Modeling

As a modelbuilder I would like to use FindItem with a property or line item
I have seen that I am not the only one facing the issue that there is property or lineitem which is neither a code or name of list but it is needed for identification, like a WHERE statement in SQL. Might it be possible to extend the FINDITEM function by an optional parameter to reference a property or lineitem which has…
Model Builders & SAs: Help us understand your model optimization processes.
The Anaplan User Research team wants to better understand the model optimization process, including view clean-up. We are looking for model builders and solution architects to walk us through the process of optimizing/cleaning models. During a 60-minute remote research session, participants will be asked to share their…
Need ideas: Waste of Space to Accommodate Simple Report - Dynamic totaling, User Dim
Seeking some brainstorming ideas! The situation: We have a full final P&L module where one single line item is 17 gigabytes (and has to be, don't bother questioning this please - it is due to us doing ultra granular reporting, in Polaris, no combo-list is not on the table). We need to create a second line that is IDENTICAL…
Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions.…
Building a pyramid visual using a bar chart
Author: Subham Garg is a Senior Data & Insights Architect at Anaplan. Anaplan doesn’t have a pyramid chart option for reporting. However, there are certain metrics that work better with a pyramid chart than any other chart format. For instance, sales pipeline or number of employees at different ranks in a company are best…
2.4.4 circular reference error
Hello Everyone can I know why there is a circular reference error when I try to enter this formula ?
I am calculating a minimum value, but I don't want the data to include zeros.
Hi, I want to calculate the minimum value but exclude all zeros. I tried previously suggested solutions, but it is still not working. Any ideas?
ENDOFQUARTER formula
For modules building, it would be helpful to have a ENDOFQUARTER formula to identify the end of quarter date of a date.
TIMESUM with LOOKUP
I have an issue where I am creating a fillable form for a client that includes entering a start and end date. So the user would chose a client and then a product, enter start and end dates and I need to then sum the revenue based on those choices. So, ideally I would be able to TIMESUM based on the dates chosen and LOOKUP…
Monte Carlo Simulations
Monte Carlo method is an algorithmic technique used to understand the impact of the variability of a set of drivers in a forecasting model, using a probabilistic approach. It is widely used in environments where the number of drivers involved and their volatility is high and documented, especially in market finance. It…
Model Size
Hi, Where can I see the exact model size in Anaplan? I am aware that model size is available as per below image. I am wishing to see the size at a granular level (MB/KB) Thank you.
Adding a user-specific selection to a calculation without using the User list?
Hello, i am trying to find a solution to the following user story: There are a set of modules for a reporting page that currently consist of multiple dimensions (we cannot use a combined list of only possible combinations due to the users not liking the loss of flexibility). These modules return a calculation that needs to…
Support formula wildcard characters so that formulas dont need to be constantly updated
Would like to be able to use wildcard characters in anaplan formulas, specifically in the SELECT function. Ie. I have this: IF Version Selection.Selection[SELECT: VERSIONS.'2018 Actuals'] THEN "SBUDGET" I'd like something like this IF Version Selection.Selection[SELECT: VERSIONS.'???? Actuals'] THEN "SBUDGET" where ????…
Automated attribute change capture
Anaplanners, I had a query, I had created a mailto functionality for various projects based on the location for example if Project is based out in London then mail should automatically pick out the Europe mail address and so on for other countries based on region, the mailto functionality is disabled by the receiving team…
Get values from a line item looking for a market zone = X, separate column Market zone = Y
I have separate columns of forecast and typology each divided into different market zones. Forecast EMEA, Forecast APAC .. Typology EMEA , Typology APAC The data is with one line item with all market zones dimensions I need to split it into separate values, I am having trouble with the formula. I am trying to get Market…
Production Adjustments in ICM model - looking for ideas
Context: * We have an ICM (Incentive Compensation Management) model with a DAT03 module that is an upload (from our data hub > SQL query) of all the monthly transactions we need to pay IC on. It includes all the production amounts, sales reps, product type and many other dimensions. * Our module also applies production…
How do you build crediting modules?
Hi Anaplanners, Does anyone know how to build the calculation modules that would assign the business rules to the transaction details? My current method involves me building a boolean module to fetch the correct combination, and then creating views to import the "Sales Rep" to the correct transaction level account.…
App Dashboard Exports
Hi Anaplan Community, I am wondering if there is a way to do a mass export of multiple exports and combine them all into one excel file with multiple sheets. It would be one sheet for each export, but they would all be in the same excel file. I am hoping I could publish this process button to my app dashboards. Thank you!…
How can we create action to load Existing items line item to Applicable Products line item.
This is the screenshot of the module containing both boolean line items.
Applying a TRUE boolean across all months when a single month is TRUE
Hello, I have a module with three relevant dimensions: Position ID (FLAT Position ID) Component (FLAT Components) Time (monthly) For a component under a position, if any month is marked true in an initial line item, every month should be marked true in an associated line item. Screenshot attached, but in the example if TBR…
level 3 - 4.7 Check Your Build
I have completed this but wanted to check: my numbers seem correct (totals) but I have sparsity in my data also - null values; is this correct? Please see my attached screen shots for dat02, a2 account>product list, and screen shot for checking build. Can someone guide me if this is correct?
Formula Edit Window
Dear Anaplan Developpers, Is it possible to not close automatically the Formula Edit Window after validating modification ? It will be very usefull when we are auditing and editing several line items in a specific module Thanks a lot
Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
Need a way to identify line Items being used as Filters.
There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.
Remember search criteria in Model Search
It would be really helpful if having done a search in Model Search and opened something up if the search criteria for last search remained for a while or till next login. I so often seem to find myself opening what I think I'm looking for only to find it was not the case but I then have to go back and start the search…
Compare format option to be available in UX pages
I have been using the COMPARE format to visualise differences between versions of data sets in classic models and dashboards. it is a great tool for simple, one-off/occasional analysis to sense check data entries. After trying to replicate classic dashboards in UX and working within Anaplan support it has been identified…
Data loss issue
I've encountered a strange issue in our model. To give you the context - We run a scheduled process through REST API to copy data from one version to another version. We tried running this using cloudworks, it did not work (I'm assuming because once of the action in the process has filter based on User Write Access). So we…
Issue in LIS where one line item is shown as a parent of another.
Hi, I have created a LIS from two different modules with a total of 3 line items. The two line items I selected from the first module however are having a parent child relationship when I use the LIS as a dimension in another Module. This should not be the case as all the line items are independent. The First Image is the…
How do I audit a specific line item that is used for DCA access?
Hi, I am trying to trace all line items in a model that reference a specific line item in a specific module for DCA access. Is there a function in Anaplan that allows you to do this?
Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…

Modeling

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