Modeling

PF&A Case Study (299) Access
Hello, I have completed Level 1 Model Builder and 201 Intermediate Model Building but I still don't have access to PF&A Case Study (299). I request the concerned authority to please grant me access for this case study.
Ability to select only the first column/dimension of a module
In many modules and use cases, the row dimension is useful information. Hence the first column of a module contains a code/name that customer would like to use to search for in another selector/page. Currently, Anaplan behavior when you click on the row header, is to select the whole line. In order to manage this issue, we…
How to add a Line item with a formula in a list within a module?
I am creating an income statement module. Inside the module I want to create a few line item that is sandwich within a list. List - COA, Department, Line Item - Amount Example. 5000 (A part of my COA list) 50001 (A part of my COA list) 5002 (A part of my COA list) Cost of Good Sold (A part of my COA list) Gross Profit…
Process Builder - Cannot create new process because of Naming Conflict
Hi, I am trying to create a New Process in Anaplan Process Builder. After entering a Name and selecting a Model, when I click on Finish, I get this error message: "There is a naming conflict with your model structures." In the target model, we have used standard naming conventions and don't see any conflicting names. What…
Re-Order Conditional Formatting Rules
Hi Anaplan, When you have multiple conditional formatting rules or you create a new conditional formatting rule you currently cannot re-order the conditional formatting rules. This can make it difficult when reviewing conditional formatting rules to understand what you have defined. It would be great if you could re-order…
Need to create multiple version comparison
Hello Anaplanners - I am trying to add a 2nd column on this module that calculates variance between 2H Budget minus Forecast as you can see in the 2nd pic. 1st pic shows my versions. Every time I attempt to create a new row for this calculation, I get the error that you can see in the 3rd pic. At a past company, I was able…
Questions on Data Hubs and how to have Peak Performance?
All, Please check out my new article on Data Hubs: Purpose and Peak Performance. If you have any questions, please let me know. Link here Thanks, Rob
Return sum of forecast in a module with no time dimensions
Hi I want to return the sum of values for a line item for my forecasted months. The module I want the value to be returned in has no time dimensions. Originally was using a look up to look at a certain month but not sure how to do it for sum of multiple months. - I have created a module that has my time filters. - Used a…
Get value of Day(numerical) from Timescale Day
Hi Team, I have a module in which the Timescale is Days. Now I need to get the Day from the date. E.g. for a time period 26 Jul 2015, I want to get 26 as my day. Could you please guide me on how to do that.
How do I sum across dimensions other than time?
Hello, Can't see how this was done in the allocations video. I have a list for products, and a line item for sales. I want to introduce a line item that returns the total sales for all products against every product. Beyond allocation use, is there a way to introduce a line item that returns the value at the next level up…
Process builder in anaplan
Hi, Can I know how to get rule option in process builder. Thanks, Tejaswini
Creating Sub Districts
Hi, Has anyone experimented with having Sub Districts in their Territory and Quota Planning? For FY20 we have a new requirement to merge our North East District 2 and North East District 6 into one district: North East District 2. But, all vault accounts in the original North East District 2 will become sub district North…
Remove Subsidiary View
I was working with a module and accidentally created a subsidiary view. How do I remove that? The line item is related to a list item and it was selectable until I pulled that list in as a dimension. I took that dimension out but its still showing that line item as a subsidiary view.
Find YTD excluding current month and find YTG including current month
Hi I am in need to find the Year To Date excluding the current month and Year To Go including the current month. I tried with different formula and still facing some issues. Can you please help me on this?
