Modeling

Formula
Hi, I don't understand it doesn't calculate margin/revenue properly. Thanks, Mark
How to add badges for earned certifications?
I have completed all the training and earned the Anaplan Certified Model Builder certificate but there are no badges reflecting on my profile. Please advice.
Workspace management
This article introduces basic workspace concepts, provides recommendations on how to structure workspaces, and offers tips to help organize and reduce workspace size. Workspaces are a combination of a single or multiple models. Workspace size is the total of all models in a workspace, excluding archived models as archived…
Formula
Hi, Although I am following all the steps, 'Cost of Sales' line item shows different value (more than revenue) for the years of 2020 and 2021 in my module. Can you guide me, please? My screenshot: Expected screenshot: Thanks, Mark
New UX Filter not Applying (?)
This has happened to me in several instances while migrating to NUX, and I am wondering if anyone else has experienced the same thing? When I go to add a Boolean filter, for whatever reason, I cannot apply it (see .gif below): I have no issue applying this same Boolean filter in Classic Dashboard. Can someone explain why…
Pulling data from one module to another when time is the only matching dimension
Hi, I need to pull period data from one module to another but the only dimension that is matching is time. What formula can I use?
Advice on steps for building a Anaplan Model from scratch
Hi, I'm going to be building a Anaplan model from scratch and would like advice on what order my task and steps for building the model should be to make sure I'm building most efficiently for Anaplan. I have already created a Schema using the DISCO method for Anaplan, and also created a timeline with task that will be done…
DEMO 03 Demand Forecast. Baseline Forecast formula
Hi, I am trying below formula for Baseline Forecast, its working for FY20, but for FY21, data is not populating as expected. IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' ELSE OFFSET(Final Forecast, -52, 0) Below is the Time Ranges selected for…
Validation Button in Formula Editor
I would like to request validation functionality be added to the formula editor in Anaplan. On large models if a formula is entered incorrectly you can wait 8, 10, 12 minutes for Anaplan to process the incorrect formula. I have seen other application in this space have a validation button for formulas which allow you to…
9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module Error
Hi, After I add Formulas to REV05 Price Growth Rates Staging Module, checking my work with the instructions as below: In the REV04 Price Growth Rates module, change the page selectors to US and Chocolates. Enter 5.00% for the FY19 Unit Cost %. Then, open the REV05 Price Growth Rates Staging module. Change the page…
Selective access
Hi All, I have a scenario where I have 2 lists (Business service and Countries). Both have a parent hierarchy built in with 3-4 levels. I am being asked if we can mix and match selective access but I believe thats not possible. I cant use a dependant list as the lists are too long to paent to eachother (I have >200…
How to delete years rather than hiding them
Hi, I only want to show one year for my balance sheet however when I created the module I see six (we need six years for revenue and expenses). Is there a way to delete the years not needed or is the best option just to hide these? Thanks, Tom
Can i set line item name dynamically
Hi, I am looking for a line item name change based on another line item value formatted as date. For example Line item name : "Price based on "DD/MM/YYYY", this line item name should change based on value entered in another date formatted line item. If I enter date value as 01/03/2021, then my first line item name should…
Create subset in list based on subset from another list
Hi, I have a List 1 where one of its properties from List 2 In List 2, I have a subset which is manually created and not expected to change I need to create a subset in List 1 such that it will be automatically checked based on the subset ("GE" in pic above) in List 2. how can I go about doing it?
Finding Minimum
Hello All, Here I need to find Minimum of values in Expansion. But I dont need zero to be minimum. ExistingExpansion14016181820202222243401400000 Please help in finding the minimum. Suggest the function for the same. Regards, Jeevan
Level 2 - 2.4.4.1 Update DEM03 Demand Forecast Module
