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Import for Weekly Data
I am trying to import Historical Weekly Data, but am constantly getting error.
Please assist how to import Weekly Data?
I tried several times, I have attached Screenshot.
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Bulk Copy Action for Production Lists
This idea relates to the Bulk Copy action enhancement released in a platform update earlier this month (Nov 6 2021 release). (Thank you by the way for that enhancement!)
We would like the ability to execute the Bulk Copy action for Production Lists. (Currently, the action is limited to only non-Production Lists.) Bulk Copy for Production Lists is critical for us since we leverage Bulk Copy extensively with lists that get changed in a deployed/Prod environment. (E.g., user has ability to create their own list member representing a what-if scenario, and then Bulk Copy to/from that list member.)
Related to this idea, we'd also like the ability to execute the Bulk Copy action by a non-Workspace Admin, and for the Source/Target list members for the Bulk Copy to be tied to Line Items, so the action is dynamic/flexible , as opposed to the Bulk Copy Source/Target fixed to specific list members, but I see there are already Ideas out there in the Exchange, so I'll just piggyback off of those:
* https://community.anaplan.com/t5/Idea-Exchange/Bulk-Copy-Action-Line-Item-Input/idi-p/124254
* https://community.anaplan.com/t5/Idea-Exchange/Ability-to-run-bulk-copy-in-the-NUX/idi-p/100477
𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖𝄖
Paul Rappmund
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Turn off Show Comments Summary Panel?
Is there a way to turn this off? What is the point of allowing all users who have access to a page to see all Comments?
Unless I am missing something, this Show Comments Summary Panel is not security access dependent. All users who have access to the page can see the comment. This fact is even confirmed via the "Who can see your comments?" description when entering a comment. But of course unless users are trained on this, comments can contain sensitive information. Was the idea behind this Summary Panel that users should be trained to NOT enter anything sensitive?
Is there a way to turn this off and I just haven't found it? Thanks,
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Removal of space for bespoke prefix/suffix / currency code
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds:
Applying things like bps is great but would be great to not have the space between number and item. For pre-defined ones such as % there's no space but for everything else there is. Means having to create a text box within Management Reporting and hope that it works out all ok - which given the precision needed can be cumbersome
Who is this impacting?
Predominately end user / page builders
What would your ideal solution be? How would it add value to your current experience?
Removal of the space between prefix/suffix and the number
Please include any images to help illustrate your experience.
@sprender - something to flag up!
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Dynamic Display by Language Selection
Problem Statement
Ever wonder how to display your data in a different language format in Anaplan or simply just want to cater to language display options based on user selection?
Step-by-step guide
We need all the lists that require translation to be defined and it is best to have modules with definitions of each language to be published in the UX.
Note: remember to use Numbered list.
To make it driven by the user who consumed the dashboard, create a Parameter module with a List formatted line item for language selection. Then link all the display name properties’ formula of the numbered list to LOOKUP for the selected language. Then use the same lists for the modules needed throughout the model.
For better maintenance of the language definition, publish the modules with list definitions to the UX.
You might have seen various approaches to this problem but I hope this is useful for you. Would love to see how you apply this technique. Please share them in the comments below.
Thanks.
Leo
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Format Column Alignment
It would be amazing if we could align data in table columns to left, right or center. When you have two columns next to each other and one is text and the other is number then they look like they run together due to the alignment of the data format. Also, it just doesn't look very nice.
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Combined Grids is now live!
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan.
Combined Grids and multi-module reporting
We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common challenges for planners and model builders today by allowing you to bring data from multiple modules into a single, unified grid. We’ve already seen customers finding real value in this enhancement from, streamlining UX by reducing unnecessary white space from multiple grids on page, to unlocking more intuitive planning experiences for end users and enabling more efficient model building whilst removing inefficient workarounds.
We developed Combined Grids based on direct feedback from our user community to solve a common challenge: viewing and interacting with related data from different sources in one place. Let's explore what it does and, more importantly, see how early access customers are already using it.
Combined Grids demo
https://play.vidyard.com/jE6fAyopzvibJjUvJ8vyUk
The Challenge: building complex, multi-module views
As Anaplan models grow in sophistication, so do the demands on the UX. Page builders often need to present data from different modules side-by-side. For example, you might want to show product attributes next to monthly sales data, or compare a driver-based forecast with the final plan numbers. While this has always been possible using multiple grid cards, it presented a few common hurdles:
* Synchronizing data: Keeping separate grids aligned when scrolling or filtering required careful setup and could sometimes lead to a disconnected user experience.
* User-driven analysis: Applying a single sort or filter across multiple, separate grids wasn't possible, limiting a user's ability to analyze the data holistically.
* Model building workarounds: To create the ideal view, model builders often had to create "helper" modules or duplicate data, increasing model size and maintenance. This could also mean straying from best-practice modeling principles like DISCO.
* Exporting data: To analyze data from different grids together, users frequently had to export multiple files and combine them manually in an external tool.
Combined Grids was designed to address these challenges directly.
The solution: a single, unified grid with data from multiple modules
At its core, Combined Grids allows a page builder to merge up to five modules into a single grid on a UX page. The key requirement is that the modules share a common row axis. This enhancement unlocks several benefits:
* A unified view of data: All your data is presented in one grid, which saves screen space and provides a more intuitive user experience.
