Modeling

Export Action
Hi Members, Can someone please guide me, how can I create an export action? As Export Action is not displaying.
2.3.10 Activity: Create Demand Forecast
Can anyone help what's wrong here? Not getting the required values.
what Conditional formatting logic to be applied to only highlight highest valued cell and lowest
what Conditional formatting logic to be applied to only highlight highest valued cell and lowest valued cell in a given line item?
Anaplan error: Line item not recognized
Dear Community, I encountered an issue during the build of some of our projects and would appreciate further clarification if possible. Brief description of the case: I have two modules, A and B, that contain the same line item names "Adjustment" (module1.Adjustment, module2.Adjustment). When I tried using the same formula…
Dynamic Aliases for Line Items (and other objects)
We are currently experiencing considerable product complaints from key stakeholders and project owners that need dynamic aliases, and for them to be dynamic (formula driven). The closest Idea exchange in the community can be found here. Competitor tools like IBM and Oracle, have this capability. An example of a specific…
how can we decide the order of data while displaying them in grid in a reporting slide
so if I want to compare line item values for A,B,C,D,E but i select them in order of BCDAE for displaying in grid in the management reporting slide feature of Anaplan. How can that be worked out?
Creating QUARTILE function within Anaplan
This is a method of building the Excel “Quartile” function within Anaplan – it requires 11 Line items, requires that the Data dimension has a ‘top level’ value, and uses the RANK function which has an upper limit of 50 million cells. To start, create a module (or use an existing calc module) dimensioned by your base data…
How to re-distribute or retain a value that is linked with a product, even product is deleted?
Hi there, I've situation where the Customer wants to keep the Overhead Values associated with a product, even though the product is being deleted from the hierarchy. I think of it as a manual entry for the value to be retained to that it can be re-distributed among the rest of the products or add to the total in the end. I…
Level 2 - Sprint 3 - 3.3.5.2 Inventory Ordering Module Formulas
Hello everyone, I get an error when I try to add this formula to the Beginning Inventory Line Item. I'm not sure why I get the error. Can someone help me out with this? FORMULA: IF 'SYS01 Time Settings By Week'.'NOT First Week of Timescale?' THEN PREVIOUS(Ending Inventory) ELSE 'DAT01 Beginning Inventory'.Beginning…
Model Builder Level 1
Hi, I am new to Anaplan and have just started the Level 1 Model Builder course. I am in the Activity 7.2.3 section and have been stuck for a few hours now. Need some help to find out what I am doing incorrectly. I have attached a few screenshots Appreciate help from the community. Thanks Jacob
Previous list item in formula
Hello, Is there a way to assign a value depending on the previous list item? In my case, I need to assign the value 1 to the week 5, value 2 to the week 6 and so on until week 9. The values always go from 1 to 5, however the week number might change (for instance, choosing RFC24/01, value 1 is to be assigned to week1 ecc)…
Replenishment modeling with circular reference
Dear Anaplan Community, I am facing a circular reference issue modeling replenishment calculation. For this specific client, their trigger condition to place an order is to evaluate below condition: If I do not place an order today, will my projected end on hand (EOH) on this Item's ETA date fall below this item's safety…
Use fake week to replace default week calendar
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Some businesses run their planning or operations by weeks. However, setting the Anaplan model default Calendar Type to Week format can be inconvenient. For example, converting dates to monthly format can sometimes be…
Level 2, Sprint 1, 1.7.3.1 Import into P3 SKU list
Hi all, I'm trying to import data into the list P3 SKU, and faced some problem. Please attached the screenshots of the step-by-step of what i did and the problem. Kindly need help to resolve this issue. Thank you so much!
Summary Method for Lookup function
Hi, What is the best workaround when using the Lookup Function and you need a Formula Summary Method? Currently, Anaplan does not allow this and for some cases, especially using % accounts, it is best to use the Formula aggregation in order to get the right math at top level hierarchies and Time Summaries (i.e, All…
Formula Summary for reporting
Have to run a variance reporting for 3 Line items. In the source, the line items have dimensions and Time(Quarter). The variance Reporting module is run by the same dimensions, the source line items act as a dimension(by line-item subset) and looksup the Year selection by the user. The challenge is that one line item has…
I NEED HELP ASAP
Hello, I need your help please!! I wanna import this file CSV in a list on Anaplan without edit the file. should i import the file in a module and create a code for each line then import the view in the list ? and how to do it ? thank you RGDS
L2 INV03 Distribution Summary - Stock Exceptions
I wanted to get some help with my formula for the Stock Exceptions line item. Previously my formula for this line item was: INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Product] This worked, but was giving me large stock exceptions and was unsure if it was correct or not because the…
Prior Year YTD total option for Time Ranges
Hi, We have a large reporting requirement for reporting versus prior year for reporting month and Year to date. The month is easily achievable but if we want to create views that compare Prior year to date versus current year to date its a lot more fiddly. Alot of our monthly reporting is done through the Excel Add in and…
Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
UX, App-dropdown need to have category
In new UX there are many apps we are creating as per models. now we have 59 Apps there is very difficult find app names.. Can add category or search (find) option in that section so we can find any app easily.
Subset for Versions
Adding subset to Time Ranges is of great help. On the same line, there should be an option to create subsets for versions. In our use case, we have 5 versions (Plan, Actuals, Custom 1, Custom 2, Custom3). We want to use different sets of versions for different modules based on the requirement. Current functionality gives…
Data distribution design from Data Hub to multiple spoke production models
Author: Hanwen Chen is a Certified Master Anaplanner and Principle Solution Architect at Anaplan. Use case You may have encountered a situation on your Anaplan project where the model size is too big when you try to load data from different business units (BUs)/GEOs/product groups in a Data Hub into a single spoke model.…
Set up Aligned DCA and Selective Access Management
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. On a list level, you can use two ways to manage the access: Dynamic Cell Access (DCA) and Selective Access. There are benefits and limitations for both approaches. I'd like to share an approach that could leverage the…
Time dimension formula
Source Module has Year, Target module has Months. Source - Time dimension (YEAR), Cost center dimension, Line Item Target - Time dimension (Months), Cost Center dimension, Line item Source has rate by year, for example for FY23, Want to bring FY23 rates to all the months in target module. What formula would i use in terms…
Update Current Period Action
From April 24, 2021, model builders will be able to update Current Period via an action. Workspace Administrators (WSAs) can always update the Current Period manually via the Model Calendar, however, this may not always be convenient. The Update Current Period action enables the WSAs to increase efficiency and reduce…
Setting time as forward 52 week
Hello, For my model, planning cycle we look at it forward 52 week. The planning cycle start at the beginning of each quarter. so if we are in Q2 2024, 52 weeks will be from Q2 2024 - Q1 2025 I see option to set week as calendar type but for planning year, I can only select complete year. The only option I have is to select…
Change fiscal year without losing Data
Hi Everyone, Is there a workaround to change the fiscal year of a model without losing the data? My colleagues made their planning in a model that has timesettings for 2018, but they want to change the Fiscal Year to 2019. is this possible without erasing their data (which is manual input)? The Model only knows the current…
Bill of Material Explosion - Best Practice
Hi, Pondering my head around a Supply Chain use case where a bill of material explosion is required with an undefined amount of steps to get to the lowest level. This should be an iteration where an SKU can have a one level explosion or up until 6 levels of bill of material. What is the best practice of Anaplan to set this…
Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…

Modeling

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