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Definitive Current User in a formula
Hi, I have a list of invoices with an approver selected from the user list for each line item, what I want to do is check if the 'current user' is the same as the 'approver' and if so then allow them to write to the item. I have a fake users list, and i can have a module with users with show all set to off, but none of…
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YTD / YTG Functions
Hi All, Looking for a bit of guidance here, around YTD / YTG functionality, do people tend to use the elements that are shown in the model calendar, or do they do in a different manner and if so how? I would appreciate any guidance and pro's / cons that people could advise. For reference, we don't use native versions,…
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Current year filter with YTD and YTG
Hello Community, I need a filter in my sys module which should show only current year (this should be FY24). I also need YTD and YTG for this year, i.e current year. I also need a filter for next year. i.e current year +1 and again should be filtered on same year YTD and YTG. Is this possible in Anaplan. Kal
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My Pageについて
皆さん、こんにちは! 現在「My Page」をご検討中の方や、すでに活用されているものの詳しい機能や活用方法についてご存じない方にとって、参考になる内容となっております。 ぜひご覧ください!
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Non-Fixed amount of Columns in Report Page Table Cards
Creating executive slides in management report pages sometimes requires dynamic column numbers, and not a fixed number of columns. Currently if a Table card is published on a Report page type, the column numbers appear fixed. This can be problematic when a grid needs to display a varying number of columns depending on…
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Modules or Actions Used in NUX Pages
Currently we are able to see where a module or process is used on a Dashboard. We need to have a similar ability for the NUX which warns or stops you deleting an object if it is referenced on a Page or App.
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2.4.11.1 Create Product Family Manager Role
Can you give me an example of how one can create selective access for the following? Each Product Family Manager should be able to make changes to the Volume Growth Rates for only their assigned Product Family, but only view the data for the other three Product Families.
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[Start Here] Anaplan Connect 2.0 and JDBC Connectivity
* What is Anaplan Connect? * What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Deep Dive on Integration * Integrating with SAP HANA Cloud * Integrating with Snowflake * Integrating with Azure SQL Database * Integrating with Google Cloud (GCP) BigQuery * Integrating…
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Level 3. Finalize Assignment button in dashboard
Hello, About "Finalize Assignment". There is not much info about this action in training material nor in the community. What does it supposed to do? Thanks,
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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Numbered list ?
I am unable to get this right i am getting this but the correct one must be
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モデル リストを入れ子に
こう表現したい というふうに簡単にできないでしょうか。 今は、グリッドでひとつづつ非表示しています。。。。 リストA リストB マスタ こう表現したい 青 ブドウ ブドウ 青 青 ブドウ 赤 みかん みかん 黄 黄 みかん 黄 リンゴ リンゴ 赤 バナナ バナナ バナナ 黄 赤 リンゴ ×こうなる 青 ブドウ 青 みかん 青 リンゴ 青 バナナ 赤 ブドウ 赤 みかん 赤 リンゴ 赤 バナナ ・・・・
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明細データの合計
下記のようなデータで、Flgの合計が1以上ならXのような式を作りたいのですが、どうすればいいでしょうか
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How to transpose data
I have a module A - Dimension Class and Subject In the module, I have a line item (list formatted) called Order. User will use this module to define Order for each Subject for each class. eg. For Class X; SubA - Order 1 , SubB-Order2 etc. Now I want to create another module dimensions by Class and Order, That can show that…
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How to make picklist selection user dependent
I have a situation where target lineitem is populated based on the picklist selection. The problem is when multiple users are making the selection, the latest selection is being used. I need this to be dependent on users i.e., one user selection shouldn't affect the other.
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Restrict access to summary items in a line item drop down when using a ragged hierarchy list
Hi, Is it possible to remove the summary items from a drop down list when a line item is formatted with a ragged hierarchy list? Cheers
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2.3.8.2 Import into DEM01 Module All Products Growth rate
Hi, I am having problem getting the total of all products for each month and I have no idea why it is not populated. Can anyone please help on finding out why it is not populating?
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How to use TimeSum?
Hi! I am new with Anaplan and still learning the functions. May I ask how can I make a summary from a module with time dimension to a module without dimension? Here in the 1st picture is the by field with its actual value, input on a daily basis. Then I have to create a separate summary to show the total actual without…
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Can a List be Copied similar like Modules?
Dear Community, I have a basic question, many will feel it might be silly but still need to ask whether we can create a copy of the lists available in the General list sections like modules? If NO then why & if YES then how can we do it? Hoping to get answered by anyone of you soon!!! Regards,
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Model Concurrency & Sanitization
Hi Friends, Do we follow these in Real Life Scenarios? Model Sanitization Guide Model Concurrency Testing Types Model Concurrency Process
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Data not pulling in Dashboard from dource module
We have a problem. About us - we have a smaal-medium size model of about 23GB with about 200 users. We operate arou d 50 or so Business Units rolling up through Divisonal and Group structure Most User interaction is through Dashboard (though there is a fair amount of Excel Add-In reporting) which has DCA locking applied. A…
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Ability to View who or how many people are viewing a Dashboard - for Full Access Users
It would be very helpful for a COE team or any Full Access User of a Model to be able to see of the people that have access to the model: 1. Who is viewing a dashboard and or module 2. If not who is viewing but how many people are viewing 3. when these people are viewing dashboards example (John Doe, Jan 4th 2019). a Log…
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Allow Line Items to Be Both Calculated and Input
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: A very simple example: Three Line Items: Retail Sales $ , Retail Sales Units , Avg Selling Price/Unit Those three naturally interact…
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Reorder line items functionality for end users
Ability for the front-end users to reorder the line items in a grid in worksheet view. Currently the functionality is availability for model builders only.
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Alias Names for Time, Versions, Modules, Line Items and Dashboards
Hi Anaplan, It would be great for Anaplan to allow users to create alias names for: time, versions, modules, dashboard, list and lineitems. Thanks, Usman
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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Average Market
Hello, I have a list of 200 companies with all their P&L numbers in a module. Now I want to sum all the data of the 6 biggest of these companies into one artificial company to have a market average. How do I sum the 6 companies that I chose into a company called "benchmark Market" and then compare any single company to…
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How to import date from one model to another
I'm not sure if there was a new update that changed the process? I cannot import a date from one model to another. I am trying to import the dates from A01 to A06. I think the checkbox on the mapping page is new. I've tried different variations but can't seem to get it to work. Thanks in advance
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My journey on Workflow implementation — Part 1: the buildout
Author: Kevin Beltz has been a Certified Master Anaplanner since 2018 and is writing this blog on behalf of Wildflower Aspect. Hello Anaplan Community! Today I’m happy to share Part 1 of my Workflow journey. I segmented the blog into three sections: the state of Anaplan at my client, live build thoughts, and a summary…
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Log exports in the model history
Description of the enhancement required: Customer wants to capture the export information also to be captured in the history log. Currently, only import information is available. A story for why you want the enhancement: For the customer, apart from imports that are scheduled , if a user clicks on export they want that…