-
Email Notification
I created a action - to add list member. Additionally also a notification to notify me via email if there will be a new List member added. But unfortunately it is showing me two different buttons to execute the process. Is there any way i can create in one process the adding of list member followed by Email notification?…
-
What is the best way to secure employee salary data to a central admin?
Hello - We are designing our first FP&A model and currently employee data is within that model. We would like only one person in the organization to be able to have access to all company salary data to keep detail by person secure to all other users. The issue we are running into is if you have a model builder role, you…
-
How to create a view and dashboard with data like this.
I have been given a sheet like this I have uploaded it into a single ( Master Flat) list using properties for each of the columns I then went ahead and put the data into a module and then created lists for columns ( region ,state, department ) that have duplicates using a view with the first occurrence formula to help the…
-
Anaplan Optimizer - Balanced Allocation
Hello everyone, Really hoping one of you bright-minded individuals can help me progress on a persistent issue. I am essentially doing a replica of the "T1.3 Allocation with Product & Line Compatibility" from the Optimizer Toolbox: But! My objective is not to minimize cost. Instead I have a guideline allocation of the…
-
Help Needed with COUNTIF Equivalent Formula in Anaplan
Hi Anaplanners, I have a doubt about Anaplan. I know it's a silly question, but I'm not able to solve it in Anaplan. If anyone has an idea, please explain it to me. I have attached a screenshot to this post for reference. Problem:In Excel, please refer to the N column, which is already highlighted. They are using the…
-
Automate model copy
Is there a way to schedule or automate the process of copying a model?
-
Anaplan users and inherited user rights for models in the same workspace (workspace admin)
Hi I think Anaplan should change the inherited access rights to models in workspaces. When creating users, it is easy to give a user access level when creating a user BUT the problem is this becomes inherited in other models in the same workspace. There is a workaround - give no access when setting up the user then specify…
-
ALM related question
I made some changes to our development model today and when we came to promote via ALM, the comparison report shows some item that we had not anticipated or expected. The comparison report has a section headed “Data Source Changes”. I made one change to the actions to add a new import action changed it’s sequence to the…
-
Boolean Automate
Is it possible to make the boolean automatically uncheck itself based on date provided from another/same module? For e.g. In the picture, date is set to be 7/18/2024. How to make Q1 FY24 uncheck and let others stay checked?
-
Put the value of a selector on a UX page in a line item
Hello, is it possible to put the value of a selector on top of a ux page(in this case it is a certain KPI) in a line item? If possible, I would like to use that selection as a lookup in a line item subset to calculate the Compound annual growth rate of that value. I can do this via a field that feeds a line item but then…
-
Import error: invalid name
Hello, I am trying to run a import into a list in order to update the item code as per what the user inputs. However I get this error: This is the module view I am importing . I want "New VAT Number" to be the new item code: Here is the action: What is wrong? Thanks, Luca
-
Is it possible to have a chart with a dropdown selection to show either weeks, months, quarters?
For example, if I have sales numbers w.r.t to time, however I want a single chart on front end that has a dropdown selection to switch between lets say 6 weeks, 6 months, 6 quarters as 3 options, how can we achieve that?
-
Security: one user only allowed to update data
Hello, I need to customize a solution for one user only. In particular, I want this one user to be the only one who's able to check the "Update VAT Number?" boolean and type in the "New VAT number" cell. However, the rest of the module needs to stay editable for all the user. The UX will then display all the columns,…
-
Any tips for reviewing the Model Map?
Hi I was wondering if anyone could share with me any tips that they use when exploring a new model using the model map please? Whilst I understand the basic functionality of using the model map, I am finding it very difficult to get a good understanding of the model and the relevant modules involved, because the model is…
-
Circulance References Issue
When apply formula on Confirm Purchase Order Receipt line in the INV01 Inventory Ordering Module i'm getting error
-
Convert Date Format
I need to convert a date-formatted line item into the YY-MM format. Could anyone suggest a more efficient method or confirm if this solution is optimal?
