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Predictive Insights (PI) - Predictive Model Evaluation
Model evaluation is the operation through which users can estimate the expected performance of a Predictive Insights (PI) predictive model and assess its effectiveness. Since predictions and account prioritization can play an important role in your sales programs or other business initiatives, model evaluation is key and…
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Predictive Insights (PI) - Use Cases and Model Types
Predictive Insights (PI) supports multiple types of account scoring models. Each model type requires different input data depending on the use case. Configure PI by filtering and adjusting the accounts in the Customer and Prospect datasets. Use this page to understand the most common use cases supported by PI and what…
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Simplifying User Access Management in Anaplan with the SCIM API
Introduction:In today's fast-paced business environment, effective identity management and governance play a crucial role in maintaining data security and ensuring smooth operations. Anaplan, a leading cloud-based planning platform, offers a powerful SCIM (System for Cross-domain Identity Management) API that integrates…
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CoE Connect - Newsletter May 2023
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…
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[Part 3] Anaplan Audit History Data in an Anaplan Reporting Model
With Anaplan Audit, Enterprise and Professional level Customers can track audit events that occur in their Anaplan tenant. For the Anaplan Audit History project, we created a simple Anaplan reporting model and app to report on Anaplan Audit events in the Anaplan UX. Customers may download and use the Anaplan Audit Model &…
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[Part 2] Enhancing Anaplan Audit Log Data Extraction with a Streamlined Python Solution
The Anaplan Audit History project, consisting of several Python modules and a configuration file, which works synergistically to streamline the process of fetching, formatting, and loading Anaplan audit log data into a preconfigured Anaplan Model. The project leverages the Anaplan REST API, the Python Pandas library for…
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[Part 1] Enhanced Reporting of the Anaplan Audit Log Summary
As organizations continue to embrace Anaplan's powerful platform for connected planning and decision-making, maintaining robust security and compliance measures has become increasingly essential. The Anaplan Audit Log serves as a critical tool in achieving these objectives, providing granular insights into user activities…
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OEG Best Practice: Integration Scheduling in Anaplan CloudWorks
Introduction: Anaplan CloudWorks enables seamless data integration between Anaplan and other cloud-based applications. To optimize performance and efficiency, it's crucial to follow best practices when scheduling integration tasks. This article outlines recommended guidelines for creating integration schedules in Anaplan…
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ACE is back and in person in San Diego June 5-7!
The Anaplan Community Experience (ACE) will be joining together with Anaplan Connect in San Diego, to offer an incredible experience for Anaplan community members and users. Featuring inspiring keynotes and multiple breakout sessions focused on Your Anaplan Journey, a deeper look into Modeling & Data Management, plus…
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Join our new ESG and Sustainability Group!
We are excited to announce that the Anaplan Community has a brand new group, focusing on topics of Environmental, Social and Governance (ESG) and Sustainability modeling. You can request membership here. If you’re interested in this space, you might also want to read the series of articles that group leader Steve Bows…
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Can we choose the line item for which the context selector should be applied on a page?
I have a page which has a context selector based on a dimension A. I have a module shown as grid in the same page which has four line items(a,b,c,d) whose Format is dimension A(List)> I want to make sure that everytime I a dimension in the context selector it should refer to line item d , currently it is referring to line…
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HiI want to use quarterly sum in another module which is in months. How to do that?
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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Can we disable Create page button from the UX for the end user?
Hi, I want to disable the create page button for the end user from the dashboard. Please let me know, if there any way to restrict it?
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List Formatted Line Item-Dependent Drop Down
Anaplanners, I have a line item which is list formatted, wherein end user selects a list item. List: R3 Category List: List Items Important Semi Important Not-Important with a top level item "All Categories". Problem: User is also able to select "All Categories", which is actually a top level item and should not be the…
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Convert Values from a 445 Calendar to a Normal, Monthly Gregorian Calendar
Summary As a supply chain Anaplan modeler, you might be asked by finance to convert your 445-monthly forecasts into a normal, Gregorian calendar since their general ledger accounts are usually set up that way. This user-story will provide a solution using a one-year model that uses a 445-monthly calendar. This solution was…
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[Pre Work] COE Maturity: Arendelle Analytics Case Study
Pre-Work: Read the following Case Study and post below in the comments your response to the following question: As Anna WarmHeart, what would be your recommended strategy and mandate for the Anaplan CoE at Arendelle Analytics? — Establishing the Anaplan Center of Excellence (CoE) at Arendelle Analytics: A Case StudyNote:…
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Movingsum Function Workaround
Hi Anaplaners, I'm have 2 line items Margin and Moving sum doing a MOVINGSUM on a line item moving sum. And I would like to capture in my line item where movingsum is done. I would like to calculate MoM Average between 2021 and 2022. And When MoM margins differ by more than 30% - I will replace the value with the margin…
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7.2.3 Activity: Import Data into Employee Details Module
When importing data into the SYS08 Employee Details module, my end results looks like the second photo when the goal is the first. I have imputed the correct mapping, and manually mapped the employee detail line items as well as changed the date format to YYYYMMDD. I'm not sure what the error is, I keep getting the error…
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Bulk Copy by Month
