Modeling

User to select columns for variance analysis
New variance feature is a long awaited one. And finally we have it! But this feature is almost a hardcode and it does not allow an end user to select which of the two columns to be compared. Before placing this idea I have open a topic in UX Designers forum to collect thoughts of the community about it: MR: User to select…
Option to display list properties on a grid
Customers very often request reports in which to show together properties and Time dimension as columns, similar to what they are used to see in an Excel: As of today, this is quite difficult to build in Anaplan. The most common solutions to deliver this requirement are: * OPTION A: Nest Time with line items on the columns…
RANK on Total & Sort Nested Dimension
Hey builders, I'm trying to match a mockup, but having trouble building it in Anaplan. User Story: I need to rank all projects by their total cost (highest to lowest) while showing the breakdown of Project Total Cost by each Cost Pool (if there is a value in a cost pool). Rows: Projects and Cost Pool Columns: Cost My…
Level 1 Model Building Exam – Model Building Activity 5 - 2 error messages
Hi Anaplan community, Whilst updating line items: Bonus, Car Costs, Phone Costs, Medical Costs I’m getting 2 types of error message: First error message: Data type mismatch: format other than LIST or DATE being referenced as a relation. I've spent close to 4 hours browsing Anaplan community, hoever I still haven't managed…
Activity 5
I have mapped everything right , but the medical cost for December 2020 is showing 36,800 and that is not the right answer. Can anyone please help me with , where I am making the mistake .
2.4.4.1 Update DEM03 Demand Forecast Module
Good morning, I am doing this activity by pivoting my module. With P3 SKU and account set up as default ( Nutzo bar EN and Candyate), i can flag or unflag the "override?" check box. Then I want to set up as the activity asks me but the checkbox of override? disappears, and cannot set up final forecast at 71 Is there any…
Job Aid: How to use the new Model Search
@VickiA posted all the New Modeling UX features in this post. Just wanted to show you where the "Model Search" magnifying glass is located. Took me a while to find it. It's terrific! Already used it to clean up one of my models - used it to search for line items used for filters that I want to change, particularly the time…
Percentile formula
It would save a lot of time and space to have percentile formulas in Anaplan. Percentiles are very valuable to eliminate extreme values from data sets and improve the accuracy of our forecasting models. Having a percentile formula would address the need for a median formula at the same time. Further below are a few…
Is there a way to view Months then Quarters then Years in a Module Applies to Time
Hi All, I have a Module which Applies to Time. Attached Screenshots. =>The possible view for the Timescale is Jan Feb Mar Q1 Apr May Jun Q2 Jul Aug Sep Q3 Oct Nov Dec Q4 FY =>But is it possible to have a view like this Jan Feb Mar Apr May Jun Jul Aug Sep Oct Nov Dec Q1 Q2 Q3 Q4 FY Regards, Sreeroop
Optimizing Models, blueprint Analysis
Hi all, I am beginning my journey as a model builder in a company where one of the first task is to try to optimize the current Anaplan Models, I've followed the instructions given here to try to reduce the cell count in a specific module: Context: * Formula repeated several times in different line items and modules. And…
Tech Talk with OEG: Performance triangle key takeaways from customers
The Anaplan Performance Triangle details the relationship between the number of users and the level of complexity in an Anaplan model to the performance of an Anaplan model, as explained by Mark Warren, Operational Excellence Group Platform Specialist in this article. The Performance Triangle considers: How many end-users…
OEG Best Practice: Blueprint analysis: Model analysis techniques using Excel
What? A model analysis technique using metadata from your Anaplan model imported in to Excel, utilizing purpose-built formulas to identify line items of interest Why? We do this so that we have some extra information with which to arm ourselves when trying to optimize a model. It lets us look at every line item, apply the…
Blueprint analysis and model optimisation
Lovely bit of solutionising to help our users perform their own optimisation and a great example of Anaplan and Excel being used together to great effect. Thanks to @MarkWarren for this and for sharing in our community! Check out the article here!
Import Data Module and List at the same time
