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How to Automate and Retrieve Authorization Code in Anaplan OAuth API Automation using Python
Hi, I'm facing an issue with the Anaplan API integration. Currently, the authorization code retrieved manually, but we are looking for a way to automate this process as part of our integration workflow. Thanks
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How to create a user in Anaplan to be able to access export APIs?
How to create a user in Anaplan to be able to access export APIs? I didn't find out any information about how to create a user in the documentation. is it something which needs to be done by Anaplan?
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Share your model design best practices – November 2024 Community Challenge
We’re excited to announce our second Best Practices Challenge of the year! This Challenge series is open for Community members to share their expertise and tips on a specific topic. Join us to spotlight your knowledge and explore fresh ideas from other members in Community! For our second Best Practices challenge, we’re…
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Four reasons the Anaplan Community is the BEST!
Hello Anaplanners! November is a time of thanksgiving in the U.S. — and while I know our Community is worldwide — there is never a bad time to show thanks, right?! Ginger, here. If you don’t know me, I manage the platform our Community runs on, and also a lot of the content posted weekly, along with my amazing content…
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Convert date type to period
Hi All, I converted this date format into period using this formular PERIOD(DATE(VALUE(RIGHT(Reporting Period, 4)), VALUE(LEFT(Reporting Period, 2)), 1)) How can this date format be converted to period in Anaplan just like above. It doesn't work with the formula above. Please is there a workaround on converting this to…
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Workflow builder - Include or Exclude emails
Workflow Builder Enhancement It would be fantastic if you could toggle the option to include or exclude emails generated from Anaplan from the Workflow builder. I have a two step machine task process in workflow that is published to the UX. The process steps are to run an action in the workforce planning model to prepare…
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How to return boolean result to different module
Looking to return a boolean result from one module into another. Is there a specific formula or approach I need to take for this? I'd looked to just link straight to the line item in the module, however this doesn't currently seem to be working. Would it be a problem if they are using different time ranges between the…
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Give a functionality to select month range(from & To) in UX
I have a module that is calculation P1 Sales%, P2 Sales%, P3 Sales% as line items and the calculation of P3 Sales% is dependent on P1 & P2. For dimensions of this module i have two lists as selectors & History is being kept as Columns & for rows i have line items. On UX i want to provide user functionality where he/she can…
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Summary module - referencing list with properties
Looking to create a module that provides a summary of a fairly detailed data set that has multiple dimensions, with having originally built this by adding the relevant dimensions to the module and then using a formula similar to the below, just referencing more elements…
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Data Source or Target issue
Hi everyone, I am wondering if anyone else has encountered an issue with Data Source or Target not working correctly in CloudWorks. For some reason, the Data Source or Target list is diminished for all administrators/integrators in the Workspace. As you can see on the screenshot below, there's a list of few items and then…
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4.6.7
I used the mapping column 3 family code to P2 product family column headers to parent column 1 product code to code I get the error another row has already been processed with this key and invalid name 53 failed
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Data Related Training Classes
* Anaplan Connect (301) * Anaplan Data Integration Basics (303) * Creating a JAVA keystore for use with Anaplan Connect Overview This set of classes address how data is used and managed within an Anaplan model: Anaplan Connect (301) Anaplan Connect enables the Anaplan administrator to automate Anaplan imports of data and…
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Multi-select filters and their extension
If you are asked to name a few features which you use very often in Anaplan, there is a high chance that FILTERS will find its way to that list. There are so many places where they are used: saved views for imports/exports, report creation, calculations, and the list goes on. They are basically ubiquitous! Premise: Ability…
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Copy Forecast Data from FY26 to FY27
Hello Brains Trust, Question if there is a quick way to copy data from one forecast period to other including comments. example - Copy Full Forecast Data from FY26 to FY27 Cheers
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Add option to Plot Leading Zeros on Charts
Within the Data options of charts, Anaplan currently has an option to configure whether trailing zeros are plotted or not. This is very useful. However, there is very often also the need to control whether leading zeros are plotted or not and this option is not currently available. This idea request is therefore to add an…
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Send dynamic notification to multiple users
The dynamic notification is an excellent tool to increase collaboration between users. However, you can only send a dynamic notification to one user per action. To make the tool more powerful, you should be able to send a dynamic notification to an "user group" or to be able to bundle notifications, in order to notify all…
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Anaplan API: Could not initialise service credentials (Anaplan API: Invalid certificate-alias provid
Hi, I am testing an Anaplan Connect upgrade and am struggling to get our scripts to run. We had recently had our certificate renewed and I have refreshed the KeyStoreAlias in line with live scripts. I am getting the following error message now: "Anaplan API: Could not initialise service credentials (Anaplan API: Invalid…
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User rights - summaries
I have access rights set for a user on customer list and on product list. Because they are both under hierarchies, once I set their visibility in the lowest level list of the hierarchy, the user can't choose a total to view all the customers/products. how can I still provide them with a summary?
