Modeling

Is there a way to get current user value in a line item for a module that does not have user dimen
Is there a way to get current user value in a line item for a module that does not have user dimension
Cutover activities: Things to do before UAT and before go-live
Author: Nikitha Kumar is a Certified Master Anaplanner and Sr. Principal Solution Architect at Anaplan. Cutover activities are the tasks that are performed to transition from DEV environment to UAT or PROD environment. In the delivery lifecycle, cutover activities are done twice: UAT cutover activities are done…
How to change date format DD MMM YYYY
Hi, I have a date formatted line item (example: 4/1/2020) - this is in mm/dd/yyyy format However, i want to show as 1 April 2020 or 1 Apr 2020. How do I do that?
Level 3 Sprint 1 TAR01 Detailed Sales Targets - please advise
Hello Anaplan Community! So here is a problem I’ve been struggling with for more than a week. Please help me to understand am I right or wrong. So I have a TAR01 Detailed Sales Targets module: In PY Country and Product Family Sales line item I have Baseline Financial Forecast from TAR01 Sales Targets module looked up by…
From clutter to clarity: Mastering documentation in Anaplan
Author: Madison Matous is a Certified Master Anaplanner and Solution Architect at Akili Inc. Though not always the most glamorous task, documentation is critical to overall project success. It serves as a standardized reference for both the development team and end users. Successful adoption of a new Anaplan model is…
Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
NEW UX: Insights and Quick Links on Board Views
After sitting with @monica_girel and fully realizing how powerful / useful "Insights" and "Quick Links" panels can be in the Worksheet pages, it fully baffles me why this isn't part of Board views. Adding these to board views makes for a serious improvement in user navigation / experience by de-cluttering the main screen…
Custom date log / History Log
Anaplanners, Currently, our user group updates a checkpoint where they record completed tasks, such as onboarding tasks, by entering the completion date in a date-formatted line item. We have developed a custom-built grid that displays changes in a funnel chart format, showing the latest update for each project, with the…
History - Anaplan
Hi everyone! The use case we are trying to achieve is that an end user should be able to quickly check history at any given point ; currently only 24hrs is enabled or the model history at the back end ; what we would like to do is get the source data from anaplan and model it with an AI ( kind of a chatbox e.g KOREAI) ;…
Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
How to get MAX value from line item to another line item in the same module?
Hello, I have a module (image below), how can I create a line item where all items will be max value from 'New Store Num' where 'To many Stores?' is True . For Example in image below it will be 8.
Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
How to Resolve “Automatic Sum of Hierarchy Not Possible” Error Without a Top-Level Item?
Hi Anaplan Community, I’m encountering an error in my model: “Automatic sum over Over/Under hierarchy is not possible because the list does not have a built-in top level.” I understand that one solution is to set up a top-level item in the list. However, I prefer not to use a top-level item. I’ve read that using a LOOKUP…
SUM Function Example
I tried to create a simple SUM function. In a video it explains transaction as Line Item whereas I failed it as Line Item. So I tried using Transaction as a List. It worked out. Can you please let me know, if I am right or wrong? I have shared Screenshots for reference.
OEG Best Practice: Line item subsets demystified
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as is it not immediately apparent what it is doing or where the source values are coming from. In the following article, I will…
Formula change in Opening and Closing line items.
Hi Team, I needed small help to optimize the formula from Half-Year to Full-year. Current working System: If Jan 2021 (Budget) H1 Opening HC we were referring to Closing HC of Dec 2020(Actual) and IF July 2021(H2) we were referring to Jun 2021(Actual) Proposed System: If Jan 2021 (Budget) H1 Opening HC we were referring to…
Find common text between another modules without List
Hi, I want to find common text between another modules. I have two modules A&B. Each module has order Number and Product(Text format) I want to find Product(ModuleB) in ModuleA. It's Common Text. In this case, we can find product by finditem formula, by making product List. But I don't want to use product List, because it…
How to shift an item in line items
Hey, is it possible to get a value from column 1 to column 2, from column 2 to column 3 etc for Base Revenue. I would like to calculate base revenue for columns 2,3,4 etc. based on 1 column, but I don't know how to get the value from the previous column. The target formula would look like this: IF VALUE(NAME(ITEM('Number…
3.4.3 Activity: Create Country Summary Module
Hi All, I am stuck in this exercise almost 2 hour, not able to proceed further. Can anyone please help? I have added line item "Country Made in" SYS08 SKU details module. Now i know that the formula in Safety stock flag count would be 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country…
Concatenation in module failing
Currently looking to concatenate a number of fields on an existing module, which seems to work for some of the fields, however not for all. In the example below it is the Ent Code that doesn't seem to work - I've included the design view as well for reference
Convert Values from a 445 Calendar to a Normal, Monthly Gregorian Calendar
Summary As a supply chain Anaplan modeler, you might be asked by finance to convert your 445-monthly forecasts into a normal, Gregorian calendar since their general ledger accounts are usually set up that way. This user-story will provide a solution using a one-year model that uses a 445-monthly calendar. This solution was…
Calculate with the fewest cell | Model Optimization Team series
Hello! 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…
Multiple Model Dashboard
Hello! I am trying to create a Dashboard which has 3 different data source MODELS. I am creating the grid view as per different models, e.g. 1,2,3. Though each has its own MODEL data as per filter, when filter is set to first model 1,3 shows the same model data while 2 shows blank(as it should). How to make 3 work the same…
Share your modeling tips and tricks — Best Practices Community Challenge
As we step into September, we’re thrilled to introduce a new and exciting addition to our Anaplan Community Challenges: the “Best Practices” challenge! Throughout the year, we’ll be inviting Community members to share best practices and tips around a specific topic. It’s a fantastic opportunity to showcase your expertise…
How to Disable a Parent Filter When a Child Filter is Selected, and Vice Versa?
Hello Anaplanners, I'm working on a filter setup where Category is the parent of Task in a hierarchy. I need help implementing the following logic: The Category Filters should be disabled when any of the Task Filters are selected. The Task Filters should be available when none of the Category Filters are selected. If a…
Help with a date range
Hi everyone, I'm trying to create a date range filter for dashboards. I have data that is at Day level. When I add a Start Day and End day, the UX grid should only show those days. Has anyone done something like this at Day level? Appreciate any help.
Create Shipping Export Module and Create a Saved View
Hi Team, I have been struggling for a long time here in the INV05 Shipping Export module below is the blueprint mode: Below is the layout for my INV01 Inventory Ordering module The formula for Shipping Costs is as below: Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Cost per 1000 units'[LOOKUP: 'SYS08…
OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
How to get the first non-blank value from a line item to another module
How to get a value to another module for the given selectors, the first one which is not blank? I always have one value in historical sales name and I want to transfer it to another module. And then how to transfer the value that is next to the line item Value Min
Is it possible to display different line items in one module for different levels of a hierarchical
Hello, I created a module that has a hierarchical list structured as below: I added line items to the module such as: -Revenue -Lattitude -Profit -Count Active -Count Closed -Count Open But it is not important what line items I have, what is important for me is how to make it so that after selecting, for example, an item…

Modeling

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