Modeling

Collapsible Textboxes with ability for users to pin it open
For more complex dashboards, showing informative instructions can take up some major screen real estate. I find on first pass a user may want detailed instructions, but after they know how the dashboard works, they want them out of the way, instead of always having to scroll past them. As a model builder, I would like the…
Dynamically Update Module Views when filter using line item contents change
On some dashboards showing large amounts of information, we will have a smaller "Smart Filter module" where the user can select values for line items in it. Once selected the main data table's filters will filter based on the Smart Filter module, the trouble is the user has to refresh the page to see the filters reapplied.…
Enhanced Textbox Styling & Formatting Options
I would like to be able to apply common styling to text in text fields to help me provide end users with a better user experience. Specifically, I'd like the ability to change the size of the text field itself, the text alignment, text color, font, style, size etc. Also the ability to turn off the auto-appearing scrollbars…
Ability to set textbox style & size when adding it, and at a specific location
I would really like the ability to select what size and style of textbox I'm adding at the point when I'm adding it. Currently when adding a textbox it is added at full page width, defaults to "Normal" style, and is added to the very top of the page. Usually when I'm adding textboxes, it will usually end up being a small…
Header & Footer zones on dashboards that don't scroll
In our model, we use navigation action buttons to help a user see "where they are" in a workflow with respect to other similar pages. Usually this amounts to ~4-5 buttons near the top of the dashboard in an order logical to the workflow, which are in the same order across all of the workflow's pages. Unforunately when a…
Use three versions in model
Hi, I'm trying to build a rolling forecast model that has actuals, budget, latest estimate and forecast with the following dates: Current month = jul 2015 Budget = currenlty available for 2015, should be updated every year Latest estimate = sum of actuals and remaining budget in the current year (2015) according to the…
Anaplan function equivalent Excel MATCH function
Dear Anaplaners, What is the Anaplan equivalent function for the "Match" Excel function. I have a list "Age braket": 0 to 10 years 11 to 20 years 21 to 30 years Above 30 years I have 2 line items: Age : format number Age range : format: list "Age bracket" If "Age" is 25 , I would like to edit a formula in "Age range" with…
Formula to number a line item to create an order 1,2,3 etc.
I am creating a module that will be a template to import into our ERP. One of the line items is called 'Journalnum' which essentially needs to start at 1 and every line thereafter will be 2, 3 4, etc. E.g. in excel cell A1 is journal number 1 and cell A2 will be a formula to equal A1+1. There are 1000+ lines in the…
Display few months of data based on time selection
Hi All, I am working on particular client requiremnt. Where, the user dashboard has time as page selector (weekly format). Each time the user selects the particular week, I need to display that particular month and last 2 previous month data (not weekly). Note : In other words, I have a "movingsum" formula which is…
Year over Year Growth
Hi - I'm trying to calculate year over year growth in the time summary lines for my fiscal years. I can calculate year/year growth for each quarter (we are viewing our year by qtr only) using the offset function - (Revenue - OFFSET(Revenue, -4, 1)) / OFFSET(Revenue, -4, 1). However, Anaplan doesnt' allow the offset…
Effect of Deleting Module Views
All, I currently have a module that is taking about 30% of my workspace and I am looking into ways to bring the data usage down. I had a couple of questions about multiple views that I saved for this module: * Does bringing down the number of views bring down my data usage? * Is there a way in Anaplan to see which…
Simple Sum
Hi I have 2 modules, EPOS Daily Module which has EPOS data stored with a 'cust-bvfsku' and a date, updated on a daily basis. Then I have a top level module EPOS Sales List Module, which has a single line for each unique Cust-BVFSKU, and a start and end date. I want to SUM the p_unit Qty from the top module into P_Sales in…
Single-precision numeric format option
Number-formatted line items and properties use a double-precision representation internally, and at least double precision during calculations. They are specified in the IEEE754 standard as a signed binary floating point format with 52 bit significand and 11-bit exponent, allowing a range of 2.2*10^-308 .. 1.8*10^308 and a…
Quickly Sort Row and Column Labels
Add an option to quickly sort labels alphabetically by using something like the right-click menu. This wouldn't necessarily need to be saved after the model is closed, but would act as a quick way to order the list and allow items to be found more quickly because they are in alphabetical order.
Need help on intermediate model building course , 12 section Rep quota part
