Modeling

Consistent Y-Axis Scales Across Multiple Charts
Hi, Fellow Anaplanners, Could anyone provide guidance on how to configure two distinct charts so that they share the same scale on their y-axes? This is necessary for ensuring a consistent and accurate comparison between the datasets represented in each chart. What are the steps or settings adjustments needed to achieve…
How do I see true boolean across multiple users?
Module #1 dimensioned by 1) User and 2)Category I thought this would be simple lol but I have an Anaplan module dimensioned by users and category. Under my user i have a Boolean line item called sent for approval as true for one of the categories called refrigeration. Another user has the category "Cooking" as true. I want…
Level 3 Sprint 1 3.2
As a Regional Sales Executive, I need to be able to add an annual percentage increase “stretch goal” to the Baseline Financial Forecast to establish the Initial Country Sales Target for each country that I manage. After completing the necessary model building activities to allow for the input of the percentage increase by…
Level 3 Sprint 1 - 5.2 PY Account Revenue
Hello All, I have stuck with formula for 'PY Account Revenue' in 'TAR01 Detailed Sales Targets'. Looks like formula: 'DAT02 PY Revenue to CY'.PY Sales Revenue[LOOKUP: 'SYS03 Account>Product Details'.'A1 Account'] is not correct, because I have incorrect numbers in Check module. Can anyone help with correct formula for that…
Help with Formula LI 'Currently Optimized Through'
Hi, I'm trying to create a formula that will pick up the first day when the LI 'Y02 Accounts (Forecast)'.'Closing Balance (01)' is less than 1 million in the forecasting days. The formula below is what I created. It is not pulling in a date. Formula IF 'Y02 Accounts (Forecast)'.'Closing Balance (01)' < 1100000 AND 'S01…
Sum and Lookup using 2 mapping tables
Hi All, I currently have a module with 2 lists with data that need to be in another P&L list via 2 mapping tables using a methodology. Source Data dimensions: List 1, List 2, Time: Month Target P&L dimensions: P&L List, Time: Quarter This is the methodology: * If List 1 Mapping Table.Methodology = Methodology List 1 then I…
Private Equity _ performance fee and carried interest calculations
Hi presently I’m in the process of building a hybrid waterfall calculation model —- where I need to show both portfolio company information as well as Investor level carry calculations. I build modules surrounding investor level carried calculations - should I proceed building out modules to incorporate the positions as…
Looking for AppHub users to participate in a user research study
Anaplan's User Experience Research team is looking for model builders with experience using the App Hub to participate in an upcoming research study. In this study, you will discuss your experiences with App Hub and Partner Based Solutions. This study will take place between February 7th and February 11th, and the sessions…
We'd like your feedback on the App Hub
Hi all, We are currently looking for Anaplan customers to participate in 60 minute research sessions. Sessions will take place remotely from March 2nd to March 11th. Participants will receive an e-gift card as a thank you for their time, if their company policies allow them to receive these. For this session, we will be…
Model Builders: Help us shape the future of the modeling experience!
Anaplan's User Experience Research team is looking to understand how model builders are currently creating modules. Your response will help us build out the modeling experience in the new UX. Please complete this short (less than 10-minute) independent exercise to provide your expertise. Thank you!
Level 3 4.6.5 Sale Planning Model: DAT01 module
Hi Community, I was wondering if I did my DAT01 correctly? Because to import DAT05 historical sales from Datahub to Sales Planning module, I will need to set both dimensions as A1 Account and P2 Product list. However, when I start to build DAT02, my dimension was A2 Accounts>Product list (according to the learning module)…
Check if a product belongs to a subset of products
I have a product list with a subset for a particular type of products (e.g., sweets). I have another module that is NOT dimensioned by products; however, product is one of the columns. I want to create a line item that returns true if the product belongs to this subset. How do I do that?
Add new line item to import action
Is there a way to add a new line item for a source module into an existing import action? I have created a new line item 'X' in both the source and the target module. The new line item 'X' appears as an option to map to in the target module when editing the action, but it doesn't appear in the source module list to select…
2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
Seeking Insights on seasonal forecasting within Anaplan: Share Your Experiences and Best Practices!
Hello Anaplan Community, I hope this message finds you well! As we approach the holiday season, I am eager to learn more about how companies in our community are leveraging Anaplan for holiday forecasting. This is a crucial aspect of planning for many businesses, and I believe there's a wealth of knowledge and diverse…
