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Update Months based on Native Version
Hey Anaplanners, is there a way to restrict the months for Native Versions? Right now my switchover period is Jun-25, therefore in my saved view for Actuals Version, I will see data for months less than jun-25 based on my logic. However when I flip the version to Working Forecast, I am able to see all the actuals as well…
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Dynamically Select Users in Anaplan Workflow
How can we implement dynamic approver selection in the workflow, given the following scenario? A manager may oversee multiple regions, and each manager has their own manager’s manager who is responsible for approving changes. When a manager initiates a workflow to edit a region, the approval request should be routed to…
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Anaplan Data Orchestrator - Missing Features
I have been playing around with ADO for weeks, I must say it is a powerful tool. I understand it is evolving but I think these features should be part of ADO when more features are released. When the model object is deleted in the model after the creation of Link in ADO, Link in ADO should get disabled or should break the…
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Design standards for a superior user experience — Part 2: UX page standards
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In my first article, we detailed how to create a robust design for the user experience; now comes pulling it all together and building the actual pages! We will examine the concepts and ingredients of a strong page to focus…
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Anaplan XL - write back
Hi, I want to utilize the Anaplan XL - write back for the daily tasks, but I am not sure if my approach is possible (at least I can't think of a way to do it). I have a table in an Excel sheet that contains all the calculations, and the final result is in row 10, for example. Then I create a grid that has the input line…
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New Ux Sync to connect two grids - How to do this?
Hi Community, I am in new ux and I have problem with something. If I cannot do this in new ux it will be a big problem. Below is my issue: I have two grids A first and B next. I have CoA in rows and time in columns. First grid show actuals and second is for forecast input. Entity, Verson and line items are page selectors.…
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Level 3 - Ask the Stakeholders - Assigning Accounts to Territories Process Questions
Level 3 - Ask the Stakeholders Assigning Accounts to Territories Process Questions This forum is for asking the stakeholders of the Unicorn Candy Company questions about the Assigning Accounts to Territories Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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OData Rest API for
Hi, Does anyone know how to get an outbound OData Rest API, (OAuth2) to establish a connection between SAP and Anaplan. Thanks Khaled
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Selective Access on Hierarchy lists
Hi Anaplanners, I am using a flat list instead of a hierarchical list in module development because my hierarchy has 15 levels, which makes it complex to manage. I want to apply selective access only on the hierarchical list, not on the flat list. How can I control selective access at specific levels of the hierarchy list…
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Transactional APIs - Part 3: SQL Query Anaplan data using Transactional API via Data Virtualization
Here’s a sample transcript of conversations I routinely have with our customers who are new to Anaplan platform: * Customer: I have a need to query Anaplan ‘table’ and integrate Anaplan data to my database. Is this possible? * Anaplan: Certainly, using Anaplan Transactional APIs, you can query a saved view and output the…
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Event recording available: Workflow In Anaplan
If you missed our spotlight event on Workflow, a recording is now available. Anaplan's Elizabeth Schera, Allison Slaught, and Chris Stauffer share insights and strategies to optimize your processes. The session explores how Workflow can support more scalable and intelligent process automation by comparing two different…
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Filter non-zero rows based on Context Selector selection
Hi, I have a filter to filter out non-zero rows with the employees across to top as columns and a total colum for the LOB (Line of Business). I have set the hierarchy so I can select LOB A or LOB B from the context selector or All LOBs. Employee 1 // Employee 2 // LOB A Project A Project B Project C The issue is that…
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PlanIQ Last Trained Date Not Reflecting New Data
Hi Anaplan Community, I am encountering an issue with my PlanIQ forecast model's Last Trained Date not updating, despite successfully running both the data collection and the forecast action for that corresponding Forecast Model. The situation is as follows: My Anaplan source module has historical data up to August 1,…
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Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
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Looking for jobs that require Anaplan Model BuilderX Finance/accounting