Hi everyone, I have this concern of my current model, since the user will be the one to add/upload the data. I need a friendly dashboard for them to upload the file to a Data Module. But what will happen if there are new data even amongst the lists inside of that uploaded file? So I made this small test, where I create 2…
IFS function
One of the most powerful "recent" functions I've used in Excel is IFS(), where a single statement can replace multiple levels of IF THEN ELSE statements. From Microsoft's description: Generally, the syntax for the IFS function is: =IFS(Something is True1, Value if True1,Something is True2,Value if True2,Something is…
10.2.4 Activity: Import Data into Employee Drivers Module
Not sure why this is happening?
Get Min Date
Hi, I want to get min Date. I set Min as Summary. If any source item is blank, Summary shows blank. Is there any way to get min Date?
CURRENTPERIODEND() does not work
Hi everyone, I was having trouble when I start learning working on a module with switchover. I set the switchover on and set the month. It started okay, until I want to get the data from the beginning until the end of the period. I used CURRENTPERIODEND() function. But when I check out the output it turns out empty. I…
Calculation logic for different hierarchies
Hi In source module I am having Hierarchy list with 6 levels(L1,L2,L3,L4,L5,A) where A is lower level of hierarchy which is having some count line item. In target module I am having L5 as dimension with litem as Total Count. Scenario 1: Now we are moving A1, A2 from it's L5-1 to L5-2, where L4-1 is parent of L5-1 and L4-2…
Compare two lists, one of it being numbered list
Can someone advise me how to compare two lists, one of it being number list ?
How to create a boolean with Radio Button like properties?
Hi Everyone, I want to create a boolean line item in a module dimensioned by a list, which can only be true for one list item only at a time. Let's say, the list has 10 members and initially that boolean is false for every list item. User checks the boolean for list item 2 and then User checks the boolean for list item 5…
13.3.1 Activity: Create Margin Summary Page
I don't see the option to create an APP. I've administrator role though. Help me sort this out please?
10.2.2 Activity: Import Data into Non Employee Expenses Module
tHE TOTAL TAB VALUES WON'T SHOW?
Level 2 - Sprint 1- 1.5.3.1
1.5.3.1 Create Filter and Saved View for DAT01 Module In the Data Hub model, DAT01 Beginning Inventory module, apply a filter and create a saved view: * Module Name: DAT01 Beginning Inventory * Saved View Name: Export The filter needs to work on one axis, so pivot the module view: * Columns: Line Items * Rows: SKU Flat…
Level 2 - Sprint 1 - 1.5.6.2
Attached is the picture after the import. Can anyone let me know if its right.
NUX Filters/Context Selectors should Match Old UX and View Functionality
If a View made up of multiple dimensions has top-level summary items selected is published to the NUX, the same functionality where the view would essentially be "locked" is incorrectly represented in the NUX. Context selectors appear and a user is able to filter on elements they shouldn't have access to in narrowed view.…
[First Look] Tab Split View
Feature: Tab Split View Release Date: September 2022 Impact Assessment: Optional Change What is changing? A tab split screen (view) will now be available for both Workspace Administrators and End Users. This functionality is comparable to the undock feature in the classic experience. What are the benefits? With the tab…
On-demand event based triggers
Is there a recommended way to utilize "callbacks" or "webhooks" with Anaplan? I have a use case where Anaplan needs to update Salesforce in real-time via an event based trigger. Use case summary: End-user inputs data into a dashboard, then clicks a process button to "submit" the data to an export ready saved view. The…
Summing Values across dimensions
Hello - I have modules dimensionalized by an L3 hierarchy (Co/Dep/Sub) with the line items equaling Accounts that are "collected" through a LIS. Now I want to sum my values into an L4; which is just "L3" and "Account "strung together; but my formula of Sum - Lookup: the "L3" and "Account" attributes (Mapped to the L4) does…
Quarter value of forecast for the Qtr in which switchover occurs
What are the alternative workarounds for this? When getting data from a line item Forecast version for a Quarter in which switchover occurs during the quarter, the QUARTERVALUE or [Lookup: <quarter>] return a value that only includes the Actuals amount for the month before the switchover date. (see screenshot)

Modeling

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