Modeling

NEW UX HOME PAGE - Set background and themes to suit organisation
Hi Anaplan, I have just started using the new UX HOME screen and thought of some developments to make it more customisable. The UX HOME screen could benefit from more customisation options to suit customer themes then being generic. - Set the HOME screen theme colours of banners and icons / tiles - Set the HOME screen…
Add / Customise Company Logo to Anaplan Navigation Bar
Hi Anaplan! It would be great if you could add a company logo to the top Anaplan Navigation bar, Many clients have asked for this. Thanks, Usman
How to move or copy an excel spreadsheet without loosing connection
I'd like to merge 2 excel files. Both have anaplan connections. How can I move or copy excel spreadsheets to another file withour loosing my anaplan connection?
Statistical Functions Package: Normal Distribution
Concept: Include basic Statistical Functions in Anaplan Description: I miss some basic statistical functions among the available functions. These formulas are extremely useful when it comes to calculate chances or risks, which is a common and useful bit within the forecast calculations. A good example is the lack of a…
Financial Consolidation
Hi everyone! I'm trying to explore Financial Consolidation - IFRS app by Anaplan. I see this app as a source of supreme value for one of my clients. However, I'm a little bit confused of its complexity. As for now I understand the general logic of the model, but I'd like to get enlighten into step-by-step user experience…
Remembering to keep the F.I.T in your model retrofit
Author: Taryn Townsend is a Certified Master Anaplanner and Senior Manager at Deloitte Consulting. As technologists and planners, our reflex is to look to the future. We strive to keep up-to-date on the newest and most optimized solutions for our clients and users. This can often lead us to opportunities to give our legacy…
Changing production models: corporate psychology vs. customer satisfaction
Author: Jared Dolich is a Certified Master Anaplanner and Partner and Founder at Retailitix. Consider this cartoon from Clowncurls. Maybe a bit exaggerated but sadly not too far from how Anaplan change requests come in. The question is how should you respond? Long ago I was a service desk manager for a 5000-store retailer,…
How to turn on file upload toggle on classic dashboard or NUX.
I have created and import action of users through CSV file but unable to find same toggle in classic dashboard action to upload a new file and run action again to update my user list.
IMPRESSIVE! Community Q&A Challenge recap
Earlier this month we launched our inaugural Community Q&A Challenge, where we presented an Anaplan-related question to our Community to answer and share their perspective. We asked, “As an Anaplan model builder, what steps do you take to ensure that changes you make to an existing module don't create unexpected results in…
3.3.5.6
Have been trying the Shipping cost variance formula but could not crack it. Help?
Cumulate a moving target
Hey Anaplanners! Hopefully a fun one and not just my own short-circuiting. I'm working through a capacity allocation rankcumulate, where my list items(SKUs) have a target for a month, and multiple sites that can produce units towards that target. My issue is that the cumulation is correctly grouping by SKU group (family)…
Dynamic Cells Calculation (DCC)
This feature would allow to selectively switch between "Calculation" or "Manual Input" on a specific LineItem. Much like the DCA, the DCC would be based on a boolean. When True, the formula would apply but when False the user would be allowed to type data. This would allow to make Anaplan much more dynamic and greatly…
Multiple Summary Methods Per Line Item
Description of the enhancement required: Ability to use different summary methods by module dimension (list) An example of the enhancement: We can currently summarise differently the lists and the time dimension but it would be great to be able to choose a different summary method by list/dimension. For instance if a…
3.3.5.4 Update INV01 to Allow Override of Order Amount
Hi Everyone, Please advise If I am correct or not. I am having a little difficulty to understand what has been asked to created here. We now have two check boxes or Booleans "Submit purchase order Request?" and "override Suggested Order Amount?". My question is does only one box needs to be checked at one time or they both…
Calculate the difference between two dates (days/months)
Calculating the difference between two dates is a common requirement and one that you will likely need to do at some point. Below you will find the best practice for calculating the difference between two days, and the best practice for calculating the difference between two months. While there are multiple ways to get to…
Stop the mistake research processing
As a Model Builder, I would like to be able to stop the mistake research by using an action button. This processing can be very long when we are building an heavy model (5-10 minutes) and most of the time we already know where is the mistake (format, etc.). That's why we can save a lot of time if we could click to stop the…
Error when changing list dimension to subset
HI, I have a list as dimension in one of my modules, and I am trying to change that dimension to a subset of the same list. However, when I try to do that, I get the following error message; "To serve as an access driver, a Top Level Item must be present on any line item dimensions that don’t match those of the target…
Is it possible to check capacity for each Module?
So I want to change my module. But I want to know how much capacity before and after implement new changes. Current now I only knew that we only can see the capacity for a whole model. Please someone, could you tell me about this information? Thank you!! 😄 BR, Dian Suci
Line items
Hi Anaplan Team, Model builders could work more quickly and efficiently if we could display the list of filters and import actions. When we attempt to delete a line item, Anaplan shows the referenced line items, but it does not indicate which line items that specific line item is using in filters and import actions.
How to get data from current period -1 of current period
Hello, I need to get data from Aug 21 to Sept 21, but i dont want to use "Previous month", if not something like "current month -1", it´s possible? Thanks
Ability to select versions as a list formatted line item for use in lookup statements
Versions are useful as they allow switchover functionality enabling a user to both enter a forecast on a line and see actuals in the same line item. However, comparing versions to eachother (any version to any other version dynamically) requires a "Versions List" and logic to engage that list with the Version you want to…
NEW Community Q&A Challenge — join the discussion and collect a badge!
In the Anaplan Community, we believe that success stems from members connecting, sharing, and helping one another. As we witness members supporting each other daily in forum discussions, sharing ideas and best practices, and showcasing their expertise across various content, we are excited to introduce a new challenge that…
what is DataHub and Spoke Model?
Creating New Model with No Access to others by Default
When a new model is created why does Anaplan provide access to other users within that workspace by default. It would be great if this gets restricted to the user who creates the model and then users can be added incrementally.
Time Ranges Notes
I would like to have Notes available to be able to record comments against a Time Range so as to give more clarity as to what the Time Range is used for and whether it needs to be rolled forward at a Year End as in some cases there may be no need to change the start year of the time range for instance but without knowledge…
Default number format for line item
As model builder I have to change format settings for each number-formatted line item individually when it's created. Would be nice if somewhere in the system I could setup default number format to be applied automatically when new line item is created. In example below you can see that once created a line item has the…
Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
Line Chart Showing Monthly Values for Fiscal Year Lines
I need to create a line chart showing the monthly values for each of several fiscal years as a line chart. The user wants to be able to see lines comparing each month in each fiscal year. For example, on the X-axis would be each month in the fiscal year, January to December, and on the Y-axis would be each fiscal year,…
How to pull the annual total from the month forecast module?
Much appreciate if someone can help with this one. Source module: monthly expense list: cost center & expense type Dimension: time (by month, with year total FY23); version (actual & forecast) Line item: expense Target module: Annual summary list: cost center & expense type Line item: expense, budget, variance, % NO TIME…

Modeling

Discussion List