Modeling

Position of Totals
I have two nested dimensions, A & B, in rows and time and line items being in columns. I want to show time totals (All Period and Qtr) first and then the months but even if I sort, Anaplan defaults back to its general time sequence the moment I put Line Items in Columns. I don't want to manually select and then show time.…
Refering to data in previous item of a list
I have pulled a list in a module and this list contains data for various events. Now I want that the calculation on any event in the list to act on the data on the previous list. Example: I have 3 line items in my module, namely the principal amount, increase rate (different for different time periods and events) and a…
Avoid drill down to sensitive data
Hi folks, I have a challenge in a Workforce Planning model I am building. I have a organisational hierarchy going från A1→A6, where A6 being individual employees, and A4 being Cost Center. The selective access for the model is on Cost Centers (A4), which then gives access to Teams (A5) within the cost center and all…
Level 1 Lesson 11.3.4
I have been stuck on the first formula for days. When I enter it the error I get is: I'm not sure what this means, I have gone back and double checked the naming of all of my modules and made sure I was typing the formula correctly: IF 'SYS09 Version Details'.Forecast? THEN 'EMP02 Employee Expenses'.Headcount[SUM: 'SYS08…
Training
Anaplan offers a variety of training opportunities to set you on the right path in the Anaplan Academy. Here you'll find a recommended list of courses to get started. Training and Micro-Lessons Model Contributors should have completed Level 1 Model Building training and be familiar with the concepts and applications of…
Summarizing only Negative numbers and Positive Numbers in separate Line Items
Hello, I am trying to solve a dilemma. I have values for a list property called "adjustments". These values can be positive or negative and there can be more than one in the same time period for the same product. (eg: Apples in December 2020 had one adjustment for -10 and another adjustment for 20. The Net effect of these…
Level 2 Model Building Sprint 3 3.3.5Activity :Create Inventory Ordering.
Hello! I'm stuck in 3.3.5 Activity which is to Create Inventory Ordering. I am facing multiple issues like 1.In begining inventory from week 5 data is incorrect. 2. Reordering flag is not there in week 5 3. Shipping methods are not visible although I've put formula there 4. Shipping time weeks are not showing any data 5.…
G4T territory
Can anyone please share screenshot of this list. I am trying to upload CYW file, but its not working. Please advise. Thanks -Pooja
Level 2 Sprint 3 Ending Inventory
Hi, I am getting circular referencing error when use the formula to calculate the ending inventory as follows: Ending Inventory = Beginning Inventory + Confrim Purchase Order Receipt- Forecast Demand Error Message: Circular references: Ending Inventory, Safety Stock Exception Count, Confirm Purchase Order Receipt,…
3.3.7.2 Add DCA to INV01 Inventory Ordering
Hi, I'm having a hard time understanding the ask here. First, I added Write Access drivers for line items. Snapshot below Then, added formulae for the AD02 Inventory Ordering Overrides What is the results being referred to in the ask. Appreciate the guidance here! Not making progress and not understanding the ask here.
Assigning accounts to territory
I am not getting any reference on how to assign accounts to territory. Can anyone please give any hints.
Firstnonblank formula not working
Hi, I'm trying to create a line item with the "firstnonblank" formula but it's not working. I have 3 line item : * line item 1 = hub (let's say "1"or "2") * line item 2 = some text but not everywhere * line item 3 : i want to have the text of line item 2 but for each item in the same hub I join a screen which is way more…
RATE formula help
Hi, I am trying to replicate the Excel formula RATE in Anaplan. It seems to work for Q4, but not for the rest of the quarters. The excel formula is: =RATE(FRAC,,-$C$30,H30) where -C$30 is -100 and H30 is Total Return Index for that period. I have created below in Anaplan: Why am I getting different returns? Thanks
Level 3 Sprint 2 : Assign > 1?
'SYS06 Territory Account Details'.Count[SUM: Account Name] Can someone help me understand what am I missing here? Thanks
Manual Entry for Cells
Hello, I have a question in regards to manual entries in a schedule. I have a schedule below and for the three highlighted line items, users should be able to enter manual entries but they are not. Can anyone provide guidance on how I would go about unlocking these cells for line items so they can be editable?
Ragged and Balanced Hierarchy help. Many to Many relationship with Ragged Hierarchy.
