Modeling

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
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…
Level 1 Model Building #E2 Employees import
Hello, I can't get the Employee list import to work. I've tried all thinkable combinations of settings when importing the employee list to the #E2 Employees numbered list, se enclosed import page and error report. Can someone help me out? /John, Anaplan beginner.
Trouble importing BookPrice
Hello, I am having troubles when I import the data from the Price Book that I downloaded from Anaplan Learning. The numbers imported are inserted with a multiplication of 100 (e.g 0.84 USD ==> 84 USD), so my margin calculation is all false! What should I do ? PS : I have applied the same Format for the line items as…
AgentsASA formula
When working with some of our Call Centre customers, I'm seeing use of AgentsASA being used, whilst we have the Agents formula it would be good to have the AgentsASA as a formula to use. The definition of the formula is not too dissimilar to the Agents as it uses ASA rather than SLA. I've attached the Agents and AgentsASA…
Level 1 Model Building Training
Hi, In Level 1 Model building Training, i have created an input Module as follow The next step asks to import the data to this module, as given below When i am trying to import the data, what should i map the 'Volumes' line item to??
INV02 - Safety Stock Flag Count line item formula - Level2
I need some pointers to tell me what went wrong. 1) i created SYS08 SKU Details a column Country made in-----PARENT(Supplied By) 2) In INV02 i used the formula---- 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS08 SKU Details'.Country Made In] but i came out the error below. I have P3 aggregated to P1 in…
Level Model 1 Builder 9.2.5 Formula Error
Hi - I am still getting an error after trying to put a space after "Unit Price% ". Can someone help to see what might be wrong?
Filer - The ability to show Items that match ALL and ANY
Dear Anaplan Experts, Please see the pic attached. I would like to create a filter that shows items that match ALL for three boolean criteria (i.e. show the record if ALL are met) and ANY for two number format criteria (i.e. shows the record if any of them are not equal to zero). Would it be possible? Thanks, Lily
Level 2 Sprint 2 Module to Module Aligning Dimensions Mapping
In one of the Sprint 2 activities, we need to reference data from one Module to another. To do this you must align the dimensionality of the Source Module to the Target Module. However the List dimension in the Source Module is a Parent of the corresponding dimension in the Target Module, requiring us to use an…
Is it possible to maintain a Line Item Subset's original formatting?
Hello, I have run into a problem in which I created a module using a Line Item Subset and used a COLLECT() formula to pull the data in from the original module. My question is whether or not it is possible to retain the original modules Line Item's formating. As you can see in the original module (without the line item…
Totals and filtering
Hi, I'm trying to implement model where users could easily apply filters on customer list based on segments and subsegments. Problem is that when the user list is filtered by segment or subsegment the customer total doesn't change. Filter is made on user level. Amount of customers, products and users is so high that I…
Formula Summary Method for Formula Scope set to Actuals Only
Hello All, I am having trouble getting my summary method to work correctly. I have a line item that is set to formula scope 'Actual Version'(this cannot change), but I would like to use the summary method 'Formula'. Currently when trying to use the summary method formula I get the following error message "invalid…
Deriving the current Month
Hi We are using the line item 'Month' in one of the module, and the objective is to derive the current month so that we can capture the purchase trend of our hardwares.When I try to use the formula as Month= ITEM(Time), I am getting the error message as shown in the screenshot. I have also attached the settings of…
Plan looping activities in time
Hello everyone, I'm trying to build a solution I have not yet encountered before. The assignment is to plan a "chain of activities" and the amount of hours they cost over time. Each activity is triggered by another activity, but can also be triggered by itself (let's say that the activity needs to occur every year). One…
SUM function from a list with text formatted line item
How to create a SUM formula from a list but the format of the line item on the list is text and how to automate upload data from SQL server into Anaplan thank you @josephine_surja
Creating a history log
Hi everyone, I was wondering if you can create some sort of tracking / history in a line item? Below are a picture of dates: the date actual (source system) will contain the most recent dates when uploading into anaplan where as the date actual historical will contain the dates from the previous time it was uploaded. Is…
Actions - Add a field for date and time action was last ran
Submitting this post on behalf of the customer - Jordan Kinnick Please add a field in the Actions settings that shows the last date and time the process, import, export, and other actions were ran. Also please make sure these are shown in the local time zone of the user which is another problem in the history settings.
Ability to open a module directly from drill down dialog
Drill down is helpful, but once I find what I want to look at in order to open the module, I have to do the following steps: remember / copy the module name, close out of the drill down dialog, go to settings tab, select modules, search for the module, select it and click open. This is a workflow is tedious and pretty…
Brackets in the drill-down view
Hey there, When I drill down into a formula, some brackets disappear and get replaced by tabulation, I suppose. It would be great if we could still see those brackets because if you copy the formula and use for another calculation, you might end up with something totally different because of missing brackets
Sys: Time Module Formula
Trying to understand what is wrong with this formula and why it doesn't give me 2019-2022. Instead, I only get 3 years, 2020-2022. If I change the formula to Prior Year -2 I get 2021-2022. Would appreciate any ideas.

Modeling

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