Modeling

Is it possible to roll forward balance within the same List?
Hi, I have Deal List and Funds List with their Top Levels and Beg. Available Fund, Fund Utilization for the deal, and Remaining Fund as the Line Items. In module, Deal list and Funds List appearing in the Rows (Each deal has the same Funds list appearing again) and Line items in columns.The scenario is, one by one each…
How I can avoid Display Period in Module without filter
Hi, In my module I am using a Week Time Scale however, I don't want period to display in it also, I don't want any filter or hidden technique to achieve the same. Thanks!
Level 2 Model Building Size?
Hi folks, Can anyone confirm LM2 model building all activities completed till the end model size? I am starting lm2, have limited workspace access, was wondering if anyone can let know before I begin. Thank you so much! This community is awesome and you guys are super helpful! Grateful.
How to obtain Period Format item for out of time range month
Hi experts, Could you please help me, obtaining period formatted item for out-of-time-range month? example) Financial year: 2018/4 ~2022/3 target month: 2018/3　➡ Mar 18 (expected), Blank(actually)
Partial weeks split bw months
Need the split of a week which overlapped two months into 2 partial-weeks. The target is to have a full calendar view of month and weeks together. The costumer can make planning on month or alternatively on week level, where data will consistently splited or aggregated. Moreover it is also important for aggregating the…
Sum, Lookup Mapping
Hi, Still in the initial learning phase.Was wondering about Sum, Lookup function. When it comes to mapping, any line item in the source module, target module, or any other sys module can be used? Thanks
Attribute Module for Inbuilt Users List
Suppose I have a module with Inbuilt Users list as a dimension (No other list should be used as a dimension in that module). Now if I can create a line item which will pull the attributes from Users Command of Anaplan into this module. Just click and refer. For example If I want to see what is the model role of the User I…
Is is possible to apply lookup in the same module to pick value of the previous line item?
Hi, Is it possible to get the value of the previous line item with in the same module? if yes, what should be the formula? Thanks!
Planual Explained - Day 6
"Rule 1.05-10": Article 1, Chapter 5, and Rule 10 – “Never delete list and reload the list as daily occurrence”. Using a unique key to update to values rather than delete and re-load. It goes against P & N elements of PLANS if you wish to do so. Here is how it was done in Pre Planual Era: When we had to delete the…
Numbered List Actions - New UX
Hi All, We now have the ability to create "Forms" in the NUX which replicate the old Create action but with additional functionality, such as naming the item on creation. Is it yet possible to replicate any of the other numbered list actions such as copy branch and assign? Is it also planned to enable forms to be created…
ITEM formula for on flat list
Hi, I have two modules (see pictures). The Attainment Employee Position Check module checks which positions an employee has during the current planning year and the Attainment Employee Active Position Check module will use the information used in the previous module. So in the example below an employee named TBH has the…
Alerts in Anaplan Mobile App
Hi Can we get alerts in Anaplan Mobile App For Example: If Quantity requested is out of stock then an Alert should be given by the Anaplan Mobile App. Do we have any function like this in Mobile App Please suggest if exists Thanks Sri Nitya
Module to module import issue
Hi We have configured some imports within our modules where 1 line item is imported to another line item from one list member to the next. The List we have used here is Target Setting Stage. So a target being set in one stage is copied to the next stage using these imports as a Previous Stage Target. Now, the issue we are…
Dynamic Charts in ALM
I keep having issues where I create a dynamic chart using a time filter (eg. Rolling 13 month filter) however when publishing it to live models it stays static which causes some unnecessary maintenance each month. Can this be fixed??
Forms - choosing parent options greyed out
I have created a form in our DEV environment and set up a form to add items to a list and has a fixed parent item. When I imported the model to our TEST environment and repointed the NUX dashboard to the new model, the form parent (either manually selecting or fixed parent) is greyed out and I can't work out why. I have…
Delete line items based on time period
