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Ragged to Balanced Hierarchy
Please can someone give the step by step points in an easy way to convert a Ragged Hierarchy to Balanced Hierarchy in Anaplan. Thanks!
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Filter the Hierarchy Level
Hello all. A few days ago I saw a "How I Built It " video regarding the Hierarchy filter which taught me how to use Ratio Summary for filtering . I wanted to replicate the same structure but here is the thing. I created a module for filtering Group level ( higher level ) or Product level ( Lower level ) like the picture…
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Time Problem ASAP
Hello everyone , I have an old model with a time scale of 2023 and 2024 and after that I wanted to add 2025 in the time , some models take in consideration the next year , others not ! Is there any of you who faced this issue before ? If yes can you provide me pleasewith the solution. For me : I doubt that the problem…
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4.6.7 Activity: Import Data into P2 Products List
Let me know what am I doing wrong here. getting different result while importing.
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Custom Switchover
Hi, I want to build a custom switchover for Fake version/List I created separately (Actual, Forecast, Rolling Forecast) I created a custom switchover time period 2. Then I created a custom switchover period 3. Next, I have the module where I want to apply the formula, however its showing Circular references: values Result…
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How I Built It: Replacing the "group by" function of Excel in Anaplan
About the Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. Hi Anaplan Community! Excel allows you to group and ungroup data areas to explore the data. Anaplan does not…
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Copy a branch to another Parent.
I want to Copy a branch to another Parent. The hierarchy is 5 levels and i want to copy an item at level 3 and all its children to another item under level 2. All suggestions are appreciated!
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Did You Know? Model building hacks
Author: Kirill Kuznetsov is a Certified Master Anaplanner and Solution Architect at Planingo. Hi fellow Anaplanners, Today I would like to share six model building hacks I use on a daily basis. This is not what can be found in Anaplan learning course — some of them I figured out myself, some are hidden in Anapedia, and…
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Question 6 in level 1 model building exam
Could anyone who has finished the exam show me the formula for question 6? I failed 2 questions for this part. I think I just need to refer the relevant numbers from another module and apply selections, and then it could be done. However, my way didn't work. Here's my formulas. Thanks very much!
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Activity : Filtering and Displaying Hierarchical Data
I want to create an interactive anaplan module that allows user to select an item from a hierarchical list and dynamically display associated items from the next level in the hierarchy Lists : P1 Product Family ( LVL 1) P2 Products ( LVL 2) P3 Products SKU ( LVL 3) Requirement : When a level 1 item is selected , display…
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Creating iterations in Anaplan
Hey Everyone, I'm trying to find a solution in an excel sheet that utilizes an iteration function that I need to replicate in Anaplan. Basically, we take the previous number multiply it by 90%, then take that new number and multiply it again by 90%. For example, FY2024 is 28,940 FY2025 is 26,046 FY2026 is 23,441 (etc etc…
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Separate into Several models
Hi. We will start a new project. In previous project, we made 1 model in 1 workspace. Off course, we have several models like (sand, test, Production model). It means we had several information in 1 model like (HR, Marketing so on..). Then, we can make separate models like HR model and Marketing models ? And We can share…
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Level 2 Sprint 3 3.3.7.2
I am confused about what they are asking for in this section. The instructions say to Add DCA to INV01, which I did. But then there is a formula hint. I went back to Sprint 2 and rewatched the video for DCA. There was a quick reference saying you could add a formula line to the Access module. Is that what the directions…
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User Access Management: Part 3 - Practice makes perfect!
