Modeling

Data distribution design from Data Hub to multiple spoke production models
Author: Hanwen Chen is a Certified Master Anaplanner and Principle Solution Architect at Anaplan. Use case You may have encountered a situation on your Anaplan project where the model size is too big when you try to load data from different business units (BUs)/GEOs/product groups in a Data Hub into a single spoke model.…
Set up Aligned DCA and Selective Access Management
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. On a list level, you can use two ways to manage the access: Dynamic Cell Access (DCA) and Selective Access. There are benefits and limitations for both approaches. I'd like to share an approach that could leverage the…
Time dimension formula
Source Module has Year, Target module has Months. Source - Time dimension (YEAR), Cost center dimension, Line Item Target - Time dimension (Months), Cost Center dimension, Line item Source has rate by year, for example for FY23, Want to bring FY23 rates to all the months in target module. What formula would i use in terms…
Update Current Period Action
From April 24, 2021, model builders will be able to update Current Period via an action. Workspace Administrators (WSAs) can always update the Current Period manually via the Model Calendar, however, this may not always be convenient. The Update Current Period action enables the WSAs to increase efficiency and reduce…
Setting time as forward 52 week
Hello, For my model, planning cycle we look at it forward 52 week. The planning cycle start at the beginning of each quarter. so if we are in Q2 2024, 52 weeks will be from Q2 2024 - Q1 2025 I see option to set week as calendar type but for planning year, I can only select complete year. The only option I have is to select…
Change fiscal year without losing Data
Hi Everyone, Is there a workaround to change the fiscal year of a model without losing the data? My colleagues made their planning in a model that has timesettings for 2018, but they want to change the Fiscal Year to 2019. is this possible without erasing their data (which is manual input)? The Model only knows the current…
Bill of Material Explosion - Best Practice
Hi, Pondering my head around a Supply Chain use case where a bill of material explosion is required with an undefined amount of steps to get to the lowest level. This should be an iteration where an SKU can have a one level explosion or up until 6 levels of bill of material. What is the best practice of Anaplan to set this…
Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…
Setting current time period
This guide will walk through the Time setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views. The Time setting is a critical component of the model structure and should factor in long-term objectives and the purpose of a new…
Rolling NPV with timescale workaround
Author: Iain Briggs is a Certified Master Anaplanner and Associate Director at Lionpoint Group. One known limitation of Anaplan’s NPV function is that it calculates across the full timescale. However, a relatively common requirement in investment analysis is to generate a rolling NPV — in other words, to calculate the NPV…
How to review models and applications to drive improvement
Author: Andrew Martin (@andrew_martin_1), Operational Excellence Director at Anaplan. Overview Many stakeholders ask this question for different reasons. Examples include: A CoE leader needing comfort that best practices have been followed in the build A Solution Architect seeking affirmation that the architecture is the…
Automated Loads not working | Working when manually run
Hi, Facing a strange issue. We have a process of around 15 actions that takes snapshot from each module and its automated and run using an integration account (full access). Strangely the same is not running in one the UAT environment, while running automatically in SIT environment. Also, when manually run its successful…
Notification error
Hello, Sometimes I get this failed notification. In some cases it works, sometimes it doesn't.
NPV with Rolling Period
Hi - I am trying to build a module with an NPV calculation which in each month calculates the NPV of cashflows starting from the next month until the last time period in the module. So in Jan-24 it would calculate the NPV with cashflows from Feb-24 to the end of the module. Then in Feb-24 it would calculate the NPV from…
L2S3 Activity 3.3.12 Sys01 time settings by week module
May I know if I have this correct: Line Item Planning Period Filter: the formula is 'Sys00 Time settings by month'.planning period filter Line Item Planning period Filter weeks only: monthvalue('Sys00 Time settings by month'.planning period filter)
Level 3 Model Building: Schema Design - Part 2
Hi Team, Plz help me with the formula for Define in Active Subset? line item from chapter (4.2) List Subsets - Advanced Topics As I am unable to add subset in to the formula. @jared @Misbah
NPV with rolling start date
