Modeling

Setting current time period
This guide will walk through the Time setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views. The Time setting is a critical component of the model structure and should factor in long-term objectives and the purpose of a new…
Rolling NPV with timescale workaround
Author: Iain Briggs is a Certified Master Anaplanner and Associate Director at Lionpoint Group. One known limitation of Anaplan’s NPV function is that it calculates across the full timescale. However, a relatively common requirement in investment analysis is to generate a rolling NPV — in other words, to calculate the NPV…
How to review models and applications to drive improvement
Author: Andrew Martin (@andrew_martin_1), Operational Excellence Director at Anaplan. Overview Many stakeholders ask this question for different reasons. Examples include: A CoE leader needing comfort that best practices have been followed in the build A Solution Architect seeking affirmation that the architecture is the…
Automated Loads not working | Working when manually run
Hi, Facing a strange issue. We have a process of around 15 actions that takes snapshot from each module and its automated and run using an integration account (full access). Strangely the same is not running in one the UAT environment, while running automatically in SIT environment. Also, when manually run its successful…
Notification error
Hello, Sometimes I get this failed notification. In some cases it works, sometimes it doesn't.
NPV with Rolling Period
Hi - I am trying to build a module with an NPV calculation which in each month calculates the NPV of cashflows starting from the next month until the last time period in the module. So in Jan-24 it would calculate the NPV with cashflows from Feb-24 to the end of the module. Then in Feb-24 it would calculate the NPV from…
L2S3 Activity 3.3.12 Sys01 time settings by week module
May I know if I have this correct: Line Item Planning Period Filter: the formula is 'Sys00 Time settings by month'.planning period filter Line Item Planning period Filter weeks only: monthvalue('Sys00 Time settings by month'.planning period filter)
Level 3 Model Building: Schema Design - Part 2
Hi Team, Plz help me with the formula for Define in Active Subset? line item from chapter (4.2) List Subsets - Advanced Topics As I am unable to add subset in to the formula. @jared @Misbah
NPV with rolling start date
Hi - I am trying to build a module with an NPV calculation which in each month calculates the NPV of cashflows starting from the next month until the last time period in the module. So in Jan-24 it would calculate the NPV with cashflows from Feb-24 to the end of the module. Then in Feb-24 it would calculate the NPV from…
Add Filter Functionality to Modules Tab
The modules tab should have filter options for 'Functional Area', 'Applies To' and some other columns that allow the model builder to quickly search for a particular module(s). If I want to find all modules that are dimensioned by 'x' dimension, how do I find it quickly? Exporting to Excel and filtering there is time…
Average of active months
Hi, I have a module which shows asset values on a quarterly basis. For terminated products, the current asset values are nil. However, instead of showing nil, I want to show the average asset value when in existence. In my module there is a line item for product status and this can be active, liquidating, terminated but…
Anaplan for Financial Consolidation Use Case
Dear Anaplan Community, When implementing Anaplan solution for consolidation, what are factors that needs to be accounted. We have taken into the * Complexity of the calculations, * Data sources (Local / International) * # Of Entities * Account mapping * Currency Translation * Intercompany matching and eliminations *…
getting the error: "Dimension of mapping used for lookup doesn't match any dimension of the result"
I am doing level 1 model building(Activity-9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module) When i try to enter the formula for the lineitem 'Unit Price %' i get the following error- "Dimension of mapping used for lookup doesn't match any dimension of the result" . My Formula- 'REV04 Price Growth…
Update export actions created from a saved view when saved view is modified
I think the title says it mostly, but to be clear I'd like to be able to do the following: 1. Create a saved view of a module 2. Create and export action using the saved view as basis 3. Modify and re-save the saved view (i.e. add a new column, change the filter etc.) 4. The export action should update itself based on my…
Rank by Student Names (alphabetic order)
Hi Had a module with student names and few other attributes. None of the attributes have number or date (which i can use for Ranking), can we rank the data just by alphabetic name order of the students? The reason i would like to use name to rank is because the data is dynamic and with students coming in and/or going out…
Formula Break-Down Without Space Penalty
