Modules are the components of each Anaplan model, and are built-up using line-items, timescales, list dimensions, and pages.
Modules are powerful and flexible, with many innovative features that allow you to deal directly with common but complex business problems. This keeps Anaplan models simple, avoiding the compromise and over-complication that such requirements cause in spreadsheets and other models, and providing a direct representation of the underlying business relationships.
- You can modularize a model as required. Anaplan's modular structure is not compromised by data volumes, sparsity, model size, complexity, complications in line item dimensionality, re-use of items, user access or reporting requirements.
- You can express the natural dimensionality of items, handle mixed dimensionality, and manage the potentially complex relationships between items. Anaplan provides powerful yet intuitive tools to handle dimension subsets, selections, mappings, allocations, etc.
- A thorough implementation of multi-dimensionality helps eliminate any serious complications arising in modeling tools, without a truly multi-dimensional platform. For example, the significant complication in Excel of having to implement and maintain related sets of calculations in near-duplicate rows.
Here, you'll learn how to:
Insert a new module in Settings > Modules.
A 60-character limit is imposed on module names and line item names, and a warning displays if you exceed it.
- In Model Settings > Modules, click Insert Module.
- In the New Module dialog, enter a name for the module. Initially, Line Items appear on rows, Time on columns, and Lists and Roll-ups on the left:
- In Lists and Roll-ups, drag any of the lists onto rows, columns, or pages.
Click the edit icon
to add more line items:
- Click OK. The new module is created and shown in grid view.
You can copy a module in Model Settings > Modules:
- Copying a module allows you to build models efficiently. You don't have to manually duplicate identical or very similar modules, or groups of line items.
- You can copy a module, make changes to the copy, and test out the effect of those changes, without disturbing the original model and its data.
When you copy a module, any line item subsets associated with it, and any module scope version formulas applied to module line items will not be copied. A warning appears telling you this when you try to copy. See step 4 below.
If you're a Workspace Administrator, you can copy a module even if you don't have access. However, when the module is copied, the module copy will not open and a message appears telling you this. See step 5 below.
Copy a module
- In Model Settings > Modules, select the module that you want to copy and clickCopy.The Copy Module dialog displays:
- On the Copy Module dialog:
- A default name for the module copy is entered, which is the name of the original module with "Copy" appended. You can edit this default name to enter the name you want to use for the module copy.
- If the original module has saved views, you can select to Include all views in the copy or include the Default view only.
- You can select to include or not include any cell data in the module copy:
- The check box is selected by default to include cell data.
- Even if no data has yet been entered in the module you are copying, the check box is selected.
- You can assign the copy to a functional area:
- If the module you are copying was assigned to a functional area, this is selected by default.
- If the module you are copying was not assigned to a functional area, the Functional Area field is blank.
- If you do not assign the copy to a functional area, it is put with Other Contents under Contents.
- Click OK. The dialog closes and the copied module opens. When you return to Settings > Modules, the module copy is inserted in the grid after the original module. Use Reorder to move it to where you want it to be in the Modules grid.
- If the module you are copying has a line item subset associated with it—one or more of the module's line items belongs to a line item subset and this subset might have been used to apply a module scope version formula to the the subset line items—then when you click OK on the Copy Module dialog, a warning appears telling you that neither the line item subsets nor any module scope version formulas associated with the module will be included in the copy. For example:
- If you're a Workspace Administrator but you don't have access to all of the modules in a model, you can still copy modules you don't have access to. However, you won't be able to open the copied modules because your access permissions are inherited. When you click OK on the Copy Modules dialog, the module copy is created as normal and is added to the Modules grid, but the module copy does not open and you will receive a message telling you this.
- Click OK.