Modeling

Planual Explained - Day 26
"Rule 1.04-02": Article 1, Chapter 4, and Rule 2 – “Utilize Show Content On/Off for Different Functional Areas”. “To reduce maintenance, create separate Functional Areas for dashboards and modules (e.g. Reports and Report Modules). In the Contents tab, turn Show New Content "On" for all dashboard Functional Areas and "Off"…
Compare Amount
Hi, I have line item (status interco) where if amount blue and red not same it will be give text "Unbalance" but i dont know how to compare every item Any ideas are appreciated. Thanks,
Top Level as Default Page - Selective Access List
Hi Team, I have a Selective Access List which has an internal hierarchy within the list (Parent items that are not from another List) published as Page Selector to a Dashboard. This example is a List of Budget Owners with a top level for 1 section of Budget Owners So for a User with Access to the Tobi Group the Dashboard…
How do I calculate total training costs per department?
Hi there, Suppose I want to calculate total training costs per department. E.g. say I have: Department Training Cost ($) Finance A 50 Finance B 60 Marketing A 50 Marketing D 100 HR & 50 Finance # 30 Training rolls-up to a training group (e.g A, B are in alphabet group, and & # are in Sign group) I have my input module…
Filtering Row List items dependent on Current Page - Line Item Value
Hi Team, I have a module with Employee List on the the Rows, Time as Columns and Line Items as Pages. I would like to Filter the Employee items on whether the Time Value selected is greater than zero for the Current Page Line Item It seems you can use Current Page for all other dimension filters except for Line Items where…
Hide/Filter Blank Row in my Moudle
Is there a way i can hide/filter those numbered lists in between that has no data. In the screenshot below, i need to hide numbered list #2, #4 and #5. Thanks in advance for any help.
Planual Explained - Day 25
“Rule 1.03-03": Article 1, Chapter 3, and Rule 3 – “Set a Landing Dashboard by Role”. “Different roles should require a different entry point. Avoid a generic landing page if possible and create a specific dashboard tailored for each role. It goes against NECESSARY elements of PLANS if you wish to go against this rule Here…
Declining balance depreciation method
Hi, I want to calculate depreciation of assets using declining balance depreciation method on Anaplan. I went through Anapedia's financial function pages to find function like Excel's VDB, but couldn't find any function applicable for the method. Is there any function that is available for declining balance depreciation…
Line Item Subset Hierarchy/Order
Hi Team, Is there any method to place Parent items within a Line Item Subset at the bottom of the group rather than at the top? In the below example 'Total Run-Rate Expense' is the parent of the 3 items above it but when used as a Dimension it is located above those 3 items (see bewlo)
Rank not resetting in multi hierarchy
Hi, I am trying to use a rank function in a multi hierarchy list but the rank is not resetting in other hierarchy. I am expecting that the first list member in the hierarchy should start to 1. Thanks in advance for the help. Tom
Getting the maximum line number entered for each user
Hi everyone. I would like to change the number of lines displayed for each user. In this case, I would like to display the 3rd to 10th lines to user A and display the 12th to 20th lines to user B. So I exclude the number of entered lines... I was thinking of using the RANK function, but it seems that I cannot use it if…
Current Period
What is the best way, without Anaplan Connect, to change the current period? I'm creating a process that the end user will run to refresh all data...how do I add changing the current period to this process? I thought I remembered that it couldn't be done.....but can't find the info now....if it can't be done in a…
When saving a view ignore the case sensitivity
We have a 10-minute rollback sometimes and we are very careful to ensure formulae and entries are correct. The one annoying thing is case sensitivity on views. I had to wait 12 minutes because I saved a view as Customer Data and then saved as Customer data. It does not ask if you wish to replace and it does not allow the…
The Anaplan Way
I am wondering if there are any virtual courses for The Anaplan Way. I have completed Level 1 and Level 2 Model Builder but would like to complete The Anaplan Way to achieve my Certified Model Builder status. I am in Western Canada, if there were any virtual sessions of this offered it would be excellent.
Budget vs Rolling FC
Hi Team, We have recently completed our annual FP&A planning cycle and now have a FY21 budget (Jul20 to Jun21) locked down. I'm creating our new FP&A model which will be a Rolling Forecast & also have the FY21 Budget values static to compare against How do other people complete this task? I don't want to use Versions and…