If you missed the first two articles in this series, read Part 1 here and Part 2 here. This is a detailed walk-through (and a downloadable link to a practice model!) that you can follow to get started on your UAM journey. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled…
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Driver Line Item for Action Button
I have condition in card where user can input negative value. But when the value is negative, the button will disable to click. I have data Product as Context Selector, Time Period Month in Column, and Line Item to input Order Quantity Review in Row. User will input number of order quantity review, but when the value is…
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Lookup on Parent elements
ello anaplan Community, Hello anaplan Support, we stumbled upon a problem that seems to us like a functional error of anaplan. Example Setup: List "List_A": * A * B * C * D * E List "List_B" * a* aa * bb * b * c * d * e Module "Module_A" Lists: "List_A" Line-Items: * Value_B: Formula: B_Module.Value[LOOKUP: Lookup_B] *…
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Referencing a list property
Hello fellow builders, I'm a bit hung up on this. I want the Display Name formula in the "Job Title by Cost Center" list to follow the same naming convention in the "Cost Center" list. For example, I want "BOBL-CAACPAY" to be "Accounts Payable (BOBL-CAACPAY)" The two lists are independent of each other, i.e. there is no…
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IRR Function
I am attempting to calculate IRR on monthly loan cash flows, but my results are different to Excel and make no sense (e.g. Excel give 14.7% and Anaplan gives 418.80%) . All the examples I have seen (on Anapedia and in the Formulas and Functions app from App Hub) have annual cash flows, for which it seems to work. I have…
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Function to Count Booleans
There are occasions in a model where I want to count the number of True or False boolean values. Currently the only way to achieve this is to have another line item with an IF THEN function to create a 1 or 0 and then sum the line item. It would be great to have a function to do this automatically.
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Driver Line Item for UX Action Card - Not Working all of a sudden.
I've configured a series of UX action card with data write and Action runs driven by a driver line item . for approval workflows. All of a sudden the driver line items didnt seem to work and does not allow me to run the underlying process in the prod environment The Load invoice pricing card triggers an action run based on…
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Optimiser for Minimising transport cost & transit Time:
Hi All, I've one situation where I need to build a optimizer which will minimise the transport cost & transit Time, Below are the details: Inputs : 1) Factory Supply Qty 2) Distribution center Capacity 3) Applicability of mode of transport from Factory to Distribution Center - Mode of Transport i.e by Air, By Road or water…
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How to bring values in Length of Service line item?
Hi All, I am really struggling to bring values in the Length of Service line item. Since the module is not big I had first tried to manually select items from drop down for all Reps but I realized that it is not the best way. Can anybody please suggest something? Here are my model Normal View and Blueprint view
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Many to one text merge
Hi, In my FP&A model end-users can add comments(in text format) to a variance module that is dimensioned by the user list(among other dimensions). How can I consolidate the comments so we can see comments from all users combined? I'm thinking we would have a secondary module not dimensioned by end user. The main challenge…
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New UX Idea - Hide empty categories for end users
Currently any user can see empty category either when there are some pages restricted for user's role or no pages at all. This can be irritating and I propose to hide those categories which are empty for users who do not have Page Builder role. In the example below there is a user with Supply Manager role who is not…
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Today's Date
Hi, How can i refer Today's Date in a formula so as the values would change every day based on that days date. For e.g. if its 09th june then the formula should give result as 09th june . The next day i.e. 10th june the value should get updated to 10th june. Is there any such functionality or formula available inside…
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Import error (parent item has a child item that is in a different list)
Hi all, I'm getting the following error in one of my import: Import into Hub_0_Product_Group Marketing L8 # list failed: Parent item has a child item that is in a different list: You can only add a child to a parent item, if any existing children of that parent item belong to the same list. Do you have any tip/advice to…
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Select Functionality with flat lists?
I have data hub model that is comprised of flat lists and modules that build the hierarchy like in L2MB training. I have Module A dimensioned by 4 flat lists (all with hierarchy module builds) including PR3 Product Name. Previously when I had hierarchal lists, I could have a line item in Module B that references a specific…
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Cmd + K/Ctrl + K Hotkey to open model search
Most modern websites use Cmd+K/Ctrl+K to open spotlight with quick actions or search. Anaplan uses Cmd+Shift+F/Ctrl+Shift+F. I believe that in future this window will be more than just a search so it needs to move from "search" hotkey to "spotlight" hotkey. It will greatly improve model building workflow and increase…
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Excluding Ticked Booleans
Within a list, is it possible to create a list subset based out of formula to exclude ticked booleans from other list subset of the same list?
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How I optimize model calculation with MAPS reporting
Author: Jessie Zhao is a Certified Master Anaplanner and Sr. Data & Insights Architect at Anaplan. Please note: MAPS reports are dependent on a few key qualifications and may not be available to all customers. Please check with your BP if you have questions. As a CoE member, model building — either for new user stories or…