Modeling

OEG Best Practice: The importance of building and maintaining a clean model
During a typical implementation, it’s common to have multiple model builders build use cases and accomplish tasks simultaneously. During this critical time in the project, it’s important to plan for a key component that may be overlooked—keeping the model clean and tidy. Keeping a model clean has multiple benefits,…
Sort list
Hi everyone, I have a list of selective access for users. Due to the dynamic maintenance of that list from various sources, a sorting of the list items is missing. For readability, I want the list items to be sorted in the modules and on dashboards. I use a line item with formula CODE (ITEM ()), on which I set sorting. Due…
Role assignment level2 sprint 2
HI Not sure what I am doing wrong in Activity 2.4.11 create role and test as end user. Did following steps 1.Create new role : Product Family Manager, 2.Assign Role > Modules like DEM01 Volume Growth - Write , DEM02 Volume Growth weeks - Read, DEM03 Demand Forecast - Read SYS 00 Time settings-Read SYS02 Time settings-Read…
INV01 - Final Shipping Time Weeks and Final Shipping Amount
Hi all, In 3.3.5.1 while creating the INV01 Inventory Ordering module, we are asked to create 13 line items, none of which are "Final Shipping Time Weeks" or "Final Shipping Amount". Maybe i missed something, but where is the instrux to create these two line items? Here is the screen shot from the training: I moved ahead…
Sort a flat list with a composite hierarchy
For those of you who have touched HC or resources planning might be able to relate to the example below. Composite hierarchy is very useful, however, in some cases it is significantly easier for end users to managing data with a flat list. In those scenarios, sorting using a hierarchy can be helpful. Example: When…
Alphabetically ordered list
Hello all, I have a list of employees without alphabetical order in my model. On the dashboard, I can create a new employee in the list but I want the whole list to become ordered alphabetically when displaying for example. Would it be possible to help me ? Regards,
New UX: Send Notification to Anaplan Roles/AD Groups
With the introduction of the new Notificaiton capability in the New UX (which works great when tested), it would be great to expand it to include 'Anaplan Roles' instead of Specific People in the email selection. Another far fetched expansion would be to integrate this with AD groups etc. to send notifications across the…
Formula help
Hi, I need some help with a formula/modelling. I have a module dimensioned by Products and returns (row) and measurement periods (columns) (1 yr, 3 yrs etc). My line items are actual performance and benchmark performance (see screenshot below). Products may track performance against more than one metric (e.g. Returns A and…
SUM of a Line Item
Hi all, I am trying to calculate the total of a Line Item to use in a formula (for example: totals are listed at top or bottom but I need to use this total amount in a formula). I have tried to use a 'SUM' formula for the line item but have not been able to get the formula to correctly work. Is there a simplified way to do…
Can Anaplan APP source pages from workspaces across data centers?
Hi all, I want to understand, can an Anaplan APP source pages from workspaces across data centers?
Model couldnot be restored
Hi team, I have problem about restore data in production model, first i sync form dev to prod but after sync i want to restored data before i sync and i have pop up like this How to fix it? regards, Panji
Display Name selection from the drop down - only filtering text and list formatted properties
Is it possible to provide a Display Name selection in the form of a drop-down for a Numbered list in the configure tab of a list? This addition would actually complete the configure tab in totality.
Input Module as Quarters to apply to Months in Calculation Modules
Looking for a way to have a data input module of 1Q, 2Q, 3Q, 4Q as one axis and years as the second axis (2020-2025). This grid would be the input module for end-users within Anaplan. The calculation module uses a monthly time scale. I want the formula to retrieve the value from the input module for the quarter/year which…
HyperModels Group
Hi All We have created a group for all things HyperModels https://community.anaplan.com/t5/HyperModels/gh-p/HyperModels This is an open forum for you to ask questions, post experiences, migration paths, best practices, etc. David
Cross-workspace data link
Hi, need some explanation as what is "cross-workspace data link" which is eligible at enterprise level edition ? Tried a few search, but nothing relevant showed up. * Could you please enlight me and what use cases you believe this has the most value for you ?
Calculation Month Mapping MODULE change???
Hello. Dear Anaplan Community. Anybody who can help with the Calculation Month Mapping? I got a task to change the calendar matrix and do some changes. In particular month, I have to delete the final run and move it to somewhere else. Or change the final run to 3rd run. If anybody is familiar with this module setting,…
