Modeling

Select / Unselect All Levels Option
As a user, it would be nice to have a select / unselect all levels option when reselecting levels on a dimensionn. Some hierarchies have many levels and with reporting that requires various levels displayed, creating the necessary views can become cumbersome. Giving a button to select all / unselect all levels would be a…
Planual Explained - Day 13
"Rule 2.01-16": Article 2, Chapter 1, and Rule 16 – “Use Data Tags”. ”If not using for any other reasons, use Data Tags to signify the DISCO category”. It doesn’t go against any element of PLANS but why not use it when we have the functionality available. Use Case: As a workspace admin I need to check if ALL Countries are…
Unable to paste values in text property of a list
Hi, Scenario - I have a numbered list which has some items already in it. I have to add some new items to this list. When I add, the items are getting created but when I try to paste the display name in a property (Text Formatted), it throws the below error - This error is coming only for the new items added and not for…
Calendar Conversion: How to Map 445 to Gregorian in Anaplan
Navigation: Retail UAG Home | Forum | Get Started - Content Directory Convert 445 Calendar to Gregorian Calendar Hi Anaplanners! Today I was really fortunate to have an article posted in the best practices forum. For the retail industry, this is the first step to connected planning between merchants and finance…
150 Line items
Hello everyone, I have a module without Time Range(I can't have it). I need to calculate a quarterly item in 30 years. Actually, the module is in 7 years old and we have one line item per quarter, but if I want to continue this method, I must have 150 line items. Any suggestion? Thanks in advanced, Roba
Level 2 Model Building Sprint 3 INV01 Module
Hi! I am struggling to complete the INV01 Module Line Item Formula Details. It seems like everything is working except for the "Confirmed PO Delivery" formula. Below is the formula I have and the result I get: IF PO Submitted = 1 THEN OFFSET(PO Submitted, -Shipping Time Weeks, -1) ELSE 0 I've found similar questions in the…
Filter Crash in Production
Hi, I have created a Time filter for a Dashboard and Export view in Dev Model. But when i push that to Production every time the Filter gets crashed in the Saved view, so i am not able to get the desired layout in the Dashboard and Export File. Can you let me know where am i going wrong. Attaching the screenshot from Dev…
how to restrict List
im I have this Lists. Region : Asia,Europe Country: Japan, France when i make a table has List(Region, Coutry), i can get table1. Table 1 RegionCountry AsiaJapan France EuropeJapan France Off course i know when I make a table has List (Country), Iget table2 table2 Country + Asia Japan + Europe France But I want this type…
How to match value in List with code
Hi, All Referring to the photo below Suppose that there is a line item call YMD (value is 202006) How to use this YMD to get the 'Test2' in List with matching the code (value is 20200620-2)
Need to lookup Employee name basis the Employee order
Hi, Source module has All Employee list and basis their "Joining Date" (Line Item 1) "Rank" (Line Item 2) has been determined, in Target Module I have "Employee Order" (Line item) formatted as number. Is their any way, basis the "Employee Order" in Target Module I can get the respective employee’s name from the source…
New UX: Let me save unfinished boards without requiring completion of all cards
When starting to build in New UX, I did what I normally do when designing anything...software designs, drawings or even musical ideas...rough out where I'm going in a sketch using basic placeholders then start filling in the pieces. In New UX I knew I wanted a handful of graphs here and there, text headlines etc. only to…
DCA - Time Dimension
Hi Team, I have a: * Time Filter Boolean/DCA Boolean for Annual Time Periods in a Time Filter module * Target module with Time Period set to months and the DCA for line item set to the Boolean above My understanding was that there would be no input fields available as the DCA is being set at the Parent level (the Year) but…
Kick Off Summer by Improving Your Consolidations Process
School is almost out, but you can still ace your corporate reporting by performing your consolidations process in Anaplan! The close and consolidation process can lead to late nights at work, but Anaplan’s real-time calculations can save you some extra hours—giving you more time to spend outside in the summer sun.…
For Newbie Anaplanners - Learn How to Add Users
Learn How to Add Users into Anaplan Workspace We know that how good it feels when you start exploring Anaplan on your own. One very important area that needs special attention from you all is USERS section in Anaplan. This is the section where you add Users into Anaplan or remove users from Anaplan. There are other things…
Planual Explained - Day 11