Q&A: Launching Your Certified Model Builder Journey
As more people outside of the Anaplan ecosystem hear about the power of our platform, they're asking, "How can I get involved?" We recently spoke to two such individuals who took an interest in Anaplan and paved their own way toward becoming a model builder. Meet David McCarthy and Garie Walsh. Both individuals come from…
Hierarchy - error
Hi I have a list and I am trying to drag products into a top product, however, I am getting errors: "Moving an item onto itself or one of its children is not allowed" and when I remove the parent and then I get this error "The items cannot be moved to this position"?Can someone please advise?Thanks
Delete record without saved view or filter
Hi Friends, I have a Module from which I want to delete the highlighted records. But without using filter or saved view. I can use any formula to do so. Is is possible by any chance? Kindly help me, if you had worked in a similar restriction.
Finditem() with Numbered List
Hey, How can we use finditem() to search elements of a numbered list (Display Name)??
How to replace previous list with new list
Hi, How can I replace my existing list with new one so that D4 should not appear in the list. why i am raising this question is because when I am importing the new list, D4 is still appearing in it which is actually not in the new list, kindly advise: Existing List CatA: - D1 - D2 - D3 CatB: - D4 - D5 New List: CatA: - D1…
How to reduce the cell capacity
Hi,everyone. I would like to reduce the cell capacity by reducing the module "Applies To". "List A", "List B", and "Item List" are set in "Applies To" of "Module A". Time Scale is Month. "List B-Flg1 Actual" is set to the value of "Actual" if the flag of "List B" is TRUE. (The same applies to "List B-Flg2 Actual" and "List…
Referring General List properties into a Module
Hi Can you provide some help here? My requirement is to create a General list and populate the data of list properties into another module. I set up a General List ' comp_pro_po' and uploaded the data file into it. Then I created a module 'Comp Incoming PR/PO' with and refer the General List 'comp_pro_po'. I don't see the…
Custom Period - Anaplan time mapping
Hi Community, There is a use case we were provided, so data was loaded against 2 dimensions with a custom period list also in a separate module the start and end date of each period is provided the start date of period 1 and end date of period 13 is aligned with the time calendar FY20(1-Jan to 31 Dec) the task is to get…
Current Date in Anaplan
Is there a function to get everyday's date(current date) updated in Anaplan? Something equivalent to Excel's Now function.
Data extract at day level.
I have model calendar as week 4-4-5,4-5-4,5-4-4 and has day list with list items as Monday, Tuesday.... to sunday. So some days of last week in January are falling into February and so on. So I have to extract the data of extra days falling into february from February data. For example, last 6 days of January are falling…
Planual Explained - Day 24
“Rule 2.04-03": Article 2, Chapter 4, and Rule 3 – “Keep the default view clean”. “Keep the default view as is, no hiding, filtering, or conditional formatting. It goes against AUDITABALE elements of PLANS if you wish to go against this rule Here is how it was done in Pre Planual Era: We used to do all sorts of filtering,…
Input Functional Area and Notes in the Create Module Dialogue Box
As a model builder, I need to be able to easily apply Anaplan best practices such as assigning a functional area and providing a brief description of the purpose of my newly created module so my model is auditable and it is easy for other model builders to work on it in the future. Currently, we allow model builders to…
Dynamic List Management Access
Being an Anaplan user, I would like to dynamically set list management access without admin license. Similarly to WorkFlow and DCA, it would be great to have an ability to dynamically limit add/delete/copy actions on the list for the users, who have write access to it. As per now, taking, for example, Workflow: Imagine we…
Calculation on top level selection in line item subsets and list item subsets
Hi Anaplan Community, Currently it is not possible to use a summary top level of a list subset or line item subset in a calculation without using a workaround using a boolean and using the complete list or line item list. If anaplan had the capability to allow modellers to use the top level in a line item subset or list…
Compare line item month data to time dimension month data
Hi, In my module I have a line item that holds the value for Period when the Actuals should have the data. I have time dimension in columns by months Is there a way I can write a formula and compare for example if the Period has April 20 then the formula would look at the column data for April 20 and check if Actuals line…

Modeling

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