Modeling

Forecast to get value from Actual version
Hi All, I am facing a challenge while replicating the Actual selection to Forecast. Can we have a formula where forecast will take the same Boolean selection as actual. In the Column are versions(Not list).
Level 1 Model Building Exam - Model Building Activity 5
Hello, I cannot figure out the formula for Bonus and other line items for Level 1 Model Building Exam - Model Building Activity 5 I created the EMP03 Employee Drivers by Role module and added the department and role to it. In activity 5, we have to change the module EMP02 Employee Expenses "Bonus" line item formula to…
Previous quarter values
I have the following line items- A,B,C. I need to create a new line item D which should take previous quarter values if C=0. PFA screenshot.
Distribution Center Summary UX Page
in Learning Activity Sprint 3, we asked to make a Distribution Center Summary UX Page and when I take the exam, there's a question that I wont be able to answer cause it doesn't match the values on the first grid of Distribution Center Summary UX Page that I've made. The Exam Question (Image removed by Moderators) Here is…
Micro lessons not opening up quickly
Hi Community , Need Help !! Micro lessons in Level 1 not opening up quickly , Taking sufficient time . I am in Subject ' Modules ' My internet is running perfectly fine . Thank you
Learning style
Hi All! I'm trying to get a pulse on the communities best note taking tool for learning Anaplan, both during certification path and after. I'd like to find a digital(and analog) tool where I can put my learnings and go back to to refresh and learn more. As this is a knowledge industry maybe even a STEM maybe there are some…
Invoice amount multiplied by six
Hello Team, 1. We have a model where all the invoice amount is multiplied by six after the latest data is uploaded. 2. Also, I am not sure where the source data is coming from, which I need help with as well. 3. Middle of all this our administrator left as well, so any help link, tips, or material will be appreciated. Any…
Filtering Data
Hello Community, In My model building I need a filter. Where if I Check on Monthly data should be available on monthly Basis. And if I check quarterly then it should be available in Quarterly basis so on.. Please help me through this. Regards JEEVAK
INV01 L2S3 Formula Help
Hello, I believe my formulas are correct; however, my data does not seem to change from week to week, so I'd like someone to double check and provide any insight. Thanks, Josh G Actual Outcome: Expected outcome: Specifically, line items - Forecast Demand, Suggested Order Amount for month, and ending inventory all seem to…
Last quarter of FY
Hi I'm trying to get the last quarter of the FY formula. I have Q1FY22, Q2FY22, Q3FY22, Q4FY22. I need a boolean which checks the last quarter of the FY ie., Q4FY22. Please help.
[HELP] Level 3 - Sales Planning Sprint 1 - TAR01 Detailed Sales Target Module | 1.4 & 1.5
Hi Everyone, I've been stuck the last few days working on User Story 1.4 & 1.5 | 5.2 Model Building Specifications. There isn't enough information for me to comprehend what is needed to be done and thus all my numbers aren't correct. I'm positive my other user stories are working as intended based on the examples they…
Show 'referenced by' also for saved views
We use frequently saved views to import data from a source module into a list or other modules. A great challenge is to understand where these saved views are used, it is particularly challenging when you import data across models. The only current way is to go through the import sources of each model or use the business…
Movingsum function
I am not getting last 2 line of this table .how it is done
Sequence of Production Schedule based on Priority and Line capacity
We would like to seek assistance on how we can build a requirement where Anaplan needs to recommend the sequence and volume of products to produce in a line with consideration of line capacity and priority. Example: Data: Line 1 Capacity = 100,000 Products produced in Line 1 Priority Weekly Volume Product A 1 10,000…
Statistical Forecasting Discount Factor
Greetings! One of the models in use by my company is the statistical forecasting model, whereby material history comes in through a calculations module and the material is assigned a forecasting method based on the data there. Leadership has requested a change to how the history is weighted that they have referred to as…
Finding text substring in a List
Hello All, I have a requirement where my end users are doing some manual text based tagging(excel screenshot below). Within Anaplan, I maintained this mapping as a list with the tagged value as a property. I tried using FIND/FINDITEM of the substring within the Memo TL text line item, but in vain. Can someone help me with…
