Modeling

reporting system between manager and employee by workflow
I want to make reporting system between manager and employee by workflow. For example, I want to manage bussiness case by project(A,B....). Person in charge predict the budget for project and input the budget(for employee) in table. After the employee(Smith) input the budget, Smith report it to Harry(manager) . After Harry…
Line item - drop down list
Hi, For your assistance please. I want to add a "Description" in the column to identify the particular input item and will show as a dropdown list (description, example #1 - consumable item ). At first, I added in the line item but it should be in the column. Is this possible? Thank you.
Restrict User Input in a Field to a certain range
Hi I want to get user input in a certain line item related to number format but want to restrict the user input between 0 and 100. If the value input is between 0 to 100 then this value must be used as it is. But if the user input is <0 or >100 then it should return an error or must convert the value directly to the limit.…
Write Access Driver also blocking Reading
Hi, I'm using an access driver for a Start Date: if a start date is past its modules time-dimensioned end date for that month it should be possible to edit, otherwise not. The boolean for this was created and looks good as it is checked/marked for all up-coming start dates and blank for past ones. But when I select it as…
Level 1 training program Anaplan model builder | Level 2 training program Anaplan model builder
Hello guys. how long does it take to complete the Level 1 training program Anaplan model builder? how long does it take to compete the Level 2 training program Anaplan model builder? it seems a lot of learning material. what is the best practice; (only to fly above as fast as possible)? or take a note of everything that is…
Planual Explained
Have you heard about the document called “The Planual”? Do you know how many Articles, Chapters, and Rules do we have in it, what is the Zen of the Anaplan (Guidelines basically)? If you don’t know here is the article for you. Planual Definition: It is the guidebook for Anaplan modelling but as per Best Practices Planual…
Apply conditional format on Top Level Item
Hi all, Can someone teach me how to apply the conditional format to only the Top Level Item? Picture below is showing that I am trying to highlight the lines that that not equal to 100%(I have a line item with the equation that if total All Station is =1 then 0 else 1). But I only want to apply the condition format to the…
SwitchOver on Model Explanation
Hi, I would like to know if I'm explaining and thinking about Switch Over correctly in the Model that I'm building. Please advice. My explanation: For my Version's Budget, Forecast, and Sandbox after September 2020, my Actual's will show for everything before that date, but after that date my new Version will show? Thank…
Need Help on Line Item Formula Total Beginning Inventory
Hi, Need help with Formula. I have the following below. Please advice. 'INV01 Inventory Ordering'.Beginning Inventory[LOOKUP:'SYS07 Distribution Center Details'.Region] Thank you
Level 2 MB Sprint 2 DEM03 Growth Rate % Formula
Hi! I am working on the DEM03 Growth Rate % formula. I feel confident that the formula involves a lookup to SYS08 to find the Product Family, and I think the source is DEM02 Growth Rates by Week. Below is the formula I have tried, and it returns invalid. Does anyone have any hints on what I'm doing wrong? Thanks!
Anaplan Live!—Your Opinion Matters
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Day Of Week
Hello, I want to count the number of weekends between two dates. Do you have a solution for this demand ? Thanks a lot
Establish Relationship between two dimensions
Hi All, I am trying to figure out the mapping that can exists between two dimension that gets exported from the data base. One dimension is Profit Center and other Customer Code. These two columns appear as every time data is downloaded. How can i determine the relationship between both? Is it one to one Mapping or One to…
Consolidate Numbered List table
Hi All, I needed some help in designing a consolidation table for the input table as attached as image. i am trying to consolidate the Org Var based on CF Lines,Driver,Driver Groups for the fixed dimensions (in black). If i use these dimensions (CF Lines,Driver,Driver Groups) ,the model size increases to a huge extent. The…
line item formula Stock Expectations
Hi, need guidance with the following formula. 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS04 Product Details'.Product Family, SUM:'SYS07 Distribution Center Details'.Country] Thank you
Stock Expectation Line Item
Hi, Confused with this formula. I have the following below. Please advice. 'SYS07 Distribution Center Details'.Country[SUM:'SYS04 Product Details'.Product Family] Thank you
Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…
Cannot Create Boolean based on LOOKUP for Write Access Driver
Hi, I'm trying to build a module with a line item boolean looking if a Manager is in a specific Cost Center to later work as a Write Access Driver if a Manager can do certain actions in relation to that Cost Center: Target Module: Module dimensions: Manager, Cost Center. Line Item: Is Manager in Cost Center? (Format:…
Check Which Range a Value Falls in, and Return an Appropriate Value
Hello, For each list member in SYS78 (screenshot 1; "Rows") there is a corresponding Baseline value. I want to have the system compare the Baseline value for each list member to the Minimum and Maximum values in SYS77 (screenshot 2), and depending on which range it falls within I want to pull the appropriate Factor. So,…
Referencing Switchover Period
Is there any way in a formula to reference the Switchover period for a version? The module is pulling in data from a list across the time periods but if the cell is for a time period prior to the Switchover period, I want it to show zero, else pull data from the list. Thanks
Search bar to look for line items in the filter dialog
Insert a search bar right under “Choose Line item” when adding a new filter rule.
2.3.11.2 Create DEM03 Saved View for Global Demand Assumptions UX Level 2 sprint 2
What am i doing wrong that only one line item is showing in my view after putting filter ? I have put the filter to view months only
Line Item Formula for Stock Expectations
Hi, I used the following formula and it says the dimensions do not match. 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM:'SYS07 Distribution Center Details'.Country] After that I used the the following formula to have the dimension of P2, and still not correct 'INV01 Inventory Ordering'.Safety Stock Exception…
Inventory reservation with FIFO
Hi experts, I’m now struggling inventory allocation with FIFO algorithm. The requirement is automatic inventory reservation with SKU lot level expiration date as below. Automatic shipment allocation/reservation based on lot # orders using FIFO algorithm is needed. I’m trying a lot of ways using numbered list and many…
Time and Calendars
Ok, I know I am going to open the flood gates here, but we are looking at the functionality of the whole time concept in Anaplan. I'm asking for help in capturing the challenges with the current concepts of time and the model calendar and specifically when we have to use a list to represent time Please could you reply with…
Formula to count the unique values in a column
Hi In the attached screen shot of my dashboard,I want to count the number of unique values in the Item column and display the count value near the title 'Comp Reservation Details'.Any help for the formula/workaround is appreciated. Thanks Regards Prabakaran
LOOKUP MAPPING
Hi, For your assistance please. I created system mapping module for custom versions (List: Actual, Budget and Reforecast). Scenario: I want to get the quantity difference of actual vs budget, in my Target module and I also included the custom verions in my applies to. I tried to lookup, apparently the values that I am…
Picklist using System module instead of List
Hi, Is there a way I can use a system module as my driver in the picklist ? Apologies, I can't find any related topics on this, please share if there are any. Thanks in advance. Tom
DigitalCPX 2020: Expert Advice: Model Cleanliness with Rob Marshall
It’s not too late for Spring cleaning! In this session, review and follow guidelines to effectively clean-up your model and optimize it as you build. https://www.youtube.com/watch?v=Vdrzgsbd3no We will focus on three key concepts: * Performance * Scalability * Maintenance Don't miss the Best Practice article and Guide to…
DEM01 Volume Growth Rates Sprint 2 level 2
How to add this filter? Also why not use show selection then filter

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