Modeling

Set conditional formatting by formula
Description of the enhancement required: Improve conditional formatting by allowing formulas. An example of the enhancement: Have it function similar to excel where formulas can be used to test for conditions. How would it help their business process: Extra line items must be used to check for a condition, if conditional…
Mail Attachment
Anaplanners, Is there a solution or a way to have mailto generated out of Anaplan to also include an attachment. I did try my luck online but couldnt get a solution. Have any of you faced this requirement and how was it resolved if we cant automatically attach. Thanks
Dependent dropdown
I want to create dependant dropdown for Accounts (Dependent on Country and Segment) to complete the user story 2.5 Level 3. However I am able to select only one either country or segment. How can I create account dependency on both? Thanks -Pooja
Populating list subset based on a Boolean from a specific version of a module
All, I need to update my hierarchical list subset from a module with versions. I have a module dimensioned with my list and a saved view in forecast version with a Boolean formatted line item (already populated and true for several items) based on which I need to update my list subset using action but I couldn't find my…
2.3.9.3 Update Historic Volumes for Baseline Forecast
I am having trouble adding a line item as my model has exceeded size. Here is what I am seeing on my screen.
L2S3 INV01 Shipping Costs
Hi community members, can someone please take a look at my formula for 3 3 5 6 Update Inventory Ordering to Calculate Shipping Costs - Shipping costs line item Here's the formula hint provided in the course: Formula Hints: Shipping Costs: * In the TRA01 Shipping Metrics by Week module, the Shipping Costs are priced per…
Function to return the number of leaf items in a standard or numbered list.
I think it would be very useful to have a function to return the number of leaf items present in a standard or numbered list. Example: QUANTITY(x) Where 'x' is the name of the list, also selectable from 'General Lists'. Reasoning: This would serve as a cleaner way to get the number of items in a list, instead of doing…
Display the number of items in a Subset and Line Item Subset
For a List Subset on the Subset tab display the number of items that are included in the subset. Similarly for a Line Item Subset on the definition page indicate the number of items that are marked as being included.
Pivot the View of "Pages" Tab in Model
Current View : Pages → List of Pages —> Click on any Page row —> List of Modules published on page Suggested View: Pages/Modules → List of modules —>Click on a module name → List all pages using that module Or Add a tabs in "Modules" to show App and Page information. (Similar to classic dashboard info already available in…
removing modules not required
Are there any circumstances (apart from classic dashboards which we don't use) where modules cannot be deleted eg when exploring the 'referenced by' blueprint viewing setting which is empty? My understanding if the 'referenced by' blueprint viewing setting is empty then the module could be deleted safely. However there are…
Removing redundant modules
Are there any circumstances (apart from classic dashboards which we don't use) where modules cannot be deleted when in 'referenced by' blueprint viewing setting is empty? My understanding if the 'referenced by' blueprint viewing setting is empty then the module could be deleted safely.
1.5.8.1 Create Saved View for DAT03 Module
Can someone verify my work. My work is not matching with the guided screenshot; It seems that my Jan column is calculating sums; is my Jan 19 meant to hold a value for this step?
Using stacked column and bar charts to display dynamic series data with a consistent color scheme
The following example describes how a stacked chart can be used to display a consistent color distinction between a client company and comparative companies within an industry. Anne’s Boutique is selected as the client company from the line item list selector Select My Company and presented in charts in royal blue color.…
How to review model build
Hi Anaplaners! In our organization we review models built by junior and middle analysts. Checking every formula and finding inaccuracies takes a lot of time and energy. Could you share the way you deal with this? Thanks, Kostya
User List Subset by Role
Is it possible to add the ability to create User list subsets by role to reduce sizing impact when creating user filters?
Level 1 Activity 6
How close am i here??? The formula for 'REP04 Employee Expense Summary'.Salary is invalid: Salary = IF Employeed? LOOKUP :'SYS08 Employee Details'.Current Salary[LOOKUP: 'SYS08 Employee Details'.Role LOOKUP: 'SYS08 Employee Details'.Region] ELSE 0
New Level within Hierachy
I have an established hierarchy and need to add a new level within the middle of it. Currently, the hierarchy looks like M1>M2>M3. I will be adding a new level between M1 and M2. The current M2 and M3 will be children of the new M2. My concern is around the formulas already associated with the levels in their current…
Error when Exporting Text formatted Number: Missing Leading zero
I have a text formatted line item called Company Code = "0505" When I export the module, I noticed that the Company Code becomes 505 instead of 0505. Why was the leading zero removed when I exported it? To solve it I created another line item thats number formatted and called it New Company code = VALUE(Company Code) The…
breakback when using average
consider adding ability to use breakback when the summary method is set to average (number entered into the summary period is entered into each of the lower time members). seems like a no brainer. would be used a lot for many % line items that are used in modules. thanks.
Level 3 Import to A2 Account>Product# list
Hi, In Level 3 Activity 4.6.4 Import data from the Data Hub model to populate the A2 Account>Product# list Here I have created a Saved view in Data But for Module SYS14 Create Account>Product to import this data to A2 Account>Product# list. But could not import successfully. I have seen both Product List and Account List…
Certified Model Builder - Certificate
Hi, I completed Level 1, Level 2, and The Anaplan Way. How can I get the certificate "Certified Model Builder"? I found this article, but the link in the article does not seem to work - Certified Model Builder Certificate Thanks!
Level 2 Sprint 1, Create a filter to show only half-years. (Hint: Use a system module)
Can anyone offer guidance as to how to create the filter to show only the half year view? (for 1.6.3.3 Create Saved View for Export.) I have this now: So in order to hide the FY20 and FY21 columns to meet the requirement, the hint is to filter using a system module. So i tried this: But this resulted in hiding all the…
Time Range Start Period That is relative to current time period
Current: Time ranges require a fixed start period Request: Enable time range start to be setup relative to a specific period such the current time period. Also would be good if you can set up the start period with an offset. E.g. start period is current period minus 3 years. What occurs in several of our models as that…
Scenario planning across multiple models
We have 3 to 4 different models that feed from/to each other where we need to perform connected scenario planning across all models. For those who have had to develop this functionality. I wanted to check how you've implemented it, pros and cons of what you did and if you could do it again if there was anything you would…
User wants to change the employee's department.
Hi, There are lists (Department and Employee where the Department is the parent of Employee). I want to make a UX page where the user can select the employee and change his department, therefore details of the employee such as salary will reflect in the new department. Please let me know how I can achieve this. Thanks in…
Incremental Load
How to do incremental load when there is change in any one of the list properties?
Create a "Date Last Modified" column in Modules to let Admins see when line items were last changed
I would like the ability to interrogate when a Module has received changes to specific line items to help in troubleshooting bugs. For example, when someone changes a line item's summary type, or formular, or data type, or name etc. this should ideally change the "Date Last Modified" for that line item. I could see this…
Avoiding Circular Reference
I have a list of Manufacturing Plants. The output material of one plant becomes the input for the next plant. The cost at which a material is transferred from one plant to the other is the weighted average of opening stock cost, production cost and cost of materials transferred from other plants. Since the cost of one…
True Connected planning : Formulas between models
As an anaplan coe and model builder, i d like to increase models interoperability and achieve the true connected planning ambition. To achieve that i need the ability to call into formulas line items from other models. This cannot be achieved currently and every model builder who practise import actions (who doesnt ?) To…
Item count in subset tab
As a model builder I'd like to be able to see number of items in a subset. The same is applicable for Line item subset.

Modeling

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