Modeling

Conditional Import
I have two columns, Column A and Column B. Column A is a manual input and column B is populated by an import action of the data of Column A. I have created a sperate module with Boolean checks to make the data of Column B not editable using write access driver. However when I run the action to populate column B new list…
Fake Time (1-31) or Time Dimension
Anaplanners, We're in the process of creating a use case for capacity planning. Users have mentioned the projects they have working on. We will be converting the allocation into hours. Say I'm occupied for project A and Project B 75% & 25 % respectively, I will have 6 hours for Project A and 2 hours for Project B assuming…
Gantt Chart Ability to Edit Columns
Hello, I would like to edit what is returned in the columns above a gantt chart. Screenshot below is what I currently see. I would like to remove/hide the year 2022 all together, and instead of showing months in the columns, show the numbers 1 through 12. And if that isn't possible, would like to remove the columns all…
PREVIOUSITEM() formula which is like PREVIOUS() but references a list item instead of time
Hi Anaplan, I was searching for the use of the PREVIOUS function but on a list item but it is not currently possible. @peter_mcanena has suggested this but only in a discussion thread. So as his idea suggests: PREVIOUSITEM(x, y) where * x: Any expression * y: List The expression x must be based on the list y.…
How to change code of a list?
Requirement has come to change the codes of existing lists in the Production model without losing data. Please suggest.
Level1 exam formulas error (activity5)
I tried to update the formulas but it shows Invalid fomula . Updated formulas for Bonus was below, IF Employed? THEN Salary * 'EMP 03 Employee Drivers by Role.Bonus %[LOOKUP: 'SYS08 Employee Details'.Department, LOOKUP: 'SYS08 Employee Details'.Country] ELSE 0 What exactly am I doing wrong here? Any help would be greatly…
Do you feel it will be good to have Supply Chain related functions ?
Since Supply chain use cases are picking up, do you feel it will be good to have supply chain specific functions in Anaplan. If yes, then kindly promote the new idea I posted.
Update code of a numbered list
Hello, I want to update the code of a numbered list. The user can input a name on the dashboard. Then I want to set up an import to, for example, import the code to the numbered list but it creates me a new item each time, since we cannot map by name in a numbered list. Any solutions to update code in a numbered list…
Converting inputted Date Range into new monthly module
Hey all, I need some advice here. I have a module (no time scale) where one of the attributes of a project is the start and end date (manual input as a date). I want to populate a new module (monthly time scale) with a 1 for each month the project will be active. Any recommendations on a formula to use to do this? Example:…
Display warning message when deleting a line item which is being referred as a filter.
Hi All, In Case if we are using any line item as a filter and if we are deleting it a warning message should pop up similar to when we delete line items which are being referred in a module. It helps maintain the saved views as most of them will be created based on specific filter or condition.
Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
How do I select a prior list item without getting a circular reference
I am trying to build a model that looks like the above screen shot. Tier 1 - Tier 5 are list items and everything in the top row are list items. I am having trouble getting any ending balance to work (for reference, I'm able to begin the tier 2 starting balance and so on and so forth to pull the ending balance from the…
CONCATENATE Formula in anaplan
Hi experts, How to write "concatenate formula" in anaplan. We have 3 proprties in Customer list. I want to concatenate first and second properties into 3rd property. The format of the properties is "Text". Can you please suggest me. Regards, Uma
Variance between versions and years
We have a summary balance sheet that is part of a line item subset The request that now had is whether can create a variance report to compare time periods, versions. Whilst I have had some experience of doing this as evidenced below, this has only been when directly referencing a line item subset. The request for balance…
Level 1 Model Building exam activity 2
Hello, I keep getting 0 values after importing SKU volumes
Data Write Action: Optional input on children items if summary item selected via context
In general, data write action is a great thing, but it would be even more helpful, if the option could be set to behave the following way: When in the page context, a summary item in a hierarchy is selected, that the data write action could also be performed on that level, writing the value in all child elements underneath…
