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'Manage models' - ability to sort by Name / Date Created / Size
After each planning cycle or major model change, we make a backup of our models. This of course has led to a number of archived models which usually save in order of date created at the bottom. Please can we add the ability to sort by Name or Date Created or Size. This would really help in looking for a particular model we…
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Time text format?
Hello everyone, I hope you are all doing well. I am writing today to inquire about the best formula to transform text from the format DD/MM/YYYY to DDMMYYYY. For example: 02/04/2024 should be transformed to 02042024. Thank you!
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Order list action not working.
For example, Module A has SKU list and line item POS which has certain data in it. Need to reorder the SKU list with respect to POS line item data in descending order (Highest to lowest). Used Order list action to sort the SKU list. The hierarchy of list goes by Organization > Model > SKU. Order list action. Module A…
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Introducing Improved Anaplan DX: a browser extension for Anaplan Modelers
We at valantic are excited to share our latest development: Improved Anaplan DX, a browser extension designed to enhance your modeling experience and increase efficiency. Please see below for more details. The extension is now available in the Chrome Web Store (can be installed on Chrome and Edge): For any feedback,…
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Tracking import date
Hello, I'm having a little difficulty with something in Anaplan. I want to set up a system (module) where every time the end user try to import a new file in a page, we can note down the date it happened. We have different files, and I'd like to keep track of the last date data was brought in for each file separately. i…
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Cannot Lookup nor Firstnonblank, how can I solve this?
Hi All, I have been trying to come up with a solution to this problem; I need to let the "belong to fab category?" boolean be checked whenever a cost element list item belong to that particular fab category (e.g. "direct labor") Now, the user has been already giving me this information in another module: However, the list…
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Best Possible solution - Master data changes
Hi, I would like discover best possible solution. The integration happening from SAP to Anaplan (daily basis). The issue is that whenever there is a change in the master data , it is impacting the final #s of budget / actuals / forecast which is obvious. How do you overcome this scenario? Like budget needs to be locked…
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I reorder to columns in the model but they don't display in the same order in the UX page
Hello Everybody , I hope you're well . I reorder my columns in the model but they doeson't change their order in the UX page ! Can someone please help me with this ? Thanks in advance.
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Data Display in a UX page
Hello everyone, I have a table displayed on a UX page (a worksheet) containing multiple line items in the columns and a list of months also as a column (where each month is a child of a quarter, which is a child of a year). I need to address two challenges: Filtering Data by Months or Quarters: I aim to enable users to…
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2.4.7.1 conditional formatting add new rule option is not avaliable
Hello Can i know why I cant able to apply conditional formatting? why there is no new rule icon available when i select conditional formatting icon ? I have selected even a line item row or column and selected conditional formarting icon but still i there is no New rule option avaliable
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automatically include quarters and months when adding a new fiscal year
Hi everyone, I'm working with Anaplan and have encountered an issue with my setup. I've created a list with a parent-child relationship: Fiscal Year > Quarter > Month. However, I'm having trouble ensuring that each year contains the same information for months and quarters. When I add a new year, I can't parent the months…
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Boolean Filter
This module consists of E2 Employee# list and 2 line items, one is to filter out the employee whose department needed to be changed. When I applied the filter and enable it all the unchecked line Items vanished. what I need is, when all is unchecked the list should appear and when one list member is checked it should…
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Filter Context
Does anyone know would drive filtering to require "Filter Context"? If I select a list item, it will cause problems if another user wants to select an alternate "Entity" in my example. It seems like you hard code the "Entity" by selecting something in the "Context Filter."
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Move line items from one module to another (along with formula reference)
Hi team, Looking to tidy up some modules in a model I manage. I have noticed there is 2 different system modules each housing different time variables. I have asked around and the consensus was the second module was made to keep track of the variables when building out further functionality in the module that the builder…
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Filter / Drop Down Selection
Hey I´m trying to add a drop down selection to use as a filter on a grid I´m working on. The grid has data by client and each client has a zone as a atribiute, I wan to add the posibility to select a zone in the drop down selection and filter the clients based on the selected zone. Is this posible? I appriciate any help,…
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Are there ways to hide certain line items when end user click drill to transaction?