-
Best practices to clean up models (especially Actions)
Hi everyone, Trying to get some ideas and best practices from this great community on how to clean up unused fields in Actions. I recently deleted some line items that I was no longer using. There was nothing in the "Reference by" column so it made sense. But they were linked to some Actions to Spoke models and I ended up…
-
Produce random numbers
Hi, I was wondering if there is anyway to have random number generator? Thanks
-
Random number generator
Is there a way to generate random numbers from a defined range of numbers so that the numbers being changed regularly in a module every time we refresh the model or just run an action?
-
8.6.4 Activity: REV03 Margin Calculation Error
I am working on activity 8.6.4 Activity: Add Formulas to Margin Calculation Module I have some different numbers to what are there in the screenshot shared in the lesson after Check Your Work. Can someone guide me on what I am doing wrong I am attaching my numbers screenshot of what I get for output and the blueprint view.
-
How to add unique Serial number to a text string/text key with more than 60 characters
Hi All, I have a transaction level file coming from SAP with Actual records containing more than 50 columns in a module. As per business requirement I have to create a text key line item in that module with more than 30 columns which makes key larger than 60 characters so unable to import it as code in any list weather…
-
REP02 Size Margin Report
Hi, I am trying to put the formula in the REP02 Size Margin Report module which is part of 8.8.4 Activity: Add Formulas to Size Margin Report Module. However, while entering the formula I am getting an error. Could someone help me with the same?
-
formula to get total salary by role and region
Hello, what is the correct formula to get the total salary by role and region? in the source module EMP02, the timecard is "month" and in the target module REP04, it is "year". Aside from the timecard difference, my formula is not correct. any advice?
-
How to Prorate Weeks Across Months in Anaplan?
I need to create a monthly filter for a grid that uses TIMESUM in Anaplan. I'm struggling because some weeks span across two months. For example: January (Expected): Start week: Jan 1 (Sunday) End week: Feb 3 (Sunday) Current Value: Start week: Jan 1 (Sunday) End week: Jan 21 (Sunday) How can I prorate the weeks in Anaplan?
-
Selecting the Time to import data from other model - edit prompt
Hi, I have an action to import data from one model to another. When press to start this action I have a prompt page to select the Time, it means I need to choose the year of the budget that I want to import. The year that I need to import does not appear in the Time dropdown list of the action prompt. I checked the modules…
-
Incorrect decimal placement importing from csv file
Hi, I've noticed strange behaviour when importing into a number formatted cell in Anaplan from a csv file. My csv file is directly exported from a Workday report, and the csv file contains 2 decimal places for some entries, but some entries are rounded to 0.dp where the two d.ps are ".00". Anaplan is incorrectly putting…
-
How to Substitute out Quotes
I am trying to write a substitute formula that simply deletes double-quote characters Example: Text1 Start: This is a "note" text field Text2 After Formula: This is a note text field Is this possible? It appears anytime I try and reference a " anaplan recognizes that as a syntax and not a character.
-
Level 2- Sprint 1- 1.3.6
Hey everyone, I am hoping someone would be able to provide some clarification for me. I am on lesson 1.3.6 of Sprint 1 for Level 2 and it states that the following items need to be in the saved view. What are the subset line items? "Include: Code, Parent, and subset line items" Thank You, Laura
-
Calculate Space Utilized depending on Format and cell count
Hello Anaplanners, I have small query regarding size calculation, like how size of model is calculated using cell count of lineitem depending upon format used.. I would be better if I can get example calculation explaining how size is calculated using different format. Thankyou
-
Version label question
Think I already know the answer to this question but just wanted to double check with more experienced users. We are operating with forecast versions as a list and a version selector as a system module, screenshot shown below. This works fine, other than ideally in the report we would have the Version 1 and Version 2…