I am a detail-oriented finance professional and accountant with 10 years of experience. I have a strong interest and expertise in data modeling and digital transformation. I earned my Anaplan certification in 2021. Currently, I am seeking job opportunities that combine my skills as an Anaplan Model Builder with finance and…
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Show "Used in Page" reference in Modules Settings
As a model builder, it would be extremely helpful to have a "Used in Page" reference in the Module Settings to show where a module is used in a page, similar to the Used in Dashboard feature. This would allow for much more efficient auditing and help tremendously with model cleanup. This is especially important since we an…
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Why planning needs a different kind of MDM — and how ADO delivers
Author: Miki Sato is a Product Manager, Product Management Team (Data Management) at Anaplan. Many companies are investing in Enterprise Planning, AI, and BI to improve forecasting and decision-making. Yet across industries, business users still ask the same question: “If we have trusted data, why can’t we use it in…
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How to publish Workflow triger button into UX
Hi, I am working on setting up workflow and cannot find the place where I can publish workflow button into the UX - so for example end user can start workflow for the UX without entering Workflow tab
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Page Source Model Settings in Manage Models
Hi, It would help productivity and reduce errors if we could add additional source models in the App's Manage Model settings. Currently, you can only change an app from here but to add additional sources you must go to each page individually. For ease of use, it would also be great is we could choose to hide archived model…
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FINDITEM with Line Item Subsets
Hi Is it possible to use FINDITEM with line item subsets? Thanks Kristen
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Public Endpoint for Server Side Pivoting
Having the ability to pivot a view via the API would be a very powerful tool (Server Side Pivoting) This would allow for custom connectors for tools such as Google Sheets, and much more.
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Converting from Native Versions to Generic Versions
I have a requirement to convert an existing model from Native Versions to Generic Versions in 5 weeks. I'm finding it quite a challenge to dissect this and go about it in an organized way. I tried to start from the endpoints with lines that are not referenced by anything and work my way back, and even with that am finding…
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Sync/Compare Issue
Hi, We’ve accidentally made a structural change in prod (a saved view from a module) and it’s no longer compatible with our development model. Is there a workaround that we could try to avoid having to create a new model? We’ve tried to “revert to last revision” in production by taking it offline but it’s not working, as…
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Flexibility to change Total 'All Periods' name in UX
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: Flexibility to change the name of Time Total 'All Periods' as users will have different nomenclature for Totals as per their standard…
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Aggregation of text and images in Hierarchy Charts
When Hierarchy Charts were introduced to the Anaplan UX, their popularity grew very quickly. The power of the intuitive visual representation of business hierarchies, and the simplicity of setup, combined to fuel substantial adoption by hundreds of our customers. At its’ simplest, the structure of a hierarchy can be…
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Using time for something not time related - special characters :)$
We had a recent challenge with the need to "clean" invoice data descriptions from special characters. This was done previously in SQL with the a long convoluted formula "REPLACE(REPLACE(REPLACE('Ana&plan', '&', '') that would have to edited by a developer in case any new special characters came through. Using the replace…
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Adjustments by Chart of Accounts
Hi community, I have a unique requirement for which I need an advise. My company want to adjust numbers per each CoA and this apparently is a key and mandatory requirement in future anaplan. Currently account is base level of hierarchy and imports and inputs happen at this level. I am now confused how I can give an ability…
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Disclosure Management Setup
Need help on setting-up the Disclosure Management Process and Add-in for Word.
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How can we show exactly what user wants in an input template?
Hi community, Its been a while I have not asked anything. What I need is as below. I have a module with entity (filter) and CoA dimension (in rows) for user input in forecast months. That's working fine. But now I have to incorporate a cost centre item in the grid so that users will have an option to select a cost centre…
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Integration with specific criterion
Hi, I am experiencing an issue with the Anaplan integration where data is not updating in the target model as expected. In the source model, users select the specific PC they want to update in the target, and then run the integration based on a saved view filtered by that PC. The unusual part is that when I run the…