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Pulling list property into a module
Appreciate that it is recommended to avoid using properties in lists, however we do have a couple of instances of this in our model. Just looking to pull one of these into a module that we have already created, shown below and was looking for advice as to what formula is best to try and achieve this.
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Level 2 Sprint 3 INV01
I am at the point where I am comparing my INV01 data to the Anaplan lesson example and my numbers aren't matching. I have a couple of questions about INV01. For Beginning Inventory: My numbers are good until week 4. Then I realized that when triggered the PO Submitted boolean, it showed up in the confirmed PO line for the…
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Time to Tidy: No More Mess in Your Models
As winter is now behind us and the annual process of “spring cleaning” begins, I find that it is a good reminder to not only clean and organize my house, but also to clean another area that most likely needs some organization: my Anaplan models. The beauty of Anaplan’s platform is that it gives the model builder an…
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Modeling Performance
Hi Team, I would like to get the next year summary value into previous year’s month. If we need current year summary, then we can use YEARVALUE function to achieve but we need to bring data from next year so we can use either LOOKUP or TIMESUM . I would like to know which function is effective between LOOKUP and TIMESUM.
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Need help related to custom Time Dimension
Hello Everyone, Want to create module which captures data days wise, but the challenge is the data should be Displayed in two ways. So, If current forecast day is 6th Aug, so 1st Column named "Till Date" will be showing Summation of 1st Aug to 5th Aug and remaining days will be displayed in further columns which will sum…
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Level 1 Model Building Exam Activity 5 - Stuck!
I have been stuck on this activity for the past 2 days and do not know what I am doing wrong: This is the formula I tried for Bonus: For bonus: IF Employed? THEN Salary * 'EMP03 Employee Drivers by Role’.Bonus % [LOOKUP: 'EMP03 Employee Drivers by Role’.Department, LOOKUP: 'EMP03 Employee Drivers by Role’.Role] ELSE 0 And…
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Convert CUMULATE functions to PREVIOUS | 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…
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Waterfall chart intermediate totals
Hello, Does anyone know why the waterfall intermediate total is showing up in blue? I'm using a ragged hierarchy. With intermediate totals turned on & colour set to black I want to see the forecast bar also as black. Is there anyway we can achieve the same? Thanks in advance!
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How I Built It: Fast, efficient model build of scenario planning with P&L impact analysis
Author: Marina Ketelslegers is a Certified Master Anaplanner and FP&A expert and independent Anaplan Solution Architect. In this 'How I Built It' tutorial, you'll learn how to create a dynamic and flexible impact analysis and allocation framework tailored to your needs. Whether you're evaluating P&L scenarios with business…
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Straight Line Depreciation spread issue
Dear Model Builders, As per attached screenshot of my Straight Line Depreciation code, I am not able to get depreciation to calculate and spread for all subsequent months from Date in Use to Useful Life of the asset. All I am getting is a depreciation for a month of Date in Use but not for subsequent months. I have even…
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Reducing calculation effort
Currently looking to make use of the feature where can now see the calculation effort entailed in certain line items and I've already been able to eliminate or refine a number of elements in various modules but just wanted to check in terms of best approach to take to this next one. I have included a copy of the formula…
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Opening Capex Code not referencing Closing Capex correctly
Dear Model Builders, Please refer my attachd Opening Capex code which I believe not referring to the previous month's closing capex correctly. Appreciate your help on finding the cause of error and possible solutions. Thanks
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Summary Calculation for Hidden amounts (DCA)
Anaplanners, I have got a question: I have a module with the following setup:Dimensions: Scenarios, Category, Time (Month)Line Items: Operational Metrics (e.g., Maintenance Costs, Revenue Earned, etc.) Another Module: Controls whether specific months (e.g., April, May) should be marked as "Inactive". When months are marked…
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Data integration and scalability: A framework for model assessment and optimization
Author: Avnish Goel is a Certified Master Anaplanner and Founder at ScriptStory. Recently, I led a model assessment initiative to identify suboptimal design elements in the data architecture for a leading investment banking firm. The project involved analyzing source systems and Anaplan models, leveraging both Anaplan best…
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Dependant dropdown in Polaris
Have you encountered the problem during building that the Dependent dropdown does not work in Polaris the way it does in Classis? I somehow see the Dependent dropdown Check greyed out for the lists I want it on. Am I missing anything here?
