Modeling

Show/Hide line items in Blue Print view
I would like to have the possibility to Show and Hide the line items in the Blue Print as well as the column headers (Parent, Format, Applies to, etc). I would like to have this selection available while the module is open, without the possibility to save the view. This functionality will make it easier while working with…
Selective Module reordering
I often find that I want to re-order modules within functional areas, but using the ascending/descending order, re-orders all module, not just the ones selected. It would be great if the sort, could be restricted to the highlight modules The following shows how it could look Note that the other modules are not included in…
Set global defaults for column settings
Hi all, I think it would be extremely useful for users to set a global default for column settings when publishing modules to dashboards. These settings would include; - Default Wrap Text in Headers - Eg. 3 lines - Default Column Width - Eg. 100 px - Default Width for Row Labels - Eg. 200 px I think it would be useful to…
Add Dashboard Copy to Main Dashboard Screen
Just found out from @usman.zia that you can copy a dashboard but only when it's open, which is a huge time saver. It would be great if the copy dashboard function could also be on the main dashboard screen, where you can see all the dashboards.
Add search to the list move reorder dialog box
I'm pretty sure I submitted this before a few years ago but still hoping it can be added. The issue is for long lists that can't be reordered in the "tree" view, it would be extremely helpful for the Move function to have a search or type ahead ability in the move reorder dialog box. Anaplan has added search to nearly…
Export functionalities
Hi Experts, I am trying to export Module. In the Module Row Axis have:Product list Column Axis:Line Items Page axis :Time,Customer When i try to export the module .CSV format. The data showing in excel like as followes. Page selector dimension members showing top of the sheet. But the requirement is need to be show as…
Restore Open Dashboards and Modules Tabs when Model is closed accidentialy (or due to login timeout)
I'd like to see an option that we re-logging into Anaplan - I can re-open my most recently used model and any correspoding tabs (dashboards, modules, etc.,) that were open. Sometimes the model is closed automatically after login time-out, other times the model is accidentially closed by selecting the Anaplan logo at the…
IF Formula - For combining a combination of criteria
Hello, I'm hoping I can get some help with using an IF formula to combine a criteria. The following three line item formulas are working correctly: Then I have the following two line items that show what list items should be ignored. Where I am having trouble is where I try to combine the two criteria in blue above and…
The Anaplan Planual—A Sales Perspective
The Anaplan Planual is an incredible document, designed to ensure customer success. If you’re not familiar with this series of best practices, you’re missing out! Take some time to check out the Planual today. So what exactly is the Planual? It’s is a series of best practices developed by the Anaplan Operation Excellence…
Rounding function showing inconsistent results
Hi We are getting some inconsistent results with round function in Anaplan which is causing bit of an issue at a client's end . I have seen few posts relating to round function so may be a know bug . Just trying my luck if anyone has been able to solve this . Below is an eg. Please note how rounding formula behaves…
Ignoring sorting in hierarchy when using "Last non-blank"
Hi, I have an issue when it comes to summarizing in a module, and using Last-non blank. I have two lists, L1 (units) and L2 (transactions for the parent unit). I then have a module where I have L2 as dimension and a number of line items. All transactions contains a valid from date, which I sort by in the module (only…
How to change date format ?
Hi, I want to change the date format in vertical way rather than horizontal. Any way to do it Anaplan? PFA pic for better understanding of Requirements. Thanks & Regards, Sai Bharadwaj
Model ID to display in Imports tab
It would be good to see model ID as a column in Actions->imports tab somewhere near Source Label & Source Object. I faced a specific issue when the model has a lot of imports, which were developed during a long period, and during this period, the source model was several times moved/renamed. Then it is nearly impossible to…
Dynamic Time-Filtered Charts for Months vs Years
It would be good to get the ability to filter dynamically the levels of a time scale used in a chart. At the moment if you show both the months and the years in a saved view that you then use to create a chart, Anaplan automatically ignores the aggregated levels of the timescale (e.g. Years) and just uses the leaf level…
Text value match in module and List
