Modeling

Irr with dates with large transactions lists
Hi anaplan community, We have a challenge using irr dates with large transactions lists. Challenge : - transactions are loaded from a large flat file list of transactions - irr dates functions calculates number of days di as the difference between the first transaction and the transaction date. - when the transactions are…
Anaplan MAILTO Functionality Not Working -
Hello, I am trying to build out a module that will have a saved view filtered on if a user has "Has Bug Re-Opened?" = TRUE. I've attached a screenshot of what my MAILTO function looks like along with the other line items to validate that it has been set up correctly. If my understanding is correct, line item "EMAIL: Has…
User list subsets—a workaround
Dealing with the Users list has been pretty straightforward with Anaplan. All the users with access to the model come up in the module when used as a dimension. The Users list is handy when we need to set up end user-specific filters but, unlike general lists, Anaplan does not give us the ability to create a subset of the…
NUX: Allow pivoting in module views in a worksheet
Right now it appears you can only allow user pivoting if you use a custom view on a worksheet. It would be nice to be able to also pivot on already created saved views where items may already hidden, filters already applied, etc
Incrementally load data between modules via actions
Hi Community, I am working on a headcount use case where I plan to load data from source module to target module incrementally. e.g. First Run - Let's say the target module has 0 data initially for a product and market in a specific month. I update the new value to 100 in the source module for the same…
Level1 MB Activity -2
Question:- Level-1 Model Activity -2 I am trying to import and map the SKU volume csv file (Attached) in the Data02 Module, but getting the parameters like parent and code which are not present in the module as well as the CSV file. Below is the screenshot of the module line item (blueprint). Below is the mapping screen to…
Salary calculation based on Validity of the position
Hi All, i am trying to populate a Position Validity Boolean based on the months a particular position is valid based on Effective From and Effective Till Months. eg,if a position has effective from and effective till months, the Boolean should not only tick those months else if the position has only effective from month it…
User List Formatting Performance Issue
Hello, We currently have a model built out with functionality to create "adjustments"; these adjustments have a line item that is dimensionalized by the Users list. The idea is to track who has made which adjustments, and figured that the users list is the best way to do this. We currently have 2 versions of the model -…
Format Date in the New UX is different from the model one
Hi everyone, I am a french builder, building a model for a french customer, and on the model (or old UX), the date format is dd/mm/yyyy. On the New UX the format seems to be the same (dd/mm/yyyy), except that when entering the calendar it's in english, where it was in french in the old UX. So far that's not a real problem.…
Create Dependent Dropdowns based on List Properties
It would be extremely useful if you could create dependent drop downs based on a lists properties. Since we do not necessarily want the list to have backend properties we would want it maintained in a module. This would be useful when a user is filling out a form for a capex project for example and without creating…
Date Input is outside the model time range
Hi, I have a date formulas calculation to test whether the line item is falling within certain year, however cannot figure out what to do for the lines that fall outside of the model time period set up. For example, I have a contract that starts from 2020 to 2025 and the model is set up as 2 past year and 2 future year (so…
Reverse Cumulate Alternative?
Hi - hoping to see if anyone has a solution to this: In the following example, I'm trying to calculate (going backwards) when the sum (less current period) would be greater than the test doh line item. In Jan 20, it would look back 3 periods to be greater than or equal to 92. (Oct/Nov/Dec) In Mar 20, it would look back 4…
get item numbered list depending on a range of dates
Hi, I need your help. I have 3 lists: Product, rate, invoice and two modules: I want to put in invoices.valid rate the max number# of rate list where all following conditions are satisfied: * Rates.status = true * Invoice.Prod name = rates.prod name * Rates.start date < Invoice.Invoice date < rates.end date Can you help…
Version on List
Currently, we cannot have versions on a list. It is a limitation that customers run into every day. Below is an example from Red Hat, Inc that demonstrates the challenge that this limitation creates and how having versions on a list could be a tremendous benefit! Account Hierarchy: L1 Geo L2 Group L3 Region L4 Sub-region…
Import in a list. Fileds mapping - need empty mapping selector in a drop down
Hello I've noticed one thing which is not native for many beginner anaplanners. While we set-up import to the numbered list and we should not have any mapping in the name field (as we choose to use a code as a default way to identify items). But quite often it is pre-populated and in a drop-down there is no option for a…
