Modeling

workspaceadmin question what happens if that person leaves
If there was one person assigned as a workspace admin for the training environment, what happens when that person leaves? How do people get access?
Need way to Identify Page Selectors on Classic Dashboards
It would be great to have an easy way to identify Page Selectors that are published to a Classic Dashboard. Since any list, including subsets, can be published as a page selector (which is awesome, btw!) it can be tricky to know which of several similar lists it is. Just having the name in the properties side panel would…
Format of output
Hi Friends, I am having the data in this format. I tried it in excel but I am getting the output in the below format. Even making States as List Formatted Line Item didn't work. By any chance can we get the output in the format of Pic 1
Function that returns a User's Model Role
It would be really helpful to be able to query a user's model role, and with that information be able to do things like: * Allow / Limit access to information based on a user's role * Use in dynamic cell access formulas * Allow a module on certain dashboards to be read-only (for larger audiences), while the same module on…
User Stories by Building Blocks of Anaplan
For each business process that is documented, it should have at least one user story that falls into each of these building blocks. Library: Define Lists: These are the user stories that hold the meta data of the model. Think in terms of the word “by”. For example: I want to see inventory counts by Depot, by Site, by SKU……
count of projects within user access
Hi, I have a list of projects that is in selective access. I need to be able to get the count or number of projects per user. For example user A has access to 1 project. Total count of projects is 4. When I do a count line item (formula = 1 ) my line item result if 4 even if I only have access to 1 project. How will I be…
Categorizing the content panel based on the Module Categories
I have always wondered what are the benefits of categorizing the functional areas of the modules. In content panel we only see functional areas and not the categorization. It would be great if this categorization can be applied to the content panel. This would help not only the admins but also the end users and I also…
filter does not show correct total lines
Hi, I tried to do a filter to only display 2 lines with totals but the total lines are not showing correctly. Total should be zero. It is showing total of lines even if those lines are hidden. Can this be fixed? Please see screenshot below :
Sum with conditions
Hi all, I'm having trouble with the sum function. I have the reference module [A] as below: Then I need to sum in Module [B] that only select the "SGA" element in "P&L Total" (which is a list) but I can't. The line item needs to insert the formula is "SGA" in the image below: I've tried all sum, select, lookup, select&sum…
Summary error - Summary set to Formula
Hi Team, I have a Boolean line item with a formula and when I set the Summary method to Formula I receive a 'Invalid combination of empty formula, and Summary set to Formula' error I'm a bit lost because the line item has a formula and hence there should be no issue with the Summary method Below is the both the error and…
Pre-requisite for QUARTERTODATE() and HALFYEARTODATE() Function
Hi, I would like to calculate the QTD and HTD in a module. It is noticed that the QUARTERTODATE() and HALFYEARTODATE() function are not working when the Quarter Totals and Half Year Totals been disabled in the time setting. An error message is prompted when the formula is saved. After the Quarter Totals and Half Year…
Calculate First & Last Week of each month
Original Thread (Credit goes to@JaredDolich ) Hi all Anaplanners, Your solution worked great, I just have a question to ask, so when we are trying to find the first and last week # that belongs to each month, it worked really well for the first year, it doesn't work well for the 2nd year because the week # would be greater…
Importing issue
Hi Members, Please help me in this import error. The original file: The original module: I am trying to fill the Role Column. Importing error.
How to find overall total
I can see subtotal but not overall total. Please assist me in this.
Dynamic Ranking with Native Timescale
Hi, For a customer of ours I'm trying to build a dynamic ranking with the native timescale. The 'regions' should be sorted from high to low based on a fixed line item but on the previous month. Hope there is a workaround instead of manually sorting the values every month on the previous month in the dashboard. Kind…
There's nothing on the dashboard
대시 보드 삽입 후 열기 버튼을 클릭했습니다. 그러나 아무것도 없습니다. 뭐가 문제 야?
Issue with numbers as text
