Modeling

11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hi. requesting assistance in this part. I am not sure what I am doing wrong. I have transfer the file as directed but the number for forecast do not match. The data should be like this. Thank you
Level1 Model Building Exam questions
Hi, I am planning for attempting the Level1 Model Building exam in few days. Can any one help on providing below details? 1. For attempting the exam, do we need to complete the Lesson 14 about Classis Dashboard, as it is given as Optional in the lesson itself 2. Exam time 3. Exam pattern (Multiple choice Or hands on to be…
Best practice for building a P&L with custom summary levels?
Hi, What is best practice for building out a P&L? The P&L applies to an existing list L2 GL accounts however, there are additional summary levels (ex. total travel) and calculations (gross margin, net income) that dont exist in the L2 GL account list but are required for the P&L report. See picture for example of…
Return True if any Cell Value Within a Time Range Meets a Condition
Hello, I'm trying to display a submit checkbox (boolean) on the dashboard. However, I only want the checkbox to be available if the cell value for all years have a value greater than 0. The years you see in the image is a Time Range (so, not Model Calendar). I would appreciate any insights on how to approach this. Thanks.
12.4.3 Activity: Create Saved Views for Size Margin Report - ***Numbers are off***
I can not seem to understand why my numbers are off. Please help, I have been staring at this for 2 hours
Count within many to many relationship
Hi I am trying to solve below problem and was seeking help for an optimal way. I have a module which has a many to many relationship between Employees and Offices. I want a count of all unique employees within 1 office. For example in the below scenario, I have 3 offices with employees working from that office (1 employee…
why are the values not rolling up to parent by default in attached photo
3.5.5 Activity: Create Distribution Center Summary UX Page
HI, struggling a little to create below view I am able to achieve below using DAT01 but not able to remove the summaries.
Option to not include current period in YTD calculation but in YTG instead
Description of the enhancement required: YTD calc should NOT include the current week and YTG should include the current week. How would this engancement improve your processes: I do several YOY indexes and they are all incorrect because of this. When I compare YTD this year to YTD prior year there is always extra data in…
Scenario Planning.
Hi, I need some help in building a scenario model. For example, In the P&L report, there are 2 scenarios the user can switch. In what-if scenario 1 user can update the Unit price/Unit cost and the changes will reflect in Revenue and COGS. And in what if Scenario 2 User gets to change the volume and changes reflects in Rev…
Financial Year + Calendar Year Reporting
Hi - looking for some thoughts on how best to support financial reporting in Anaplan where there's a requirement to faciliate financial year reporting (Jul - > Jun) and calendar year reporting. By default, we use a financial year (Jul - > Jun) timescale and as far as I'm aware, there's no feature to apply a different basis…
REP03 Profit & Loss Report module
While mapping the budgeted/Forecast details from the sheet, the mapping page does not show the Forecast details at the bottom.. It only shows the Actual details....Pls suggest
Maximize your Anaplan experience: Tips to unlock the power of the platform
Author: Shivankur Sharma is a Certified Master Anaplanner and assistant manager in the consulting industry. Anaplan is a versatile cloud-based planning and performance management platform that empowers businesses to make informed decisions and drive operational excellence. But it can be overwhelming to get started in the…
Time based IRR Calculation
Hi All, I've list of transactions and data is day wise. I need to calculate IRR on time basis . I want calculate IRR on day basis and at the end the summarized level IRR i.e Quarterly, Yearly. Also I want to calculate Asset wise and fund wise IRR. Can anyone have idea about how to do it? For your reference please find the…
How to use the RANK function
Hi everyone. I would like to use RANK function and extract only the data for the most recent date. However, the module have over 10 million cells. RANK function cannot be used... What should I do now? The following error message is displayed. Best regards.
Ability to disable/remove the cancel button for users running a process.
Description of the enhancement: To allow removal of Cancel button when triggering multiple steps actions (Process). How this enhancement will improve your processes: To prevent users from aborting the multiple steps actions resulting in corrupted or deleted tables. For example, user aborted run after deletion of table and…
display name not referencing module line item
Hi Anaplan community, I've been trying to give a name to the numbered list with a formula but is not working. Can you please assist? The source module only applies to this list.
Dynamic Ranking: Rank a Line Item Based on Selectors
Summary Level: Advanced In any line of business, you might be asked to create a dashboard that ranks the sales of your customers based on whatever values are displayed in a two-dimensional grid but based on multiple dimensions chosen from selectors by the user, including top levels. In this example, we will use four…
Can Anaplan read data past model calendar?
I used the PERIOD function to fill in the dates for a filter I am using in Month LU line item. But Anaplan isn't reading any dates past 2025. Model calendar ends 2024, is that why?
Converting Data within module
Hi I have data in below format. I am expecting to create a new module with below dimension and structure. Could you please suggest an efficient way for the same? Thank you
REP04 L1 - Datatype error
Hello, I am completing the Level 1 Model Builder but am getting an error during one of the exam questions. I am pretty sure my formulae are correct but i dont understand what the error is telling me nor what to look to resolve. It is: 'Datatype mapping used for aggregation doesn't match any dimension of the result'. Can…
3.3.5.2 Inventory Ordering Module Formulas
Hi, From 3.3.5.2 Inventory Ordering Module Formulas I am not getting correct output for 2 line items - Beginning inventory and shipping time weeks. Beginning Inventory - IF 'SYS01 Time Settings By Week'.'NOT First Week of Timescale?' THEN PREVIOUS(Ending Inventory) ELSE 'DAT01 Beginning Inventory'.Beginning Inventory…
Filtering Line Items
Some way of filtering line items; Use case is that users are on pages, and different users wanted to see a different set of line items. We were using a line item subset, but since it only could include line item that had numeric values, it could not hold all line items. Current behavior: Line item can only be filtered on…
New UX should allow publishing Page Selectors
Currently, New UX only shows page selectors which are dimensions of modules. In classic dashboards, we have the ability to publish any list as a page selector on any dashboard. For example, we publish parent levels(of module dimensions) as page selectors. This is a must to have feature. We feel that New UX is a step…
Scenario Planning.
I'm looking for scenario planning model building. Can anyone point me to a learning tutorial?
Iterate Process X Times
Functionality should be added that allows users to iterate a process X times. This could be done with nested processes (which have gained support and would have other use cases), or some other configuration to determine if a process should be run several times. Use Case - pro forma financial statement development. To…
Help - Stuck on 1.5.6.1 Create Historic Volumes Module
I am still having trouble with 1.5.6.1 in L2, Sprint 1. It says "DAT03 Historic Volumes Invalid Line Item Identifier." I have attached screenshots of how I have mapped things - can someone please help? Thank you.
1.4.6.1 Rename Actions
I'm lost here: "Rename the Action used to Build the P3 SKU list from the saved view" I'm not seeing any additional actions to rename. Also confused at which action contains the SKU flat list to rename "1.5 Load SKU Flat". Any assistance is appreciated.
Column Header Labels
One common ask that I normally get is having 2 levels in the column headers. While this can be done by adding another dimension, manually hiding excess columns, and publishing them in a page, this ends up taking up unnecessary space if the intention is to just have the 1st level of the column header act as a label. Would…
1.3.6.1 Create Build Region Saved View
As per the requirement i need to * Include: Code and items I dont have items as a column to be selected Please help with this, whether i have missed any steps earlier. Regards, Srini

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