Currently, to adhere to best practices it is beneficial to break out parts of a complex calculation into separate line items for logic traceability and audit-ability. However, in many models we're constrained by space and can effectively reduce space (especially in large multi-dimensioned modules) by combining logic in…
TAR03 Country Account Calculation
Hi @Misbah,@JaredDolich How are you? I am filling the TAR03 Country Account Calculation module. I want to know if Targets is SUM of Initial Account Sales Targets. What is the Check? Any hint/clue is very appreciated. I am looking forward to hearing from you soon. Best regards. Wei
Is there any way out restore the history of QA model without breaking ALM?
Hi All, We have one case , where we need to restore the build & Data pushed in QA & Dev Model. Thinking of following Approach . Please advise if there is any gap or other way out : QA to be change the Deploy to Standard mode Restore the QA model from required History ID Post the successful of restore the QA will be get…
How I Built It: Extending LISS capabilities
Author: Kamal Verma is a Certified Master Anaplanner and Director at Accelytics. Hello Anaplanner Community! I am excited to participate in my first ‘How I Built It’ tutorial. Clients and end users are always looking for methods to concisely display relevant data and streamline their data interactions. This video will…
How do I use a line item formatted by a month for mapping in a column dimensionalized by time
I have a value (in this instance it is the number 13 in January 24) that I need to populate in the line item below it in the month of February 25. The entire module is dimensionalized by time (month). The Feb 25 formula is an add months function that references an input from a different module based on the quarter of the…
Solve Linear Equations for multiple variables
Hi - One of the business requirements will require me to solve the linear equations with multiple variables - does Anaplan has any functionality of how that can be achieved? To give more details, our client has the requirement of regression with multiple causals (Say 5). This means we need to solve for 5 independent…
Matrix Inverse using Optimizer
In the following article, we will discuss how to use Anaplan Optimizer to compute Matrix Inverse. Matrix Inverse as a functionality can be used to solve a Multi Linear Regression Problem in Anaplan. Using Matrix Inverse, we are going to solve the following Multi Linear Regression equation: Y = b0 + b1x1 + b2x2 + b3x3 +…
LOOKUP not behaving as expected on production list
Hi all, I'm trying to understand why using LOOKUP on custom versions from a SYS Constants module isn't behaving the same as SELECT. I recently converted all of our custom version lists to production lists to help save space in the DEV/UAT model. As part of that change, I updated all SELECT statements referencing custom…
Splitting out a text field using a delimiter
Hi Everyone. Just wondering if anyone had managed to find a way to split a text field out to show all characters to the left or right of a delimiter, rather than a specific number of characters. (Similar to the way it works in a Text to columns formula) We have had a change in our HR system, and for our Egypt staff their…
Setting up dynamic list of values
Hi We have a requirment as below. We are setting up a General List to track the consumption of hardwares at different sites in the world. There are two columns in this general list. One is Combination which can have three values (Region/Country/Site). The next column is Combination_Name. The idea is based on the value…
Case - % Increase on Previous List Item
Hi All, I am working on one use case where need to calculated the value on the basis of previous list item. Module doesn't have a time dimension. But I've created mapping module to identify the previous item. Please see below screenshot for your reference. Final Value = Previous (final Value)* % increase. Can you suggest…
How to create an alternate/Parallel hierarchy
Hi Team, I am new in the Anaplan. Could you please explain me how to create an alternate hierarchy with example? Thanks!
Show History for Line Items (Formula, etc)
Anaplan allows users to quickly see cell change history for a given cell, which is great. As a model builder, I'd love to have a similar functionality to easily Show History for line items - formula changes for sure, but ideally also changes in format, dimensions, and summary methods, along with the name of the user making…
How to populate a line item using formula with correct time scale in weeks.
Future year sales⬇️ Last year Sales ⬆️ I have two modules SYS9 Last year sales in which I have uploaded values by importing data and other module SYS10 FY22, FY23 & FY24 sales in which uplift value or % which is applied on previous sales value to give the future year sales value. In SYS10 module I have a line item Previous…
3.3.7.2 Add DCA to INV01 Inventory Ordering
Add Read and Write Access Drivers to INV01 Inventory Ordering module to set up Dynamic Cell Access to perform as shown in the example below: Week 1 & 2 (blue highlight) * Week 1 shows the result when Submit Purchase Order Request is NOT checked. * Week 2 shows the result when Submit Purchase Order Request is checked…

Modeling

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