Modeling

Bulk Copy from a dashboard
How do I give dashboard users the ability to run a bulk copy from a button on the dashboard? Specifcally I have a list which contains "versions" I want to make the copy of Current Month to Prior Month an end user action from a dashboard.
Locking Items in a Selective Access List when Users have Top Level access
I have a problem where I have selective access on a list that a lot of users have access to the top-level. I need to be able to "lock", or make Read-only, certain child items in the list but still give these users access to Write to the other children. How can I accomplish this if some users have Write access to the…
Set Default time(Quaterly) while creating a Module
Is there a way to select default time as quaterly while creating a module? Regards, Nakul
Summary method
Hi all, I need help with the following: i have a module with a Product List, this list cotains unique for each product List "X" Users Product A 100 Product B 200 Product C 300 PARENT TOTAL 700 But the real total unique users adds up 550, which mean that a users used more than 1 product. Is there any way or formula in…
List and List Subsets
This is both some fairly basic tips and a question. The tips part is that in Pivot view, the icons for list and list subsets are different, so that you can tell the difference. In the attached snip, Portfolio is a list while Project Cost Centres is a sublist. Sublists help reduce model size, so I have a lot of them. When…
Change format in model (Howto)
Sometimes you want to change format throughout the complete model. For example, in parts of the EU you want comma decimal seperator instead of dot as is default. Or, if you start with an accelerator, you might want to remove USD as currency symbol. This is how you can do it in five simple steps: 1) Go to Settings ->…
Working Days between dates
I have a use case where I have to check that the assigned task days to a project fit within the days available between the project start and end dates, after accounting for weekends. I initially had a solution that excluded Saturdays and Sundays, but I wanted something more flexible so I have a solution that allows for…
Forms & Conditional Formatting
Hi, I have a conditional formatting in a module witch controls a value. When I use this module like a Form, itseems it does'nt work. Any suggestion ? August 4th, 2014 The solution is : to build the conditional format BEFORE publishing the dashboard. 😉
Freeze Headers in Dashboard Export to PDF
Hi All, We have a client that is exporting a large dashboard from Anaplan to a PDF. The report contains several hundred accounts in rows and monthly time periods in columns. Since the report spans multiple pages, we were wondering if it is possible to 'freeze the headers' upon exporting, so that the time periods show on…
List display in a module
Is it possible to display the codes for a list in a module rather than the list item names themsleves? If this were a setting by role or user it would be even better.
Is it possible to synchronise a dashboard view containing a subset?
Hi I have a dashboard with a view of product hierarchy. I have a second module made up of a subset of the product hierarchy I want to synchronise the second view when I select a Product parent in the view above Currently the second view displays all items in the subset regardless of which parent is chosen I know I can…
Creating a fitered page selector
Say you want to use a page selector for your time dimension but you would like to filter the list? (almost a time subset). You can't do this directly as a page selector, but you can use a filtered list as a selector for a module view in a dashboard. Example:
Model Construction accommodating multiple businesses
If there are different businesses with unique planning characteristics (e.g. revenue and cost of goods) but operating within the same metadata framework, is it preferable to create different models representing each business or a single model with different modules pertaining to each business? Each business will be…
Circular Reference between Versions
I have a use case where the client performs inverse calculations between versions. For example, here are the line items: * # New Customers * New Customers MAC (Actuals come from GL and forecast is calculated with the following formula) = # new customers*customer conversion rate * Customer Conversion Rate (Actuals are…
Dashboard Security
Recently I had a requirement to restrict users access to dashboards. We had two types of planners: * Detailed planners who plan by week * Annual planners who plan at annual level They use lots of the same modules behind the scenes but the dashboards were quite different, we created different dashboards for each role, and…
Circular Ref - But using prior month value
Hi, I am trying to build a module which needs to take the cumulated value of a line item from the previous month and reuse it in the current month. This is not circular as the time offset means it is not self referencial. However Anaplan gives me a circular reference error. I have attached a small working to show what I…
Filtering data
Good day to everyone! I am making my first steps in Anaplan environment. Here is my current challenge: I have a Module that consists of a List of Asset ID's (about 5000 records) and 12 Line Items in List Format. The Line Items are used to provide detail to the Assets (Region, Vendor, Equipment type, etc.) I would like to…
Taking a month of a past day if a list format match
Hi I need help with the following I need to take a value from a past date if a line item with a list format matches with another one, i Mean for example as you can see in the attached image. I have time ( in dates format ) and in a colum with a list formatted (DIA), but i need to change the amount and to use an amount…
User / Role Access: Sensitive (Salary) Data
We are having trouble restricting access for a model builder. Is there any way to restrict access to sensitive data? We have experimented with setting access level to NONE for the specific modules. However, because he can model building access, he can simply adjust his own access level for any modules. Any good solutions…
Inserting a new Level into a Composite Hierarchy
Hi All I currently have a Composite Hierarchy with 3 levels. Cost Centre Division -> Cost Centre Department -> Cost Centre Code I want to insert an additional level in the middle called Cost Centre Grouping so my new Composite Hierarchy would have 4 levels looking like this Cost Centre Division -> Cost Centre Department ->…
Search by pattern (wildcards)
Hi, all. Is there a way in Anaplan to search pattern, using wildcards %^*_ for example?
User to Run a process with their own file
Users have the ability to run an import while using their own documents, but there is no way to run a process with their own document? I have a few modules that need to be populated with data coming from the same upload file, but at the moment the users are having to manually run through each module import instead of just…
Have a formula differ within different organizational tabs of same module?
I have a simple sources and uses of cash model (in a single module) that reflects different legal entities, each which consists of multiple countries. I have some line items pertaining to intercompany transfers and am struggling with how to configure them; if I am on the USA entity's organizational tab and want to create a…
Only show Dashboards
Hi, I would like the users only to see the Dashboards, is it possible to hide the underlaying Modules for the users? Regards Fredrik
Use variance line items to show multiple time periods in a waterfall chart
A useful trick for showing line item data across more than 1 time period. As you can see from the module grid view, the first line item pulls in 2013 Sales, then the next 2 use the lag formula function to show variance between the 2013 and 2014 data for those line items. The Sales 2014 line needs to be a summary item i.e.…
Maximum Value of a line item
Can you please suggest a way to find out maximum value of a line item across time period? So for example My module has 2 dimensions Partner Name and Time. I have to find ma bookings for that partner in last 24 months and use it further For a partner named ABC what is Maximum Value(bookings) across years 2013 and 2012 where…
Breakback in a Forecast Version
Hi! I’m trying to use the Breakback function in a LI that’s Formula Scope: Actual. So, my Switchover’s in Jun 14, and I’m in the Fcst Version. It doesn’t do Breakback for Q2, just adds the units that I put in the cell to the Quarter. The same happens in the FY14 cell. Is there a way to pass this on??
Making inputs more visible to end user
Is there a way to may inputs really stick out when a user is looking a module? I would like for people using my dashboards to be see the diffference betweeen calculated fields and inputs i.e. shading, borders, etc. Thanks Joe
Dynamic month selection
Dynamic month selection
Dynamic month selection
Dynamic month selection

Modeling

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