Modeling

Ability to add Folder structure to Lists, Modules, Actions etc
Being able to keep a model clean and well organised is really important in allowing model builders to understand and work with the model going forward. Often we find that as a model grows, the number of lists, modules, actions etc grows quite large and can start to become difficult to manage. This enhancement idea is to…
Smaller Time Range | Less than a year Time Range | Day granularity
Anaplanners, I would like to have a time range in a granularity for less than a year. Somewhere between a month or a Quarter. We have a business requirement where we have to import and export working hours for each user per project per DAY. This activity will be monthly and may not be necessary to have more than a month,…
Changing a workspace name & model names
Hi guys, So I have a question and I hope that you can help me. I have a workspace containing many apps but its name isn't really relevant. Same for some of the apps within this workspace. I want to change their names and I was wondering if there were some risks linked to that change. For example with Datahubs or other…
Challenge with a fake time list | Data Import | Native time
Anaplanners, Good day ! We are stuck with this peculiar ask from the business and need some guidance on how to proceed with the same. We have a resource planning use case where we have data of the users tagged to a project (this is not based on time). Example User A is tagged to Project Tiger & Project Lion 60% & 40 %…
Conditional Import
I have two columns, Column A and Column B. Column A is a manual input and column B is populated by an import action of the data of Column A. I have created a sperate module with Boolean checks to make the data of Column B not editable using write access driver. However when I run the action to populate column B new list…
Fake Time (1-31) or Time Dimension
Anaplanners, We're in the process of creating a use case for capacity planning. Users have mentioned the projects they have working on. We will be converting the allocation into hours. Say I'm occupied for project A and Project B 75% & 25 % respectively, I will have 6 hours for Project A and 2 hours for Project B assuming…
Gantt Chart Ability to Edit Columns
Hello, I would like to edit what is returned in the columns above a gantt chart. Screenshot below is what I currently see. I would like to remove/hide the year 2022 all together, and instead of showing months in the columns, show the numbers 1 through 12. And if that isn't possible, would like to remove the columns all…
PREVIOUSITEM() formula which is like PREVIOUS() but references a list item instead of time
Hi Anaplan, I was searching for the use of the PREVIOUS function but on a list item but it is not currently possible. @peter_mcanena has suggested this but only in a discussion thread. So as his idea suggests: PREVIOUSITEM(x, y) where * x: Any expression * y: List The expression x must be based on the list y.…
How to change code of a list?
Requirement has come to change the codes of existing lists in the Production model without losing data. Please suggest.
Level1 exam formulas error (activity5)
I tried to update the formulas but it shows Invalid fomula . Updated formulas for Bonus was below, IF Employed? THEN Salary * 'EMP 03 Employee Drivers by Role.Bonus %[LOOKUP: 'SYS08 Employee Details'.Department, LOOKUP: 'SYS08 Employee Details'.Country] ELSE 0 What exactly am I doing wrong here? Any help would be greatly…
Do you feel it will be good to have Supply Chain related functions ?
Since Supply chain use cases are picking up, do you feel it will be good to have supply chain specific functions in Anaplan. If yes, then kindly promote the new idea I posted.
Update code of a numbered list
Hello, I want to update the code of a numbered list. The user can input a name on the dashboard. Then I want to set up an import to, for example, import the code to the numbered list but it creates me a new item each time, since we cannot map by name in a numbered list. Any solutions to update code in a numbered list…
Converting inputted Date Range into new monthly module
Hey all, I need some advice here. I have a module (no time scale) where one of the attributes of a project is the start and end date (manual input as a date). I want to populate a new module (monthly time scale) with a 1 for each month the project will be active. Any recommendations on a formula to use to do this? Example:…
Display warning message when deleting a line item which is being referred as a filter.
Hi All, In Case if we are using any line item as a filter and if we are deleting it a warning message should pop up similar to when we delete line items which are being referred in a module. It helps maintain the saved views as most of them will be created based on specific filter or condition.
Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
How do I select a prior list item without getting a circular reference
I am trying to build a model that looks like the above screen shot. Tier 1 - Tier 5 are list items and everything in the top row are list items. I am having trouble getting any ending balance to work (for reference, I'm able to begin the tier 2 starting balance and so on and so forth to pull the ending balance from the…
CONCATENATE Formula in anaplan
Hi experts, How to write "concatenate formula" in anaplan. We have 3 proprties in Customer list. I want to concatenate first and second properties into 3rd property. The format of the properties is "Text". Can you please suggest me. Regards, Uma
Variance between versions and years
We have a summary balance sheet that is part of a line item subset The request that now had is whether can create a variance report to compare time periods, versions. Whilst I have had some experience of doing this as evidenced below, this has only been when directly referencing a line item subset. The request for balance…
Interpolation
How can we do interpolation in Anaplan? I need to interpolate scores from the following criterias: a. Min number with equivalent score b. Max number with equivalent score Thank you!
Ability to copy a process
It would be nice to have the possibility to copy a process. This will save some time when developing, because you can easily amend a simular process instead of collecting all actions again.
Level 1 Model Building exam activity 2
Hello, I keep getting 0 values after importing SKU volumes
Data Write Action: Optional input on children items if summary item selected via context
In general, data write action is a great thing, but it would be even more helpful, if the option could be set to behave the following way: When in the page context, a summary item in a hierarchy is selected, that the data write action could also be performed on that level, writing the value in all child elements underneath…
Can you sum a Line Item Subset?
Just to give some context, we have the line item subset shown in screenshot and this essentially forms a detailed balance sheet before we have any consolidation adjustments. We perform the consolidation adjustments in another module. This module uses the line item subset highlighted above. Then want to be able to pick up…
OEG Best Practice: Best practices for model cleanup in Anaplan
This article helps everyone with the suggested cleanup activities of existing models where Anaplan best practices weren’t adhered to from the beginning. Please follow this and develop a more user-friendly model. User access Begin by revisiting all the tabs in the User Access setting and set appropriate access by roles. A…
Performance Comparison - OFFSET/LAG/PREVIOUS/LOOKUP
Hi all, Was looking to get some input on a calculation scenario as community pages were a bit vague (or I'm using the wrong keywords). Now, I'm sure most of us understand how Anaplan thrives on being multi-threaded where possible, but when it comes to performing time-based calculations, there's a variety of ways to do the…
Create an item using form with DCA on UX
Hello, This is my dashboard : When I check the "M?" boolean, the "Type de reconduction" become editable, because I used a DCA on it. The problem is, now that im using a DCA, I am no longer able to use the Create action button ( green one ), im getting the error "Failed to create item" : anyone has a solution for this ? I…
Users native list to have a list subset for logged on users
Now that the Users list supports subsets. I would like to have an option to have the ability to have a users subsets list based on logged on users. Background: Most modules with users dimensions are used to support personalised reporting filters. In general, if users are not logged on these modules should not include the…
Module Importing through Connect to anaplan model
Dear Team, I am Pursuing My Level 3 certification, I am not seeking help on Modelling But needed a small hint on the import view. I think I am missing something, I try to find the RCA but unable to solve it. Problem Statement- My import view of the G4T List is not coming as expected. Here for each Territory all account are…
I am struggling with my mapping and import of E2 Employee List
Hello Model Builders! I need your help in Model Building. I have tried over 10 times to import data into E2 Employees# under Lesson 4.8.2. I have spoken to some colleagues on my team and the we were unable to resolve this issue. If anyone could assist please share a solution or trick to this. I noticed other colleagues had…

Modeling

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