Modeling

How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…
Ability to add Folder structure to Lists, Modules, Actions etc
Being able to keep a model clean and well organised is really important in allowing model builders to understand and work with the model going forward. Often we find that as a model grows, the number of lists, modules, actions etc grows quite large and can start to become difficult to manage. This enhancement idea is to…
Docusign integration
Hi , I have a requirement where i want to send document to employees in batches. E,g country managers want to send letter to their employees on specific dates . While going through docusign documentation it is mentioned that hierarchy is not supported . Please help to understand how it works .
Setting up action naming conventions that will withstand the test of time
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. I have been a consultant for nearly four years now, and I have seen a lot of models, some easier to follow than others. The person building the model isn’t always the same person maintaining it…
How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
What is Managed By functionality?
Issue with Text Data Flow Between Models
Hi Anaplan Community, I'm facing an issue that seems simple but has me stumped. I have a module (A.1) in Model A with a single line item that is a text field. I have a similar module (B.1) in Model B, and I want the text input in A.1 from Model A to flow into B.1 in Model B. Both modules have no dimensions. While mapping,…
Did You Know: Multi-dimensionality overview
Author: Allison Slaught is a Certified Master Anaplanner, Anaplan Community Boss, and Senior Principal Solution Architect at Anaplan. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to provide a brief recap of multi-dimensionality in Anaplan and provide a framework for identifying how formulas…
Customized Drill Down
Anaplanners, We have a module (Module A) that displays the monthly income for each department across various locations. Module A includes the following dimensions: Department, Location, Time, and Value (Line Item) We are presenting this data at a higher granularity in another module (Module B):Module B includes the…
Pivoting with more than 3 rows
Description of the enhancement required: Need to be able to pivot more than 3 rows How would it help their business process: Reporting many cases of views needed with multiple dimensions with more than 3 lists in rows. Most recent case 1) A module with many dimensions 2) Need to be imported to a flat list 3) Filtering…
SYS00 Time Settings'.Forecast Period? is not a recognized line item or list member
Hi team am receiving an error
Seasonality Chart—Simple as That
Comparison By Year Comparison By Year Several times I have been asked for a chart with the possibility to compare seasonality or month over years. It´s proven to be both popular and useful in its own simplicity. In a regular line chart, you’ll have all time periods after one another, whereas, in this version, you´ll be…
how to calculate WEEKNUMBER of a particular date in a year
Hi Anaplanners, i am stuck with one the calculation ,which requires me to calculate WEEK NUMBER of a date in the year.In excel we can use WEEKNUM Function to get the number of the week . eg,WEEKNUM(2020-03-02) = 10 How can i achieve this
CIM Phase II - Live
You must be aware that CIM Phase - 2 has gone live today. With the advent of this phase, User admins will be able to * Create new users directly from Admin Console. Remember if the user has been added without assigning to any workspace then the user will be considered as a dormant user, meaning s/he will not have access to…
Five principles of solution architecture
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Whether you are just starting out as a solution architect, or you’ve worked on several models you may benefit from a refresher on some of solution architecture’s key principles. It’s important to remember that these are not…
Use Custom Fixed position pattern for 13 periods of 4 weeks
On loading data into a module, the Time dimension Custom patterns are based around a true calendar month, 1-12. There isn't a custom mapping pattern for periods which where the system time is set to 13 periods of 4 weeks. For instance, using custom YYYY_MM or YYYY?MM for the below data, would allow to load the data…
Data Import Time dimension
Hi, I need a bit of help. I have a file of the following structure, with Time dimension going across as column headers. The system is setup to 13 periods of 4 weeks. When I try to load the data using Custom Fixed position pattern: YYYY_MM, it fails with an error: Invalid period for format YYYY_MM When I try to load the…
Models - Blank Screen
Hi Folks, I am getting this blank white screen which has been loading forever. I have cleared my cache, used different browsers, verified my access with administrator but still issue persists. Is anyone facing the same issue? And found solution?
Distributing values based on Mapping.
Hi All, I have a module MOD1 which is dimensioned by Product Group, Customer and Time and has line item Cost. I have another module MOD2 which is dimensioned by Product, Customer and Time and has line item Sales. I have a mapping between Product Group and Product Lists. Every Product Group has multiple products. I want to…
Getting Invalid date format while data import into module
hi, my source file contain time in format 201901 201902.. etc as line item. while importing i am getting error as above . which time format i have to select.? adding source file below. please help to resolve the error. Thanks Jerin
Timesum with Date
Hi I want to use Timesum function. In this page, we can use Timesum function with end date to start date. https://community.anaplan.com/t5/Idea-Exchange/Dates-in-Timesum/idi-p/89565 But in Anapedia page, it is not suggested to use Date. https://help.anaplan.com/13d8b551-4e13-413b-a39f-f25579d21e38-TIMESUM Is there some…
9.2.6 Activity: Add Formulas to Margin Calculation Module
Can you please help? I coppied formula i think no issue about formula. Expected: Mine
Capture Current Date Time Stamp in a cell
Hello, I want to capture Current Date Time Stamp in a cell when there is a change in line item? Is it possible with out implementing something too fancy?
Using Polaris in Reporting models
Hi, We've been advised to use Polaris for one of our reporting models (90% sparcity). The model is mainly used to aggregate data across 4 dimensions and time, using SUM as the summary method. One of our dimensions is a 12-levels hierarchy, and I just saw in anaplan learning that Polaris might not be effective in reducing…
Defaulting values for line-items (vs. modeling via override)
Abilty to have by default a 100% value in a line-item vs. modeling this behaviour with a line item of 100 and putting an override if you do not want 100% (e.g. redemption rates). The default should be able to have a formula behind it. (cfr STET functiona in competitive products) Benefits : 1) Huge UX improvement on…
Allow User to Enter Comments at Parent Level?
We have a text-formatted line-item where we want users to enter comments at both the child and parent levels. The current solution works fine for the bottom level, but Anaplan won't allow comments at the parent level (Marketing - Corporate Memberships). Is there a simple fix to this issue?
Anaplan equivalent of the "Product" Function
I would like to use a formula that calculates the product of a series of items.
Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!) We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy…
FINDITEM on Numbered List Without Code
Is it possible to do a FINDITEM on a numbered list without using the code field? The numbered list restriction exists because I need non-admin end users to easily add to the list (e.g. by adding a 'Create' action). The code restriction exists because non-admin end users will be adding to the list, and hence will not be…

Modeling

Discussion List