Hi, I want to delete selected line items in a module based on their year time period. i.e.: i want to delete all records that have a year time period format of FY19. Is there a way to do this? Best, Amanda
How to calculate % share?
Hi, I have a Module with List of Persons who made contributions as a row dimension along with their respective Contribution in a separate Line Item, now I want to calculate how much percentage share of each person in my second line item. Kindly assist. Thanks!
Chart with filters
When I click the icon, there's no pop-up showing up. Any reason? Thanks.
Export button on the Imports tab under Settings > Actions
I frequently export the Imports table under Settings > Actions when troubleshooting or working through a model. Connections between models or modules/lists through actions are not displayed in the model map so I highlight the Imports table and copy/paste into excel to diagnose/troubleshoot actions and discover…
Planual Explained - Day 4
Note from @JaredDolich : I'm proud to be collaborating with @Misbah to add some detail to the Planual. You can refer to @Misbah's original post here. The Planual is located here. "Rule 1.05-02": Article 1, Chapter 5, and Rule 2 “Always use a code.” Using codes is more efficient for loading and using lists so strive to…
Time dimension not syncing from module to module
Hello everyone, I have noticed when working on some models that the Time dimension doesn't sync from module to module - as in the attached picture. Both modules have the same Time Range - Default Model Calendar - and the same Time Scale -Month. Is there a reason why this is happening and how can I fix it? 2 modules in the…
DCA Import Access For Combination List
Hi All, I am working on a model where I have a module with dimension including a combination list, version lists & stages created with respect to P&L. The combination list has been created with the combination of states (rate area), product (Sku) etc. Now to restrict the access of each Regional Finance Manager so as to…
How to calculate forecast percent based on latest 3 months (average) actuals?
Hi, I have a source module without a version list/dimension. It contains only actuals. What I would like to do is a new module that contains actuals and forecasts. There should be a version list, which contains Actuals and Forecasts. Forecast figures should be calculated from the latest 3 months average (from actual…
Custom Time Range - Switchover
Hi Team, The Time Range training states that 'If you want to use the switchover date, you'll want to use the model calender' (see below) I ran some tests and Switchover was working fine when using a Time Range although you cannot select a Switchover Period per Time Range, it is as per the Model Calender Does anyone know…
Ranking with continued sequence
Hi Community I have a simple list containing values, but some of them have the same values. So when I rank them, the ranking is quite discontinued. For example, 1,1,3,3,3,6,6,6,6,6,6,6..... but what I want is 1,1,2,2,2,3,3,3,3,3,3,3,....... How to approach it. Thank you. Best, Qianru
Start Month of a Financial Year
Hi Experts, Let me ask how to fetch start month of a financial year. What I want to do is to filter client's invoice data, that invoice period start from the start month of previous financial year. e.g.) If the current month is Apr 20, the invoice data should be filtered from Apr 19 to Apr 20. If the current month is Mar…
How to get Min/Max and Today's date in Anaplan
Hi, We are trying to get the Min/Max and Today's date for data in the Anaplan Module. Below is the sample data present in the module. DateCustomer countRevenueSaturday, 2 May 20201001000Sunday, 3 May 20202002000Monday, 4 May 20203003000Tuesday, 5 May 20204004000 We expect to get 2nd May as Minimum Date, 5th May as Maximum…
Ability to create modules and dashboards automatically based on selected dimensions.
Automate the creation of modules and dashboards based on dimension selections from a start model building dashboard according to the attached screenshot. Category: Model Building Automation.
How I can made logic against time dimension?
Hi, I would like to understand how I can make a logic against Anaplan Time dimension list. Target: To make function for "Test" line item which tap True (to Test line item) for all periods where "Actual" current period is equal or smaller. Cheers, A
Planual Explained - Day 3
"Rule 1.06-02": Article 1, Chapter 6, and Rule 2 “Don't use subsets on large lists.” It is better to create a list on its own if the Subset is more than 75% of the list. This goes against “Performance” of PLANS if you wish to create subsets on large lists Here is how it was done in Pre Planual Era: Without checking the…

Modeling

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