Modeling

Max value in a time dimension
Hello! I'm trying to get the maximum value of the item test1 in the time range FY19-FY30 and then use that value in an operation in item2. Any idea? In the example screenshot I attached, the maximum value of item 1 is 10 (FY30). In item2, I would like to do the operation 10*line item3. Any suggestions to obtain the max…
Consolidation of P&L
Hi, I am sure this is very basic but much appreciate any advice. I need to consolidate 2 P&L say Entity A and Entity B. Assuming both P&Ls are in 2 different modules (Module A and B) and both have different P&L line items. Module C is the consolidated module. I need to bring A and B onto C's P&L (assuming all 3 P&L line…
November 6th Updates - Examples? Documentation?
Great updates over the weekend. Bulk copy is huge. Anyone see any documentation on the optimizer and what changed? I'm anxious to learn more about what "solve more complex problems" means. https://community.anaplan.com/t5/Releases/What-s-New-November-6-2021/ba-p/124249
Formula Help Required :-)
Hi, I've recently been contact by our finance team with the below query - I wondered if someone could help point out where in the existing formula I can tweak to resolve. OLD Formula: NEW Formula: This has resulted in incorrect output in the field known as 'B6', please could you help me work out what i need to amend in the…
Searh Bar Location within the Formula Area in the New Modelling Experience UI
As a user in the New Modelling Experience, I would like the formula search bar to not cover the body of the formula, so that it is easier for me to navigate my formula while performing a search action within the formula area. Currently the search bar will cover part of the formula upon its invocation, which is not user…
New UX and New builder UI join links
I see a big advantage of newly came updated builder UI which has a direct link to a tab in the URL. Using it builders and users could open classic UX with not just a main page of the model, but the specific module mentioned in a card or at a worksheet in UX. Or maybe even to open the specific Module view (if it's not a…
open a list and keep it open
Hi Team, Would to be able to open a List as a new tab as with opening a module. Then it stays open until I close it. I appreciate best practice is to create property modules but we don't need property modules on all other lists and we have enough to build already. So before I go building formulae I can first of all open…
New Modeling Experience: Object Base Research for Saved Views
I can't use new Object based search (SAVED VIEWS, Line Item Subsets) for Saved views because I don't see module name anywhere. Would be nice to have either Module as a separate column or [module].[view] combination. ('Module A'.'Import Snapshot')
New Model Experience: Allow all users to use Model Search
We have a contents list that is huge, and finding a dashboard can be a pain as there is no search option. In the new experience there is a MODEL SEARCH, but only for workspace admin it seems. Can this be made available to non workspace admin?
New Model Experience Enhancement: View complete Text when we hover on Revision Tag
Hi, Currently, when I hover over a revision tag, some part of text is cut(as shown in image). Fixing it would be helpful
New modeling experience: ability to drag and move open tabs
Description: In a classic modeling UI, we are able to reorder open tabs by drag and drop. This feature is very helpful when working with multiple dependent modules at the same time. It makes modeling easier if you can order module tabs by calculation steps for example. Example: When I am not able to order modules in tabs,…
New Model Experience: Open multiple lists simultaniously
In the new model experience it is possible to open multiple lists in the tabs, what is great! However, I would like to open multiple lists at once in the 'general lists' section.
Get Monthly Data from Yearly Module
Hi! I am quiet new to anaplan and I just got stumbled into this problem. So I have 1 Module which has dimension of Malls(list) and year(list) and line item Revenue. Then from that module I wish to show how many Revenue per Mall per month(the amount should be Revenue / 12). So I create Module 2, which contain mapping of…
1.4.4.1 Create Build SKU Saved View
anybody please as stuck here @Misbah
Multiple location budget access for users
We have a Multiple dept planning dashboard in budget model where end users can select multiple dept.to see their budget . Dept list are selective access enabled for the end users.Here is the issue: For example : User A select 2 dept on the dashboard ,Now any other user go to that dashboard and select their location (based…
How can I find an overview of which line items are used as filters in saved views?
Hi Anaplan Community, I am wondering if and where I can find an overview of line items which are used as filters in saved views. This would be a great help in maintaining models!
Select function with subsets?
