Modeling

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.
Model size has been rejected after adding new line item: How do I solve?
I'm not able to add a new line item to our DEV model because of the following error: The model size is actually 20gb. I don't think the size is an issue. Is there another reason for this error? and how do I fix it?
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?

Modeling

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