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Re: ITEM(Versions) : Versions is not recognized as a hierarchy in the model
I guess you might have figured out the solution but just wanted to pointed out why Anaplan doesn't accept FC2 initially. I noticed that whenever there is character other than text such as numbers or special characters, Anaplan will automatically put single quote before and after the line items. However, in Versions there is no way to point and click the version when creating the formula (same goes for list property formula), so we have to be aware to put the single quote before and after the item which has number/special character in its name.
I know it is pretty obvious but some of the new users might not be aware of this.
Thanks,
Leo
Re: I need to add new item to Tree View (General List)
Thanks Amaya, your advise resolved my issue.
Re: I need to add new item to Tree View (General List)
Good
Please check 'formula' in the Proeperties tab. There you can see where the display name come from.
Amaya
Re: I need to add new item to Tree View (General List)
Well, is this a numbered list ?
Then, you have to change value of the property to change the display name.
Amaya
How I Built It: Refreshing current date in an Anaplan model using Cloudworks
Author: Sai Bandaru is a Certified Master Anaplanner with six years of experience architecting Anaplan models.
Hello Anaplanners! In today's fast-paced business environment, having accurate and up-to-date information is crucial for making informed decisions. In this ‘How I Built It’ tutorial, I'll explore a practical and efficient way to refresh the current date in your Anaplan model using Cloudworks.
How to refresh the current date with Cloudworks
Follow along in the video as we walk through the step-by-step process of using Cloudworks to refresh the current date in your Anaplan model. Whether you're a seasoned Anaplan user or just getting started, this tutorial will provide valuable insights into streamlining your workflow and keeping your models dynamically linked to real-time information.
Key benefits
- Real-time decision making: keeping the current date updated ensures that your models reflect the most recent business context, allowing for more accurate and timely decision-making.
- Automation for efficiency: Cloudworks simplifies the process, automating the refresh of the current date, saving you time and reducing manual effort.
- Improved model accuracy: by regularly updating the current date, you can enhance the accuracy of your forecasts, budgets, and plans, leading to more reliable insights.
Conclusion
In conclusion, mastering the art of refreshing the current date in your Anaplan model with Cloudworks is a valuable skill that can significantly impact the effectiveness of your planning and analysis processes.
Questions? Leave a comment!
……….
All the 'How I Built It' tutorials can be found here.
Re: [UPDATED] Summary Calculations with the User List
thanks @rob_marshall - good to know about #2 otherwise would have to have all sorts of maddening workarounds to show those.
Re: [UPDATED] Summary Calculations with the User List
Good questions…On the first one, no, I do not know when that will be updated or what the status of that actually is. On number 2, non WSA's will not be able to see the Total of Users from an input perspective, but they will from a report perspective (getting the data from the input and reporting it out without Users as a dimension).
Re: Top 25 Anaplan features released in 2023
Here is a link to a downloadable PDF for all of 2023 Product Releases]
Re: Management Reporting: Export to PowerPoint
This is a must-have. We cannot use Management reporting because we need to have the option to add some custom slides to a standard slide deck.
Anaplan for Microsoft 365 ppt add-in is very limited in functionality, insufficient alternative. Not suited for reporting to management.
Please prioritize exports to ppt.
Re: How I Built It: Data locking and validation within processes
@saglago that is fascinating, I definitely forgot about that specific functionality of Versions!
For reference, here is the mini lesson on that functionality:
It is useful for whenever input data has the Versions and Time dimensions - if you need to lock version data that is not on the time dimension, then you would need to use Dynamic Cell Access or some other method.
NoahJ