Hi , I have a line item Amount in Module A, and Line item Final Amount in Module B. both modules uses different List but the member in module B is a line item value in module A(text field). I want to Sum all the amount in module B based on the line item value match in module A. Regards, Usha
Level 1 Model Building: Employee List won't import Start and End Dates
Hello, I am on module 1 of the Anaplan training, and when I upload the #E2 Employee List, Anaplan won't pull the start and end dates. I didn't catch that until I got to the creation of SYS08, where #E2 is referenced, but the information won't load to the module, as the start and end dates aren't on the original list. Can…
Finditem in Subset
Is there a function that will return whether a list item is a member of a subset? I can't figure out how to get FINDITEM to return a value. Example: I have a list of accounts segmented into three subsets, Group A, B, and C. Each account group has its own set of managers and assignment logic, so subsets are ideal. However,…
Enhancements for ROUND
Planners, As most of us are already aware that ROUND was not working as expected in Anaplan and we tried multiple workarounds to get this work done - Anaplan has now enhanced this in the latest release on 11/23. In this enhancement Anaplan has put in a new Method argument in the syntax - NORMAL and EXACT. Although these…
Trim a node name till special character "-"
Hi Team, Just looking for formula to trim my node name till a special character "-". 'AccountL1- 234' I want to get only AccountL1. Regards, Usha
allocation to keep totals to 100%
Hi Ana planners, Is there any way to keep the totals at 100% despite applying CAGR to set of percentages. Image 1 shows the initial percentages and image 2 shows the new percentages after applying CAGR. FY18 % are my base in image 1 on which CAGR is applied for an occasion called Party for subsequent years. But the idea is…
Access Control by Selective Access and DCA ?
Hi, Anaplaners I need your pointers on how I can implement not-straightfoward access control settings. Please see the attached file. In the file, what is expected to achieve is that, for instance, if I grant myself WRITE access to S1, I will be able to WRITE R1 and R2 for category 3, T1 and T2 for Category 2, and AAA and…
Feature to input text or file attachment at line item level
Hi All, I am faced with a requirement where when a planner enters manual adjustment, to factor in local knowledge into the forecast baseline, planners are expected to enter supporting details like text or even attach file for the particular line item. Is there a way to accommodate file attachments at line item level? E.g.…
Continuously polling an operational model using Rest API
Hi Guys I have been requested by a client to continuously poll Anaplan Operational Model ( every 1 min) to EXPORT data from a module . Module is relatively small so about 20 rows and 2 cols . Right of the bat this doesn't sound like a great idea to me due to potential lock up of the model etc. therefore i wrote a Python…
Calculation of CAGR based on a baseline percentage
Hi AnaPlanners, I am trying to run a stimulation based on a business scenerio wherein i take in the baseline % and apply a CAGR (in %,can be negative or positive) to the baseline % to get my year on year growth.(image 1 shows the input module for stimulation) Image 2 is where i am doing the calculation. i am using a time…
Budget Transfers
We have a situation where we want to transfer a customer's actuals to a new sales rep, but we want to keep the budget numbers to remain with the current sales rep. How should we go about this in Anaplan?
Aggregating KPIs from daily to L1D, L1W, etc
I am trying to make a one stop shop for KPIs that are found across multiple modules and are dimensionalized by a days list. I need to find these KPIs in terms of the L1D, L1W, L3W and L6W and have it update as the current day is also updated, but I'm having trouble doing it in a way in which I don't need days as a…
Formula
Hi All, I have a requirement and this is a very rare formula. Please help me with the same. In Numbered list has Duplicate Products for different parents. For Ex: Product A is a parent member it has a 3 Childs(D, E, F) Product B is a parent member it has the same 3 Childs(D, E, F) Product C is a parent member it has the…
Conditional Formatting on Columns
Hello, Can conditional formatting be done only on Line items? I need to apply it on Columns which are Quarters. How best can I do that?
Input at different levels
Hi , I have below scenario. Need to do simple multi layer marketing model in which I need many levels and levels will increase with time and then do commission calculation according to different levels . How to make a input module for this as input can be at any level .For example --Customer at level 1 can sell the product…
Using Sum on List Items
Hi, In one of our models w have weeks as a list item, with approximately 76 weeks in total. In one module, each week has a line item 'Score'. In a separate module I'm trying to calculate the sum of score in a 4 week period (between weeks 31 and weeks 35. How would I go about doing this? Thanks

Modeling

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