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"Edit From" and "Edit To" in "Versions" don't prohibit users from importing values to that time peri
Description of the enhancement: The RFE would be to disallow users from importing into a timescale that they cannot edit. To reproduce: 1. Create a module with "Versions" and "Time" as dimensions. 2. In "Settings"->"Versions", change the "Edit From" to "Feb 16" on the "Actual" version. 3. Back in your module on "Actual"…
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Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
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Creation of sub-categories within Categories in New UX
There are some scenarios where there is a need of contextual grouping of pages at more detailed level. Currently, we can different categories and group the pages together as per the functional areas. There is also a need of an option where we can create sub categories within a category for grouping of some pages in a more…
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Column type issue
There are some columns, like 'ReportingPeriod' and "Curr_Q" should be Number type while "Comments" field should be Text type. In this case, any suggestion how to set the line item format? For example, the first line item "Global Allocation", what format to be set? either Number or Text is not correct I think. Thanks.
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How to Become a Certified Master Anaplanner
As a Certified Solution Architect, you may be considering what next steps you can take in your journey within the Anaplan ecosystem and where you ultimately aspire to take your career with Anaplan. You've likely read articles, heard presentations, or experienced the mentorship of Certified Master Anaplanners as you've…
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Select Function using Versions
Hi, In version settings, I have 2 versions 1. Actual 2. Forecast but none of those versions are marked as True for Current (Refer screen-shot). I Created 2 Modules 1. Source Module 2. Target Module Source Module has Versions and Locations as a dimensions, Line Item - Source LI (Number) Target Module has Locations as a…
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Best Practices for Optimizing Anaplan Model Performance?
Hi everyone, I’m working on a fairly large Anaplan model that’s starting to experience some performance issues, particularly when running complex calculations and data imports. I’ve already tried reducing cell counts by removing unnecessary modules and optimizing sparsity, but it hasn’t made as big of an impact as I hoped.…
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Improve immediate reaction to Copy Branch in NUX
Description: In NUX, When we selects an item in a page and copy to the destination, it copies multiple times. This behaviour is while replicating an end user activity. Steps to recreate: · In NUX, select the required item to copy and select copy option · Select destination and click on copy · During this time, the system…
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Relative Model Map
When i open the Model map in bigger Models, Anaplan explodes… I need a smaller relative model map related to the Module im working right now. And just a few levels (1-2) of offsprings would be enough. //GP
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Microsoft Teams - Anaplan Integration
A number of customers have expressed a desire to have an Anaplan - Microsoft Teams integration in the same way as now exists between Anaplan and Slack. * Push links to pages to users' Teams accounts * Anaplan notifications * Subset of above: as Anaplan Process Orchestration progresses the need / benefit from Teams link…
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Action Button or Sizing (Width, Height)
Is there a direct way to change the width of an Action Button, this will help to better view in UX
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Did You Know: Mastering Anaplan color matching
Author: Brent Orr is a Certified Master Anaplanner and Global Data Architect at Accenture. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to guide users on how to match the background colors of Anaplan management reports to maintain consistency with other pages in Anaplan. The video is below, but…