Summary options with LOOKUP/SELECT functions - wrong percentages
Hi all, I've had some trouble lately with combining the LOOKUP/SELECT function and the summary function, when working with percentages. Let me show the issue with a concrete example. 1) First of all I have a product structure: [img height="75" style="width: 218px;" width="230"][/img] 2) For each product I calculate the…
Best practice for 'Corkscrew accounts'
Hi, What is the best practice way to do a classic brought forward / movements / carried forward calculation? Using OFFSET in the brought forward formula to capture the previous period? Or is there a better way? TIA
Multiple Drivers for Dependent Dropdown
Hi All, I am maintaining a list formatted line item dependent on its parent to provide the end-user a "picklist" using which they can select list items basis their selected parent. However, I want to show only some items on the picklist instead of all based on a list property(say Active?). The only solution I can think of…
Consolidate a sales plan
Hi, We have a new request from our sales ops to consolidate some plans. The ask is to consolodate two different sales titles, each from a different territory, each with a different quota component. The territories quotas are calculated differently however, but for the new consolidated sales title it will have the same…
Help! My dashboard keep losing data/ syncing/ zeroing out!
My source module works, but for what ever reason this dashboard keep zeroing out. It will work fine in the beginning, but after I logged out or come back to it the next day. All the data will be gone and it will zero out even though the source module its fine. Has anyone encountered this before? Any ideas?
Access to 102: Intro to Model Building
Good Day, Please assist I have completed training's 100,101 and New user exp but I am still unable to access 102 training.
Dynamic time on charts
Description of the enhancement required: Update chart time scale according to the model time settings. Right now, if Time is used as a X or Y axis on a chart, the chart must be republished to represent additional months/years added after the chart was published. An example of the enhancement: If additional months/years are…
Formula to populate lime item with months for a selected year
Hello All I have a Masterfile module that has lines items that use a select function to get the data for a specific month. However, I am now trying to make the module dynamic. This means that the end user can select a year and the module is updated with the months in the selected year. I have created a "Masterfile - Time"…
Returning Dimension/List Item based on Line Item
Hi, I'm trying to understand whether I can return a Dimension/List item when referencing a Line item rather than the Line Item result itself I have 2 modules. 1st module is dimensionalised by FX Rates (columns) & Regions (List Formatted Line Item) The 2nd module has a Line Item which is List Formatted with FX rates &…
Formula
Hi-Experts, I Have a requirement for that I need your help. Module name: Summery module Dimension in the module - Time, Category, Product, customer I wanna move to all products(except fruits) sales data to one customer(AR Channel). Fruits data move to another channel(FR Channel). IF ITEM(Customer) = Customer.AR Channel…
Sharing Lists Between Models
Is there a way to share lists between models? We use a number of different models all for the same company which uses the same structure - and it would be really handy if it were possible create a 'shared' master list(s) in one model that could be referenced by all the other models.
Get Value of Top Level
I have three lists: Product Lines L1, Product Category L2, Products L3. Total Products is the top level of Product Lines L1. I'm trying to calculate the product mix of each product in Products L3 as a percentage of Total Products. The module.line item that has the volume is Sales.Units Sold. But my question isn't about the…
File Load to List via process
Hi, I have loaded few Lists hierarchy from a file .txt and list was updated. used a process and included these actions, but when I run the process system is not allowing me to browse and choose the source file. So, If my source file data changes ,this process execution will not help me as it picks the old file everytime?…
Can I select a Parent within the same list and also another list?
I want to be able to select the parent from the same list and also another list, is there a way to do this? I am creating a Chart of Account, so there are certain account in the same list that I want to group it under. Example. 1000 -- General Stuff 1001 -- General admin stuff 1002 -- General Sales stuff In this situation,…
Loading parent/child DRM file to Anaplan
Hi All, I have a source file with Parent/Child and node Levels, total 7 levels max. I want it to Load it to Anaplan list(7 different list) at different list levels. we are creating 7 different load files to load at different levels in the list, is there any other way to eliminate the 7 load(1 process) and do this in one…
Insert text into summaries
Hi, I've got a simple list (with codes) with summaries at different levels. I've got a module that applies this list I've got XL file where I have codes(from the list above) and text (1 to 1) How do I insert text from the file into the module into the summaries in my list? Thanks

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