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ALM Question - How to setup Imports and Import Data
ALM Newbie here. Implementing my first ALM for a model. I understand the difference between Production and Structural data. I have categorized my list as production vs structural data based on my understanding. I currently have some import actions that loads new members to my production list and load data into data module.…
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RANK within Multiple Hierarchies
Hi, I'm trying to use the RANK function within a Module with multiple dimensions with hierarchies. As explained in Group option in RANK Function by @DavidSmith I've created a Group By list but however when you're on a parent in a hierarchy this 'Group By' line item will result into blank. Changing the summary method to…
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ISNUMBER function
There is currently no way no easy way to identify whether data is numeric or not. The workaround for X is to check the following set of conditions: NOT (VALUE(X) <= 0 OR VALUE(X) >= 0) Currently this is certainly not a consistent approach and there is always a risk that the comparison operators ("<=" and ">=") will start…
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How I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…
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Community perspective: Version compare and dynamic module line item description update
There are times when we need to generate output modules with the ability for version comparison. Although Anaplan has its own version comparison function, sometimes we need to build a dynamic scenario creation and comparison function. Please see Planual instructions for versions before proceeding with custom versions, as…
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Optimizer - Approach
Hi All, I am trying build optimizer for assignment of products into lines. Below is the scenario: 1) calculated the capacity of each line ( Dimension by Factory Lines) 2) Created Production plan for each SKU ( Dimensioned by SKU) 3) Then Have a mapping module between Factory lines and production which helps to decided…
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Forecast Function in Anaplan
Hi team, Can i know if we have an equivalent function for forecast() from excel in Anaplan. In Excel we have Excel FORECAST function The FORECAST function in Excel is used to predict a future value by using linear regression. In other words, FORECAST projects a future value along a line of best fit based on historical…
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LiS for Export module
Hello Comunity, I am trying to build a LiS on order to have a selection of the Forecast and the Type of the FTE. The problem I have is that when I try to build my LiS on my Forecast Model, the FTE Type is a subset List put in pages. So I won't be able, in my LiS to have the Forecast by each FTE Type(the selection is not…
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6.11.1 Activity: Add Version Details Module
While creating the versions module the budget doesn't show up why? Help me here plz.
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sso selection is not visible for our models
Just noticed our models are not showing "SSO" option selection in Users tab. I am workspace admin/tenant admin, so not sure what I am missing here?
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Native Time must shift with snapshot period
I have native time and snapshot period as my dimensions, I want the data to populate when I select (snapshot period as a page selector) Snap - Feb 23, the native time on the grid below must show from Feb 23. Created module with Snapshot period as a dimension to use that to show the forecast months, it is of no help as the…
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Model change best practices (Sept 2023 Community Challenge recap)
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. There were so many detailed answers to the September Community Challenge — it was a challenge just to sort through all the great information! To help the Community, I thought it would be helpful to…
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How to show UserID in the Target module for the user created list items?
Hello, Employee Details is my source module, in which Users (Manager Role) manually transfer employees. Manual Transfer ID will be created for the employee's vacant position. Current Month filter applied on the page. Running an action creates list (TBH) with Manual Transfer IDs and also loads the data into module…
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Top five most useful recent updates and features
Author: Kathleen Sullivan, Certified Master Anaplanner, Solution Architect, and Manager at Cervello. Anaplan is constantly releasing new features to the modeling experience and to the user experience. These spark so much excitement for all Anaplan users because it increases usability for everyone, administrators, model…
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How to convert an annual amount to a monthly amount
I have 2 modules, both dimensionalized by the same list and time (1 is by year and the other by month). I need to take the annual amount in module 1 and spread it over the monthly amount. I've tried spread(Annual Amount, 12) but I'm not able to get anything to populate in the monthly spread module. Any guidance would by…
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Dimension Help for Equity Waterfall
I am new to Anaplan and am currently doing a project for fun. I am trying to recreate a equity waterfall that is commonly used in Private Equity. I am currently stuck on an issue on setting up dimensions that will be used for the waterfall calculation. Attached are screen shots of what I am trying to recreate in Anaplan.…
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Need help to avoid hardcoding SELECT
Hello, Need some guidance on how I can avoid hardcoding. Let say I have a module A that applies to Country and Product (Coke and Pepsi) and line item as sales I have another module B that applies to country and I want to create two line items Sales - Coke and Sales - Pepsi which I then want to compare variance. This is the…
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Email Notification
I created a action - to add list member. Additionally also a notification to notify me via email if there will be a new List member added. But unfortunately it is showing me two different buttons to execute the process. Is there any way i can create in one process the adding of list member followed by Email notification?…
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How to make Total Final Allocation as 100% ?