Tool tips per List item and per Line Item
Not sure if this is the correct section to create an enhancement request but it is an idea to share: Currently it is possible to add a note for published Modules, Line Items and Actions. However I have several customers, one fo them being Shell, who is used to work to hoover over an item and gets the explanation. Today it…
Allow Time Ranges to move dynamically in relation to the Model Calendar
Currently when creating a time range you select the start of the range and then the number of periods. When you come to roll over the model to a new year those Time Ranges need to be reviewed to see whether they also need to be rolled forward. What I would like is the ability to decide whether the start of a time range is…
Unlock Your Next Level Model Building Potential with Improved Anaplan DX
Hi Anaplan Community! I’m excited to present you Improved Anaplan DX by valantic, a Chrome extension, that also works seamlessly on Edge. This tool is designed to make your Anaplan model building experience smoother, more efficient and supercharge your productivity. Download the Improved Anaplan DX today to bring your…
As a modelbuilder I would like to use FindItem with a property or line item
I have seen that I am not the only one facing the issue that there is property or lineitem which is neither a code or name of list but it is needed for identification, like a WHERE statement in SQL. Might it be possible to extend the FINDITEM function by an optional parameter to reference a property or lineitem which has…
Model Builders & SAs: Help us understand your model optimization processes.
The Anaplan User Research team wants to better understand the model optimization process, including view clean-up. We are looking for model builders and solution architects to walk us through the process of optimizing/cleaning models. During a 60-minute remote research session, participants will be asked to share their…
Need ideas: Waste of Space to Accommodate Simple Report - Dynamic totaling, User Dim
Seeking some brainstorming ideas! The situation: We have a full final P&L module where one single line item is 17 gigabytes (and has to be, don't bother questioning this please - it is due to us doing ultra granular reporting, in Polaris, no combo-list is not on the table). We need to create a second line that is IDENTICAL…
Button on Dashboard not working
The picture above highlights the problem, every time i use the button Add Sub-GL/Vendor Item, the chart to the right should update with the name, GL account, for each department. I tried to add a new vendor expense under admin finance and legal called "anaplan", the gl account i choose was called software/subscriptions.…
Building a pyramid visual using a bar chart
Author: Subham Garg is a Senior Data & Insights Architect at Anaplan. Anaplan doesn’t have a pyramid chart option for reporting. However, there are certain metrics that work better with a pyramid chart than any other chart format. For instance, sales pipeline or number of employees at different ranks in a company are best…
2.4.4 circular reference error
Hello Everyone can I know why there is a circular reference error when I try to enter this formula ?
ENDOFQUARTER formula
For modules building, it would be helpful to have a ENDOFQUARTER formula to identify the end of quarter date of a date.
TIMESUM with LOOKUP
I have an issue where I am creating a fillable form for a client that includes entering a start and end date. So the user would chose a client and then a product, enter start and end dates and I need to then sum the revenue based on those choices. So, ideally I would be able to TIMESUM based on the dates chosen and LOOKUP…
Monte Carlo Simulations
Monte Carlo method is an algorithmic technique used to understand the impact of the variability of a set of drivers in a forecasting model, using a probabilistic approach. It is widely used in environments where the number of drivers involved and their volatility is high and documented, especially in market finance. It…
Model Size
Hi, Where can I see the exact model size in Anaplan? I am aware that model size is available as per below image. I am wishing to see the size at a granular level (MB/KB) Thank you.
Adding a user-specific selection to a calculation without using the User list?
Hello, i am trying to find a solution to the following user story: There are a set of modules for a reporting page that currently consist of multiple dimensions (we cannot use a combined list of only possible combinations due to the users not liking the loss of flexibility). These modules return a calculation that needs to…
Support formula wildcard characters so that formulas dont need to be constantly updated
Would like to be able to use wildcard characters in anaplan formulas, specifically in the SELECT function. Ie. I have this: IF Version Selection.Selection[SELECT: VERSIONS.'2018 Actuals'] THEN "SBUDGET" I'd like something like this IF Version Selection.Selection[SELECT: VERSIONS.'???? Actuals'] THEN "SBUDGET" where ????…

Modeling

Discussion List