Can you sum a Line Item Subset?
Just to give some context, we have the line item subset shown in screenshot and this essentially forms a detailed balance sheet before we have any consolidation adjustments. We perform the consolidation adjustments in another module. This module uses the line item subset highlighted above. Then want to be able to pick up…
OEG Best Practice: Best practices for model cleanup in Anaplan
This article helps everyone with the suggested cleanup activities of existing models where Anaplan best practices weren’t adhered to from the beginning. Please follow this and develop a more user-friendly model. User access Begin by revisiting all the tabs in the User Access setting and set appropriate access by roles. A…
Performance Comparison - OFFSET/LAG/PREVIOUS/LOOKUP
Hi all, Was looking to get some input on a calculation scenario as community pages were a bit vague (or I'm using the wrong keywords). Now, I'm sure most of us understand how Anaplan thrives on being multi-threaded where possible, but when it comes to performing time-based calculations, there's a variety of ways to do the…
Create an item using form with DCA on UX
Hello, This is my dashboard : When I check the "M?" boolean, the "Type de reconduction" become editable, because I used a DCA on it. The problem is, now that im using a DCA, I am no longer able to use the Create action button ( green one ), im getting the error "Failed to create item" : anyone has a solution for this ? I…
Users native list to have a list subset for logged on users
Now that the Users list supports subsets. I would like to have an option to have the ability to have a users subsets list based on logged on users. Background: Most modules with users dimensions are used to support personalised reporting filters. In general, if users are not logged on these modules should not include the…
Module Importing through Connect to anaplan model
Dear Team, I am Pursuing My Level 3 certification, I am not seeking help on Modelling But needed a small hint on the import view. I think I am missing something, I try to find the RCA but unable to solve it. Problem Statement- My import view of the G4T List is not coming as expected. Here for each Territory all account are…
I am struggling with my mapping and import of E2 Employee List
Hello Model Builders! I need your help in Model Building. I have tried over 10 times to import data into E2 Employees# under Lesson 4.8.2. I have spoken to some colleagues on my team and the we were unable to resolve this issue. If anyone could assist please share a solution or trick to this. I noticed other colleagues had…
Pro tips on troubleshooting large Anaplan formulas
Author: Andrew Barnett is a Certified Master Anaplanner and Director at Allitix. The Planual serves as our guide for building things the right way in Anaplan. But let's face it, the real world can sometimes be a bit messier. Anaplan environments often consist of a series of models shaped over time by different people with…
Level 2: Model Builder - 3.3.5.2 Inventory Ordering Module Formulas
Hi everyone, I am not getting the results as expected. Does anyone of you know where my mistake is? for the first Row "Beginning Inventory" I am only getting values for Week 1. For row "Shipping Time Weeks" I am getting 0 as the result. But expected is the value 4 (for Week 1). Here are my formulas: Thank you. KR Tobi
Is there a way to reset the List Ids to reorder it correctly?
Hello everyone, I am building a date range filter to allow a use to select weeks and then have it filter to the days belonging to each week. I did this by having a report days being a child of Report weeks and using an Time calc to set up the range. It is working like I want by showing the correct list items. But they are…
February 23rd Model Builder Forum Follow Up
Hi everybody, Following the Model builder forum on Friday February 23rd, I wanted to provide a build along example that is more specific to higher education. I have put together an example of position planning as it relates to budget development and split funded positions and recorded a video walking through it (here is…
Time Filters and Time Context Selectors
Hi, My page has a time context selector to filter a report and the user can select half years or full years if they want a full year total. I also have a table of supporting editable data that the user wants to filter by half. It is frustrating for them as they need to select the time from the context selector and then the…
Summing a line item with a formula summary method
Hi I have a module that is calculating correctly for each line item when I apply the Formula summary method as its based on the dimensions listed in the context selectors. I need to return the sum of this line item (highlighted in yellow) in another module but it obviously returns zero. I am sure I am missing something…

Modeling

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