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Automate Anaplan Architecture with Auto-Builder

Building models in Anaplan can be a time-consuming, manual process. Auto-Builder 3 (AB-3) changes that by automating model architecture, reducing errors, and giving users more time to focus on strategy—not syntax.


While Auto-Builder automates the heavy lifting, users maintain control by reviewing and refining the generated structure before finalizing.


Step-by-Step Walk-through of Auto-Builder


Step 1: Input Model Requirements


Start by providing high-level details: required modules, dimensions, and key formulas.


Step 2: Auto-Builder Generates the Model Structure


AB-3 automatically structures the model, generating:


  • Modules with the right relationships.

  • Line items with formulas and properties.

  • Lists and dimensions for proper data alignment.



Note: Currently, lists are empty and have no hierarchy, just the top level. Future updates will populate them and configure their hierarchies accordingly.


Step 3: User Review & Refinement


Before finalizing, users review the model structure and refine key elements directly in AB-3’s interface.


  • Adjust formulas and dependencies.

  • Modify module relationships to fit business needs.

  • Apply best-practice refinements.

  • Adjustments are applied easily before moving to execution.


Step 4: Execution & Finalization


Once confirmed, Auto-Builder finalizes the structure and seamlessly integrates it into Anaplan.



Automated Function Generation – A Step-by-Step Example


Traditionally, users manually identify SUM dependencies and input formulas. Auto-Builder automates this, ensuring accuracy and reducing effort.


Before AB-3 (Manual SUM Function Creation)


Without automation, users must:


  • Identify the correct source module and target module. Ensuring the dimension and format of involved line items is correct.

  • Determine SUM reference dimensions manually.

  • Write the formula following Anaplan’s syntax.


Example: Revenue[SUM: Sales Region]


Errors in SUM target selection or dimension mismatches can break formulas, requiring manual troubleshooting.


With AB–3 (Automated SUM Formula Creation)


Auto-Builder simplifies the process:


  • Auto-Builder Scans the Model → Detects missing SUM dependencies.

  • Suggest a SUM Formula → Auto-structures the SUM logic.

  • User Review & Edit → Users review and approve the formula.

  • Implementation → The approved formula is applied instantly.



Why This Matters


  • Eliminates formula errors caused by manual SUM selection.

  • Saves time by automating dependency mapping.

  • Ensures best practices are followed in SUM logic.


Why Automated Architecture Matters


By automating Anaplan architecture while allowing user oversight, Auto-Builder delivers:


  • Instant Architectural Guidance – Upskilling the entire Anaplan ecosystem. 

  • Faster Model Building – Modeling execution at the speed of light. 

  • Best-Practice Enabled – Ensures consistency and scalability.

  • Greater Accuracy – Eliminate formula errors.

  • Flexibility – Users can review, and refine, models as needed.


Try Auto-Builder Today!


Want to see AB-3  in action? Sign up for the Beta today and experience the future of Anaplan model-building.




 
 
 

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