Modeling

Using a KPI card to sync monthly data with a year time selector without additional filters
This example demonstrates how a KPI card can serve multiple purposes to provide users with a dynamic descriptive title on a page while also avoiding the need for creating additional filtering to update monthly grid or chart cards where users require a Year Only selector. The example uses a KPI card, grid card, and chart…
Want to match a property that one data source has to another data source
Hi, I currently have two different Data Sources in my Model (D01 & D02). They both share a MID and a CID that can link the data together. I need to be able to look up my data in my D02 Module by a List named Legal Process. I'm having difficulties making this List match the data in my D02. I know I can potentially create a…
3.5.4.1 Import Data into Distribution Center Details
Hello, I cannot get this to map properly no matter what I try. Importing into SYS07. Any pointers? Screenshots attached
I want to put a period filter.
I want to put a period filter like this so that when the user checks the boolean, the data of the months associated with the year will be shown in the below grid. Need some help with this.
Formula showing YTD actuals + Remaining Year Forecast
I'm looking to build a formula that would show the current YTD actual expenses, + the remaining year forecasted expenses to arrive to my FY total expenses. The current model we have set up adds together "Expense from direct Input plan" (Basically our YTD actuals) and adds this value to another column called "Expense from…
Limit of 60 chars must be removed in the list item / lineitem name
Hi, The current limit of 60 chracters restricts the users to make sophisticated codes in complex usecases. It would be great if this limit cna be extended. Thanks.
How to use “LOOKUP” function in Anaplan: Explanation through an example
Hello Anaplan Community, During my Level-I and Level-II trainings I thought that it would be useful if an explanation with an detailed simulation for use of LOOKUP and SUM functions. There for I prepared a detailed explanation for each functions. Below you can find the explanation with an detailed simulation for use of…
Dependent list: The value entered is not valid
We built 2 dropdown selection fields in NUX. In this case, we have Division Selection (parent) and Business Unit Selection (child) in the page which gives users 2 levels of flexibility. Users are allowed to select one of the divisions from Division Selection and obtain the business units under the selected division when…
Sample Reporting
Good Day All I m looking for a sample report template on the assessment of incorporating two models into one ( like workspace optimization, impacts, and advantage ). Can anyone help to share the same? Thanks in advance.
Possibility to turn off sorting a grid, double-click the column header.
With the new Anaplan release users in UX can sort a grid using double-click the column header. That feature might appear to be a problem because users can double-click the column by mistake (especially if the columns are used for synchronization). We definetly need the ability to control this feature. It can be a selection…
TEXTLIST summary for line items with format set to Text
As Model Builder, I want to have additional choice - TEXTLIST - when selecting summary for line items formatted as Text. When TEXTLIST is selected, summary should join/concatenate lower level data. Preferably, joining should be done using separator defined by user (as different appilcations may need comma, colon, dot,…
OEG Best Practice: PLANS: This is how we model
PLANS PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and Data Hubs. It is a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear…
Total number of Archived models in Workspace
Hi team, Is there any limit of archived models that can exists in the workspace? Any links/articles will be appreciated..!! Thank you, Shraddha
Count line items
Hi, I am looking for a way to count the number of TRUE items for a Boolean formatted line item. As per above image, since 3 of the Booleans are selected, I need a mechanism where I can get 3 as the output (it could be in different module as well)
Regex Formula
It would be very helpful to include a regex style formula in Anaplan so we can pre-process text fields ahead of an integration, or even help to cleanse messy inbound text. Currently if we want to remove special characters, or parse strings into cleaner formats we have to specify one by one the characters we wish to remove…
Using Users Dimensioned Line Item in a Formula With No Users Dimension
Hello, I have L1 and L2 lists, and recently I added a new flat list as A, and A is actually acting like parent of L1 that determines the groups L1 list members belong to. Since I do not want to mess the existing hierarchy and model functionalities, I prefered adding A as a flat list. In an L2 system module, I have an L2…
Filter with Sync Selections
Hi All, Just looking for ideas on using filters and sync selections together on different axes... I want to filter the Markets (shown in Columns), and use Sync Selections on Products (shown rows) to only show the products under a selected Product Category. *See screenshots* Currently the filter isn't working because you…
Employee department Change
I have an Employee details module which includes ( Code, Name, Start date, Leave date, Salary, etc.). There is one more module where the monthly employee salary is shown and we get the salary detail until the employee is employed. I have made a process where the employee has changed departments on a certain date. For…
Dates in Timesum
Timesum formula currently works with time periods. When the granularity of the data is Days, the formula cannot return anything (although it does not generate an error). The idea here is to enable Timesum to also work with Dates so that we can apply this formula to more granular use cases.
Nested Axis Sorting
Hi I have a nested axis that I would like to sort. This is something that is not supported - but does anyone know of a workaround for this? I was hoping that if I hid the subtotal on each line item it would allow the sort, but it does not. If there is no workaround, I hope this is something that can be considered for the…
Level 2 Sprint 3: 3.3.5.2 Shipping Methods Formula
In the Inventory Ordering Module, I'm trying to use the below formula for Shipping Method:- 'SYS07 Distribution Center Details'.Default Shipping(LOOKUP : 'SYS08 SKU Details'.Supplied By)But I'm getting an "Invalid Formula" error.'SYS07 Distribution Center Details'.Default Shipping is list formatted to "Shipping…
The importance of a Runbook: The evolution of model documentation
Author: Marc Weinzimmer, Certified Master Anaplanner and Senior Manager at Lionpoint Group. We've all been in this situation before. You find yourself in a conference room, and someone asks, "What documentation do we have on our monthly process in Anaplan?" Panic starts to set in as the room falls silent. The truth is,…
removing lists not required
hi If as list is not referenced by its settings can the list safely be deleted? ie not referenced in anything below
XIRR Formula
Hi, I am trying to use the IRR function in Anaplan. I have a dummy list of cashflows, with the following dates and net cashflows. In excel, I would just use the XIRR formula on cashflow date and net cashflow, but in Anaplan, what is the best way to add the redemption value in the current period and perform the XIRR…
Module view: Column Wrap
I would like to have an option in Module view to set width of columns so that the name of line item and data is visible. Similar to excel functionality where you can click on "Wrap Text" and it sets the width automatically rather than change it manually.
How do I take MAX value of weeks and use it as my monthly value?
To illustrate Module A in Model #1 has a weekly time dimension My goal is to take the highest weekly MTA number of a given month and bring it to a new Model that's dimensioned by months and use the MAX weekly value from Model #1 as my new monthly value in Model #2 MTA's time summary in model #1 is set to Max When I brought…
User Subsets
As a model Admin controlling subsets of Users would help with reporting and certain modules that are only required by a certain number of users. Currently the users list must be used as is so if you have a large user base, that could create very large modules. If there are specific reports that only certain users should be…
Add ability to import Format, Summary, Applies To as part of module blue print import
Currently, you can only import line item name, line item code and parent in module blue print mode as per screenshot below: The request is to expand it to include the ability to import Format, Applies To and Summary. And if not too complex, the Formula as well. I'm finding during various project engagements that there are…
13.6.4 Activity: Add Line Chart to Margin Summary Page
Hello, I'm in the middle of my L1 model building training and I've ran into an issue that I cannot seem to fix. According to the solution, my "Forecast Volume by Month" line chart should look like this: However, mine looks like this: I know this is because mine has FY totals included in the midst of the module view. When I…
Disable formulas in Version
I would like to see the possibility to disable formulas for an entire Version. This would enable to save a bulk copy of latest forecast without regards to change in logic. Currently this is managed by saving a copy of the entire model but that makes it hard to compare.

Modeling

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