IF NOT Active? THEN 0 ELSE IF YEAR(START()) - YEAR(REP SETUP.Start Date) = 0 THEN MONTH(START()) - MONTH(REP SETUP.Start Date) + 1 ELSE 12 - MONTH(REP SETUP.Start Date) + (YEAR(START()) - YEAR(REP SETUP.Start Date)) * 12 - (12 - MONTH(START())) + 1 Please explain me this formula for tenure for Rep quota?
Improve performance of list property imports
Description of the enhancement required: To load data into Anaplan, we need to load data to a list in order to populate items. We also hold all properties of the list in modules as line items for performance reasons. To complete a data load, we need to run two different actions for every data object we bring into the…
Different Dimension of two different modules
Hi, How can we manage to move data from one module to another eventhough thier dimensionality is different? Is there any standard solution approach to this? Regards Wasim Nasir
Open Dashboard : Auto Close Current Dashboard as an Option
As a model Builder, I would like to be able to choose, when I create a new "Open Dashboard" action, to choose if the current dashboard have to be automatically closed when the user clic on the button in order not to cause confusion and not to suggest complexity. Context : 1) When we create an "Open Dashbaord action", we…
Improve message description on error message displayed
It is not clear to many of our users that they need to click on OK on the message attached in order to go to next step. This happens alot at quarter rollover. When we are done with a quarter we archive the model for that quarter. SFDC automatically tries to bring you to the last model you accessed. The last model they may…
Lookup Function -enhance this function with adding ability to ignore module's default dimensionality
Description of the enhancement required: Lookup Function - enhance this function with adding ability to ignore module's default dimensionality when using lookup. Pain - currently you cannot set another search argument instead of module's dimensionality, module's dimensionality is always used as lookup priority in Anaplan.…
Using a date range in a SUM
Hi, Module1 = dailysales has customer-product and date line items Module2 = periodsales has customer-product and startdate and enddate lineitems I want to SUM the sales from Module1 in Module 2 where the product matches and the date is within the start and end dates I can SUM using the customer-product :…
Lookup using another Lookup as reference
Is it possible to use a Lookup as criteria within another Lookup? Using Excel as an example; vlookup(vlookup(A1,B:D,3,0),Sheet3!B:D,0) I know the workaround would be to create a seperate list where the value of the Lookup becomes a reference use for another Lookup in a different list. However just wondering if it is…
Dynamic and/or breakback hold
It would be nice to be able to dynamically set cells on hold and/or set by default a hierarchy level on breakback "hold".
Hub Model Hierarchy Management (305)
This class gives the Anaplanner the fundamental steps to automate a hierarchy load from a Hub model to a downstream model. This training is intended for Anaplanners wanting to automate loading hierarchies/lists. You should have a good understanding of modules, views, actions, and processes before taking this training.…
ESEF - requlatory reporting reguirement
The European Single Electronic Format is the electronic reporting format in which issuers on EU regulated markets have to prepare their annual financial reports starting from January 2020, meaning reporting done in 2021. After this all annual reports have to be prepared also in XHMTL. Where the annual financial report…
Admin rights need to be more flexible
As a model builder and Admin i'm frustrated by the lack of flexibility when it comes to admin rights. 1.) Admin rights should be able to be assigned per model not per workspace, this gives newcomers to the platform a 'safe space' to experiment with model building, writing formulas, inputting data and more without worrying…
Drag-and-drop re-ordering of line items in blueprint view
The current process to re-order line items in blueprint view is very cumbersome and time consuming. On some larger models, we use them in a sub-optimal way simply because the job of re-ordering the high number of line items is too big to take on. Much better would be the ability to simply drag and drop to re-order line…
Drill to Transaction (features and limits)
I'm building a model with drillback to transactions. Are there ways around the following behaviors? 1. If the SUM functions used to generate the drillable amount include time, the drill to transaction fails if the source module containing the transactions doesn't contain time (but uses a line item mapping transaction date…
Calculation Functions
Do not mark switchover automatically when creating a new line item.
Depreciation Using Profile Formula
Suppose materials are purchased in January, and then in another Line Item, I would like the materials to be depreciated over 3 months (spread that purchase value out over 3 months)? Which formula should be used?

Modeling

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