Modeling

Quarter value as numeric numbers
Hi All, Required a quick help in getting the quarter number as numeric format. For example in attached screenshot, need to get the value for second line item as entered. All Q1 Months should populate with numeric number 1, all Q2 should be populated with number 2 and so on.... Quartertodate() function gives a numeric…
Boolean between two dates
Hi, I have a module with three line items: "From", "To" and "Any", which are all Boolean formatted. I also have time as a dimension. "From" is just true for one month, which comes from another module, and the same goes for "To". My problem is within the "Any". I want that to be true for all dates between the "From" and…
Capturing uploading timestamp in a line item in module
There is a requirement where, when we are importing data in a module, the current timestamp when the file is uploaded in the module should capture that time in line item.
Need support with Time Management using DCA
Can anyone help me what's the best way to identify - Current Year Current Quarter, Current Year Previous Quarter, Previous Year Current Quarter using DCA and Boolean.
Level 1 - Lesson 7.2.1
Hello everyone! Lesson: 7.2.1 Activity: Importing Data into the correct Columns Issue: I have this error shown in the screenshots below. I tried to change switch around the sources but to me, this was the best solution. I also need to go back to my general list and delete out the product code data. I need to redo my import…
Level 3 Sprint 2 Section 4.5
Hi, Section 4.5 says to check my build on the Accounts Exception UX. I am not sure if there was an activity to build that. Am I supposed to build the UX pages basis the mock-ups we created in the beginning?
Name clashes in Anaplan
When assigning actions, dashboards, modules etc with names there is often a need to use the same name. Model builders have been getting around this issue by using spaces creatively in between words (the spaces don't show in the name) to work around the issue. However, i think it would be much easier if Anaplan could,…
Actions in new UX
Hi Friends, I have actions and process created in old dashboard. I want to bring that in the new UX. I am trying to assign cards with Process but it is not getting saved. Any suggestions, will be of real help.
Ability to reference a Line Item generically.
I am requesting the ability to use a generic 'me/myself/self/here' reference in functions that require a Line Item. An example: Original: PREVIOUS(Total Average Balance) + MOVINGSUM(Total Average Balance, -11, -10, AVERAGE) New: PREVIOUS(Here) + MOVINGSUM(Here, -11, -10, AVERAGE) The benefit of this is: if the Planner…
Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
End of Month Totals in a Module.
How do I get end of Month Totals to show in a Module that is has a daily time dimension?
Circular Reference with CUMULATE
Hi All, I am trying to solve an excel model in Anaplan where my current value is a calculation of the cumulative of previous values. The calculation works fine in excel but I am unable to break this down in Anaplan. I am adding the screenshot for the logic of this model below. Any help or suggestions would be helpful.
New UX Idea - General Selector list items order change
While setting up a P&L report I found out that the order of the elements in a selector is default and cannot be changed. It goes from the upper elements of the list down to the lowest. (See required order below) Even if the order in the list is presented as "grouping after" it does not help. (if you pivot module that P&L…
P3 SKU 0 Failed Invalid parent
Hi on the Level 1 model building exam, I am trying to import the SKU csv and I get a message saying invalid parent and I dont know why. Wold you mind helping me ?
How to make Line Items into inputs?
Hi, I'm not sure how to make my Line Items into inputs(blue). They do not have formulas in them so not sure why they are not allowing me to make them inputs. Please advise. Thank you Pic attached
Allow Version Switchover Date to be changed in a Deployed model.
Description of the enhancement: Allow Version Switchover Date to be changed in a Deployed model. An example of the enhancement: Users could select if they'd like their Switchover Date to be viewed as Structural data or Production data. A story for why they want the enhancement: 1) Versions can only be updated through the…
Call Center Functions: Agents must return whole number?
Is there any equivalent or trick to returning 'fractionalagents'? AGENTS(w, t, y, z) will always return a whole number. My stakeholders are interested in both whole/fractional agent calculations.
How do I get the total from one module to another?
In module 1, I have a count for resolved and unresolved. In module 2, I would like the total for unresolved items and resovled items. How do I do this? I know in Excel it would be a simple sum formula. Module 1: Module 2: Thanks!
ANAPLAN Optimization for N users
Hi , If we have users of around 10000000 in Sales team and we are using that list (Users) in one module so how can we optimize the structure of module as if that module page is published in Dashboard then it will take time at great extent to open and to load so how can we optimize the page of dashboard so that the user…
So long and thanks for all the fish - The final act
My beloved Anaplan community"How lucky I am to have had something so special that makes saying goodbye so hard” I can't take credit for that quote - I have to thank AA Milne for summing up how I am feeling right now.In a year of unpredictable events, I never expected to be writing this. As 2020 comes to a close, so does my…
Level 2 Sprint 2: assigning roles TO Product family managers
Hi Team, The global assumption DB created was only need to show to "Product family role". And each product family manager will only change "volume growth rate" to his assigned product and viewed the rest of the product family. I Assigned 4 roles as "Product family manager" and also removed their "WSA" rights : 1) I am not…
Enable/Disable expand collapse and save them as a View
As user i would like to have the option to enable and disable the expand collapse of hierarchy/composite lists. It would make the list look like flat and saving this in a saved view would be amazing.
Ability to have a line item where comments can be added from leaf to top of hierarchy
Currently as part of adjustment process. users wants to make adjustments at various levels of hierarchy and add a comment to tract the change. Currently we are only able to add commentary only at leaf levels. Ability to have a line item where comments can be added from leaf to top of hierarchy
Break back a line item using weightage from another line item
current break back prorates the data based on data in same line item, but was strong need to distribute it based on a different line items data weightage.
Level 2 - Sprint 3 - Activity 3.5.5 - SKU by Distribution Centre
Feeling lost how to go about creating module for this card All SKUs for a Distribtuion Center- any inputs please?
Same code at different levels of list hierarchies
Hi, I got a metadata dataset for the charter of accounts that uses the same code sometimes at different levels of the hierarchy. Although this is possible/works when creating in Anaplan for both Numbered and regular lists - should I avoid it and maybe create an additional import action that creates a unique code of…
Deriving the month/quarter value from the line item
Hi I have a line item ' Transaction Date' formatted to 'Date' . Sample value : 01-08-2021. I am trying to derive the Month,Quarter and Year from this Date value in the below sample format. Month: Jan 21 Quarter :FYQ1 FY21 Year:FY21 Is there any formulas to derive these values? Thanks Prabakaran
Identified easily Line items used in DCA like the information "Reference By" for formulas
It would be very usefull to have the information "Reference By" for line items used in DCA. It could be a new column "Reference as DCA by" or add this information in the existing "Referency By" column. Thank you
Source Models mapping Vs Import Data Sources/Imports
Hi Team, When we rename the model and remapped to the same model with a new name in Model Settings-->Source Models, it is not reflecting dynamically in Import Data Sources/Imports. To see the new model name, we have to manually re-map the Import actions. It would be great if we have this feature in Anaplan- As soon as the…
How to delete duplicated employee records due to movement
Hi, I have a scenario where we have created gap process to hire new resources, essentially adding new lines in our employee list. However one problem coming up is sometimes we created a gap and then an existing/internal team member applied and got the job. Not sure if there is a way we can somehow delete the original…

Modeling

Discussion List