What are lists in Anaplan and how are they used?

 

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The purpose of Anaplan modules is to organize and structure business logic, calculations, and data within an Anaplan model. They serve as the building blocks for planning, analysis, and decision-making processes across different business functions.

In Anaplan, lists are fundamental building blocks used to define the structure of your models. They represent collections of related items—similar to dimensions in traditional spreadsheets or databases.

 What Are Lists in Anaplan?

A list is a set of items that can be used to categorize or group data in a model. Lists can represent:

• Products

• Regions

• Customers

• Time periods

• Departments, etc.

Each item in a list has:

• A name (e.g., "Product A")

• A code (optional unique identifier)

• A parent item (if the list is hierarchical)

• Optional properties (attributes like price, status, or category)

 How Are Lists Used?

Lists are used in the following ways:

1. As Dimensions in Modules

When you create a module in Anaplan, you define which lists (dimensions) it uses. For example:

• A Sales module might use lists like Products, Regions, and Time.

2. To Create Hierarchies

Lists can be flat or hierarchical:

• A flat list has no parent-child relationships.

• A hierarchical list has levels (e.g., Country > Region > City).

Hierarchies help in:

• Aggregating data (e.g., total sales by country)

• Structuring reports and dashboards

3. For Filtering and Data Input

Lists allow users to:

• Select values from dropdown menus in input fields

• Filter views and dashboards based on selected list items

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