Modeling

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 Video Series #2: Signage Convention
With Anaplan, aggregation logic is additive to have a “natural” feel. For example, positive values are added to totals, while negative values are subtracted from said totals. However, there are some instances in which values that display as positive need to actually be subtracted from totals. Check out this demo video to…
The Anaplan Way—Supporting a Remote Working Environment
When working with a cloud-based platform like Anaplan, we are used to building models and collaborating remotely, but how easy is it to run an entire project without any real face-to-face contact? This year most employees have had little choice but to work from home. In my latest project for a large insurance company, we…
Hide past months dropdown
Hi, I have created a module where the user can input costs manually based on a line item formatted by Time Period (Month). They are now asking if I can hide the past months as they go forward to always only show future months. What would be the most convenient way to go about that? I understand that I could create a list…
Parent names for a numbered list in ragged hierarchy
Hi Community, We have Ragged Hierarchy where list members are more than 60 characters each having different codes but have similar names. If we go for numbered list we cant add display name property for parents and if we go for normal list then duplicates are there and list members are also having more than 60 characters.…
REP05 Formula
Hi all, My formula works well in my module, but it cannot go through the exam. I just want to know where I get wrong here because I was very confident with my formula. Below is what I have, please advise. Thank you! Solved! thank you all
Conditional formatting on LISS based on Collect() line item value
Hi, I have a financial reporting module with only one line item, Collect, which as the name suggests is collecting values from a LISS with the Collect() function. The LISS is a fake versions list that has actual, budget and actual vs. budget as list members. I now want to do conditional formatting to the "Actual vs.…
Known Issues on Anaplan Formulas Communication and Subscription
As a model builder and an Anaplan Partner, I would like to be notified of all known issues to existing Anaplan formulas/functions so that I can quickly determine whether the function I am about to use is impacted by known issues and what workarounds are available to mitigate the issue(s) until it is fixed so that my models…
In module to check if user have selective access on the list members
Hi Team, I need to create a module in which I have a Boolean line item and applied lists are User list and a list in which I have given selective access to users. I need to mark the line item true if the user have access(read or write) on the list item else false in the module. Could you please suggest any solution for…
micro lessons -how to enlarge print where you are able to see...print is too small
There's no way you can see micro lessons charts...help!
How to integrate Machine Learning Model written in python with Anaplan modules
Hi Ana planners I was curious to know how can we use/integrate a ML model in python notebook/script/pickle file within Anaplan modules? Also if its not possible to integrate inside Anaplan modules then can some one suggest the structure of the process when the ML model is deployed in a cloud environment and the results…
why can't we search or filter for models in the App area anymore? Looking for a Docusign demo model.
why can't we search or filter for models in the App area anymore? Looking for a Docusign demo model.
Collect with Sum - An Error has occured on the server
Hi, I got a collect with sum problem. Source module (Before creating the line item for Collect): Dimensions: Time, Department Line item: Cost1, Cost2 (Number format) Target module: Dimensions: Time, Department, Charter of Accounts Line item: Cost (Number format) In order to get the costs from the source module I've created…
How to get the value from the source without time dimension
Hi, question please. I am doing a test variance module between line items of IC Run, Actual and Forecast using LIS, Versions and Project as my dimensions. I need to get the value of IC run, however, the module does not have time dimension in compare with my module data for the actuals and latest budget (forecast). I used…
'Concatenate' as a Summary Method for Text formatted line item
It would be great to have 'Concatenate' as a Summary Method for Text formatted line item (along with First Non-blank and Last Non-blank). Sometimes, there might be a need to consolidate bunch of text inputs in a line item at a higher level in hierarchy. This functionality would help achieve that. Also, if this summary…
rounding up in Anaplan
How do I make a Line Item round up its numbers in Anaplan? Thank you
Best way to identify unique text across 9 repeating text line items across and count
Hi Community! I am currently exploring the best way to identify unique text and count the unique text matches across 9 text line items by one line item that counts based on unique names: It would possible with a monster of a formula using multiple IFs but this not necessarily best practice. For example if I have line…
Subset of Versions
Can we have a subset of Versions so that whenever needed, we can use single version member in the modules? Currently I can think of one use case when we have to drive opening & closing of periods for users to enable data entry only for a specifically opened period or set of periods. There may be better use cases as well…
Organizational Folders for Model, Apps, Archived Models
Organizational Folders for Model, Apps, Archived Models
quarterly snapshot
numbers will be uploaded quarterly but in YTD figure, I need to plot the quarterly numbers. Q1 YTD will be imported in Q1 and I need to save it in my Q1 column Q2 YTD will be imported in Q2 containing both Q1 and Q2 numbers, I need to retain the Q1 above and get the number/result for Q2. By this time, columns for Q1 and Q2…

Modeling

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