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Author: Ethan Rold is a Certified Master Anaplanner and Senior Manager at Grant Thornton LLP. Winter in the U.S. is basketball season, and it is in full swing. When you attend a high school basketball game, more than likely you will hear the crowds of the student body chant “fun-da-men-tals” in a sing-song style to mock a…
This month we are shining the spotlight on @jziemer, who has been part of the Anaplan Community for over six years! A Certified Master Anaplanner since 2016, and a recently appointed Community Boss, Julie has been an incredible Community leader. Read more to learn about Julie's Anaplan journey, deep Anaplan knowledge, and…
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on flagging new list items! The video will walk you through the process of flagging list items as "new." The key step in the process relies on an import to flag all current…
If you missed our event on December 5, the recording is now available! In this event — Implementing Polaris: A deep dive on best practices — Philipp Erkinger (@PhilippErkinger) and Niko Vilkko (@nvilkko) from Bedford Consulting are joined by Stephen Rituper (@Stephen) and Dennis Lemoine (@DennisL) from Anaplan to discuss…
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We're thrilled to announce our 2024 recertification process for Certified Model Builder, Certified Solution Architect, and Certified Master Anaplanner. Being a Certified Model Builder, Certified Solution Architect, or Certified Master Anaplanner means that you’re a highly qualified and valued part of the Anaplan ecosystem!…
Audrey Neet is a Certified Master Anaplanner and Principal Solution Architect at Tru Consulting. In most use cases, we can rely on selective access to control who has access to what list items in a model. However, there are a few use cases where a stronger level of access is needed, such as access given only to a specific…
Author: Iain Briggs is a Certified Master Anaplanner and Associate Director at Lionpoint Group. One known limitation of Anaplan’s NPV function is that it calculates across the full timescale. However, a relatively common requirement in investment analysis is to generate a rolling NPV — in other words, to calculate the NPV…
Author: Subham Garg is a Senior Data & Insights Architect at Anaplan. Anaplan doesn’t have a pyramid chart option for reporting. However, there are certain metrics that work better with a pyramid chart than any other chart format. For instance, sales pipeline or number of employees at different ranks in a company are best…
Welcome to CoE Connect, your monthly destination for news and insights from the Center of Excellence Program! We hope this newsletter proves both informative and inspiring, and we always welcome your thoughts and ideas for future editions. Thank you for being an integral part of the CoE community — let's stay connected and…
Author: Nick Alvarez is a Certified Master Anaplanner and Manager, Anaplan Model Building Empowerment at Autodesk, Inc. Introduction We’re on a journey to unite Anaplanners across Autodesk under one Anaplan Center of Excellence (CoE). As we expand the Anaplan honeycomb and our models become more and more connected, we’ve…
In the world of modern application development, seamless authentication is key to providing a smooth user experience. Anaplan, a leading platform for planning and performance management, offers a versatile approach to authentication through its Device Grant API Flow. In this blog post, we'll explore the Device Grant…
I'm trying to add a scatter graph to a Management Reporting page. I would like to be able to select the number format or reflect the number format of the underlying module (percentage in this case). I would also like the option to sort the axis in descending order (e.g. go from 100% down to zero) and to hide an unused…
¿Is there any way that I could set up a default value for the context selectors when entering a UX Page? The clients wants to have the selector always at the top level first, for example in a hierarchy with countries and cities when entering the page the selector should have the value total countries. There is the reset…
Currently, if we want Text on a Shape Card, we must add an additional, Text Card, layered on the top of it. But it would be nice to be able to add Text directly to the Shape. With the option to set the alignment (left/center/right and top/middle/bottom).
I would like the ability to set the colors on a Shape, based on Module data. This would allow the background color and border color of a shape to reflect underlying data from the Model. Being able to set Border Width would be nice, too.
