Modeling

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…
Add module's name to the Line Items grid in the Modules section
It'd be great to have a module's name in the Line Item's grid. Especially when I extract it to Excel
LI Format - Time Period - option to choose several time period types at once
Hello, When choosing the format "Time period" on a line item, there is a choice between several types (month, quarter, year, ...). But it is only possible to choose one type. Is there any workaround to give the end-user the ability to choose a month, or a quarter or a year in the same line item ? Thank you for your help.…
Group/Ungroup Hierachy Items in Module
Not sure if this has been posted earlier but it would be awesome if we have group/ungroup feature in Anaplan on dimensions within a module. Basically Tree View of Modules which will help in grouping & ungrouping of list items based on the parent nodes. This should be applied only if the list is in rows or columns
Conditional formatting for List formatted line item
Hi I have expense list (5 list items) and one line item (Key fig list formatted).So for each expense list I need to assign one key fig. Suppose for travel expense list item If I have assigned Key fig1 and for the next expense also i have assigned key fig 1 then it should show in blue color indicating that each expense type…
Find if a list member has already be choosen in a line item in list format
Hello, I have two different lists of employees : the 4.0 list the people that we planned for the budget and the 4.2 list the people in the reality. I couln't link the 2 numered lists because, the matching of the 2 lists can evolve from month to month. I created a module in which the user choose wich person from the 4.2…
Level 2: Activity 1.3.4 Update System Modules
In order to get the SYS05 Country Details module to populate properly to load I had to use the Region codes (AMER, EMEA, APAC) in the Region Flat file, but when I I try to load the SYS07 Location Details module it is looking for the region names to be spelled out (Americas, etc.). TIA
Level 2 Sprint 2 Model Calendar question, data not showing
Hi everyone, I followed sprint 2 step by step until I found out my data was not showing in DEM03, so I was searching for recommendations in the community and tried editing my model calendar. However, I think I messed up because, after a few changes, even my DEM01, DEM02, and DAT03 aren't showing data anymore. I tried…
SUMMARY Formula on ITEM(Time Period)
Hi team, I created a ITEM line item in a Time Map (Months) module & set the SUMMARY to formula. I expected it to return the FY but instead it returned the 1st item in the period. EG for FY19 it returned Jul 18 Any ideas on why this is not returning FY19? Thanks
Things to consider when building a robust import action
Import actions are foundational elements of an Anaplan model. Import actions can be scheduled via integration or can be called on demand via dashboards within an Anaplan model. Imports could happen from different sources such as lists, modules, saved views, and files (CSV, TXT). Import primarily import data into target…
Edit to and from Periods
Hi, I have a module with timescale in quarters. I only have actuals as my version and have set my edit from Q2 2020 i.e. July 20 to end of timescale. I've asked a colleague to test this (it seems as model builder I'm able to still update regardless of settings?) - and they were still able to edit all periods? Why is this?…
Nex UX - Compare more than one data series in a Scatter Graph
Currently I can only compare one set of data in the Scatter Plot graphs. However, it would be useful to compare different data series, as that would allow me to plot different trendlines and compare the expected performance of different scenarios. Otherwise the functionality of the new tool could be very limited.
New UX - My Pages User Role
Is it possible to enable/disable My Pages based on user role? My client is asking to make it available only for specific roles. I believe it is only model specific, but wanted to be sure. Thanks!
Circular References and 5 year Forecast
Hi, Circular References and 5 year Forecast. I am trying to use the Prior Year's final forecast as the starting point for the new year and get circular references because of the calculations in between. I am using the Previous year's Actuals as the starting point which is fine as this line does not relate to the…
Logging comments in Anaplan
Are there Anaplan folks who have worked with comment (text) logging in Anaplan for end users? The business prefers to log comments in the financial forecasting in Anaplan on multiple versions. Does anyone have a best practice in this? Building it myself rightnow, but curious whether people have best practices and tips!…
NUX - Card Configuration - Multiple item selection
As a page builder, I would like the ability to select multiple items in the card configuration. For example, to change the below items from line to column, I have to click through each item individually. I work with customers that have charts made of hundreds of items. If they need to edit the chart, they would have to go…
Data Encoding & Feature Scaling
Was wondering if: * there are Data Encoding features (like one-hot encoding) available to process categorical data into ordinal/numeric values, so that they can be fed into forecasting/ML algorithms available in Anaplan. * there are Feature Scaling (min-max) methods available to bring columns within specified ranges. For…
Can anyone help me with the below mentioned activities?
Hello comrades, Can anyone help me figure out : 1-How to create an employee drop down list to select display name? 2-
Specify Resulting Value for COMPARE Function
It would be helpful if the COMPARE function could be modified to specify different resulting values. Currently, the formula returns 0 if there is a match and -1 or 1 if there is a match. Ideally you could specify any values, but returning 1 if there is a match and 0 if there is not a match would provide a useful…
Activity 4.6.4
When importing the excel file I keep getting an error message saying “import complete but with failures” and the failure is an invalid code. It says US is not the correct code. Anyone know how to help?

Modeling

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