Modeling

Automated attribute change capture
Anaplanners, I had a query, I had created a mailto functionality for various projects based on the location for example if Project is based out in London then mail should automatically pick out the Europe mail address and so on for other countries based on region, the mailto functionality is disabled by the receiving team…
Get values from a line item looking for a market zone = X, separate column Market zone = Y
I have separate columns of forecast and typology each divided into different market zones. Forecast EMEA, Forecast APAC .. Typology EMEA , Typology APAC The data is with one line item with all market zones dimensions I need to split it into separate values, I am having trouble with the formula. I am trying to get Market…
Production Adjustments in ICM model - looking for ideas
Context: * We have an ICM (Incentive Compensation Management) model with a DAT03 module that is an upload (from our data hub > SQL query) of all the monthly transactions we need to pay IC on. It includes all the production amounts, sales reps, product type and many other dimensions. * Our module also applies production…
How do you build crediting modules?
Hi Anaplanners, Does anyone know how to build the calculation modules that would assign the business rules to the transaction details? My current method involves me building a boolean module to fetch the correct combination, and then creating views to import the "Sales Rep" to the correct transaction level account.…
App Dashboard Exports
Hi Anaplan Community, I am wondering if there is a way to do a mass export of multiple exports and combine them all into one excel file with multiple sheets. It would be one sheet for each export, but they would all be in the same excel file. I am hoping I could publish this process button to my app dashboards. Thank you!…
How can we create action to load Existing items line item to Applicable Products line item.
This is the screenshot of the module containing both boolean line items.
Applying a TRUE boolean across all months when a single month is TRUE
Hello, I have a module with three relevant dimensions: Position ID (FLAT Position ID) Component (FLAT Components) Time (monthly) For a component under a position, if any month is marked true in an initial line item, every month should be marked true in an associated line item. Screenshot attached, but in the example if TBR…
level 3 - 4.7 Check Your Build
I have completed this but wanted to check: my numbers seem correct (totals) but I have sparsity in my data also - null values; is this correct? Please see my attached screen shots for dat02, a2 account>product list, and screen shot for checking build. Can someone guide me if this is correct?
Formula Edit Window
Dear Anaplan Developpers, Is it possible to not close automatically the Formula Edit Window after validating modification ? It will be very usefull when we are auditing and editing several line items in a specific module Thanks a lot
Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
Remember search criteria in Model Search
It would be really helpful if having done a search in Model Search and opened something up if the search criteria for last search remained for a while or till next login. I so often seem to find myself opening what I think I'm looking for only to find it was not the case but I then have to go back and start the search…
Compare format option to be available in UX pages
I have been using the COMPARE format to visualise differences between versions of data sets in classic models and dashboards. it is a great tool for simple, one-off/occasional analysis to sense check data entries. After trying to replicate classic dashboards in UX and working within Anaplan support it has been identified…
Data loss issue
I've encountered a strange issue in our model. To give you the context - We run a scheduled process through REST API to copy data from one version to another version. We tried running this using cloudworks, it did not work (I'm assuming because once of the action in the process has filter based on User Write Access). So we…
Issue in LIS where one line item is shown as a parent of another.
Hi, I have created a LIS from two different modules with a total of 3 line items. The two line items I selected from the first module however are having a parent child relationship when I use the LIS as a dimension in another Module. This should not be the case as all the line items are independent. The First Image is the…
How do I audit a specific line item that is used for DCA access?
Hi, I am trying to trace all line items in a model that reference a specific line item in a specific module for DCA access. Is there a function in Anaplan that allows you to do this?
Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
End Users being able to see all Users in a User dimensioned module
I did think that this didn't used to be the case but it would seem that a module that's dimensioned by user an end user can only see themselves when viewing it. If you're a workspace admin you can see all the users - which when you want to push out user-level DCA isn't particularly helpful. Clearly I can create a fake user…
UX Page description
I would like to be able to add description to the pages the same way as i can do it for an app. This field have to be available on pages screen as a column It can be available for editing at Page settings screen
NUX Forms: Exception handling when duplicate code entered
When using forms to add to a list (where the code can be entered), users can accidently re-enter an existing code which triggers a model roll back, as it's considered a duplicate. There's also no notification the model is rolling back so it looks like the app is spinning its wheels. This leads to confusion and potentially…
I can't create a model
Hello everyone, I want to create a model but when i click "manage models" , the error below shows up. If anyone has faced this issue before , I need help to resolve this. Best Regards,
End Users being able to see all Users in a User dimensioned module
When you've got a module dimensioned by users only if you're a workspace admin can you see the whole list - not very helpful if you're pushing out user-level DCA to end users to manage themselves. Now I can have a separate "user list" that's can be interacted with but it should be the case that end users can see the whole…
Delete Multiple Users from the Model in one shot.
Hi, Is there a way to delete the multiple users in one shot from the model. Thanks, Ashoka GK
Text to Column feature in Anaplan
Anaplanners, Is there a way we can convert a text to column like how we do in excel. Example below: You can see Column A (member name) and Column B (Projects Involved/textlist). Using Texts to Columns we can convert column B dynamically to different columns. As its dynamic some members have 3 projects while some may have…
Ability to sum based on boolean
Description of enhancement required Ability to allow to aggregate using Boolean mapping. Currently mapping can only be applied over List elements. It would simplify many formulas if we could simply SUM/PRODUCT over TRUE/FALSE Boolean values. An example of enhancement - See example below *List called "Client" with 3 items.…
Hi Everyone, I am reaching out to the community for some help with a formula.
I am looking for a way to automate the Batch Index column with a formula. Any help or advice would be greatly appreciated! Thank you!
ALM Question - How to setup Imports and Import Data
ALM Newbie here. Implementing my first ALM for a model. I understand the difference between Production and Structural data. I have categorized my list as production vs structural data based on my understanding. I currently have some import actions that loads new members to my production list and load data into data module.…
RANK within Multiple Hierarchies
Hi, I'm trying to use the RANK function within a Module with multiple dimensions with hierarchies. As explained in Group option in RANK Function by @DavidSmith I've created a Group By list but however when you're on a parent in a hierarchy this 'Group By' line item will result into blank. Changing the summary method to…
ISNUMBER function
There is currently no way no easy way to identify whether data is numeric or not. The workaround for X is to check the following set of conditions: NOT (VALUE(X) <= 0 OR VALUE(X) >= 0) Currently this is certainly not a consistent approach and there is always a risk that the comparison operators ("<=" and ">=") will start…
How I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…
Community perspective: Version compare and dynamic module line item description update
There are times when we need to generate output modules with the ability for version comparison. Although Anaplan has its own version comparison function, sometimes we need to build a dynamic scenario creation and comparison function. Please see Planual instructions for versions before proceeding with custom versions, as…

Modeling

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