"Rule 2.01-13": Article 2, Chapter 1, and Rule 13 – “Separate Transaction Data from Attribute/Property Data”. Keep the non-time based data in a separate module from static attributes. It goes against NECESSARY element of PLANS if you wish to go against the rule Here is how it was done in Pre Planual Era: Even after best…
Adust daily figures to preserve monthly totals while switching from a weekly to a regular calendar
Hello community, I am trying to adjust my daily sales forecast so that the monthly calendar total matches the monthly "weekly-calendar" total, while keeping my seasonality as close to reality as possible. A simple picture will tell more than 100 words. .Spreadsheet…
Practice
Hello Anaplan Community, I am new to Anaplan. How can I practice building pages and dashboards. Is there any practice environment for Anaplan. Thanks for your suggestions
Return Value from Module with Time Dimension
Hi Guys, This might be simple to some but I am having problem with the result here. See below Module 1 is a module where users input the start of Data of Projection, this is their input module. Module 2 on the other hand is a Line Item named Value and a Time Dimension. So if a user input a Date (Time Period format) April…
Sum values based on period
Hi, Need a help to build a formula, have attached a screenshot for reference. Formula Needs to be build in Revenue Seasonality which need to take the values from Revenue Column and doing the sum of Periods. For Example: Period 1 amounts: 112+ 95. Needs to be clubbed as 207 and shown in Revenue Seasonality against all the…
Active child under a Parent - Check only future periods
Hi - I have a hierarchy of two levels - L1 (Parent) and L2 (Child). I have a module with the L2 dimension where a boolean line item is input across time periods (past and future). As we roll into the future, only the future x number of periods (say, 8 ) is updated to check which child members are active under a parent. My…
Disaggregation
Hi - I have five levels of hierarchy for one dimension and four levels for another dimension. The forecast is generated at these two dimensions at the lower levels of the hierarchy and the ask from the business is that they can input any level in the hierarchy - there are different types of inputs from different…
Planual Explained - Day 10
"Rule 2.01-11": Article 2, Chapter 1, and Rule 11 – Keep the Dimension Order consistent. Ensure the dimension order is consistent between modules. Calculations are faster if the common dimensions are in the same order in the “Applies to” section. The size of the list is not as critical as the order. It goes against…
Revision of IF formula
Hi Guys, So I have an issue with my IF formula, initially I was able to get the logic of this but the client decided to add a Contract Status (Full Cancellation). After that my count seems to be out in some months. So I need to adjust the logic but for some reason I am getting the correct results in some months but after…
Is Lookup within same module possible?
Hi, Is it possible to apply lookup within same module? I know direct link can work but, i need to get value of a particular list item of the same module. Thanks!
Subsidiary Views - Synch DB from a module with a specific line item
Hi Team, Anaplan states that 1 of the only acceptable times to use a Subsidiary view is where you are syncing Dashboards from a module with a specific line item Is anyone able to help with an example of this? Thanks! Mark
Subsidiary Views - Ratio Formula
Hi Team, In both the Subsidiary views training video and in the Planual it mentions that Subsidiary views should be used where a ratio needs to be in the same module but doesn't full require full dimensionality Can anyone provide an example of this I'm I can't picture it Thanks! Mark
Select all the line items matching the text
Hi, The module is Numbered List as a dimension. Requirement: to flag all the members matching the text member of the dimension. Attached the screenshot for reference. Dimension is numbered list with the property as a text (display name) TEST 2 : selection through some formula flag. Requirement is I need a boolean to flag…
Planual Explained - Day 9
"Rule 2.01-06": Article 2, Chapter 1, and Rule 6 – “Avoid using Subsidiary Views”. Subsidiary views are difficult to work with and audit. Try and minimize their use especially for calculation modules; create groups of calculation modules instead with like dimensionality”. It goes against Auditable element of PLANS if you…
Top Level - Page Selectors
Hi Team, I find that sometimes Page Selectors published to a Dashboard default to a list item other than the Top Level item on opening even though the 'Use Top Level as Default Page' has been selected within the List How do you set it up so it always opens on the top level? FYI - In the below example 'All Investment Cases'…
Bill of Material (BOM) structure in Anaplan
Hi, I am currently building a model for production planning, which is largely based on the Bill of Material (BOM) of the different products. I have previously discussed other topics regarding this in this thread. I have however another question which it would be great to get some input on, namely how to build the BOM…

Modeling

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