Headcount Alignment Executive Summary
Overview Anaplan has had challenges getting our finance, human resources, and sales team on the same page of what our headcount is and what our headcount is forecasted to be in order to hit our revenue targets. We struggled to understand where requisitions were in the cycle and how many were currently open. We built a…
Last 12 months SUM and Actual Version
Hi, I am trying to workout a formula for Forecast Version Line Item. The requirement will be as given below. Source Module: Source Line Item - Sum of "Sales" of last 12 months in Actual Version Target Module: Target Line Item- "Sales" for 1 period in Forecast Version. Eg. Assuming I am forecasting Sales in Feb 2021; So the…
Level 2 Sprint 3 Confirm PO
Season's greetings all. I am completely at a loss. My final confirm PO equation, after several iteration, is as follows; IF Confirmed PO Delivery > 0 THEN POST(Final Shipment Amount, Final Shipping Time Weeks)ELSE 0 Is there a logic context error here somewhere that I am overlooking? Any help would be greatly appreciated.…
Model Optimization Checklist
As your Anaplan platform grows and continues to expand beyond your initial use case, it remains just as important as it did on day one to make sure your models are built to perform and according to best practice. Check out the model optimization checklist to begin evaluating your models today!
More Shortcuts
It would be great if Anaplan supported more shortcuts. In particular, shortcuts that would enable model builders to change the formats of line items instantly. E.g. if a model builder hits B over the format cell, it will instantly change to boolean. M for time period months, T for text. Shortcuts are extremely useful and…
Roster management over Time and Version
Hello, Our implementation includes personnel expense budgeting at the individual level, and to create the roster of employees we use a list. We have a need to compare budgets year over year, ie FY19 vs FY20, and to do this we need to have different members in the list for different years, as well as a current roster. One…
Organizing list subsets
The ordering of list subsets in Anaplan has always been an enigma to me, like a type of Anaplan acts in mysterious ways adage. I always thought, who am I to question the inner workings of our beloved platform in the cloud? In this article, I'll address the topic of organizing subsets. If you work like me by adding list…
Filter/Sort
Hi, Question please. I am trying to use a system filter in my report module so that I can see first the start date of the project after the All Periods (sum). The filter is working, however, when I put the All periods on the left side column the filter will not work. I need to show in my dashboard the columns, first the…
Modelling Best Practices
As a parting gift, check out these 3 latest videos showing how to model: * Time in a flexible way * Different sign conventions * Alternative Hierarchies https://community.anaplan.com/t5/Best-Practices/Modeling-Best-Practices-Video-Series-1-Flexible-Time-Mapping/tac-p/93477…
Sales Incentives and Timescales
I am in the process of planning out a build for our Sales Incentives Calculation and I am wondering the best way to deal with the timescales. The data that we get on the Sales performance is based on a Performance Period (Month or Quarter) which enables us to work out the percentage payable for the scheme (There are a…
Overwrite calculated line items
Hi all I'm currently working on a large P&L module with a lot of line items (100+) that are either populated via a lookup to calculations modules or calculated by taking a YTD average + inflation. The problem is that some of those average YTD values turn out to be negative due to a one-off negative transaction in the…
Extend model map to drill down to line items
Drill down model map to line item level At present, model map displays the modules and its data flow across the model However, it would greatly helpful to have a provision to drill down the model map from module to line item level and extend the data flow display across line items similar to value driver tree providing…
Automatic update of Model names in Source model mapping when model names are changed
Hi, Model names in Source model mapping should automatically update when source model names are changed. Also, the name within the Import Data Sources should automatically get updated based on changed Model names. Can we have this feature? Currently, this is not happening and it is confusing when we debug old actions.…
Modeling Video Series #1: Flexible Time Mapping
Anaplan models have pre-defined time settings that offer flexibility for scenarios such as: when fiscal and calendar timescales are both in the same model, tracking irregular weekly patterns, and rolling weekly forecasts. Watch this video for a detailed demo that walks you through setting up and modeling these various time…
Modeling Video Series #3: Alternate Hierarchies
Anaplan model hierarchies follow a single structure where a parent rolls up to a single parent. Our flexible modeling structures allow you to map a child into a different hierarchy to meet your organization’s most unique planning and reporting needs. Watch this demo video to learn how our modeling techniques can create…

Modeling

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