7 Benefits of Anaplan Modeling
Hi Model Contributors, I just read a really interesting Community blog post by @AntonS where he outlined seven benefits of model building within the Anaplan platform (spoilers: #5 covers the benefit of using standard Time and Versions compared to custom alternatives). I thought this would be a useful review for less active…
Community perspective: Employee grouping for sales targets
Within sales and target setting use cases, there are often situations that require assigning specific targets to a group of employees. While this can be done manually or through a blanket allocation, it may be more advantageous to designate groups within regions or markets for the purpose of distributing targets. There are…
GTM Certification
Community, Is GTM certificates/course available only for partners? Off lately seeing a lot of folks getting GTM certified RM
Graphs-Number Scaling
Anaplanners, Is there we can control the number scaling on the graph axis ? When i fix the graph size to say 1000-2000 it comes in 1000 format, while if the graph size is left dynamic or fixed for a higher range like 1000-10000 it automatically scales to 1k-10k. Is there a way i can control this and have it done as per…
Add 'Use Current date' as model action
The 'Data Write' action functionality in Anaplan App (UX) is great and provides the ability to 'Use current date'. This means that by pressing an action button on the page, a module with a date format will be updated with today's date. Seamless and simple! Below I have 2 simple use case examples for this: 1. Workflow -…
Rename time dimension with YTD still available
I need to rename the months in the time dimension, but also need to have a YTD item too. I see there's an Idea submitted to enable renaming, however that has not been done at time of writing. I understand to work around this limitation I can create a custom Time list with the desired display names and a lookup module to go…
Converting data
Hello everyone, Is there any possibility of converting line item formatted as period (Month) into the TEXT? Thank you
Formula/Ratio Summary methods
Hi Colleagues, Master Anaplanners. I've recently bumped in some complex calculations where I had to use different logic for different levels of hierarchy, most I've achieved through Ratio summary method, but there's one I cannot get it work. Hope I can get some ideas or out of the box thinking from you: - NSV/KG is a…
Ability to "Convert" a Saved View into Custom View
When building a view in NUX, I prefer using Custom Views in the NUX to build charts, grids etc as the controls are built into the NUX. However when changing an existing card on a page where a Saved View was used as the basis, I either have to go into the model, find the module load the saved view to alter and save it…
Anaplan model data source
Hi Anaplanners, I am working on an existing model and have some queries: 1. Some lists and modules get data from informatica cloud, how can I know what all modules or lists get data from informatica cloud, also I cannot find this under Actions or Imports right? 2. To load a list from informatica cloud, what all…
NMX for New Users
@VickiA In your article: Coming Soon: New Modelling Experience as the defau... - Anaplan Community, it is noted that existing users will be able to switch back to the Old Modelling Experience, however, new users will not have this option. I am encouraging all users to use the NMX, however, I wanted to clarify what "New…
Requesting Guidance on 3.3.7.2 Add DCA to INV01 Inventory Ordering
How would one approach the same presentation as weeks 1, 2, 3, and 4? I would like to have the override amount to be cleared if not checked and empty on the Final Shipment Amount? Also would like to know how to clear out the shipping details for week 1 too, etc. Looking at the formula hint, I'm confused if it referring to…
Adding Data Write Action to Existing Process
Hello All, Is there a way we can add Data Write action to existing process so that we don't have to run it manually? Use Case - In an Approval workflow, I am trying to capture Approval Date as soon as the Approval action is ran. Thanks in Advance!!
How to Pull Amounts from Prior Periods and Place it to a Module Using a Different Time Range
Hello, Good day to you, all. I would like to ask this question that's been bugging me for days now. Situation: 1. I have a module that houses actual data primarily used for uploading a csv file. This does NOT have time dimension as the the period is only a line item. But since the model calendar is from 2018 to 2022, it…

Modeling

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