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Ability to copy a process
It would be nice to have the possibility to copy a process. This will save some time when developing, because you can easily amend a simular process instead of collecting all actions again.
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Conditional Formatting for Field Cards in UX
I would like to propose adding the ability to apply conditional formatting to field cards in the UX. Many customers prefer the look of the field cards to a grid, especially for filling out a form, but we often have to use a grid instead to be able to apply CF for invalid entries.
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Can you reset my test for L2 MB training for conclusion exam
it says I reached my limit but I only did 5 attempts and the sixth isn't working.
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Search bar to look for line items in the filter dialog
Insert a search bar right under “Choose Line item” when adding a new filter rule.
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Add a Parent to a Line Item Subset
It would be nice to be able to add a Parent list/hierarchy to a Line Item Subset.
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FEATURE REQUEST: Universal List that can be used in all Models
Currently, the process to use same list across different models is a complicated process of importing lists from one model to another. If Anaplan really plans to be the a Connected Planning tool, they should have a feature of having a Universal List that can be used across all models without doing import. I am proposing…
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Global search/navigation - I want an easy way to find objects and data points as admin/end user
Description: Implement a global search across all modules/line items in the model. Please consider including the following: * In other software, there is a smart search feature when looking for a class, where I can type a couple of letters in upper case and it will match on words that begin with those letters. So the…
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Ability to add folder structure in model management
Description of the enhancement required: Create folders and keep the models in various folders How would it help their business process: We have about 15 modellers working on different models. Wed like to be able to organise them better. Sometimes we might forget the names of models they are creating. In windows, they can…
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List cell "Contains" Typeahead
Description of enhancement: List cell input typeahead to work by "contains" typed text, not "starts with" (or make this a setting in blueprint format options). Example: The test list contained regions EMEA, APJ and NOAM. There's a list formatted line item in the module and if I type in the letter A, user wants all the 3…
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Ability to group actions by functional area
Description of the enhancement required: Create Directory/Grouping functionality for grouping Actions An example of the enhancement: Actions would be able to be grouped by function/area, similar to functional areas. How would it help you business process: I currently need to make a fake action to create a line in actions…
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Automatic ordering of dimensions within modules/line items
Description of enhancement: When re-dimensioning a module/line item by using the applies to dialogue box, it would be very useful if the order of the "applies to" was automatically ordered from the largest to the smallest. Business case for wanting this enhancement: Consistency of the dimension orders has a big impact of…
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Custom groupings - As an admin I want to organise my model objects, such as lists, into groups
Similar to functional areas for modules, but allow admin to easily create custom groupings and assign objects to them, so that their settings objects are organized. This should be included everywhere we currently have 'Re-order', as it will need to be incorporated. For example, set of line items for UI data, calculations,…
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Custom Calendars
Is there a way to create custom calendars in Anaplan? Our customers work out of different calendars and we would like to be able to enter and report data according to each specific customer's calendar, while at the same time being able to enter and report data according to our corporate calendar. Any advice or links to…
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3.3.4 Activity:Shipping Time (Weeks) Convert yearly shipping times value to weekly value
What am I doing wrong? Check Your Work: In the INV01 Inventory Ordering module, what is the Shipping Time Weeks for Cookie Crumbs_EN in Week 1 FY20? The correct answer is 4 but I am getting 2. The Data Hub DAT02 Shipping Metrics has the following values: Air =1, Rail = 4, Road = 2, and Ship = 8 I have run the import…
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Anaplan user list export from Tenant admin page with Access Type and License Type information
Description of the enhancement requiredUnable to extract access/license information for Anaplan users ( Customer would like to be able to export a list of users for their organization with information as seen in the attached example report. Would like to be able to do this from Tenant Admin page ). Refer to screenshots for…
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Ability for summaries to only include the items which are visible after filtering
Details of Enhancement: Enhance filters on a dashboard to update totals and subtotals in summary rows - when a filter is applied, the subtotal should update to sum only the filtered records How this would help their business process: When users see a filtered view, or adjust a filter, subtotals and totals can be misleading…
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Retrieving last non zero value for daily exchange rates
Hi, I have a daily exchange rate module which store the daily rates for multiple currencies. I wanted to get the last non-zero value for each date for example we have daily exchange rates for 1 Jan 2021 but none for 2nd and 3rd of Jan 2021, so the daily exchange rates for 3 Jan 2021 should display the rates of 1 Jan 2021…
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1.3.4.2 Update SYS06 Country Details Module
Would you be able to support me? I am struggling with this activity. ■What I want to achieve Complete this activity ■What I have attempted so far Select "Insert" in SYS06 Country Details Upload the file I have downloaded from Learning Page. Click "Next" Click Run Import (while I am aware that there seems an error in "SYS06…
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Issue: Informatica Cloud Connection to Anaplan Success but 0 rows processed.
Hi Anaplanners, I am trying to use IICS to establish a connection between my oracle db to Anaplan module. But everytime I test my IICS process, it's giving me a success status but showing 0 rows processed, and when I check the module, nothing was imported in. I also tested my action manually and it worked fine. I also…
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Level 1 course order
Hi, i 'm new and i can't know the order of the courses for the Level 1 course.
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Fluence
what is fluence and how can we learn about fluence and anaplan association more?
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I am facing issue in receiving data from Informatica cloud
Hi , I am receiving the below error .please let me know the reason. I am not getting data into target module.I am not understanding what is the issue
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Import Shipping Expenses into OTH01 Module
Import Shipping Expenses into OTH01 Module In the Financial Planning & Analysis model: Import the data from the Supply Chain model into the OTH01 Non Employee Expenses module, Shipping Cost line item. * For department, import into the Sales department. * Run the import. * Results should have none ignored and 0 errors .…
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ITEM function cannot be used on composite lists with Summary of "Formula"
To reproduce: 1. Create a parent list and a composite child list. 2. Create a module with 1 line item with formula "ITEM(Child List)" and list formatted to "Child List". Applies To should be "Child List". 3. Change Summary to "Formula", the following error is shown: The formula for 'mod1'.'item1' is invalid: 'item1' =…
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To have search option in the beta version of Module
Hello Everyone, I see that in the beta version of new module inventory, there are two issues: The Search icon is missing, which was there in the earlier version. When we use the find option (Ctrl +F), it only searches the module names present in the current screen and not from the entire list of modules. Attached the pic…
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Ability to sort models in model management
A description of the enhancement requested Sort models by size and name in "model management A story for why they want the enhancement (specifically how would it help their business process) To easier sort models
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Round Function
It would be great when using the Number of Decimal Places in the Round function if Anaplan rounded to the number of decimal places asked and it stayed rounded when going up the hierarchy. The summary is set to "SUM". For example, I have five children members with a formula ROUND(Value $ * value %, 2) function. Each of the…
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Waterfall charts with multiple totals
Hi, I am wanting to create a waterfall chart with multiple line items across financial years. This is also dimensioned by forecast version, where the closing balance of a given year depends on the version, as well as the forecast range. I have created a dynamic hierarchical list as per the below screenshot to get around…
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Lessons learned in 2024: Trust the process
Author: Taryn Townsend is a Certified Master Anaplanner and Senior Manager at Deloitte Consulting. It is always an honor for me to be able to share perspectives with you, the Anaplan Community, as I strive to learn and grow as a part of this ecosystem. As 2024 draws to a close to give way to crafting New Year’s resolutions…
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How do we change the cell classification on the 'Roles->Modules' tab from 'Write' to 'Read'?
We need to change a setting on the 'Roles→Modules' tab from 'Write' to 'Read'. How do we do this? Thanks