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Alternatives to Rank in Polaris engine
Hi Community members, I am looking for some alternatives to assign sequential ordering in Polaris model as the default "Rank" function is unavailable there. Thank you!
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Source Model and moving model between workspaces
Hi All, In one of my workspaces (Workspace1), I have two models HubModel1 and HubModel2 where some of the lists in HubModel2 are created based off saved views in HubModel1 (meaning the imports in HubModel2 are pointing to HubModel1. Say, I want to move the models to a different workspace (Workspace2). Looking for options.…
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Show whether a line item is used in an action
I'd like ability to see, in blueprint mode for a module, whether a line item is used in an action. This, along with an existing Idea requesting to see if a line item is used as a filter for a Saved View, would significantly speed up model clean-up time
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How to convert text to date
Hi , I have a text formatted line item which is a date .I want to convert it to Date format . I tried to break it into three Year ,Month and day using Value(RIGHT(Line item,4)) Value(Mid(Line item,4,2)) Value(LEFT(line Item,2)) It works for 12/10/2012 but what about 2/3/2012 ?? Note -- Can't change source text to date…
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Access Driver Behavior - Workspace Admin vs Regular User
I have a module X, that has two Line item Line item A which is Boolean Formatted and Line Item B which is Number formatted but has Write Access Driver set to Line item A. I have a process that Import data from Module Y to Module X. I am noticing a unique behavior depending on who is running the process on UX screen. If…
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Level 3 4.6.5 Sale Planning Model: DAT02 module
For the "4.6.5 Sale Planning Model: DAT02 module" step under Level 3, the data of Previous year is in a module having account flat and product flat. however, it needs to be imported in DAT02 PY Revenue to CY module, which will have A2 Account>Product# list which is a numbered list. Any clue on how to do move data between…
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How to grab value for chosen selectors to another module?
Hello Guys, I need your advice, I have created a Store Cost - Category % module and I have a second module PLD08 - Group P&L, I need to get one value from it for selected specific list elements. I would like the original value 2 for these specific selectors to be in Value in Store Cost - Category %. At this point he…
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Financial Planning & Analysis Model for Training
Hello, I just began my Anaplan training (level 1) and am looking for the Financial Planning & Analysis model they keep referencing but cannot locate it on my company's Anaplan site and cannot find anywhere to download it within the training. Can anyone assist?
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Is there a way to get current user value in a line item for a module that does not have user dimen
Is there a way to get current user value in a line item for a module that does not have user dimension
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Cutover activities: Things to do before UAT and before go-live
Author: Nikitha Kumar is a Certified Master Anaplanner and Sr. Principal Solution Architect at Anaplan. Cutover activities are the tasks that are performed to transition from DEV environment to UAT or PROD environment. In the delivery lifecycle, cutover activities are done twice: UAT cutover activities are done…
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How to change date format DD MMM YYYY
Hi, I have a date formatted line item (example: 4/1/2020) - this is in mm/dd/yyyy format However, i want to show as 1 April 2020 or 1 Apr 2020. How do I do that?
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Level 3 Sprint 1 TAR01 Detailed Sales Targets - please advise
Hello Anaplan Community! So here is a problem I’ve been struggling with for more than a week. Please help me to understand am I right or wrong. So I have a TAR01 Detailed Sales Targets module: In PY Country and Product Family Sales line item I have Baseline Financial Forecast from TAR01 Sales Targets module looked up by…
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Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
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NEW UX: Insights and Quick Links on Board Views
After sitting with @monica_girel and fully realizing how powerful / useful "Insights" and "Quick Links" panels can be in the Worksheet pages, it fully baffles me why this isn't part of Board views. Adding these to board views makes for a serious improvement in user navigation / experience by de-cluttering the main screen…
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Custom date log / History Log
Anaplanners, Currently, our user group updates a checkpoint where they record completed tasks, such as onboarding tasks, by entering the completion date in a date-formatted line item. We have developed a custom-built grid that displays changes in a funnel chart format, showing the latest update for each project, with the…
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Allow User to Enter Comments at Parent Level?
