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Level 3 sprint 2 - 1.3 data hub
1.3 Check Your Build As you complete the model building activities for Process 2 Assigning Accounts to Territories, User Stories 2 1 to 2 5), you do not need to manually assign the accounts to a territory. You will be provided a data file to check your model in the Check Your Build section for User Story 2 5 Hi Please…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hi All, good evening, I am doing the activity but did not get what we are asked for. First, what is a stock exception count? How to add it on an user page? And, is there any faster way to have the context selectors than sync diff charts or tables ? Thank you in advance for your help BR Arthur Robbe
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Switch from Context Selector to Boolean - Scope of view
I'm trying to optimize a module for space. At current the module alone occupies 33 GB of space. The module is a cross dimension of 4 lists as seen in the picture above. with time month granularity. The idea is to reduce the dimension count to 3 by removing one list. The 9LE List shown in the applies to above. It has two…
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How to traverse hierarchies: The power of loops
Introduction Whenever you use a hierarchy, there will often be times when you are required to seek specific information which will necessitate some way to traverse the nodes and map out their connections. What you seek may be a list entity, a specific value, or a unique identifier, and this can become complicated if the…
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Custom waterfall methodology
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Purpose: There is more than one way to tackle the waterfall calculations. I’d like to share one custom variety that proved to be especially handy for use cases of new asset depreciation and revenue recognition. Customers seems to like the…
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Set up custom time scale
Hi My current model is using a fiscal calendar e.g. FY23: 1 Jul 2022 – 30 Jun 2023. However, I have a specific use case, where I need to build a module that uses a calendar year e.g. FY23: 1 Jan 2022 – 31 Dec 2022. Is there a way to resolve this use case? Based on current research, I would need to create a fake time…
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Set one column of source data as "Not Applicable" for this import
Dear Anaplan Community I am looking for a way to "ignore" one column of data from the source file as irrelevant when uploading its data into module. Source file contains columns as below. Column D is actually the code of Column C inside Anaplan model. And Column D is there because client wants visibility into expense type…
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Dynamic List
I have two list: Target Center and Table Type: When a user selects target center I would like only the centers that are in the table type that is selected. For example if table type "FTE" is selected then Target Center list should be only "Board of Directors, Office of the President, and Legal" and if table type "SqFt" is…
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From Native Versions to Fake Version List?
Hi All, As it is not possible to SUM down native versions is there a simple mechanism to take data out of versions and restate it within a fake version list? I know this is achievable via a series of nested IF THEN ELSE queries but this approach is not sustainable as it needs to be updated every time a new native version…
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Consolidating recursive modules
Hi I have 2 Lists and 3 modules as shown below. I want to build module 4 (details below) in the most efficient manner. Seeking ideas. Thanks in advance List: Employee ssL0Employee ssL1Employee ssL2Employee ssL3Employee Employee 1 Y Employee 2 Y Employee 3 Y Employee 4 Y Employee 5 Y Employee 6 Y Employee 7 Y Employee 8 Y…
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Line Priority Allocation
Hi, I am having issues using the optimizer for production allocation. The model is for capacity planning. Problem statement Need to allocate the SKU demand to compatible factory lines based on the following logic. Each SKU has a production priority and a factory line priority. If the production priority for a SKU is 1…
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Level 2 Sprint 2 2.4.8 Activity: Create Detailed Demand Review UX Page
I understand that little instructions in the said section is intentional, but I am hoping someone help me out break it to me, maybe rephrase to include a little more detailed, if possible. Thank you,
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Level 2 Sprint 3 Exam
I have tried to take this exam. There are two formula questions where I provide answers that work based on the information provided. However, the system will not accept these formulas as valid answers. (Questions 3 and 9) How do I either have these formulas accepted as value or understand why they are rejected.
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How can I make a YTD average?
