Modeling

OEG Best Practice: Formula structure for performance
Thinking through the results of a modeling decision is a key part of ensuring good model performance; in other words, making sure the calculation engine isn’t overtaxed. This article highlights some ideas for how to lessen the load on the calculation engine. Formulas should be simple; a formula that is nested, or uses…
Migrating Data from Testing to Prod
Suppose I have both production and testing environments. I need to move some data from testing to production. Should I create an action for this? I believe creating an action requires using a standard model. If I go that route, will it affect the links between development and production, or development and testing?
2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
How to compare and find single value from another cell containing multiple values separated by coma?
Hello Anaplanners, I have a scenario where I need to compare and find one value from a set of values present in another single cell. Let me explain with demo modules Source Module - Veggies and Vendors Target Module - Veggies and Vendors Target Here in the Target module, while using the given formula I am able to validate…
Dependency on both Parent and Parent of Parent
Hey guys, Can someone offer some ideas on how I can setup my manager drop down to be both dependent on Sales Team and Sales Sub-Team on the scenario below. This filter module is dimensioned by Users. Scenario 1: When Sales Team and Sub Team are blank, Manager is blank Scenario 2: When Sales Team is selected and Sales…
Anaplan optimizer - cumulate function
Hi guys, We are currently working on an optimizer, and one of our constraints is a cumulative function (monthly quantity accumulation to consider). However, the optimizer doesn't handle the use of functions in its constraints well. Has anyone encountered this issue before? I can provide more details if needed. FYI it works…
The Truth About Sparsity: Part 1
Throughout my five-plus years at Anaplan the conventional wisdom has been that we should eliminate sparsity in order to model efficiently. Throughout the last year, as part of the PLANS standards initiative, we have been critically re-evaluating all of the existing best practices and techniques and sparsity was included as…
Convert list to text
Is there a function to change a list value to a text? I want to use the & operator with list values, but it only accepts text. When I try just using the list-formatted line items, I get the error below, so it seems that if I could convert the list selection into text then I'd be fine: The 'text1' argument for the '&'…
Add Version Formula
Can anyone share a use case or an example where the 'Add Version Formula' would be needed? I'm a bit confused about how to implement it, so any example would be helpful.
How I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…
How I Built It: YTD values using a fake calendar
Author: Jared Dolich is a Certified Master Anaplanner with 8 years architecting Anaplan models. Anaplan Champions! A colleague asked me recently how I might obtain a YTD value using a fake calendar. Yeah, I know — I should have asked why they couldn’t use the normal time hierarchy, but there are occasions where you are…
LOOKUP on Time | Model Optimization Team series
Hello Anaplan Community! Welcome to the Model Optimization team's monthly blog post. This is our last post in an eight-part series, on the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month,…
Calculate once and reference | Model Optimization Team series
Hey! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
Kindly help me to understand how I can achieve this?
I have two modules. In the first module, when I select "America," its child fields should become editable. If I change the value of any child field from zero to a non-zero value, all other child fields under "America" should become non-editable, except for the one I modified. If I revert that value back to zero, all child…
Open source module link in NUX
Suggest to add the "Open Source module" ability to the NUX, incl. the current analysis options available in the old UX. Right now our users can use the open source module function in the old UX whenever they want to dig into the details, see all the underlying formulas/comments, and do ad hoc analysis. Especially, the…
Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
Iterative Development in Polaris
This article is part of a series on Polaris best practices. Click here for more Community content or visit Anapedia for detailed technical guidance. As Anaplan solution architects and model builders begin to develop in Polaris, it's important to consider how you approach the development workflow. In Polaris the upper limit…
Is there a shortcut to go to the module referenced in a formula?
Some of my time is spent working through models to see how everything is connected and im just wondering if there were any shortcuts to access modules referenced in formula more quickly? Currently i'm looking at the formula and then manually locating the module from my modules list to then open it. If no shortcut exists I…
Date into Time Period Month
I have a situation where i have a line item formatted as a date(lets name it dateLine), and another line item formatted as time period month(monthLine). Currently monthLine=Period(dateLine) which gives me result like :- jan 21, feb 21, etc. However because of Period function limitation of model calendar, for values going…
April 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our April 2025 official release notes. The information below offers supplemental information to that post. UX New UX for Models section in Administration The Models section in Administration has been redesigned with a more intuitive interface. Tenant…
How to DYNAMICALLY Copy Data from One LIST ITEM to Another?
Hi Anaplan Community, I’m working on a use case where we have to work with templates (List: L_Template#), data pertaining to the template stored in a module (IM01 Input Data). We have given the end-user privilege to create N number of templates, now the ask is if we could Copy data in IM01 Input data of Template 1 to…
When to import alphanumeric data as numbers
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Today, we will be discussing a scenario that we often run into in Anaplan. Numeric data comes in with units of measure, whether explicitly stated or implied in the data. The data might be a currency, like US Dollars or Mexican…
Alternative for the default export chunking
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Problem statement When exporting the data from Anaplan module, Anaplan’s default chunk size is 10MB. The common challenge is that the chunks produced may have the rows split not just into the separate files but also split the row in the middle…
Load FY-Level Data into specific month via Data Import Between Modules
Hi Community, I have a scenario where I need to push data from one module to another within Anaplan. Here's the setup: The source module contains data at the FY level (i.e., yearly summary), example FY25 The target module has the same dimensionality but is at a monthly granularity. I need to load the FY25 value into…
Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
Improve Keyboard Navigation
Similar to a post by AnaplanIdeas found here, it would be great if Anaplan had improved keyboard navigation. Specifically, if the following areas were navigable by keyboard: * Model settings pane * Lists panel * Modules panel Importantly, if users should be able enter elements using the enter key, rather than having to…
Pages with 2 models as a source has issues with Actions. A major problem
We have a new page with 2 model sources, and an action button from each source. When we select the first model 'CyT - DATA HUB', we see the 'UPDATE SUPPLY CHAIN' action greyed out as expected, as it is from another Model, and cannot be pressed. The action info is correct (highlighted) for the DATA HUB 'IMPORT ORDER'…
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.

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Save the Date: Anaplan Workflow - Next Steps in 2026
We’re continuing the conversation! Following the success of our first Anaplan Workflow event, we’re bringing you a deeper look at what’s next. Join us in February as we expand on the insights shared in the previous session and explore how Workflow continues to evolve to support planning collaboration and process…

Modeling

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