Modeling

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?
Multiple Hierarchies
As a model builder, I'd like to create multiple hierarchies to the same list.
Login History
Is there a way to track login history – who logs in, when and logs out? History doesn’t seem to have that information.
Sortable, group-able, concertina-able user lists
Feature request: A way to sort and cascade users, similar to how modules/dashboards can be via functional areas. Large user lists are a nightmare to sort through and maintain. It would be a dream to be able to sort users by say department, so a model owner could quickly sort permissions for new models.
Documents Delivered during Anaplan Implementation
Hi Experts Kindly guide me the documents that are are developed during Anaplan Implementation. What is the methodology that is followed as part of documenation. 1.Requirement phase document template 2.Model Configuration template 3.Deployment Phase 4.User Acceptance 5.Production roll put 6.Support Transition Regards Sam
TEXT function does not keep decimal comma format
A number with the format 1234,56 will be converted to 1234.56 when using TEXT function on a number that has comma decimal point format.
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…
Best way to set current period (month/quarter/year)
Hi All, I've seen my question answered in bits & pieces, but hoping someone can give me a comprehensive walk through... My team is looking to build modules that will automatically assign current period reporting so that we can leverage the excel add-in with minimal human manipulation - really just looking to hit refresh…
need to hide summary after running a process action button
Hi, Need to hide the summary of a process which is published on a dashboard as an action button from the end users. Any leads on the same. Thanks, Kunal
Slope formula as Excel
Include in the formulas & functions the formula named "SLOPE" the slope function : Returns the slope of the linear regression line through data points in known_y's and known_x's. The slope is the vertical distance divided by the horizontal distance between any two points on the line, which is the rate of change along the…
need to hide summary after running a process action button
Hi, Need to hide the summary of a process which is published on a dashboard as an action button from the end users. Any leads on the same. Thanks, Kunal
How to cumulate using the display order instead of original order of the list?
While applying the cumulate function on a list, the function works considering the original order of the elements, Is there a possible way to cumulate using the display order instead? This is required when new members can be added anywhere in the list.
Save to master dashboard when in run time mode
Description of the enhancement: As an admin, I used to be able to make changes to my dashboard at anytime then press save. Now if I apply these changes, there is no more "save" button. Only an "edit" button, and it resets all the edits that you've already applied to the dashboard. I would like to be able to save to master…
Identify upgrade/downgrade a record in a list
Hi, Please go through the attached file. here each userid has a plan and start /end date of each plan. User can upgrade/downgrade their plan. here i m looking at the solution where i can identify which is the latest plan for unique userId to consider them for the pricing. Ex : User1 has A plan . after that he has upgraded…
Ability to create ad hoc aggregations via multi-selections in filters
I want the ability to narrow down the summaries I see for a parent. I need to give end users the option to see summaries for any combinations of list elements in any dashboards and modules. At the same time, users should be able to select several list items for tables to synchronize with all of them simultaneously. If you…
Ability to enable/disable multiple filters under "Filter Segment based on data in..."
Description of the enhancement required: I want the ability to narrow down the summaries I see for the parent. If you select a parent, you see all summaries for the child, but I want to be able to have the ability to select multiple parents, or multiple children, while having the ability to exclude others. For example…
Linking Calculated Values Vs Re-Calculations
What’s more efficient ? Linking (using Module.Line Item): A Line Item in the Target Module to a Calculated Value in the source Module OR re calculate the same scenarios in the Target Module as all the requirements for the formula are in the target but you end up with two formulas ( giving the same answer ) in two different…
Number format being changed when importing between models
I am attempting to set up an import between modules in two models; the target module has a has a list of numbers as the 'applies to' while the souces has a list of business areas. To get around this I have created a line item in the source module to assign each entry a number reference. This number is formatted at zero…
Model Import Failure
HI All, I'm trying to import a model from one workspace to another but I'm getting the attached error. This error is happening only for specific models and not all models to which I have access to. Can you please let me know what is causing this issue. Thanks & Regards, Prateek
Line Item Indent Formatting Options
I continually receive comments related to formatting of line items on the dashboard. The current Heading/Summary Formatting Styles are pretty limited which forces some of our to continually export data back to excel to allow for additional fomatting. It would be really helpful if we could have line item formatting settings…
See error dumps for previously run imports
As a model builder or data integration user, I want to be able to see a history of all the recent imports into Anaplan as well as access the associated error dumps for each of those actions. Currently, when I run an import or import process via the UI and there are errors, the error dump shows on my screen and I can…

Modeling

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