Allocation% will be loaded into this module which is dimensioned by Channels and Country. For some channels, Allocation% shall be Held or Overridden. Here required output is to get Total Final Allocation% as 100%. But, I end up with having Total Final Allocation% same as Total Allocation%. (Here 74%) The below snapshot…
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Host Images Directly In Anaplan and Display on Dashboards Like Data and Files
Hi Anaplan! It would be great if Anaplan could store images directly and host them on the platform to dashboards. This would allow for easier hosting and one secure location. Also if there was a process assigned to uploading images this could help use cases for uploading multiple images at once in a bulk upload. Thanks,…
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Level 1 Model Building EMP02 Employee Expenses Module Dimensions
Hello, I am currently in the process of going through the Level 1 Model Building course. In section 10, I was instructed to create a module with the dimensions: #E2 Employees, Active?, Time The problem is that I don't see Active? anywhere in my model, except maybe as a line item in a separate list or module. Regardless, it…
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Search Option for Filter Line Item to Find
Hello Community, I would like to give one suggestion/idea on to provide search option while applying filter on module. This thought came when I'm scrolling to find my filter line item out of n no.of line items in the module. I hope this makes easy modeling/avoid scrolling a lot while applying filter.
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Model sync error due to time scale and time summary
Hi all, I would really appreciate your help with a weird error. I'm trying to synchronize changes I made in my development model to my production model, but I'm getting the attached error. I did make changes to timescale and time summary, not brought forward property. What puzzles me is that I get this error while the…
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Data Copy Model to Model
Hi, I want to copy the data from one deployed model to another deployed model, what would be the best strategy to complete it with using minimum import actions? Thanks, Anmol Sarna
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NEW UX HOME PAGE - Set background and themes to suit organisation
Hi Anaplan, I have just started using the new UX HOME screen and thought of some developments to make it more customisable. The UX HOME screen could benefit from more customisation options to suit customer themes then being generic. - Set the HOME screen theme colours of banners and icons / tiles - Set the HOME screen…
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Add / Customise Company Logo to Anaplan Navigation Bar
Hi Anaplan! It would be great if you could add a company logo to the top Anaplan Navigation bar, Many clients have asked for this. Thanks, Usman
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How to move or copy an excel spreadsheet without loosing connection
I'd like to merge 2 excel files. Both have anaplan connections. How can I move or copy excel spreadsheets to another file withour loosing my anaplan connection?
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Statistical Functions Package: Normal Distribution
Concept: Include basic Statistical Functions in Anaplan Description: I miss some basic statistical functions among the available functions. These formulas are extremely useful when it comes to calculate chances or risks, which is a common and useful bit within the forecast calculations. A good example is the lack of a…
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Financial Consolidation
Hi everyone! I'm trying to explore Financial Consolidation - IFRS app by Anaplan. I see this app as a source of supreme value for one of my clients. However, I'm a little bit confused of its complexity. As for now I understand the general logic of the model, but I'd like to get enlighten into step-by-step user experience…
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Remembering to keep the F.I.T in your model retrofit
Author: Taryn Townsend is a Certified Master Anaplanner and Senior Manager at Deloitte Consulting. As technologists and planners, our reflex is to look to the future. We strive to keep up-to-date on the newest and most optimized solutions for our clients and users. This can often lead us to opportunities to give our legacy…