm also not…
Data Display in a UX page
Hello everyone, I have a table displayed on a UX page (a worksheet) containing multiple line items in the columns and a list of months also as a column (where each month is a child of a quarter, which is a child of a year). I need to address two challenges: Filtering Data by Months or Quarters: I aim to enable users to…
Search Icon missing in the beta version of new module inventory
Hello Everyone, I see that in the beta version of new module inventory, there are two issues: 1) The Search icon is missing, which is there in the earlier version. 2) When we use the find option (Ctrl +F), it only searches the module names present in the current screen and not from the entire list of modules. Attached the…
Aggregation Functions Other Than SUM
There are several types of functions in Anaplan: aggregation, numeric, financial, time and date, logical, text, call center planning, and miscellaneous functions. As a model contributor, you are probably already aware of the SUM function in Anaplan, which is an aggregation function, but how many other aggregation functions…
Referenced by feature for DCA Driver Line items
When you choose a line item as read or write access driver, there's no way to know that the line item is actually being used besides knowing/searching for it as an active driver in line item information. Can we have a 'referenced by' feature for when a line item is an active driver?
Including Text within a Number Formatted Line Item?
Our client requests to see "no MTA" when MTA= 0 and Warehouse <> 0. However, instead of 'no MTA', I'm getting 'NaN'. Is it possible to include text within a number formatted line item? Formula - Final MTA = IF MTA = 0 AND Warehouse <> 0 THEN VALUE("No MTA") ELSE MTA
Update Codes in a numbered list
Hi there, the model has been in use for a very long time. However, it is full of dummy codes instead of the correct ones. Certainly, there is a lot of data associated with these elements. So I can't export change, delete the old elements and import the new ones. Is it possible to mass update the codes in a numbered lists…
Usage of First Occurrence formula with conditionals
Hello, I'm using the ISFIRSTOCCURRENCE formula to assist in creating hierarchies so the processes don't return a bunch of errors when generating the hierarchy, but now I'm facing a little issue, I want the first occurrence formula to return true only if other columns match some condition, but I can't find the correct…
Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…
2.4.7.1 conditional formatting add new rule option is not avaliable
Hello Can i know why I cant able to apply conditional formatting? why there is no new rule icon available when i select conditional formatting icon ? I have selected even a line item row or column and selected conditional formarting icon but still i there is no New rule option avaliable
Mission NOT impossible: Org hierarchy redesign for production deployed models
Author: Tiffany Rice, Certified Master Anaplanner and Tech Lead at Prudential. In a dynamic and ever changing business environment, it is inevitable that business requirements for forecasting and planning shift over time. Particularly in times of economic volatility we see companies leaning into transformation projects to…
Chart Data Labels - Show only one, and make font bigger
Hello - Is there a way to show only one of the data labels in a combo chart in the New UX? a lot of data labels are overlapping each other and it looks like a mess. I tried manually updating the scale, but then the scale doesn't look right when I make different selections. Being able to only have one data label would be…
Custom Date Format while exporting
Anaplanners Currently I have a grid at a day wise granularity. While exporting the grid the day is shown as follows: 1) As row header [here time is pivoted at a rows] - format comes as '1-Apr-2024' 2) When i bring it as a line item [with formula- ITEM(Time)] format comes as '4/1/2024' I would like to get a custom format of…
Charts & Graphs - The ability to set axis/axes as a Log Scale/Logarithmic Scale
There is currently limited functionality in terms of setting axes formats in Anaplan. As part of increased functionality, it would be great to be able to set an axis as a log scale as in the example attached.
Rolling Forecast Chart
Hello, Is there a way I can create a line chart that connects the Actual data and the Forecast? Attached is the screenshot from Excel that I plan to create in Anaplan. Thanks, Tom
NMX - Open App in new window
As a model builder and UX designer I would like to be able to open an App directly from the pages section of the NMX When I want to create new pages or review their order it is useful to review the current app(s) before proceeding. If a link to the relevant app for each page could be added to the NMX pages section this…
automatically include quarters and months when adding a new fiscal year
Hi everyone, I'm working with Anaplan and have encountered an issue with my setup. I've created a list with a parent-child relationship: Fiscal Year > Quarter > Month. However, I'm having trouble ensuring that each year contains the same information for months and quarters. When I add a new year, I can't parent the months…
Boolean Filter
This module consists of E2 Employee# list and 2 line items, one is to filter out the employee whose department needed to be changed. When I applied the filter and enable it all the unchecked line Items vanished. what I need is, when all is unchecked the list should appear and when one list member is checked it should…
Add XOR formula
Title says it all, a XOR formula would be really helpful and reduce formula length when trying to test an exclusive or. For those unfamiliar, here is the logic table for XOR. It acts as an OR however if both inputs are TRUE, then XOR returns false.
Using Optimizer for production line allocation
Hi, I am having issues using the optimizer for production allocation. The model is for capacity planning. Problem statement Need to allocate the SKU demand to compatible factory lines based on the following logic. Each SKU has a production priority and a factory line priority. * If the production priority for a SKU is 1…
Using LOOKUP and SUM with Formula summary method
A detailed description of the enhancement that is being requested. We would like to request an enhancement that would allow to use LOOKUP and SUM with Formula summary method. Currently Anaplan doesn’t allow to do so, although in many cases it is needed and doesn’t break the math. If available, could you please provide a…
Looking for AppHub users to participate in a user research study
Anaplan's User Experience Research team is looking for model builders with experience using the App Hub to participate in an upcoming research study. In this study, you will discuss your experiences with App Hub and Partner Based Solutions. This study will take place between February 7th and February 11th, and the sessions…
Makelink Length Constraint
Hi, I'm trying to link through from Anaplan to a Power BI report which has pre filters applied based on Anaplan context, so that the user goes directly to the correct view. There are a number of Power BI filters baked into the URL that I've added in and as such the URL is over 60 characters. When I then do makelink("Click…
Anapedia in NMX now! (and some other cool updates)
Author: Kirill Kuznetsov is a Certified Master Anaplanner and Solution Architect at Planingo. Exciting news for Anaplan architects and model builders! A new Anaplan feature has just been sneaked, and I already love it! Now when you open the formula editor you can push the question mark (?) and search through Anapedia right…

Modeling

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