Modeling

Criteria for developing using multiple Models vs set of modules in a single model
Hello, We are implementing Anaplan for our Finance planning for our business. We have a set of calculations for planning * customer: customer acquisition, retention and churn * revenue: subscription and transaction revenue * inventory: inventory planning and depreciation * warehouse: warehouse labour and costs * support:…
Double Row Line Items
Hi, Is there any way I can get a parent line item and then its Child Line items in the Column? if not is there any other way i can get something like this? Example: Parent: Q1 Child: M1, M2 and M3 Note: Parent should come in center like Merged Cells
See if line item or saved view is used in graph NUX
Hi, Is there a possibility to see if some line items or saved views are used in a certain dashboard (new UX)? I would like to do some clean-ups in my model, but I want to be sure that I do not mess up the dashboards. Thank you for your help. Catheline
formula error
"'P1 Product Families' is not recognized as a hierarchy in the model." i am getting this error
Need help implementing investment portfolio management model
Hi Everyone, Can some send me any leads or share any experience if you have implemented Investment Portfolio management models for your organization. Thanks, Manisha
Need to convert Date into a particular format
Hi, I have a line item formatted as date in the module like: "4/29/2020" and i want it to convert into "As of Apr 29, 2020". I tried myself with the below formula but didn't work, kindly advise: "As of " & TEXT(MONTH(As of Date)) & "/" & TEXT(DAY(As of Date)) & "/" & TEXT(YEAR(As of Date)) Thank you!
Auto Export Anaplan Model Outputs in Excel format over email
Team: I wanted to seek expert advice and see if this is feasible to auto-export Anaplan Model outputs in Excel format to various recipients over emails with native email app such as MS Outlook.
Filter in Saved View
Hi, I have seen instances where the filters applied in saved views gets crashed, either as we proceed with the development or while ALM (the production marks the filter as crashed while the Dev Model still have the filter intact, then we have to remove and reapply the same filter and move back to Prod, and then it works).…
Time Ranges for a module
Hi - We are facing the size issue and are thinking of using time ranges in the modules as applicable. For Example, in we have a module which is relevant only for the next 6 months, I would like to have the module showing up and consuming the time periods (months) only for the next 6 months. But I fear this can't be done…
How to Group Total sold from 4-4-5 to calendar month if data is weekly commencing monday?
Hi all, My name is Jim and I am new to Anaplan and its community. I'm trying to build a model that tracks inventory sold for each calendar month. However, our inventory is tracked using 4-4-5 method and the data I have is aggregated weekly (no daily data) every Monday. To elaborate: for Jan 2019, per 4-4-5, it's from Dec…
Data format issue while Import
Hi, Is there any way I can import text value like "NA" or "N/M" in the Line Item formatted as Percentage? Thanks!
Adding Lines plus retreiving data
Hi Anaplanners, i am trying to build a module wherein the data can be retrieved from another table as well as Users get an option to add lines manually into the same module. Dimensions of both the sources are different to each other. i can share examples but i would like to get the idea first.
User List as Dimension
I have a selection module where a user selects the version & time period to display. The selected values are saved in the module. I have another module that displays the output value based on the values selected in the first module. For the first module, is it possible to add the Users dimension & store different selection…
anaplan project experience
Hi, I am starting to build knowledge on Anaplan solution. How do i get real-time experience to build a career? Can someone suggest
Delete an element from a list - NUX
I want to be able to publish a form where I can delete elements from a list, currently only creating is available.
Bulk copy available for non workspace admins or possibility to add it to a process
My bad, idea already exist...multiple times (not sure how to delete the post) https://community.anaplan.com/t5/Idea-Exchange/Add-Bulk-Copy-to-action-list-to-be-added-in-process-chain/idi-p/40525 https://community.anaplan.com/t5/Idea-Exchange/Make-Bulk-Copy-between-Versions-an-Action/idi-p/40102…
How to get value from database into line items
Hi, I have a source module where I have raw data (Rows: Flat list of Row Numbers and Columns: All the line items). Line Items: Funds formatted as Fund List, Trans Type formatted as TT list (Investment, Commitment, Proceeds) and Transaction amount. In my target module I have funds as row dimension and Amount as a line item…
Calculation within the list
Hi! I've got a list with few properties. I need to get calculations ("calculation" property in the file attached) baced on the the previous calculated value of the same item in the list. Is there any way to do this. Maybe i should use module? Thank you!
How To Capture Current Time?
I want capture current time in Anaplan. please suggest which function should i use?
Page Selector across Modules got change even if i change it in any module
Hi, I have four modules with same dimensions but with different Line Items so, when i change my page selector in any module the same page selector got changed accordingly in other three modules also. Is it how Anaplan works or am I doing something wrong? Thank you!
Dynamic List
Hi, Is their any way a list automatically change its hierarchy or parent (Active to Inactive) if it meets a certain criteria? Thank you!
Time Range Messing up Time Boolean
Hi, I was testing Time Range to calculate items for the current year only. I created an FY20 time range However, as soon as I use the Time Range in one of the modules, a line item in another module starts acting weird However, as soon as I delete the time range (by first removing the references), the formula starts working…
Spring Cleaning: Marie Kondo-ing Your Anaplan Model
Imagine your closet transformed by Marie Kondo. Marie Kondo is an organizing consultant that sparked a cultural phenomenon with her “KonMari” method of organization. Her approach is that every item should serve a purpose and spark joy. All items in a Marie Kondo-ed closet provides value. All the shirts, pants, shoes, and…
Designating Sales Reps to Accounts Process Questions
Hi, What is a sales quota matrix? What are different input parameters and what is output? Thanks, Sourabh Kulkarni
How to hide admin-like result of running a Process
Hi Experts, Please help hiding admin-like view of process running result. Is there any setting for this? Our client doesn't want to see each action succeeded or not. <As-Is> <What my client wants to be>
Selective Access - SUM
Hi team, I have an #Employees list with Selective Access enabled. The Source module has the #Employees list with properties such as Department etc as line items. My target module has Department as a Dimension and I wish to SUM on Department but it is returning the value of all the List items with that Department, not just…
Urgent!! How to get previous month when production happened?
I have a product list, Month dimension and i can see monthly Production datas in the module . I want to get the Last month when production happened for all the products (let's take one product as example - where production happened on Dec-19, Jan-20 but no production in Feb now when i see the line item Last month of…
Hide objects on dashboards/pages based on specific user selection (DCA extension?)
As a model builder I would like to be able to display/hide entire objects on my dashboards or pages based on specific user selections so that I can more dynamically display&hide relevant content to the users. Example : I came across a number of situations where elements of my visualizations would benefit from being…
Advice how to structure rolling forecast formula with time element
Hey- I am looking to build on a formula in my rolling forecast. I am having trouble laying out the necessary steps. Percentage Seasonality: Each period in a year (12) has an assigned rate. When I roll my forecast, I need the percentage to take the current forecast month rate / the sum of the remaining forecast periods'…
how to identify text
I have two line item, remarks And rem, remarks is Text from data uploaded and then I want to on line item "Rem" just identify "Commission" and "Rebooking and Refund", but the problem is the words in front of it always change, I can't hardcode with mid, or right. how to fix it? any solution. thanks before

Modeling

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