Modeling

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.…
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!
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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,…

Modeling

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