In the model, Version section, a user would have the ability to run a bulk data copy between time periods/months across and between versions. The new functionality would include: * Bulk copy - ability to select the specific month(s) to copy from one version to another. * Bulk copy - ability to select the month(s) to copy…
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Soft error while running Process in DAshboard
Hi , Can you help me how to solve the below error Regarsds, Swapna
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3.3.12 Activity: Create Product Replenishment UX Page - Conditional Formatting
Hi, For this section of Activity 3.3.12 regarding conditional formatting, I have not been able to find the rule to reflect the condition below: * Add conditional formatting to display Ending Inventory as red when the value is less than the Safety Stock Target value. See below the options I see for conditional formatting,…
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Access to Anaplan Platform free for 90 days
Hi Team, I started my Model building course from Learning Center. I completed my other courses and then Essentials of Model Building. Now I want to continue Level 1 Model Building (L1MB) course for which I need access to the Platform free for 90 days. How can I have access for the same? Please help me in receiving access…
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Dates and time intervals
Hello, I have a request from my sales team to implement a discount simulation in our sales analysis model. To be more specific. I have a model with sales data by day/customer/product. In a different model account managers will input a discount rate by client and product with a validity date, meaning I will have a start…
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Master Anaplanner Certification
Hi All, Anyone has given Master Anaplanner certification in recent times? Thanks, Mahesh
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Missing Customer from Customer Hierarchy in the Spoke Model but not in Data Hub
I have a customer that is located in our spoke model, but it is not show in our data hub where the customer hierarchy lives. There is a daily process to push the CH into the spoke model. The client also stated this customer has been around for years and should be present in the hierarchy, but the source file does not have…
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User access
I have a scenario where the user has to see his own details only in few Dashboards and in 1 DB he should see his associate details, If I restrict the associate to the user in the users the first option is working fine however the last DashBoard he is unable to see his associates. If we provide all associates in Associate…
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CAGR Formula Issue
Hi, I would like to write a CAGR formula in Anaplan and don't know how to go about it. Below is the formula. (Ending Value/Beginning Value) ^ (1/No. of Periods) – 1 Each time I try this formula Anaplan throws an error invalid formula. It seems Anaplan does not recognize this ^ sign. Please any workaround or suggestion how…
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Previous active plan
I need to get the previous compensation plan untill a new plan is asigned to associate
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Need past /previous active value
Hi, I need help here to get the associate last active plan as complan in one of the modules'. If I use current date in lookup its taking the compl plan as blank Thanks & Regards, Swapna
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Filter window/panel should close when clicking "Apply"
Hej The Filter window/panel should close when clicking "Apply", rather than having to also click on the "X". As a user I want to apply several filters to a grid and then click "apply". With clcking "Apply" I expect the filter window to close, so that I can better view the data to which the filter was applied.
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Improve Context Selector NUX
Hej, The context selectors should be improved in following ways As a User, I need the upper levels of a hierarchy in the Context selector to freeze when scrolling. This is so that I always can understand where inside the hierarchy I am when selecting the the item to display.As a User, I need the Font of upper levels of a…
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Level 2 Conclusion INV05 Shipping Export
@Misbah Shipping Costs = 'INV01 Inventory Ordering'.Final Shipping Costs[SUM: 'SYS08 SKU Details'.Distribution Center] This formula for the shipping costs line item is giving me '0' as values. Is it because the formulae I have entered is wrong?
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Button
Hello Everyone, I have a question. The button below "Show Accounts without Category mapping" but as you see in the table "List of Accounts and Mapping", accounts are showing up that have category mapping. Does anyone know the possible reason for this and potential solutions on how this can be resolved?
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How to look up a line item in a line item subset? LIS help!!!
How do I lookup a combination of a line item and a line item subset, like lookup a line item in a module that has a line item subset? Basically we have a module (processing costs) that pulls in values for our GL data, for example Panel Production Volume M3/8s is 94,374 for May 2023. We have other modules that reference…
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Model design process
Can anyone help in guiding me whether my order of front-to-back model design process? 1. Document the business process 2. Determine the modules needed in the model 3. Identify the dimensions needed for each module 4. Design the user experience 5. Map the user and data workflow
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Today() Function
I'm wondering why in Anaplan we can only have to input current period in Time. As we're using Anaplan as Supply Chain planification tools and we work really at planning on days level. So it's necessary for us to determine "today"'s date. The solution we use now is to launch an automatic import and update the "Today" item.…
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4.8.2 Activity: Import Data into E2 Employees# List
Hi All, Has anyone completed exercise # 4.8.2 Activity: Import Data into E2 Employees# List? I am not able to procced with this, can anyone j
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Introducing the Optimizer Toolbox
What is the Optimizer Toolbox? The Optimizer Toolbox is a Model Builder’s reference guide that details common linear program constructions for themes such as allocation, scheduling, and time-phasing. Each theme is dissected in a sequence of modules that progress from simple to complex. For example, the “drawer” on…
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Request for workspace access
Hi Team, This is Pavith Kumar D. I have learned and certified Anaplan Level-1, Level-2 and Anaplan way. I am requesting here, Could you please give me a 90-days free trial workspace for me. Actually already I have used 3 time free trial workspaces. Now I want to learn at the next level of Anaplan certificate and get ready…
