-
End user documentation made easy with Anaplan
Author: Hillary Sich is a Certified Master Anaplanner and Senior Manager at Accenture. Do you actually enjoy creating end user documentation for the models we build? Are you creating end user documentation as a Word document with multiple screen shots per page? If so, then this article is NOT for you! Why not leverage…
-
Module Building 6.8.1
I can't seem to get my module to match what the learning center is showing. Any idea what I could be missing in dimensionality etc.? I've looked back through the previous lesson and can't find any clues. Learning center shows: And mine looks like this: What am I missing in the setup below? I made several back-to-back and…
-
Talent Builder Graduate Mini Resume - Akshay Palimkar
Name: Akshay Palimkar Location: Ontario, Canada Certification: Professional Model Builder Educational Background: Engineering graduate, SAP Certified Development Specialist Profile Summary: Certified Anaplan Model Builder with 15 years of enterprise application development and business process experience. Strong background…
-
Anaplan Way - The Four cornerstones
Hi I am in Anaplan Way and just viewed the Lesson two ( four cornerstones). I have listened to Simon Tucker, Chief Customer Officer. He talks in the order of Model, Data, Process and Deployment and explains each cornerstone. However, my concern is in the learning material the order of the four cornerstones are Process,…
-
Hybrid approach to planning and execution: Anaplan for Salesforce and ADO
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. In my previous post, I outlined the different ways Salesforce and Anaplan integrate — from the Embedded UX experience (Anaplan Tab) to data-level integrations such as the Anaplan Data Orchestrator (ADO) Salesforce Connector. Since…
-
Model Building 7.2.3 Mapping Issue
Hi All, I have poked around through the forum looking for an answer on this issue, and most of the threads end with no solution. I have had no problems mapping the other stuff so far, no idea what is going on here. Yes I am mapping by code, instead of Employee name. Yes I have edited the start and end date, tried yyyymmdd…
-
Default Show Scroll Bars
Description Currently, scroll bars in Anaplan UX grids and cards only appear when content exceeds the visible area and when you hover over a card and the scroll bars appear. While this behavior is standard, it can create usability challenges for end users, especially when: Users are unsure if additional data exists beyond…
-
Is there any way to block the writeback functionality for some users?
I have this problem: I'm creating an AXL report, which will be distributed across members of a department. I need to know if is possible to block the writeback functionality for all members except the owner of the file to avoid accidental updates of data in Anaplan's modules. Thanks!
-
Is there a way to turn off the Show Comments Summary panel in UX pages with Comments?
This shows all comments across all data to all users with access to the UX page. This is not appropriate for any UX which might contain security access sensitive data. Comments on grids and cards ARE security dependent. That works fine. But anyone with access to the page can open this Summary Panel and see ALL comments…
-
Boolean filters not showing up in Product Replenishment UX Page for L2 Sprint 3
I'm attaching the screenshots of the INV01 module and the Product Replenishment UX page. The boolean time filters are visible and working for the time filter modules in the UX page. But the boolean filters for INV01 modules (like Submit Purchase Order Request?) isn't showing up in the UX page. Please share your suggestions.
-
What happens if you miss the Anaplan recertification deadline?
Maintaining your Anaplan certification is crucial for validating your expertise and staying current with the platform's latest advancements. Missing the recertification deadline means you will lose your certification status and need to start the certification process over from the beginning. This article outlines the…
-
Read/write security rights simplification for AnaplanXL
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: I have a small improvement request for assigning security rights to different security groups in AnaplanXL - it makes sense having…
-
Default value for Booleans or other types
I would like to pre setup input Booleans by default to true in the blueprint view //GP
-
Feature Enhancement Request: Display Name Adjustment for Tooltips in Security Profile Access
We would like to request a feature enhancement regarding the name displayed in the tooltip within the Security tab. Current Behavior At present, both the tooltip and the Manage Members section display only the member name. Difficulties ( feedback from our end users) Many of our clients use large member hierarchies—ranging…
-
Workarounds for coercing timescales in Polaris?
Hi, all. Polaris formulas don't coerce timescales like classic does and I'm looking for a workaround. I want to build a UX time selector like I have in my classic models: The way it works in classic is like this: The "Filter" line item looks at the month formatted, quarter formatted, and year formatted boolean line items…
-
Automated Email Notification Capability
I currently have timetables built out in Anaplan with designated users to each deliverable with due-date. I would like to have the functionality to send automated rmeinder emails to users when the due date is getting closr and teh deliverabl has not been completed
-
Which is better for Polaris' performance? SUM or LOOKUP
Hi folks, I was testing which function performs better in Polaris to pull data using a 1:1 mapping. Let me first give you the context: I have a DAT module where many KPI metrics are structured as a Flat List with only one line item (Amount) to store data. Then, I have a CALC module whose line items are also KPI metrics.…
-
How I Built It: Customizing Summary Methods
Author: Mitch Aist is a Certified Master Anaplanner and Principal Consultant at Tru Consulting. In this How I Built It video, I share a unique method for creating custom logic for Summary Methods. Learn how to create line items that can identify the hierarchy level of list items. You can even use this technique to utilize…
-
Function Movingsum
I try a movingsum function but i get always the next message This is the function that i try And the location that i try to aggregate Why do i get this message the module has a day scale?
-
The power of the ‘No’ version approach in Anaplan
Author: Hanwen Chen is a Certified Master Anaplanner and Professional Services Sr. Manager at Anaplan. Over the years, working closely with Anaplan customers across industries, I've been called in to diagnose and fix struggling models — often in crisis mode. Time and again, one particular design pattern surfaces as a major…
-
Problem with the Excel plugin and exiting Excel
Hello, we have a problem with the ExcelAddin 4.4 and Excel 365 for Enterprise. Once the plugin is installed and we open / close Excel, an invisible Excel process remains and doesn't close. Because of this, very often we have the message "Do you want to start in safe mode?" next time we start excel (especially after a…
-
Improve error logging in a data transfer step workflow
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: When the data transfer step fails, it generates the following errors in the Workflow log: Unable to execute Staging table import.…
-
[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, 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…
-
Custom Calendar Scheduling for Workflow
Currently Templates can only be run on a certain day of the week or selected date of the month. It would be great if it can have more options to trigger workflows
-
Forecaster - How to manage NULL values?
In real-world forecasting applications, it's common for data to have null values. These values are missing values for certain points in time. There can be multiple reasons for the presence of missing values. For example, a transaction may not have occurred, or a device or service that monitors data may have malfunctioned.…
-
Workspace Admin at model level
The ability to select which models in a workspace - where a user is either a workspace admin or not. Currently one is either an admin for all models in the workspace or none. Selective models for workspace admins is not possible. There is a need to select workspace admins for selected models in a workspace.
-
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.
-
Planning, pie, and people: What I’m thankful for in the Anaplan Community
Author: Mikhil Agarwal, Certified Master Anaplanner and Delivery Manager at VISEO USA Inc. As we dive into the holiday season, a time for family, reflection, and maybe just one more slice of pie, I’ve found myself thinking about a different kind of table I sit at throughout the year. Not the one in the dining room, but the…
-
Pagination in Management Reports Without splitting Parent Blocks
Hi I would like to set up pagination in management reports by assigning a page number to a list item and its parent but I also want to be able to keep a block of parent and list items together and not split over two pages. E.g. Parent 1 - 1 Child 1 - 2 Child 2 - 3 Parent 2 - 4 Child 3 - 5 Child 4 - 6 Child 5 - 7…
-
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…