Hi - I am trying to build a module with an NPV calculation which in each month calculates the NPV of cashflows starting from the next month until the last time period in the module. So in Jan-24 it would calculate the NPV with cashflows from Feb-24 to the end of the module. Then in Feb-24 it would calculate the NPV from…
Add Filter Functionality to Modules Tab
The modules tab should have filter options for 'Functional Area', 'Applies To' and some other columns that allow the model builder to quickly search for a particular module(s). If I want to find all modules that are dimensioned by 'x' dimension, how do I find it quickly? Exporting to Excel and filtering there is time…
Average of active months
Hi, I have a module which shows asset values on a quarterly basis. For terminated products, the current asset values are nil. However, instead of showing nil, I want to show the average asset value when in existence. In my module there is a line item for product status and this can be active, liquidating, terminated but…
Anaplan for Financial Consolidation Use Case
Dear Anaplan Community, When implementing Anaplan solution for consolidation, what are factors that needs to be accounted. We have taken into the * Complexity of the calculations, * Data sources (Local / International) * # Of Entities * Account mapping * Currency Translation * Intercompany matching and eliminations *…
getting the error: "Dimension of mapping used for lookup doesn't match any dimension of the result"
I am doing level 1 model building(Activity-9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module) When i try to enter the formula for the lineitem 'Unit Price %' i get the following error- "Dimension of mapping used for lookup doesn't match any dimension of the result" . My Formula- 'REV04 Price Growth…
Update export actions created from a saved view when saved view is modified
I think the title says it mostly, but to be clear I'd like to be able to do the following: 1. Create a saved view of a module 2. Create and export action using the saved view as basis 3. Modify and re-save the saved view (i.e. add a new column, change the filter etc.) 4. The export action should update itself based on my…
Rank by Student Names (alphabetic order)
Hi Had a module with student names and few other attributes. None of the attributes have number or date (which i can use for Ranking), can we rank the data just by alphabetic name order of the students? The reason i would like to use name to rank is because the data is dynamic and with students coming in and/or going out…
Formula Break-Down Without Space Penalty
Currently, to adhere to best practices it is beneficial to break out parts of a complex calculation into separate line items for logic traceability and audit-ability. However, in many models we're constrained by space and can effectively reduce space (especially in large multi-dimensioned modules) by combining logic in…
TAR03 Country Account Calculation
Hi @Misbah,@JaredDolich How are you? I am filling the TAR03 Country Account Calculation module. I want to know if Targets is SUM of Initial Account Sales Targets. What is the Check? Any hint/clue is very appreciated. I am looking forward to hearing from you soon. Best regards. Wei
Is there any way out restore the history of QA model without breaking ALM?
Hi All, We have one case , where we need to restore the build & Data pushed in QA & Dev Model. Thinking of following Approach . Please advise if there is any gap or other way out : QA to be change the Deploy to Standard mode Restore the QA model from required History ID Post the successful of restore the QA will be get…
How I Built It: Extending LISS capabilities
Author: Kamal Verma is a Certified Master Anaplanner and Director at Accelytics. Hello Anaplanner Community! I am excited to participate in my first ‘How I Built It’ tutorial. Clients and end users are always looking for methods to concisely display relevant data and streamline their data interactions. This video will…
How do I use a line item formatted by a month for mapping in a column dimensionalized by time
I have a value (in this instance it is the number 13 in January 24) that I need to populate in the line item below it in the month of February 25. The entire module is dimensionalized by time (month). The Feb 25 formula is an add months function that references an input from a different module based on the quarter of the…
Solve Linear Equations for multiple variables
Hi - One of the business requirements will require me to solve the linear equations with multiple variables - does Anaplan has any functionality of how that can be achieved? To give more details, our client has the requirement of regression with multiple causals (Say 5). This means we need to solve for 5 independent…
Matrix Inverse using Optimizer
In the following article, we will discuss how to use Anaplan Optimizer to compute Matrix Inverse. Matrix Inverse as a functionality can be used to solve a Multi Linear Regression Problem in Anaplan. Using Matrix Inverse, we are going to solve the following Multi Linear Regression equation: Y = b0 + b1x1 + b2x2 + b3x3 +…

Modeling

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