Hello, I am looking to get a YTD calc but I cannot use the YEARTODATE function because I need an average, not a SUM. And previous years should calculate according to their months (i.e. I would see a full 12 month avg for 2023, 5 month average for 2024). My initial thought is to use TIMESUM but am having trouble setting it…
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Experimenting with automated documenting
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. When I first started model building, I looked at the model map and was impressed by how easy it was to understand the logic of the model. Even now that we are dealing with larger models, we can look at…
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Did you know? Line item references across dimensions
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! I'm excited to bring you the first video in Community's 'Did You Know?' series! This new series will dive into aspects of Anaplan that are often misunderstood or users have requested more…
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Alternate Solution for RANKCUMULATE Function
Hi All, I have a solution using the Rankcumulate function but I want so avoid using it due to the performance issues. So I would like to know if there can be an alternante solution using other function Logic : First I'm ranking the Sales data Weighted distribution is calculated for ex: 95/3220 = 3% Cumulate distribution is…
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Need Set Global Default Format Grid function in New UX
My users want to make it possible to set Format Grid - Small for all grids in the New UX. This function exists in Classic UX to set all dashboards to Striped, Ruled, etc. We would like to have this opportunity to set all grids of one App in New UX to one style, e.g. Small which will improve screen space utilization.
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Running Actions in a Loop (Conditionally)
I have a use case to simplify let take an example. Assume we have product that can be bundled. Product A is single SKU. Product B is bundle of Product A plus some extra cost (eg packing cost). Product C is bundle of Product B plus some extra cost. User has option to either modify the price of Product A or Modify the extra…
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How to pull together values from multiple modules
Looking to pull together values from multiple modules, which have started, as shown in the right hand screenshot. The difficulty I have is trying to pull the values across from a module such as INP08, shown on left hand side of screenshot below. Ideally I want to be able to pick up individual lines from this module into…
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Control while syncing changes using ALM
At this moment, we (model builders) cannot control what changes should be synced with models in deployed mode. This is quite a challenge & honestly a concern especially when multiple model builders are working on a model and want to sync changes with testing models and poses sometimes a risk of unauthorised data exposures…
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Formula Question
Hi, I'm trying to create a formula that will pull values in accordance to each weekday. Below is the Formula I'm currently using. I have screen shots of the Modules I'm pulling from as well. If you need more information on the topic please let me know. 'D01 Funding Ratios'.Average of Fund * '01S03 Weekday count by…
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Cell history not being captured correctly
Hi All, I have come across a weird scenario where cell history of a Boolean formatted line item is not getting captured properly. For e.g. : In the attached snippet of a cell history of a module below are updates 1 - Data got updated after a bulk import to TRUE (History ID - 3994882) 2 - In the next update (ID -3996409 )…
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Anaplan Data - Real Time Access
Hi All, We are trying to access Anaplan Module level data using Python. I just wanted to access Anaplan data (Module Level Data) in real time by using Python or Java without getting data from Anaplan with flat file. Also wanted to establish Connectivity between python & Anaplan in the real time. So we can get updated data…
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Automatically Sort List Dimensions in "Applies To"
The Planual 2.01-11 states that dimension order should remain consistent among modules to ensure faster calculations so that common dimensions are in the same order as the applies to. I know I am able to click into the Applies To section for a module or line item and then click "OK", and that this will re-sort the list…
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Summing a percentage of a list amount from one module to another
Here is my situation: I have a module that contains a $ amount for a list of accounts , I am then mapping those $ amounts to another module that contains line items that I have in a List. In my screenshot you can see in Line item Mapto contains values of the list as well as Line Item Mapto2 contains values of the same…
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Better solution for a nested IF... but I can't think of one
I am working through many many modules and removing 'bad' data or process and have come across a nested If formula, and cannot think of a better way to replace it. Have a module with 2 sources MATERIAL and LABEL TYPE. Within the material list we have several labels (FRONT, REAR, DECAL + 6 others) In the module i need to…
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Dynamic Cell Access by Role
I am looking for suggestions / alternative approaches for managing DCA by the user's assigned Role. Ideally, there would be an easy way to maintain this going forward. 1) I have heard a rumor that there is a trick wherein you somehow create a filtering module, then use the normal Roles>>Modules access assignments. Access…
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Dynamic filter on a hierarchy
Hi, I built a dynamic filter on a dashboard so users can select multiple criteria. On the department filter, the end-user can only select the bottom level of the hierarchy and not a parent. This is because the filter is dimensioned by the lowest level of the department hierarchy. What's the solution to get around this…