Modeling

Bottom-up Summary based on unique list members
Hello everyone, I am aggregating data in a module with three dimensions + Time: M2, which has M1 as a parent and corresponds to models R1, which is a list of roles E3, which is a list of employees and has E2 Team and E1 Group as parents. I am mapping my list of employees to their Roles which is why I have E3 as a dimension…
Date input query
Hi, I have a module with various bank loans and maturities e.g. 2020-2028 - this is dimensioned by quarters. I want to create a module that sums up the total bank loans by maturity. I've used a formula YEAR to extract the maturity year, but I can't seem to be able to sum on this year? Can anyone assist? Thanks!
Formula - last input
Hi I have a module where teams input information on a quarterly basis. I then use this to pull through into a summary and compare against previous quarters etc. However, some teams only input on an annual or half-yearly basis. In my summary, is there a way to pull through the last time teams input? Thanks in advance,
Count of records
Hi Team, i request your help below query. I have three grid in my dashboard. second grid showing associate details(selected associate in first grid) with account name details he belongs in PA level. Third grid showing account name details of same person in BU level. 1) I need to display one more column showing total counts…
Data in 2 modules with exactly same lists
Hi Experts, I have a doubt. I have created a module i.e. Module 1 and also created another module i.e. Module 2 with exactly same lists as Module 1. In Module 1, have entered so many data, but that data is not appearing in Module 2, which is same as Module 1. Is it the expected behavior? where we have 2 exactly same…
Sum from list item property
I have a list of accounts and a list of account managers, broken into three categories (IVAM, DIAM, CCAM). Sales managers must assign an account manager from each category to every account. I want to aggregate the account metrics for all the accounts managers in a single table. The first image below shows the account…
Easy Question (Moving the Row Bar in Anaplan
Hi, I would like to know a easy way to move the Row Bar in Anaplan so I can see all the words in my Line Items? Pic is attached. Thank you
Conversion Number as Text like "1,234" to Number over VALUE Function -> VALUE(txt) w/o NaN
Hi, is there a good best practice to solve Text Conversion "1,234" to a number over Value(txt) giving finally NaN because "," will not be recognized by VALUE(txt). Numbers are given in text format by client as "1,234". Or is it easier to re-format the numbers in the uploadfile...by the client? Thanks in advance for a short…
Add flexibility to history export requests for Anaplan models
As a model builder, I would like to see greater flexibility to history export requests for Anaplan models. Context: The History Export function is critical for audit checks to understand if any particular user activity/imports/processes might have caused a data issue or some connection to break. It is important as part of…
User List Top Level
The users' list should have a top-level for calculations. Currently, the users' list can't be used for inputting data as there is no top-level so errors occur when referenced by a line item without the user dimension.
Select a specific version when creating lookup formulas
Hi, It would be great if we could have formulas where we can specify a version (like it works for actuals) or if we could apply any line item to a specific version.
Make Versions a Format (DataType)
Make Versions a list format so we can use with LOOKUP logic based on user selections. Would prevent the need for versions mapped to a pseudo-verison list with IF/THEN logic, ultimately reducing complexity and increasing ease-of-build.
Version formula to work on single Line Items
Allow the usage of a Version formula in the Blueprint view of a module to work on single line items, as compared to the current state of working with a LISS. The usage of a LISS makes it more difficult to maintain if i need only one calculation to abide a specific logic, and creating a LISS for one formula change and…
Prepare Sets of Dimensions and Subset Intersections of those Dimensions
As a model builder dealing with combination master data (Cost Center x Cost Element, Revenue Categories A x Revenue Categories B x Revenue Categories C), I want to be able create pre-defined sets of dimensions, the intersections of which I can subset, so that I can easily apply these sets to a module and save space by…
Turn Off List Aggregation Function Work Around ?
Dear Community, I have a list A: Employee List, which is parented by List B: Department List. Anaplan automatically aggregate input to List A to List B. However, I have a situation where I want to turn off the auto aggregation and aggregate List A input to List B using a "SUM" formula. The reason is that the parent/child…
