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12.4.3 Activity: Create Saved Views for Size Margin Report
How to set the filter as 'Forecast Months Only' in this Size Margin Report? When I clicked filter, I didn't find place to filter 'Forecast month'
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12.4.6 Activity: Create Saved Views for Employee Expenses
When I follow the instructions on this lesson, and set the filter as forecast period, my result is as the 2nd screenshot, it just showed monthly data, not aggregated on aa yearly basis, while the lesson result aggregated on yearly basis. How to fix? My result: Lesson result:
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Anaplan security automation
Author: Steve Meekins is a Certified Master Anaplanner and has worked in the Anaplan ecosystem for over 8 years. Steve has worked in both industry and consulting and has successfully architected over 50 end-to-end EPM implementations. The challenge Security management is no simple task for organizations that have several…
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Multiple Lookups into DATA... module?
I have 3 hierarchies, Customer (C1-C9), Developer (D1-D3) and Product (P1-P6). I also have a combined list C10 which is C9_D3_P6. I have a DATA Rebates module with a LOAD list dimension and properties for C6, D2, P3. I have a reporting module with C10. I've also got a PROP C10 module with line items for each of the items…
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Level 2 - 3.3.5.2B Shipping Line Items : check your work
Hello, In the Level2 Sprint 3, I completed the 3.3.5.2B Shipping Line Items exercise, however when checking the content in the module the figures are not correct, despite I'm quite confident the formulas should be correct.. I run the process 9 as reported in the hints, I did not get any errors.. unless I missed something…
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Level 2 - 3.3.5.3 Check Your Work: issues with the figures in the module INV01 Inventory Ordering
Hi, I completed the formulas in the module INV01 Inventory Ordering, however the figures do not match what reported in the training: this my module these the formulas The Confirmed Purchase Order Receipt value is expected to be 8,194 while in my case is 8,116 In the In Week 5 FY20 column, the Reorder Flag is expected to be…
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Bulk processing with Workflow
Author: Dave Waller, Principal Product Manager at Anaplan. While Workflow has been fine tuned for progressing single items through a business process, typically using forms to create new list items and then syncing workflows to that new item, there are some situations where there is benefit in processing new items in bulk.…
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History Pull Inconsistent Record
I pulled the history log for a specific time period and filtered it by module, line item, and list items. I'm trying to understand how to interpret this history: Row 1: Previous value was 0.5 → changed to 1 Row 2: Previous value was 1 → changed to 3 Row 3: Previous value was 0.5 → changed to 3 Row 4: Previous value was 3 →…
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Generate a downloadable file within workflows
It will be great to have Workflow supporting export actions and generating downloadable(Physical) file like the Actions→Process does in Anaplan Model to avoid using additional API as medium just for Export. We can automate Export action also along with other actions (Templates) and avoid publishing one extra action in…
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Can we publish any required list as a Page selector on NUX page?
As I remember, in classic dashboard we have an option to publish any list as a page selector for the grid but i don't see that feature in NUX page. For Example, I have a module which is concatenated with PLOB, PO region and UW unit and same has been published on NUX, Now I can use this concatenated list as a page selector…
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Notification while reaching the threshold of index numbered list
Today, we can reset index list manually in the list setting tab. In our business case, we use a numbered list in a dimension of a staging module for daily data integration. As we erase and uplaod the list every day, the the numbered list index limit is reached very often. With no manual intervention of an administrator,…
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Sample Python code to perform EPB move to production activities
Author: Michael Moore is a Certified Master Anaplanner and Director, Enterprise Planning at HP. Overview of what this article covers: Prepare Begin authentication Complete authentication using code to fetch token Load API client code Move to Production Generate list of PRODUCTION MODELS to update Find the SOURCE MODEL for…
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3 Dimensional Charts
Currently, it appears that Combination Charts can only be created when there are 2 or fewer dimensions on an axis (assuming line items are a dimension). We need the ability to make charts with 3 dimensions (one nested). For example, I want the "product" dimension to show as stacked columns with actual amounts (line item),…
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AGENTS vs. AGENTSB
I am looking for some more background on the differences between these two functions. I understand that AGENTS takes into account the SLA and target response time, but where my confusion lies is moreso with AGENTSB. Agnostic to target response time, how does AGENTSB calculate # of servers based on a 'busy period'? What…
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Ability to Expand/Collapse horizontal sections or rows full of field cards (like filters).