I am having the below issue with a number as text. it needs to be displayed as text, for posting into another system. in the attached, in IA local I am just using TEXT(ROUND('Investor Amount (Local)' * 100, 0) / 100) but as you can see on one line I get the number displayed in an odd format. I have tried rounding all over…
Certified Master Anaplanner Sarah Roberts—Harnessing the Power of Anaplan
Certified Master Anaplanners are Connected Planning pioneers, building industry best practices and shaping the way Anaplanners everywhere utilize Connected Planning solutions every day. They understand the possible and are passionate about helping set the direction of the platform. Certified Master Anaplanner Sarah Roberts…
Mailto function won't open Outlook / Mail app
Hi community, In one of our models we frequently use the Mailto function. When I click the link, a new tab opens in chrome but Outlook doesn't open after. When my colleague clicks the link the Outlook does open. Pop-ups aren't disabled in my Chrome settings. Has anyone encountered this issue before? Thanks
Capture New Data From Your Users with Forms
Creating new list items and capturing data against them forms a critical part of many planning processes, especially those that seek to democratize planning by engaging end users in a wider range of planning activities. Forms are a new input mechanism added to the Anaplan UX that allow you to create simple, intuitive input…
Support of basic excel functions like RAND, RANDBETWEEN, RANDARRAY
It would be nice to have these Random number generating functions. These functions revery useful to generate some test and demo data, rather than inputting numbers and copy forward or importing from an excel. Can all be used for other purposes that I can not think of now.
Summary method shown when drilling down
I suggest a simple addition to the drill down feature that displays the summary method that was applied to the line item. This is because it is sometimes not readily apparent (especially to an end user) how a top level summation has been calculated.
How to show only write accessed items in a line item with list format .
Hi , I have list with selected access .A user has write for 4 list items but read for all items . There a line item with list format ,in the drop down user can see full list even though user has write access to only 4 list items . Any suggestion ,how to make it happen that user sees only 4 list items to which he has write…
Information for a Line Item Disappears when in Top Level
Hello, Good day! I hope every one is having a nice day. I would like to ask for any information that may help in troubleshooting this issue. I have a line item in a module called, "Credit Account". I have it in formula which basically says: If the Company is 'A' then use account number '12345', ELSE, use '67890'. This is…
How to make Date as a Display name in a Numbered list?
How do you make a Date as a Display Name in a Numbered list? I added a formula into my list properties with the format set as Date and the formula referencing the numbered list and the Date field. It pulled in the number properly to the Display Name. However, the new item created in the list is still a random number and…
Update Target Object of Import Actions
Hi, It would be nice to have the ability to update the Target Object of and Import Action to a module or list with similar/identical definitions vs creating new actions from scratch. We have come across instances when building out a model we determine that an already created Import Action needs to have the source data…
How to create a comparative analysis model using lists?
Hi Anaplanners, I was looking into ways to create a model that allows end user to perform whatif analysis and compare the results (end user can choose multiple scenarios to compare). The user can select which version to compared via a list (list may contain members: Budget, Forecast, Forecast 1, Forecast 2, Forecast 3). Is…
Formula Summary
I have data formulas like this. How do you change SUM to Formula in summary. So Growth Calculate on Summary Level its wrong.
Quick verification of ongoing model health
My client is asking what checks their maintenance team can do to evaluate model health. I've come up with this list, am I missing anything? * Can you log into the model? (verify SSO functions and that the model loads) * Model load time and responsiveness (request model health report from CSBP) * Are users active in the…
LOOKUP does not work on list parents and only leaf items
When a LOOKUP is done on a parent item in a module, the result does not resolve to the column with that respective parent. Subsequently the value shows 0. To reproduce: 1. Create list with leaf item and parent 2. Create module with column 1 as "Data", column 2 as "Parent", and column 3 as "Lookup", using list from 1. as…

Modeling

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