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Flexible time options - for instance on weekly time horizons
Many countries' business planners think in calendar week numbers, and there are a few different week numbering systems used globally. Customers request that Anaplan enhance the platform's native Time options flexibility to add more possibilities: To define weekly time horizons start/ end, Naming the periods, Options on…
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Renaming the line item - Best Practices
Hello all, I need to rename a line item in a large model, I am wondering what are the best practices to do this? What should I consider before renaming to avoid destroying the model? Thank you in advance for your help!
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Renaming a Line Item: Don't Break Import Actions
When a solution uses a line item as a source within an import action, whether model-to-model or external source-to-model, the renaming the line item will break the action. This issue impacts the model builders who need to do a rebuild of the action every time they make a change (if the model builder forgets to rebuild the…
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Multi-layer sort
Would be very useful to have a multi-layer sort (not filter) like in Excel i.e. Sort by column A alphabetically, then by column B, then by C. Acknowledging the workaround to concatenate the desired fields into a text line item and sort by that, but to me a publicised workaround is always a pointer to a needed/desired…
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How to get value from time dimensioned module to non-time?
Hello, I have a module DEM03.1 Mapping (CV&ADI) with Time dimension and LIST03 SKU with the same List but without time. I'd like to get first non blank value from Date of introduction Line Item in DEM03.1 (1 pic) to Date of Introducton in LIST03 SKU (Pic 2). How can I do it?
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Order in SUM agregation parameters for performance
Hi hive mind, I have a tricky question. Here we go : I have a target module with 3 custom dimension (A,B,C) + Time (Month) I have a source transaction module containing line Items with A, B, C list formarted and a date column and an amount column In my Target Module, I need to agregate the Source amount with A,B,C and…
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Question about Boolean line items
Scenario My rows include 3 items - REC1, REC2, and REC3 my columns include quarters - Q1FY25, Q2FY25, Q3FY25 and Q3FY25 Line item - 'Select' which is formatted as Boolean. Desired Output - If I check any one Boolean among REC1, REC2 and REC3 for a particular quarter, the remaining two rows should automatically be disabled.…
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Dynamic Average Calculation
I want to create a functionality where the end user will select a start and end month from a pick list and based upon the difference in months Anaplan will calculate the average revenue. Revenue data is already available in the module in one of the line item. Can this be achieved through MOVINGSUM() ? If yes, how do it…
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NUX - Add several entries at one time in a module dimensioned on a list
Hi in the classic interface, when a module is dimensioned on a list, it's easy to add several entries at the same time with the action of creating items as showed below (which eases also the fact to copy-paste information which can be the same on several lines created): In the NUX, it seems that the only way is to create a…
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Variance reporting - not using native versions
Just to give context we do not use the native versions in Anaplan, rather we use a list name forecast versions and then have a subset of these that we have of these that are marked as those we wish to do variances on, which seems to work well. We predominantly look at variances at a certain level in our cost centre…
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Dynamic Subtotalling for List item subset based on user selection - Module Size Optimization
Hello, Apologies for the long post, I tried to be descriptive enough! I've a module in production which has close to ~3 billion cells, (this module alone occupies 25GB of space). I'm trying to optimise this module for space and make it scalable. The reason for the size **** up is multidimensionality and extreme sparsity of…
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Ability for Non-WSA users to update Switchovers and do Copyovers
Hello, I'm looking at giving certain users access to update switchover for Native versions, and copy over activities, reducing reliance on the Tech team. It looks like it's these types of actions are only accessible to WSA users. Is there another way around this? I initially thought that these can only be accessed by a…
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Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
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filter time periods in list drop down
I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ? or would I need to create a fake period list?
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[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…