Modeling

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…
Consolidating recursive modules
Hi I have 2 Lists and 3 modules as shown below. I want to build module 4 (details below) in the most efficient manner. Seeking ideas. Thanks in advance List: Employee ssL0Employee ssL1Employee ssL2Employee ssL3Employee Employee 1 Y Employee 2 Y Employee 3 Y Employee 4 Y Employee 5 Y Employee 6 Y Employee 7 Y Employee 8 Y…
Line Priority 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…
Level 2 Sprint 2 2.4.8 Activity: Create Detailed Demand Review UX Page
I understand that little instructions in the said section is intentional, but I am hoping someone help me out break it to me, maybe rephrase to include a little more detailed, if possible. Thank you,
Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
Level 2 Sprint 3 Exam
I have tried to take this exam. There are two formula questions where I provide answers that work based on the information provided. However, the system will not accept these formulas as valid answers. (Questions 3 and 9) How do I either have these formulas accepted as value or understand why they are rejected.
How can I make a YTD average?
Hello, I am looking to get a YTD calc but I cannot use the YEARTODATE function because I need an average, not a SUM. And previous years should calculate according to their months (i.e. I would see a full 12 month avg for 2023, 5 month average for 2024). My initial thought is to use TIMESUM but am having trouble setting it…
Experimenting with automated documenting
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. When I first started model building, I looked at the model map and was impressed by how easy it was to understand the logic of the model. Even now that we are dealing with larger models, we can look at…
Did you know? Line item references across dimensions
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! I'm excited to bring you the first video in Community's 'Did You Know?' series! This new series will dive into aspects of Anaplan that are often misunderstood or users have requested more…
Alternate Solution for RANKCUMULATE Function
Hi All, I have a solution using the Rankcumulate function but I want so avoid using it due to the performance issues. So I would like to know if there can be an alternante solution using other function Logic : First I'm ranking the Sales data Weighted distribution is calculated for ex: 95/3220 = 3% Cumulate distribution is…
Need Set Global Default Format Grid function in New UX
My users want to make it possible to set Format Grid - Small for all grids in the New UX. This function exists in Classic UX to set all dashboards to Striped, Ruled, etc. We would like to have this opportunity to set all grids of one App in New UX to one style, e.g. Small which will improve screen space utilization.

Modeling

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