I have a subset A which is a selection of the Global Customer List. In my module which applies to the subset A, I'm trying to retrieve the Sales for the top level of the subset "total customers" (only the total of the selection of the customers from the global customer list). I tried [Select:'Subset A'.'total customers'].…
Optimizer Process Success with FALSE Booleans
We created an optimizer process to maximize net income. The specific issue relates to a constraint where where revenue (optimizer variable x revenue constant) cannot exceed the forecast, which sits at an aggregated level. So, my logic is to first multiply the decision variable (at P4 Product) by it's calculated revenue…
Filtering Nested Line Items
Today when we pivot a module, we can add list members, time, or line items to rows or columns. Although we can use both line items and a list as the column headers (or row labels) at the same time, the “Territory ID” line item in the screenshot is just a reference value that does not need to repeat for each member of the…
Help with formula - select both recently item what a list.
Hi. Please could you help suggest how I can identify in an additional column what the both recently (bottom of the list) retention figure is? Most recently figure is the one highlighted below. This figure is pulled through to another dashboard but its currently provide the total sum. SUM is being pulled through to here,…
Need help with a Lookup - Dimension used for lookup doesn't match any dimension of the source
Hi All, I have a Lookup that I'm having a really hard time figuring out. I need to create a mapping line item but I am at a complete loss trying to figure out what that line item needs to be. Here are the details of what I'm trying to do: Target Module: Credit by Opportunity by Month Dimensioned by * Time (Month) * List:…
My formula is not giving me the expected result, need some help (LIS, LOOKUP)
Hi Anaplan community, I am a bit puzzled with the result of a formula, which is not giving me what I expect. I have a target module (O4. EB Summary) with two dimensions: a list with a year and a list with platforms. I have 3 line items: "NY Plan IBT" and "EB IBT" are referring to a line item in another module (O1. EB…
Copy and paste items from a numbered list with duplicate display names into more than one cell
Currently an error is returned if you copy an item from a numbered list, in which there is another item within that list that shares the same display name, and the user attempts to paste this into more than one cell. The workaround for this is to create a new line item, enter a formula, find the code for the corresponding…
Multiple Sorting/Nested Sorting
Anaplanner, Hope all of you'll are doing good. I had a query if we could have multiple sorting implemented or in other words nested sorting. I have projects dimensioned by Region, Importance and Priority (all are lists). I have currently sorted it based on Importance where Most Important Project is shown first and then the…
Movingsum formula
When using list versions, how do I make the movingsum formula include the forecast output for previous months in the calculation of a given months forecast?? I cant include a "previous" function within the movingsum formula
I get error when i try to make a graph which is dynamically updating with date selection.
Hi, I am trying to create a dynamic graph for stock overview (see picture below). I created a table with dates in the columns and I have 3 line items. I added a time filter on the module that is triggered by the selection of the graph start and graph end date. The module is published to a dashboard with the time filter in…
Reducing Text Calculations
This article builds on and gives an effective method leveraging techniques and concepts spread across Anaplan. For further reading, please see at the end for those other articles, guidelines, etc. In addition, this article is written with the understanding that the problem that you are solving at hand has no other choice…
New modelling experience: Can we bring back the lists in the settings bar please?
Hi All, Here is my number one reason for staying on the old modelling experience: The new settings bar does not have lists. I liked the old settings bar. I did not think it was too big. It was never an issue. Removing the names of the different settings and only having the icon saves space, but I like seeing the names!…
Increase limit of row field when pivoting
It would be really helpful for myself and colleagues if more than just three items could be dragged into the row field whilst pivoting a module. This would also be really helpful for zero suppression on Anaplan exports as well as saving the need to manipulate Anaplan exports in Power Query (or similar data transformation…
Need some help with formula
Hello, I am Sylvain. I work in a french confectionnery. Not the unicorn candy company 🙂 I am building a cash flow monitoring and I have to import the bank book in a data module : Only one line item is list formated : "compte" Other are text, number or date And the trouble is about the date. i have to take the data from the…

Modeling

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