Modeling

How to import to a numbered list from a numbered list in a different model?
How do you import to a numbered list from a numbered list in a different model - using the 'connect to Anaplan model' function? The aim of this is to store the lowest level of my organisation's hierarchy as a numbered list - this is needed as some of the organisation unit names are duplicates. At the moment, I get the…
Hide List Property Columns when view is on Dashboards such as the 'Parent' or 'Code' or propety
Hi Anaplan, It would be really helpful if it were possible to hide the 'Parent' 'Code' or any property columns on list views published on dashboards. This is to prevent any destructive inputs such as changing the hierarchy by accident. Thanks, Usman
Prompt to open list when creating
I am adding a new list, it would be useful to either open the list immediately afterwards (or prompt for opening). This could work in the same way as creating a module. The logical next step to creating a list is to add members to the list. It would be more efficient to be able to add members to the list as part of the…
Username is blank in model history
Hi, Is it possible that someone has made changes in model but their username is not visible in model history. Activity records are present in history but username column is blank for some records? THANKS
Disabling boolean check for only particular member in a list
Hi, I have a flat hierarchy, which is used in a module. A Boolean line item is created in same module, but I want my Boolean field to be enabled only for particular member in the dimension list and disabled for all other members. Regards, Madhu
Numbered List import issue while using 'Combination of Properties' with "Month" as unique identifier
Use Case and Workaround: I am trying to import data into numbered list using "Combination of Properties" option. The catch is, my only unique identifier is "Month". I have records for a GL Account by Cost Center by Product and by Location. And will have same combination coming in as Trial Balance records but for different…
1:1 relationship for sales title and plan ID will now be 1:many
Hi, We have a list called Sales Titles which has all of our Sales Titles. The code for each sales title is a plan ID. 1:1 relationship. Some sales titles have the same exact plan components, but just different plan IDs. We have a request that now they are reducing the number of plan IDs as some sales titles have the same…
Code for Numbered list
When I want to create member(s) in a Numbered list, I can create it by inserting in the list (without having to mention a code) or through 'Create' action without having to specify a code at the time of creation. Why does an import action into a numbered list needs a code or combination of property for creating list…
What are the best practices to understand a model?
HI, From a model builder point of view, what are the best practices to follow in order to understand an Anaplan model built already when there is no documentation available (no design docs) nor technical knowledge transfer? Thank you in advance!
How to add prior year data value
Hi, I have a line item Headcount and my current year is FY17. For FY18 I need headcount value to be prior year headcount and FY19 to be FY18+FY17 headcount value. Can I please get some guidance. Regards Madhu
History not getting captured for Cell
Hi, I have entered 128 value in one of the cell in module. However,after few days i could see value has been changed to 125. Upon checking in the history,last value change is showing as 128 and nowhere 125 value change has been captured in history. Please help on this.
Totals at rolled up level
Hi, We have applied some filters on the basis of which we want the data to be published on the dashboards. The data is correctly being picked up as stated in the filters, however at the total level(level at which data is getting rolled up) the totals are coming incorrect , it picks totals of the entire e.g. region/category…
How to take summary values into calculations?
Hi i'm trying to get last fiscal year actual values but not able to take it to next year budgeting please help.Below i'm putting the logic & where i'm struggling. Time apr-18 may-18 aug18.......FY18-19 Apr-19 may-19 jun-19 jul-19 Fy19-20 Actual 1000 2000 1000 4000 Budget 4000/12 4000/12 4000/12 4000/12 Here i'm not able to…
102 Certification Project - Corporate Profit
Hello, New to the community and stuck on Company Profit as none of my output match for answers in the certification quiz. My COGS doesn't feel right so I attached my Partner and Direct revenue Blue Prints as well. Not sure how to proceed as I've racked my brain on this. Thanks
How to Convert Number into Weekly format?
Hey Anaplanners, Is there any way that a particular number or text can be converted into Weekly format? For example P1 2018 needs to be converted into Week 1 2018 in a Time Period Formatted Line item. I know for the fact that we can create Date from number but there is nothing as such for Time periods esp weeks. Let me…
If Formula Error Message
I need help with a formula. In a module to calculate 401K match for employees, I have the below. There are 2 types of TM's - "Regular" and "PRN". The below works perfectly for "Regular" TM's. However, I want to add an IF statement to the TM Total Salary calculation that basically says IF TM Type = 'Regular' THEN use…
Can we create alias names in anaplan?
Can we create alias name for time,versions dimensions in Anaplan?
How to Count Text Value based on the Input.
Hi All, I'm fairly new to Anaplan. I want to count a list item (Model State in Text format) to be able to output its count to my dashboard. The three current inputs are Maintenance, Production, and Unlocked. I want to be able to show on my dashboard how many models are per state. I tried fiddling with the IF function for…
Anaplan and SAP BO to Tableau connection
we are using Anaplan to view my data in tables. Is it possible to get the data from Anaplan dashboards and visualize them in Tableau? Same applies for SAP BO reports. Thanks in advance Saanvi S
How to: Annual Repeating Value shown with Monthly phasing (rents etc)
I needed to take an Annual contract value, and model the payments by month at different frequencies and came up with a solution I thought others might find useful. Here's the finished dashboard. For each Site, you select a Payment Schedule. Input the Annual Contract Value and tick which months to allocate the payment to.…
How to add cell values for previous 8 months data only
I have an line item 'Amount' with data values. second line item(months applicable) which is boolean checked for only 8 previous month of current month. I want to add the values of these Boolean checked months only to be summed. Can I please get some guidance here please? Regards Asha
Open a Module in "Line Items" tab by selecting a line item (not just a module)
When I can't remember where I saw a particular line item, I go to Settings ---> Modules ---> Line Items and search for it. When I find it, it would be very natural to just click "Open" in the header. However Anaplan only allows this open button to work if you have the MODULE name it belongs to selected. So I have to scroll…
ABS formula
Hi, anyone who can help on formula "ABS"? I need to get the absolute value of the line item, but Anaplan seems to round off the item. Any notes on this? Thank you. Below is the screenshot for sample:
IMPORT ERROR (MODEL TO MODEL)
Hi all, Anyone encountered this error? We cannot import from one model to another because this error occurs every time. Kindly see below:
Process builder in anaplan
Hi, Can anyone give brief about Process builder and its task in anaplan. Thanks, Keerthi Malathkar
How to get the previous period of current period
Hi, Can I please get some reference how to get previous period of current period. PERIOD(CURRENTPERIODSTART()) gives me the current period I,e Jul 17 but I need Jun 17. Previous(period(currentperiodstart()) which is not working.
How to add cell values for previous 8 months data only
I have an line item 'Amount' with data values. second line item(months applicable) which is boolean checked for only 8 previous month of current month. I want to add the values of these Boolean checked months only to be summed. Can I please get some guidance here please? Regards Asha
Can we create alias names in anaplan?
Can we create alias name for time,versions dimensions in Anaplan?
Hierarchy change in planning years
How to save the data of the previous years when we want to change the list items hierarchy in planning years? Other than creating a copy of the model, is there any solution??
Formula for the Hierarchy
Formula for the Hierarchy

Modeling

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