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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…
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Anaplan XL Licence has been expired
Hi All, I installed anaplan xl 3 months back but now the anaplan xl lisence has been expired. I want to use anaplan xl only for training purposes. let me know how to re-apply licence key ? from where to find the licence key file?
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Data Related Training Classes
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 lists, exports. and other actions from the client. Find out more about this valuable tool in this course. The Anaplan…
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More dashboard formatting options (bold grid lines)
Description: When publishing a Dashboard, we would like to have the option to modify or customize the thickness of the borders to better segregate the line items from each other. We want the ability to add bold borders, hashed borders, double borders, etc. Benefit/impact: The border must be able to surround the entire…
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Embedding accessible images
Author: Dave Waller, Principal Product Manager at Anaplan. Using certain modeling and page build techniques, it is possible to embed images across your UX apps in a way that provides alternate text for users who may be visually impaired or who may be using assistive technologies to announce on-screen elements. This article…
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You must have the Page Builder role (assigned by your Tenant Administrator) before you can completed
How can I have this access/permission.
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PlanIQ - Unexpected Forecast Drop After Removing Outlier Correction
I’m forecasting monthly demand with a focus on a rolling 6-month horizon (out of an 18-month view), using PlanIQ in Anaplan. My forecast uses 7 models: ARIMA, Prophet, ETS, MVLR, Ensemble, DeepAR, and CNN-QR. Each month, I perform 6-month backtesting and calculate MAPE for each model, then select the best-fit forecast…
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CMA Program Certification Resources
Certified Master Anaplanners wear many hats and need to work as effectively as possible. Below are various resources consolidated in one place that you will find helpful along your journey as a Certified Master Anaplanner. Certification Resources Visibility and transparency into your current status as a Certified Master…
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[Start Here] Anaplan XL Reporting
In this article, we will teach you what Anaplan XL Reporting is and what resources are available to support you as you get started with it. This article is intended as a self-service guide, but the best source of information will be your Account Executive or Customer Success Business Partner. Reach out to them or request a…