Modeling

Alphabetically sort List Subsets by name in '"Applies To" popup
It would be great if List Subsets could be sorted alphabetically by name in the "Applies To" popup when changing the dimensionality of a module/line item. When creating a new module, subsets appear under the main list which is very easy to find, however in the "Applies To" popup it's all over the place. This makes it…
Can a create action be added to a process?
I have a client who wants to add a create action to a process. He's not sure that this type of action can be added to a process. If this can be done, can you please provide instructions? Thank you.
User Access Management: Part 2 - This is how we do it
At Anaplan, we are using Anaplan internally for many of our business processes; this is how we set up our User Access Management. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
Line Item Subsets API Endpoint
Create an endpoint for retrieving list of Line Item Subsets in the model. Also, we need an endpoint to see which line items are included into the subset.
Can you stop revision tags changing versions
I have a model in deployed mode that is synced to a standard model I want to edit modules and formulas in the Standard model however I want to also remove some of the Versions and lists from the model so the Standard model preforms better. so the standard mode model is a test model and is just for changing modules and…
Best practice model building
Currently looking at additional use cases for Anaplan, including using for a 5 year planning horizon, rather than the current 24 month one. Question has come up around level of detail that wish to plant at and hence the impact on model size and looking for tips in terms of best practice when building out model Example,…
Adding new level to existing hierarchy
Hi Everyone, The model has 7 levels of hierarchy for three years now. Would it be advisable to add another level between l6 and l7, taking into account the consequences?
Add create action to a process??
Hi, I would like to add a Create action to a process, but I can't seem to. Does anyone know how to do this? Thanks, Ethan
Allowing users to submit confidential requests
Audrey Neet is a Certified Master Anaplanner and Principal Solution Architect at Tru Consulting. In most use cases, we can rely on selective access to control who has access to what list items in a model. However, there are a few use cases where a stronger level of access is needed, such as access given only to a specific…
Level 2 Sprint 1 - 1.5.7.2 Add Formula to SYS13 Line Item
Hi, Can I please get some help with the formula for this? Thanks
3.3.5.2D Remaining Line Items , Reorder flags
Hello can you help me in perfecting my formula ? Reorder Flag: Identifies the week that an order must be placed before the ending inventory would drop below 0. As you see in the week 11 FY20 column, the reorder flag is not ticked even though the value is negative My doubt is, as per the hint, they suggested the use of the…
Consistent Y-Axis Scales Across Multiple Charts
Hi, Fellow Anaplanners, Could anyone provide guidance on how to configure two distinct charts so that they share the same scale on their y-axes? This is necessary for ensuring a consistent and accurate comparison between the datasets represented in each chart. What are the steps or settings adjustments needed to achieve…
How do I see true boolean across multiple users?
Module #1 dimensioned by 1) User and 2)Category I thought this would be simple lol but I have an Anaplan module dimensioned by users and category. Under my user i have a Boolean line item called sent for approval as true for one of the categories called refrigeration. Another user has the category "Cooking" as true. I want…
Level 3 Sprint 1 3.2
As a Regional Sales Executive, I need to be able to add an annual percentage increase “stretch goal” to the Baseline Financial Forecast to establish the Initial Country Sales Target for each country that I manage. After completing the necessary model building activities to allow for the input of the percentage increase by…
Level 3 Sprint 1 - 5.2 PY Account Revenue
Hello All, I have stuck with formula for 'PY Account Revenue' in 'TAR01 Detailed Sales Targets'. Looks like formula: 'DAT02 PY Revenue to CY'.PY Sales Revenue[LOOKUP: 'SYS03 Account>Product Details'.'A1 Account'] is not correct, because I have incorrect numbers in Check module. Can anyone help with correct formula for that…
Help with Formula LI 'Currently Optimized Through'
Hi, I'm trying to create a formula that will pick up the first day when the LI 'Y02 Accounts (Forecast)'.'Closing Balance (01)' is less than 1 million in the forecasting days. The formula below is what I created. It is not pulling in a date. Formula IF 'Y02 Accounts (Forecast)'.'Closing Balance (01)' < 1100000 AND 'S01…
Sum and Lookup using 2 mapping tables
Hi All, I currently have a module with 2 lists with data that need to be in another P&L list via 2 mapping tables using a methodology. Source Data dimensions: List 1, List 2, Time: Month Target P&L dimensions: P&L List, Time: Quarter This is the methodology: * If List 1 Mapping Table.Methodology = Methodology List 1 then I…
Private Equity _ performance fee and carried interest calculations
Hi presently I’m in the process of building a hybrid waterfall calculation model —- where I need to show both portfolio company information as well as Investor level carry calculations. I build modules surrounding investor level carried calculations - should I proceed building out modules to incorporate the positions as…
Looking for AppHub users to participate in a user research study
Anaplan's User Experience Research team is looking for model builders with experience using the App Hub to participate in an upcoming research study. In this study, you will discuss your experiences with App Hub and Partner Based Solutions. This study will take place between February 7th and February 11th, and the sessions…
We'd like your feedback on the App Hub
Hi all, We are currently looking for Anaplan customers to participate in 60 minute research sessions. Sessions will take place remotely from March 2nd to March 11th. Participants will receive an e-gift card as a thank you for their time, if their company policies allow them to receive these. For this session, we will be…
Model Builders: Help us shape the future of the modeling experience!
Anaplan's User Experience Research team is looking to understand how model builders are currently creating modules. Your response will help us build out the modeling experience in the new UX. Please complete this short (less than 10-minute) independent exercise to provide your expertise. Thank you!
OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
Level 3 4.6.5 Sale Planning Model: DAT01 module
Hi Community, I was wondering if I did my DAT01 correctly? Because to import DAT05 historical sales from Datahub to Sales Planning module, I will need to set both dimensions as A1 Account and P2 Product list. However, when I start to build DAT02, my dimension was A2 Accounts>Product list (according to the learning module)…
Check if a product belongs to a subset of products
I have a product list with a subset for a particular type of products (e.g., sweets). I have another module that is NOT dimensioned by products; however, product is one of the columns. I want to create a line item that returns true if the product belongs to this subset. How do I do that?
Add new line item to import action
Is there a way to add a new line item for a source module into an existing import action? I have created a new line item 'X' in both the source and the target module. The new line item 'X' appears as an option to map to in the target module when editing the action, but it doesn't appear in the source module list to select…
2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
Seeking Insights on seasonal forecasting within Anaplan: Share Your Experiences and Best Practices!
Hello Anaplan Community, I hope this message finds you well! As we approach the holiday season, I am eager to learn more about how companies in our community are leveraging Anaplan for holiday forecasting. This is a crucial aspect of planning for many businesses, and I believe there's a wealth of knowledge and diverse…
Tool tips per List item and per Line Item
Not sure if this is the correct section to create an enhancement request but it is an idea to share: Currently it is possible to add a note for published Modules, Line Items and Actions. However I have several customers, one fo them being Shell, who is used to work to hoover over an item and gets the explanation. Today it…
Allow Time Ranges to move dynamically in relation to the Model Calendar
Currently when creating a time range you select the start of the range and then the number of periods. When you come to roll over the model to a new year those Time Ranges need to be reviewed to see whether they also need to be rolled forward. What I would like is the ability to decide whether the start of a time range is…
Unlock Your Next Level Model Building Potential with Improved Anaplan DX
Hi Anaplan Community! I’m excited to present you Improved Anaplan DX by valantic, a Chrome extension, that also works seamlessly on Edge. This tool is designed to make your Anaplan model building experience smoother, more efficient and supercharge your productivity. Download the Improved Anaplan DX today to bring your…

Modeling

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