We have a text-formatted line-item where we want users to enter comments at both the child and parent levels. The current solution works fine for the bottom level, but Anaplan won't allow comments at the parent level (Marketing - Corporate Memberships). Is there a simple fix to this issue?
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History - Anaplan
Hi everyone! The use case we are trying to achieve is that an end user should be able to quickly check history at any given point ; currently only 24hrs is enabled or the model history at the back end ; what we would like to do is get the source data from anaplan and model it with an AI ( kind of a chatbox e.g KOREAI) ;…
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How to get MAX value from line item to another line item in the same module?
Hello, I have a module (image below), how can I create a line item where all items will be max value from 'New Store Num' where 'To many Stores?' is True . For Example in image below it will be 8.
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How to Resolve “Automatic Sum of Hierarchy Not Possible” Error Without a Top-Level Item?
Hi Anaplan Community, I’m encountering an error in my model: “Automatic sum over Over/Under hierarchy is not possible because the list does not have a built-in top level.” I understand that one solution is to set up a top-level item in the list. However, I prefer not to use a top-level item. I’ve read that using a LOOKUP…
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SUM Function Example
I tried to create a simple SUM function. In a video it explains transaction as Line Item whereas I failed it as Line Item. So I tried using Transaction as a List. It worked out. Can you please let me know, if I am right or wrong? I have shared Screenshots for reference.
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OEG Best Practice: Line item subsets demystified
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as is it not immediately apparent what it is doing or where the source values are coming from. In the following article, I will…
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Formula change in Opening and Closing line items.
Hi Team, I needed small help to optimize the formula from Half-Year to Full-year. Current working System: If Jan 2021 (Budget) H1 Opening HC we were referring to Closing HC of Dec 2020(Actual) and IF July 2021(H2) we were referring to Jun 2021(Actual) Proposed System: If Jan 2021 (Budget) H1 Opening HC we were referring to…
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Find common text between another modules without List
Hi, I want to find common text between another modules. I have two modules A&B. Each module has order Number and Product(Text format) I want to find Product(ModuleB) in ModuleA. It's Common Text. In this case, we can find product by finditem formula, by making product List. But I don't want to use product List, because it…
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How to shift an item in line items
Hey, is it possible to get a value from column 1 to column 2, from column 2 to column 3 etc for Base Revenue. I would like to calculate base revenue for columns 2,3,4 etc. based on 1 column, but I don't know how to get the value from the previous column. The target formula would look like this: IF VALUE(NAME(ITEM('Number…
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Concatenation in module failing
Currently looking to concatenate a number of fields on an existing module, which seems to work for some of the fields, however not for all. In the example below it is the Ent Code that doesn't seem to work - I've included the design view as well for reference
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Convert Values from a 445 Calendar to a Normal, Monthly Gregorian Calendar
Summary As a supply chain Anaplan modeler, you might be asked by finance to convert your 445-monthly forecasts into a normal, Gregorian calendar since their general ledger accounts are usually set up that way. This user-story will provide a solution using a one-year model that uses a 445-monthly calendar. This solution was…
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Calculate with the fewest cell | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Multiple Model Dashboard
Hello! I am trying to create a Dashboard which has 3 different data source MODELS. I am creating the grid view as per different models, e.g. 1,2,3. Though each has its own MODEL data as per filter, when filter is set to first model 1,3 shows the same model data while 2 shows blank(as it should). How to make 3 work the same…
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Share your modeling tips and tricks — Best Practices Community Challenge
As we step into September, we’re thrilled to introduce a new and exciting addition to our Anaplan Community Challenges: the “Best Practices” challenge! Throughout the year, we’ll be inviting Community members to share best practices and tips around a specific topic. It’s a fantastic opportunity to showcase your expertise…
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How to Disable a Parent Filter When a Child Filter is Selected, and Vice Versa?
Hello Anaplanners, I'm working on a filter setup where Category is the parent of Task in a hierarchy. I need help implementing the following logic: The Category Filters should be disabled when any of the Task Filters are selected. The Task Filters should be available when none of the Category Filters are selected. If a…