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: For UX with large grid data, Users wanted to have filters to narrow down results, issue here was they had more than 15 filters for…
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Comparing SAP × Anaplan integration: Why ADO is the right fit for planning scenarios
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. To drive accurate and agile planning, it’s critical to integrate actuals from SAP ERP systems (such as S/4HANA) into Anaplan in a structure aligned with its model framework. This article compares three integration approaches — SAP…
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Can't Import a CSV File - "Cannot read properties of undefined"
Does anyone have experience with this error? I'm trying to load into a module and this message comes up as soon as I select a file. This happens even when trying to load a file we used last quarter which had no issues.
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Ensuring Calculated Line Items Export with Summary Exclusion
When exporting data from Anaplan modules with dimensions (like SKU, Region) and calculated line items, excluding summaries can sometimes lead to unexpected results. Consider a module, perhaps a Sales Forecast module, with: Forecast Amount: 'Sales_Data.Prior_Year_Sales' (referencing prior year sales from a Sales Data…
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Context Selector filtering on UX page
Hi All, I am stuck with a request where I need to filter a list based on a Boolean condition. The Boolean condition is working all fine but when I publish and apply over the app page, there is a version selector which is causing the issue. Its asking me to choose a specific version for the Boolean to work, but I want it to…
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[Exam Level 3]
Is there any luck to get level 3 certificate if I missed 2 attempts
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'We can’t find this page" error will displaying when navigating to UX page
" We can’t find this page" error will displaying when Our user Navigation to UX page This error has been fixed on July 16th, 2024 release. We have clear the cache and history of the browser . It doesn't works well. Any one else have the same problem when Open the UX page, Could you help to give some suggestion for this…
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Excel Add-In
Is the only available add-in for Excel local COM?
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How I Built It: How to open the Optimizer's black box
Author: Author: Damien Bouquier has been a Certified Master Anaplanner for 5+ years and has developed solutions across a wide range of industries for FP&A, supply chain, and sales operations planning use cases. In this ‘How I Built It’ tutorial, I show how Anaplan’s Optimizer can provide more transparency and user…
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Level 2 Sprint 3.3.5.2 Confirm Purchase Order Receipt Line Item
Hi everyone, would really appreciate if anyone could help me with this problem. My formula is 'IF Confirmed PO Delivery > 0 THEN OFFSET(Final Shipment Amount, -Final Shipping Time Weeks, 0) ELSE 0'. Is this formula not correct? I have been trying several different formulas using my logic but cannot seem to get it right.…
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ALL with LOOKUP . Does it impact performance like SUM with LOOKUP
Dear Anaplan Community, We know that SUM and LOOKUP shouldn't be used in the same formula, as this can negatively impact model performance. However, I’m wondering whether using ALL with LOOKUP is also considered a violation of the Planual, and whether it affects performance similarly to SUM. To me, the logical answer is…
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
I'm learning this Module, but my result is different from what it should be in the lesson Based on the lesson, it should be: And my result is: The figures in my result for 2019 by month is not the same with 'should be' if I select 'Forecast' and 'US'. and my result doesn't have figures for 2020, while 'should be' has…
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Set Default & Page-Level Toggles for Card Comments/Maximize
Hi all, Just discovered we can turn off comments and maximize on cards other than text. As I was using it, an idea came to mind. Since I'm usually turning comments and maximize off for cards like images and text, it would be a huge time-saver if they were off by default. Another idea could be a "apply to all cards" button…
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How to add totals for L2,L3 and L4 to show total of levels values for all categories???
How to add totals for L2,L3 and L4 to show total of levels values for all categories???
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UX chart not looking good
Hello , do you have a better idea to better represent the below chart , as you can see there is zeros that I want to hide and want to add some kind of slicer and want to make it look a little bit like the UX design below that we previously had in excel , let me know your thoughts,,,thanks….. let us not focus if the numbers…