Hi, I have a query related to drill to transaction. any input will be helpful. I have classic end user dashboard which has information related to employee. Dashboard only contains certain line items from module. but,when end user click on drill to transaction, it went to module and display all line item. I wonder is it…
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Gantt Chart - Change processing display
Description: We utilize the Time dimension on our Gantt Chart, making adjustments like moving bars or resizing them. However, when we release the mouse click, there’s a brief period (typically 5-10 seconds for our complex model) during which it appears that the change is undone—the bar position reverts to its original…
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Quarter to month
Hello ^^ How can I convert a line item formatted in quarters (e.g., Q4 FY23) to a line item formatted in months, displaying the last month of each quarter Q4 FY23 =⇒ Dec Q1 FY23 =⇒ Mar etc Thank you
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Quarter to Text?
Hello Community, How can i go from the line item Quarter ( Quarter ) to Quarter ( Text ) example : Q3 (Quarter format) to Q3 (Text format) Thank you
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how to copy a lIne item from a module to another one ( Text format )
Hello, I hope you're doing well. I'm facing a challenge and could use some assistance. I have three line item text formats in a system module, and I need to retrieve the information in text format from the same line item with the same name from another module. Here's what I've tried: I went to the target module and simply…
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Percentage Format issue on UX page
Description: I have a module with PV(dimension) Filters as dimension and I am displaying the Value line item on UX which is same as the Module dimension. But the Value line item is getting the data from other line item Actual vs Scenario 1 % which has ss_Actual vs Scenario 1% (dimension) - Which is a subset of PV filters…
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Line Item format Txt transformation
Hello everyone, I hope you are all doing well. I am writing today to inquire about the best formula to transform text from the format DD/MM/YYYY to DDMMYYYY. For example: 02/04/2024 should be transformed to 02042024. Thank you!
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Text to quarter ?
Hello Everyone, what is the best formula that we can use to go from this to this: Txt Period "Format Text" (Example: Q1 FY24) ===> Quarter "Format Quarter" (Example: Q1 FY24)
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Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
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Line Item 'Held or Revised' and 'To change' in Level 3 Sprint 1
Hi Community, I am confused how to approach the line item Held or Revised and To Change in my TAR02 module in my Sales Planning Model. What does these line items mean? I did some experiments with these but nothing fruitful. For reference, this is part of activity 8.2 of Sprint 1 of Level 3 certification.
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How to sum a previous period value and current period value (multiple times)
Hi all, Have been trying to sum the values from the last week and the current week to obtain a new cumulative value; this value will be the new value to be added to the current week value. Unfortunately, this does not seem to be so easy in Anaplan. WEEK1 I start the first week with one value (layers-actual) and, of course,…
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Delayed amort of assets at category level
Hi Team, Need some help with a bit of a head scratcher. I am working on an asset forecasting module at a category level (due to requirements outside of my control we cannot input the values in at the individual asset level). The categories are in their own list and I have a simple module that houses their life for…
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Conditional Formatting on User Access (Roles -> Modules)
The current interface for setting role access to module is difficult to read visually - if a model has many modules it can be difficult to spot if read and write access for roles has or hasn't been set up, or varies between modules/roles: Would it be possible to add default conditional formatting to the system that…
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Transfer boolean information from a module to another (different lists being used)
Hi all, I am having a hard time trying to put to 2 differently structured modules into communication . The goal is to get the boolean to work as filter for the so-called FAB products. Here are the two modules: DAT11, one-list module: ID Revenues this is the source module from whom I need to take the "Is Fab revenue cost…
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How can I efficiently extract and integrate just the anniversary month into our existing model?
Hello Anaplan Community, I'm currently facing a challenge with aligning the payment of Objectives Bonus in our model with the anniversary dates of employee entries. The requirement is to pay the bonus on the anniversary date of each employee's entry, but our model calendar is based on the years 2023 and 2024. The issue…