-
How to Design Simulation Planning in Anaplan with Multi-Level User Input and Step-by-Step Logging?
Hi Anaplan Community, I'm working on a simulation planning model where users need the flexibility to input pricing adjustments at any level of the product hierarchy, and I’d love your guidance on best practices. 📌 Scenario Overview: We have a 4-level product hierarchy: Brand Category Sub Category SKU (lowest level) The…
-
How to pull property data in line item
Hi, I have module with two lists and in that module for one line item i need to pull data from one of the List's property. for example: i have Employee list with its property as "Position" and i have module with Employee & Product as List and i have Line item as Position. So i need to pull Position of all employees in that…
-
What's the impact of using SA for a child list for getting filtered list items in dropdown?
I have a 3-level hierarchy, where the parent top 2 parent list is selective access enabled. I want the bottom-most list to also have filtered dropdown based on its parent's selective accesses. One way I was able to do it is by enabling selective access for the child list and enable Selective Access Boolean in the Line-Item…
-
OEG Best Practice: PLANS: This is how we model
PLANS PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and Data Hubs. It is a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear…
-
Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
-
Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
-
Filter a list by a selector
I have a page that has a list of sellers and a list of accounts. The list of accounts module has a line item of the seller. Is there a way to set up a filter with the accounts card to filter out accounts when I select a specific seller?
-
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…
-
Best practices for technical documentation of a model
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As go-live approaches and admin and end user training gears up, the question of ‘how do we document the model?’ might be front and center in your daily standups. Fear not! This article will cover some of the best practices on…
-
Creating more flexible export definitions in Anaplan
Anaplan exports, unlike imports, have no link to a saved view. However, there are ways to create Export actions that have more flexibility for future maintenance. After creating your view layout (using the view optimization best practices outlined in the Anaplan Polaris – View Optimization for Imports and Exports article)…
-
Did you know? Boolean read write
Author: Stacey Gibbens is a Certified Master Anaplanner and Solution Architect, Financial Planning & Analysis at Globe Life. Hello, Anaplan people! Today, I would like to share with you a solution to a model-building question that pops up on Community from time-to-time: controlling the behavior of user-facing Booleans so…
-
Two approaches to ragged hierarchy
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. In Anaplan, we consider it a significant feature that lists are hierarchical. Hierarchical structure allows for smooth and meaningful connections from the parts to the whole and gives flexibility to the…
-
Avoid the roll back every time the formula is wrong
Every time we create a wrong formula the system runs a roll back that takes about 8 minutes!! We would like to avoid this roll back... it takes so much time during the development phase! They could just send a warning message!
-
Calculation Effort column for Classic Engine
In the world of Anaplan modeling, performance is key. Slow model calculations can be a major bottleneck, impacting productivity and decision-making. But what if you could pinpoint exactly what’s causing the slowdown? Enter the Calculation Effort column — a powerful new feature designed to help you identify and address…
-
Using NAME with Numbered list
HI, I have a numbered list - 'employees' with the display name property set as Display Name. I have a system module called employee details dimensioned by employees list. I have created a text formatted line item in the module with the following formula NAME(ITEM(employees)). I expect to see the display name of the line…
-
Generating Failure Dump - even though no warnings/error in Actions
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
-
How to sum total only required quarters
Hi Community, there is requirement for below where module is dimensioned on Versions and versions are page selectors It should be adding Q3 + Q4, but FY25 shows Q1+Q2+Q3+Q4 Requesting for your inputs on this can be setup I know filters has to be built around missing out on logic Thank you
-
Convert time period to a date
Description of the enhancement required: As an extension or alternative to the DATE function
-
Process doesn't run actions properly, but running individual actions does run properly?
I have a quirky case where I have 4 actions in a process. When I run the process the actions do not perform as expected. When I run the actions in the same sequence separately they run fine. Any ideas what could be causing this and how best to solve it? Thank you, iWonder
-
Dimensionality - Formula Help
I have a Price module where customers are ranked based on their unit prices. I also have a Comparison module, where I want to display the names and unit prices of top-ranked customers for comparison. The model includes a Customers list. In the Comparison module, I want to write formulas to bring in the customer names and…
-
Custom Blue Print View
A simple suggestion to help with the organisation and maintenance of models (and I assume a really simple suggestion to implement): Allow model builders to save blueprint views (in the same way it works for regular views) and even change the default model blueprint view for all modules so that we can change the order of…
-
Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
-
Level 1 Model Exam Activity 5
In Activity 5 of the model building exam, it asks to adjust formulas for EMP02 Employee Expenses module for the Bonus, Car Costs, and medical expenses to reference driver data in EMP03 Employee Drivers by Role module. I have no idea what that means, can you help me?
-
Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
-
The beauty of simplicity: any level of selection in a hierarchy
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Use case This is an interesting use case. One of our customers wanted to be able to include/exclude any list item/member in any level of a hierarchy to/from a group. The customer calls the group “Domain”. Domains are used…
-
Did You Know: Code for Line Item Subsets
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. The video gives the details of a little-known function in Anaplan whereby you can add codes to line item subsets (LiSS). The video shows: Where to input the LiSS code How it can be used to map a line item subset to a list…
-
Change to a Saved View should not break exports
When model builders modify a saved view, this breaks existing export actions that use that saved view. The reference to the view is not dynamic. For example, if a model builder adds a new line item to that saved view, then existing Export Actions do not recognise the change. Then the model builder needs to create a new…
-
How to Ensure Full Data (line items) Clearing in Anaplan Imports When Incoming Data Is Partial?
Hi Community, I'm facing a challenge with data clearing during imports in Anaplan, especially when the incoming data only represents a subset of the target module. As many of you know, by default, Anaplan imports only replace the cells represented by the incoming data. This means that any existing data not included in the…
-
Generating Failure Dump Step - on Successful Imports
I've few actions in our Supply model which when run takes some time on the "generating failure dump" step at the end of the action even though the import is a full success without warning or errors. This is just a few seconds when run for a single action, however we have a process with 120 actions, and most of these…
-
Display Native YTD and YTG with a filter
Hello Anaplaners, I have an issue about displaying YTD and YTG in columns. In a dashboard, i display a module with native time in columns. On this module, we set up a boolean dynamic filter linked to a time filter module. This filter displays the current year (2017 in this case). But the client needs YTD and YTG in the…