These would be a bit like a template. But they could be a group of cards. You could create them in an Admin/PB Slide Deck and then see them in the list of Templates (only in Management Reporting). This way you could create the set of Cards, making them look just right. And then add them wherever you need them in other MR.…
When creating a chart in NUX with more than 1 row dimension, only the top level row entries are displayed as labels. An improvement would be to allow the ability for the user to display all row levels of the chart in the labels so that chart lines/bars etc. within the same top level row dimension can be differentiated.…
Currently there is no way to import back in the model quality metrics back into anaplan after your forecast has run in Plan IQ. These metrics would be key to show to a planner when they are evaluating the forecasts. For example MAPE of a particular forecast model. These metrics are exposed in planIQ but there is no way to…
PROBLEM When I create a dynamic graph in the Anaplan App the elements sync just fine based upon user selection and list synchronization. However the legend does not sync the same as the actual graph elements. SOLUTION PROPOSAL It would be great if elements identified in the graph legend synced the same as the actual items…
Hello, It would be great to be able to apply level formatting for hierarchical lists, as is already possible for lineitems summary and row and colunm headers. The idea would be to apply different formatting for data and item names for each level of a hierarchical list, which could be combined with the formatting already…
Hello, Just to inform you that many clients, specially operational users (non Finance Team) ask for having a bold seperator when columns are grouped as shown on the picture. That will really help for detailed results presentation. Thanks
Hi All, I found that the extract "Check Your Work"(from the link) is not matching with my Supply chain model while doing training Level 2. Downloaded the csv file from L2 - Conclusion shown in screenshot Out of 371 SKUs - Beginning Inventory is not matching for 112 SKUs, while comparing FY20, FY21 totals as shown in pivot.…
Has anyone had a chance to analyze or purchase the recent Territory & Quota Planning Application? I'd like to understand: the level of customization available/required (depending on perspectives) cost of the application/licenses (i don't know the selling structure) how the implementation or configuration works if it's a…
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
Hello, I would like to edit what is returned in the columns above a gantt chart. Screenshot below is what I currently see. I would like to remove/hide the year 2022 all together, and instead of showing months in the columns, show the numbers 1 through 12. And if that isn't possible, would like to remove the columns all…
Anaplan's User Experience Research team is looking for model builders with experience using the App Hub to participate in an upcoming research study. In this study, you will discuss your experiences with App Hub and Partner Based Solutions. This study will take place between February 7th and February 11th, and the sessions…
I am trying to copy an excel sheet with an existing Anaplan connection into another workbook. However, once the copy is done, the Anaplan connection seems to be broken and cannot be refreshed. I understand that the cloning function currently works within a workbook only, does anyone have any workarounds with respect to…
Hi all, Bit of a complex one here. The application use case is calculating the Minimum Variance Efficient Portfolio for those familiar with Finance / Portfolio Management. The Anaplan question to be solved in simple terms, is how can I combine these two charts to display as two different "lines" within the same chart (in…
Hi Ananplanners, Would like to know if any one of you have experience working on Anaplan -Web transfer(SMFT URL) integration.? If yes. Could you Pls. share the integration process ? Thanks in Advance. ~Abhi
Hi, Using the Excel add-in, I am curious whether it is possible to auto-populate line item data using formula's in Excel. Can anyone tell me if it is possible to set this up and if so how? As an example: consider a module linked in Excel where cell A7 contains a line item with B7 a number that is editable. Is it possible…
0I wish to upload a file using Anaplan APIs but as mentioned in the API docs here is that Note: To upload a file using the API that file must exist in Anaplan. If the file has not been previously uploaded, you must upload it initially using the Anaplan user interface. You can then carry out subsequent uploads of that file…
I am Using this formula for final forecast IF NOT Override ?THEN Initial Demand Forecast ELSE Override forecast it is working well in module but in exam showing showing incorrectt .I tried this too IF Override ?THEN Override forcast ELSE Initial Demand Forecast what should be the correct formula for this
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Currently looking at additional use cases for Anaplan, including using for a 5 year planning horizon, rather than the current 24 month one. Question has come up around level of detail that wish to plant at and hence the impact on model size and looking for tips in terms of best practice when building out model Example,…