Hi Community, I have been reviewing the knowledge around Ragged and Balanced hierarchy. I have a bit of a unique situation and need some help from the Community. Attached is a file that breaks down the flat file I have put together of a relationship between entity-owner. Each entity has an owner. That owner can also be an…
Restore model when its in deployed mode
hello team members, I have attached a screenshot where I am getting error to restore my model. I have archived this model and copy archive. Does deployed mode cause any effect?
Update Time range in dropdown to start from FY10 instead of FY15
Hello All, I have a "Time Range Question". I have a Schedule below that in the dropdown starts with FY15, but we need it adjusted to start with FY10. Would anyone know how I should go about making that change. Sidenote: In the 2nd screenshot below, our partners included a time range in order to increase the years through…
Ability to Add actions like data write, forms and notifications in to Existing System Process
we could combine any of the UX actions with each other and with system processes which help user to run process once instead running running using 2 seperate action button.
Time treated as common list on Import Action
Hi, I am loading a CSV into a module that has simple time list at month level – however the import action is treating TIME as a common list rather than allowing to do the specific time mappings as expected. Im sending below the details with all the screeenshots I believe are necessary to help understanding the issue. Here…
Export/Import Time Periods
Hi team, I have a situation whereby users have the option to export the data from a module, adjust the relevant cells & then import the same CSV file to the module. There is an issue with 2 line items that have Time Period as the format. When they are exported the format in the CSV is 'MMM-YY' rather than 'MMM YY' & if you…
Line Items referenced in Saved Views
Show the list of saved views where the line items are used as filters or are referenced in saved views. This will greatly help in traceability for the model builder.
Need to lookup multiple items from another module
I have a module with PO numbers 1 line per PO, with space for 4 product codes The source list is from a simple PO list, with no details, i can then get the details of shipping etc using a lookup Inbound Stock Transactions.P_Forwarder[LOOKUP: PO] etc But the source data has mutiple lines, one for each product, which i also…
Be able to select a default summary type for a model
In the spirit of trying to keep our models size-efficient, we encourage model builders to set the summary type to "none" whenever possible in calculation modules (trying to follow the DISCO method here!). Unfortunately, when a new line item is created, the summary type always defaults to "sum" and it's very easy for model…
level 1 model building
Can someone please help me correct what I am doing wrong. I imported the employee.csv file but not all the columns came over into my model.
How to make text rollup's at top level in hierarchy as blank and visible at other levels.
Hi Everyone, I am looking for a solution for text rollup's in summary in hierarchy. I have a model with 4 levels of hierarchy. In a module , I am using L4 Product list as Dimension. There I have added a Text Format Line item called " Client name" with summary as First Non blank. It contains formula to Identify which…
OEG Best Practice: Best practices for module design
Introduction Hopefully, by now you've heard of the D.I.S.C.O. methodology for model and module design, but do you fully understand how to put it into practice? D.I.S.C.O. is part of the wider P.L.A.N.S. standard for Anaplan model building and falls under the L for Logical. D.I.S.C.O. provides a logical structure for one to…
Enhancement Request for the ability to assign list items to a subset using a formula
I would like the ability to populate a subset based on a line item attribute in another import module that contains the full list.
Data Import Integration
Hello, I have a question for my understanding on data import integration. When data is being imported from a database, source, etc how does Anaplan remove duplicate data from WS02 and are there any specific requirements on the sequence of data, or does that depend on the organization? How does Anaplan remove duplicate data?
Hosting YouTube videos on dashboards
Hi Anaplan, It would be great if Anaplan could host youtube (or another provider) videos on dashboards. The use case is for hosting instructional videos/content to guide users. I'm sure there would be many other potential use cases for this too. Thanks, Usman

Modeling

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