Modeling

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…
1.3.4.3 Update SYS07 Location Details Module
Hi All, I completed this task and everything seems good. Except Location name not populated in the SYS07 location Details module. Please see the screenshots attached and advise everything is correct and I can move forward. I tried to Manually map location to code under 3rd tab but not able to do it. Someone please help me…
Allowing to open Archived Model together with the production model
Hello Anaplan Product Team, This Idea has been generated out of discussion, where we were trying to open the Archived Model and the client was having only one WS, which was full. At that point an Idea generated to allow for opening the Archived Model along with the Production model. As of Now, Administrator has to archive…
Fetching values from one module into another
I have two modules PROD and TRANS TRANS module is having the dimension of TRANS and looks like this. Two line items PROD ID (List as Product) and boolean (checkbox). Source Product ID Boolean Source TRAN001 PROD001 TRUE TRAN002 FALSE TRAN003 PROD 003 TRUE PROD module looks like this Dimension of Product and line items as…
2.4.3 How to Adjust or Override a Previously Calculated Value
In the video for this section (which is great because it explains how the formulas work, btw), using a boolean to tell the system to calculate using a different value is called a "best practice." Why? Specifically, as I see it, the boolean creates an entire line item full of cells which need to be referenced every time the…
Conclusion of Level 2 Model Building DATA02 SKU Volumes module
hello I'm stuck in this . can anyone help me from Level 1 FP&A module we have G3 and P3 SKU as dimnesions where is when importing from supply chain module it has different dimensions . how to import ? supply chain module if i use DATA 01 begining inventory module as data source , can you help me in fixing the import as i…
Sprint 3 exam Doubt Country made in
hello for the exam question to find out stock expection for all the prodcuts for Mar 20 for countries . as per the data i have uploaded it shows me 14 and the list of the countires but in the options there are not more than 5 countires i dont know where i made mistake and i feel all my formulas are correcT . can anyone…
Top five new model building tips and additions that changed my life
Author: Ayesha Zoha, Certified Master Anaplanner and Manager at Cervello. As we all have started using the new modeling experience, here are my top five features which have made model building easier and more efficient: Formula indentation. One of the significant additions in the new model building experience is the…
Step-by-step: User-based sorting
Author: David Edwards is a Certified Master Anaplanner and Principal at Columbus Consulting. While there is sufficient documentation regarding how the user list can be an effective tool for UX filtering and dynamic cell access, there is also the opportunity to leverage users when designing custom sorting functionality…
LOOKUP function
Hello everyone, Want to the mapping criteria you could use, the time source data does not have the same dimensions as with the target the result by using LOOKUP function. Thanks,
Module to module import problem - list item mapping problem?
Hi Anaplaners, I have created a module-to-module import action within the same model. The source module and the target module have identical dimensions, line item no., line item format etc. However, it seems like there are some kind of mapping problem for the team list. As you can see from the below screenshot, in the…
List item and Line item
Hi Experts, I'm new to anaplan and start training this week. Could someone please clarify the difference between list item and line item? I checked anapedia but i couldn't make it clear. Now in my understanding, line item is something like field data or each cell in excel. But i can't have a clear image of what list item…
3.3.12 Activity: Create Product Replenishment UX Page
hello why i dont have FY content selector in my page view ? 2 can you kindly check is all my SYS module is correct ? 3 why my column shows WEEK2 FY 20 instead of like showing as per output like just selected week of the month selected and not FY My SYS modules " time scale is in months " Is my formulas are correct for the…
level 2 sprint 3 3.3.11.2 Create Planning Period Saved View
hello Can you help me how to get the content selectors by year on the top while i have only two dimensions in my SYS time module as shown in the below Output needed
Creating Scenario Planning in Anaplan
Hey Folks, I am considering building a couple of scenarios to my base case by creating a new list called "Scenarios" in my model. Really the only driver for all different scenarios is going to be "number of new heads" so i think I can do away with adding the new list in only a few relevant modules on a need basis. I want…
SOS : How to do that in Anaplan
Hey everyone , I have a list that is named X_days and contains ( 5 days , 10 days , 20 days , other ) I want to add a text line item that check if the X_days = other I can write what i want in my line item ? Thanks in advance.
Design and Develop
In the Discover section, you explored important foundational resources available to you to get started on your model-building journey. In this section, you'll find resources to support you in the next level of designing and developing in your model. Get your build on (quickly!) We're developing ASAP 'recipes' to provide…
modify email notifications?
My client is sending a email notification and there is some weird formatting things in the notification pop up: it shows Recipient and no space between Recipient and the email address. Also, the Recipient context doesn't align, it steps down. It looks messy. Is there anyway to make changes so it looks neater and more…
INV01 Inventory Ordering - Summary method not adding up well
Hello, Could anyone help me with the monthly totals of "INV01 Inventory Ordering" module? I think I have the rights setting ( see picture INV01 - Summary setting), but as you can see in picture INV01 - Summary error, it is not adding up well. Find attached the summary settings for module AD02 too, as it affects the…
Sum Weeks to Months based on date of WeekMonday
Hello everyone! I am desperately trying to map which weeks go into which months, based on the date of the monday. The monday should hence decide the month for which the given weeks data should be allocated in full. Please see enclosed image (see "ISOWeekMondayMonths"), where I have managed to have the system automatically…
How I Built It: Flagging new list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on flagging new list items! The video will walk you through the process of flagging list items as "new." The key step in the process relies on an import to flag all current…
Alphabetically sort List Subsets by name in '"Applies To" popup
It would be great if List Subsets could be sorted alphabetically by name in the "Applies To" popup when changing the dimensionality of a module/line item. When creating a new module, subsets appear under the main list which is very easy to find, however in the "Applies To" popup it's all over the place. This makes it…
Can a create action be added to a process?
I have a client who wants to add a create action to a process. He's not sure that this type of action can be added to a process. If this can be done, can you please provide instructions? Thank you.
User Access Management: Part 2 - This is how we do it
At Anaplan, we are using Anaplan internally for many of our business processes; this is how we set up our User Access Management. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
Line Item Subsets API Endpoint
Create an endpoint for retrieving list of Line Item Subsets in the model. Also, we need an endpoint to see which line items are included into the subset.
Can you stop revision tags changing versions
I have a model in deployed mode that is synced to a standard model I want to edit modules and formulas in the Standard model however I want to also remove some of the Versions and lists from the model so the Standard model preforms better. so the standard mode model is a test model and is just for changing modules and…
Best practice model building
Currently looking at additional use cases for Anaplan, including using for a 5 year planning horizon, rather than the current 24 month one. Question has come up around level of detail that wish to plant at and hence the impact on model size and looking for tips in terms of best practice when building out model Example,…
Adding new level to existing hierarchy
Hi Everyone, The model has 7 levels of hierarchy for three years now. Would it be advisable to add another level between l6 and l7, taking into account the consequences?
Add create action to a process??
Hi, I would like to add a Create action to a process, but I can't seem to. Does anyone know how to do this? Thanks, Ethan
Allowing users to submit confidential requests
Audrey Neet is a Certified Master Anaplanner and Principal Solution Architect at Tru Consulting. In most use cases, we can rely on selective access to control who has access to what list items in a model. However, there are a few use cases where a stronger level of access is needed, such as access given only to a specific…

Modeling

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