Hi I dont think I'm doing this right. I've produced a correct looking output - which disappears when I change Hierarchy levels. The clue I think is in the words " Next, look at the Summary Method settings for the line items. * The Demand Forecast values will be viewed at every level of the Product hierarchy - by Product…
Using an Anaplan Model to manage User provisioning
Hi All, I am looking to explore the feasibility/how-to of if a anaplan model can be used to manage Users, & Roles. The goal is to centralize the security management, almost as it it were a "data hub" that would then push the user roles to the other spoke models. Has anyone implemented something like this or know how this…
TEXTLIST() vs [TEXTLIST:]
Hi All, I have read and re-read @rob_marshall's (and Planual's) cautions against TEXTLIST but wanted to check if there is a performance difference between Textlist the calculation function and Textlist the aggregation function? Maybe a performance difference would come basis how the functions read the data? Planual doesn't…
How to have first cell in a time period as an input and subsequent time periods as formula
Hi, I am looking to set the first cell in my time range as an input and the following time periods to be based on the first cell. I think I use the offset function for future years but I'm not sure what to do for the input. Appreciate any help with this. Tom
Level 1 Exam - Question 5
Need to update the formula in EMP02 with EMP03's info. But I keep getting an error and I have no idea where I have gone wrong... Can anyone point me at the right direction? This is the formula I used... IF Employed? THEN Salary *'EMP03 Employee Drivers by Role'.Bonus %[LOOKUP: 'SYS08 Employee Details'.Department, LOOKUP:…
filtering
Hi, Despite I filtered the module for monthly forecast, it shows same. My screenshot: It starts from Jan 19 but it should start from Jan 20. Expected screenshot: Thanks, Mark
Level 2 sprint 3 Build Distribution Summary Dashboard
In the activity following instructions were given, where I am confused with the highlighted one 1) Applying a filter to DAT01 Beginning Inv - I am confused as in how to show which Product SKU is stored at which distribution center, what i thought was in the line item Nutzo bar EN SKU & New york as distribution center…
MAX() and MIN () functions over time periods
Currently you can compare time periods using operators '=', '>' and '<' which is great and very useful. But when it comes to comparing more than two dates, it becomes a nightmare to find a MAX or MIN. Unlike with number or dates, you either have to go through countless IF THEN ELSE cases which is probably impractical or…
SPREAD Function
Hello Everyone. I am Using SPREAD Function on Monthly Time range. I want to Spread value of only one Single Column. i have used boolean and if else condition for that but not getting it. Spread Function is adjusting All column values. and I want to spread value of only one column.
Not getting Task Id while running API call(Export Action)
Hi all, I am using python for integration. After authentication part, I got Export Id through API call. Now using that Export Id for getting Task Id with API Post Method : headers = {'Authorization': 'AnaplanAuthToken %s' % token, 'Content-Type': 'application/json'} data = json.dumps({'localName': "en_US"}) response =…
Suggestions on how to re-model a module
Hi, I currently have a Debt Reporting module in Anaplan which is built on the list P6 Bank Loans. How it flows is P3 Products > P4 Fund Entities > P6 Bank Loans. So within certain products, there may be several bank loans under the same facility. What would be the best way to report under Facility, rather than Bank Loans?…
8 5 3 Import Data into Volume Inputs
Hi All, I've seen a lot of different issues and answers for this activity, but I haven't found the specific one for my issue. What it should look like I got this part correct: But, the finished result is supposed to look like this and I can't figure out how to get there
9 2 5 5.00%
I'm confused about where I'm supposed to insert the 5.00% mentioned below
Modeling in Anaplan with alternative tools: Part 1
Today we are thrilled to feature Certified Master Anaplanner Mitch Aist (@maist1) in part one of a Community story on how to model build in Anaplan with alternative tools. Inclusivity and accessibility are key as we create the future of Anaplan and build solutions and experiences for all users and stakeholders. Mitch’s…
Data mismatch error
currently working on the level one exam and stuck on question 6 with rev04 model getting the formulas in. i know the formulas are right but the error pops up. so is there another step before entering the formula that i should be doing to bypass this error?

Modeling

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