Drill To Transaction Details on Dashboards
Allowing end-users to have visibility into source transactional data is very important for many Anaplan customers. There is always the ability to Drill-Down into source data, but at times, this may not be intuitive or may take several drill-downs to get back to the raw data. There is another option that can be easily…
Adding new people to a numbered list with code auto-generated?
Hi, My client is wondering if they can add new employees to the Employee numbered list and having Anaplan create a unique code for them, so that the user does not have to do this part themselves. The code should be relevant to the process (i.e. budget, forecast, ad hoc) so might have name FC123 or BU123 etc. What is the…
Matrix Grid Help
Hi, I currently have 2 entity lists (identical), and a module which maps the entity 1 list to entity 2 list. What I'm trying to do is to create a matrix with entity 1 as rows, and entity 2 in the columns (i.e. an entity matrix). 1. How do I create a formula which states if Entity in row = Entity in the column, select…
Parent to Child Lookup/Selection
Hoping someone can help me with this one. The target line items are Split 1, Split 2, and Split 3. The target module is named 'Sales Pursuits' and is dimensioned by a list named 'Pursuits.' The source line item is 'Split Rank'. The source module is named 'Pursuit Team Split' and is dimensioned by 'Team Members' which has…
Have DCA drive when items are included in SUM formula
During our Territory Assignment exercise, the type of account dictates whether a particular rep type can be assigned to the account. We facilitate this via DCA. However, because the account types are sometimes in flux during the assignment process, a rep could be assigned to an account that they would later be ineligible…
Time Settings in Anaplan
Hi, Is it possible to make a Time Setting that shows daily in Anaplan? I want to show daily in my Model for (Monday, Tuesday, Wednesday, Thursday, and Friday). Thank you
Collapse / Expand Hierarchy Functionality in Modules and UX Grids
Hi everyone! Is there a way to Collapse / Expand hierarchies like you can do in Excel with Grouping functionality (Data -> Group)? I understand that there is an option to have two synchronized grids in UX but I'm looking more into something Excel-like way for this type of action both in UX and in Modules
Level 1 Model Building - Lesson 9.2.5 (Add fomulas to price growth rates)
Good Day Attached I have tried adding the 'LOOKUP' formula to REV05 Price Growth Rates Staging Module. However it gives me the attached ERROR MESSAGE. I have checked the dimensions however the mapping doesn't match any dimension of the result. Can anyone please assist? thanks
Formula help
Hi, I need help with a formula. I have a module dimensioned by product, meeting, and entity. In my new module, it is dimensioned by product and entity and my formula is a direct link to the % line item in the previous module. I need it to pick up the total for Product A for example at 50%, but it is currently picking up…
Lead Time
Hello, I am trying to calculate production date based on the delivery date and the leadtime. But the problem that, I need to exclude weekends and it didn't work. I tried several methods but it didn't work on all the cases. Any idea that helps ? Thanks in advance. Regards
Formula - Matrix help
Hi, I have a module dimensioned by Product and Entity which shows the total recharge required between different entities. Screenshot below. For example, for Product A, the Investment Manager is Entity C. Entity C is required to pay 100 to Entity A and 400 to Entity B. I'm trying now to create a matrix of sorts to show the…
Module saying a list is empty but it is not - how to fix error?
I am in the process of building my model for the Level 2 Model Building certification and one of my modules which uses a P2 Product List as a dimension is showing the following error: "The list specified as the page selector is empty so there are no items to select. Ask your workspace administrator to add items to the list…
Building a Cash Flow Model
Hi, I have started Building a Cash Flow Model for my Excel Spread Sheet and I need advice on how to decide the structure of my Model. So far I have made Module's made after the Yellow Tabs in my Excel Model and made the Line Items of my Modules the First Columns in my Excel Sheets (The things that I need to calculate and…
Saving Custom views in the User Experience
With new releases happening with custom views versus module views, it is more and more clear that Anaplan needs to enable page builders to save the custom views within the new UX in the same way you can with module views. This would help model and page builders out tremendously to recycle views, edit views, etc.…

Modeling

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