SUM by text Property: Calculation function
Hi All, I have a List Dept L3 where I want to SUM my $ Values in a module by its Code i,e not a Code of my item but a text formatted property which says Dept Code. I want to apply Sum by 'Property code'(830) in a list as shown in attached snapshot. Highlighted items are child of different parents. 830 is the Property code…
List referenced by DB
Hi, I'm searching which DB the Lists is referenced by. We can confirm the module which is referenced by DB. How about List?
ACTIVITY 6.8.2
Hi! I have reached lesson 6.8.2 and I am stuck on the 3rd Time sheet for Regions. Each time I try to enter the formula for code in SYS02 it says "code" does not apply to any lists (it has an empty Applies To) Does anyone know what to do? Thanks! Maira
Formula to hard code list item
Hi Experts, I have two modules. Module 1 has got lists: Cost Center, Cost Element, and Time. Module 2 has got lists, Cost Center, Cost Element, Time, and Profit Center. I need to bring data from module 1 to module 2. Whatever data will be coming into module 2, will be stored against P9999 profit center. Rest other list…
Monthly data to weekly
Hi, I am very new to Anaplan so forgive me for my ignorance. I am building a model where my calendar type is months/quarters/ years. The module has a list of all products that are ordered per month, broken down by product type and seller. I am trying to create another module with the same data but broken down by weeks…
Time and Version
My source module does not have version and has time range FY20, FY21 and target module has version-actual, forecast and time period FY 19, FY20, FY21 I want to reflect data from Data Module in the actual version of FY19 only, while data of FY20, Fy21 Data from source module should reflect forecast in the target module AS…
Make sorting lists easier
It would be nice to sort lists alphabetically with the same button used for sorting modules.
Ordered List Action and How to Use and How to Order a List Subset
Hi Anaplanners. Just a quick update on the Ordered List Action. Great functionality - a game changer for many use cases. I will show you an example plus a way to reorder a list subset. I'm sure many of you will have a more creative way to order the list subset so please share! First you have to create a module that uses…
How do I create an average that will exclude zeros?
How can I do an average on numbers and exclude the zeros? For example, Year 1 = 10, Year 2 = 0, Year 3 = 4, therefore if ignore Year 2, average is 7 (and not 14 divided by 3)?
Copy data from Actual Version to Budget Version
Hi Experts, I am testing a scenario, where user wants to update forecast data. But before user does it, he wants to copy previous year actual data to current year and next year forecast version. I do not want to use "Bulk Copy" functionality. Scenario Copy data from Actual version and Year 2019 to Forecast Version & Year…
Current Version included as production data
I think the new feature of being able to adjust the version settings in a deployed model is great. I will apologise in advance if I have missed something, but think it would be a good idea if the current version checkbox can also be updated in a production model as this currently feels like a gap. I may want to remove some…
Display Fiscal Year Total
Hi Experts, I have created a module, whose default view consists "All Periods & FY19, All Periods & F20, and All Periods & FY21". From this default view, I created a Saved View only comprising all periods of FY20 and all periods of FY21. To achieve, this I used filter based on the system module, created on Time Setting.…
Add 'module' column to master line item view
There is currently no 'module' column in the master line item view. We use this view to search for specific references in the model when changes are needed. However, if there are a large amount of line items and modules it can be difficult to easily track down everywhere the change needs to be made.
multiple files upload in random order
Hi, I have a question with multiple file upload in a Process. The Process has A,B,C,D Action and the Action is sorted. A Action needs file a. B Action needs file b. C Action needs file c. D Action needs file d. But when I push the Process button, the place where upload the file is ordered random like below. b a d c How can…
Allow Multiple layers of Conditional formatting with more flexible color options
Let conditional formatting options be stackable in layers (similar to MS Excel). In my current model we have a table that uses color across all cells based on the development stage. At times we also want to color cells that have an error to a particular color of red, however this is not possible without stackable…

Modeling

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