* Powerful end-user interaction: Users can apply a single sort or filter across all the data in the combined grid.
* Simpler model design: It reduces the need for those complex workarounds, allowing for cleaner, more efficient models that adhere more closely to best practices like DISCO. An early access customer said: "Combined grid allows us to avoid creating redundant line items... and more strictly adhere to DISCO and 'create once reference multiple times."
How customers are using Combined Grids
The best way to understand the feature's impact is to see how it's being used in real-world scenarios. Our early access customers have already found creative and powerful ways to put Combined Grids to work.
Streamlining budgeting and reporting at Jaguar Land Rover (JLR)
For their marketing budget, JLR needed to plan values across multiple time periods and for lines with many different attributes.
Before: This required two separate modules — one for the attributes and one for the budget values. On the UX page, users had to input data on two separate grids and perform two separate exports to get a complete picture. Filtering was complex and had to be pre-coded by their model builders.
UX page before Combined Grids:
With Combined Grids: JLR now combine the attributes and budget modules into a single view. Users can input data on one grid and run a single export. Most importantly, users can now apply their own filters and sort by value, giving them far more flexibility for analysis with less upfront work for model builders.
UX page now with Combined Grids:
No back-end filters required, JLR now simply make use of Anaplan’s native filtering for end users.
Creating comprehensive forecasting views at Unilever
Unilever has a large-scale forecasting process with over 800 users globally. Their challenge was to display all material attributes (like Group, Subgroup, Classification) and reference numbers alongside the forecast data in a single view.
Before Combined Grids: This information was spread across multiple grids, making it difficult for users to see the full context at once.
With Combined Grids: Unilever now present all attributes and reference data together in a unified grid. This gives their forecasters a complete and contextual view, helping them make more informed decisions quicker.
Getting started with Combined Grids
Creating a combined grid is straightforward:
* Add a Grid to a page: Add or edit a grid card onto your UX page.
* Select primary module: Choose the grid you want to appear first on your combined grid. Note: The order of modules cannot be changed after creation, so plan accordingly.
* Combine Grids: In "View designer" mode, click on the ‘Add Grid Sections’ button located above the main grid. A right-hand panel will appear allowing you to select up to four additional modules to combine to your primary module. Remember, for grids to be combined, they must have a common row axis so, all dimensions in rows must be present in the additional modules you wish to add.
* Apply customizations and publish: Apply any additional customizations, like conditional formatting or any filters, and when ready, click update and publish the page.
Tip: End users can make use of the existing ‘Freeze rows/columns’ functionality and Freeze the columns in the first module (for example attributes) so they are always visible when looking at your combined grid.
Just the beginning…
We are incredibly proud to deliver Combined Grids, an enhancement that we know many of you have been eagerly anticipating. Our team has worked hard to bring this powerful capability to life, and we see it as just the start of the journey. We are already working on what comes next. In upcoming releases, you can look forward to more flexibility, including the ability to reorder the Grid Sections within your combined grid and better, more clear labelling of Grid Sections when making customizations to your view.
Looking further ahead, we will continue to explore ways to provide even more freedom, investigating how we might allow you to combine more modules, even without a perfectly common axis. We cannot wait to see the transformations, efficiency gains, and time savings you will achieve with this new feature. Your feedback is what drives our innovation, and we look forward to hearing about the incredible solutions you build.
Additional resources
* Combined Grids Webinar with testimonials from JLR and Unilever
* Anapedia documentation on Combined Grids
* Anapedia training on Combined Grids
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Anaplan NUX Waterfall Chart - Ending Totals from 0
Is there any way to have the last item of the waterfall be a running total that starts from 0 and shows the net of the previous waterfall components? I'm using line items here, would just want the Ending NAV to always start at 0
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions.
2. Currently, Data Write actions can only update one cell at a time, which limits its usage, but if we get an ability to use it for multiple cells, based on a Boolean it would really help specially in cases like approval workflows and similar setups.
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Dynamic List filter not syncing on Pages
Dear Community,
I try to make something work in a Page on the New UX :
I have the following :
- An input module "Forecast collection" dimensioned by Time / Version / Entity / Cost Center and Project for users ton enter amounts
- An Input module identifying which CC can access to which Projects to input costs on it "Cost Centers eligible projects"
- A module by Cost Center holding a boolean to allow input by users to be either on a "Not Applicable" Projet (if False) or detailed by project (if True) : "Detail by project ?"
- A Filter module by Project and Cost Center that calculates a boolean : If "Detailed by project ?" = TRUE Then, "Show Detailed Projects ?" = True (depending on another "Cost Centers eligible projects") for all ELSE the boolean is true only for one "Not Applicable projet"
Now it works fine with classic UX, but I cannot seem to make it work with new UX ?
I tried to set up a Filter but It is not working as it requires that I fix the filter condition on a specific Cost Center with the "Contexte selector" while the Filter is designed to be dynamic depending on the Cost Center choice.
--> Is it a known limitation and then I will revert back to classic UI for the time being or is there something I need to do in order to make it work ?