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How to get MAX value from line item to another line item in the same module?
Hello, I have a module (image below), how can I create a line item where all items will be max value from 'New Store Num' where 'To many Stores?' is True . For Example in image below it will be 8.
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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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Cumulate calculation but skip 1st item
Do you have any ideas to calculate this; what I need? If I make a line item called "for lookup" and use LOOKUP formula, I can do this. However I need to fill in "for lookup" manually. I simplify the case here and "Figure" should be calculated using "What I need", so I cannot use "Figure" since it becomes circulation…
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How to Resolve “Automatic Sum of Hierarchy Not Possible” Error Without a Top-Level Item?
Hi Anaplan Community, I’m encountering an error in my model: “Automatic sum over Over/Under hierarchy is not possible because the list does not have a built-in top level.” I understand that one solution is to set up a top-level item in the list. However, I prefer not to use a top-level item. I’ve read that using a LOOKUP…
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Downloading Anaplan Planual in PDF
Is there such an option? Thanks
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'Rich text' enhancement in Anaplan Management Reporting
The 'rich text' feature in Anaplan Management Reporting is really helpful as it enables users to format their comments (bold, italic, alignment etc). However, it would be ideal if we also have the ability to select the font size and the spacing between each bullet points
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Can Connection Strings Be Used Instead of SAS Tokens for Azure Connections in Cloudworks?
Hi Anaplan Community, I'm currently using Cloudworks to integrate with Azure Blob Storage. In my setup, I see the option to enter a SAS token for authentication, but there is no field to enter a connection string. I have reviewed this Anapedia documentation, and it only references SAS tokens. Is there a way to use…
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How I Built It: Integrating Hierarchy Cards, Anaplan Connect, and Outlook
Author: Kamal Verma is a Certified Master Anaplanner and Solution Lead at Accordion. Hello Anaplanner Community! I am excited to participate in my second ‘How I Built It’ tutorial. Many clients want to be informed via an email notification when changes occur in their models. This video will present one method to extend the…
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SUM Function Example
I tried to create a simple SUM function. In a video it explains transaction as Line Item whereas I failed it as Line Item. So I tried using Transaction as a List. It worked out. Can you please let me know, if I am right or wrong? I have shared Screenshots for reference.
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Filters on the IMPORTS - Source Object and Target Object columns
Trying to find a source or target for an import is a long process as you cannot filter them. Currently we copy and paste all the imports to excel, then filter then go back and search for the import action. Very tedious Just need a filter on the Imports page, so we can select a target list and see all imports into it..…
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Horizontal scrollbar does not work when freeze columns (1-15) or more.
When freeze columns (1-10), horizontal scrollbar works well. However, when freeze more columns such as (1-15) or (1-20), it does not work as above picture.
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Rename/Delete/Change Parent/Insert options on grid from additional insight
Currently, these additional features are available only on the main grid within worksheet page. Since we can also set another card from additional insights, to be opened by default, can we enable similar options on this additional grid card as well - to be able to rename a list item, delete the item, change its parent, or…
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OEG Best Practice: Line item subsets demystified
Line item subsets are one of the most powerful and efficient features in Anaplan, yet one of the least understood. The COLLECT() function is probably the only “black box” function within Anaplan as is it not immediately apparent what it is doing or where the source values are coming from. In the following article, I will…
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Customizable date display format
It would be great if we could customize the date display format by line item such as with DD MMM or DD MMM YY, to present a view to the users that is easily interpreted, especially if it is a number heavy report. Currently we do it with workarounds using custom lists and mapping to the dates, however, it does add…
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Why is my data not showing up for SYS08 SKU Details Module?
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Anaplan Connect: Wake-Up Script
Preface: Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The wake-up script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more about CA Certificates, click on this guide. Note: Basic Authentication used for demo…
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get inventory per country per sku
I have an Invenotry ordering module where i have beginnening inventory, i want to get the inventory in a new moudule by country and by country and sku both i have a sku details module which has country made in as lst item and sku as a dimension i tried using this formula but got no data 'INV01 Inventory Ordering'.Beginning…
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Level 1 Lesson 7.2.3 - Why is Department grayed out?
There is no way for me to map Dept Code to Department as Department in the Target Items is grayed out. Anybody knows why this is the case?
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Create Shipping Export Module and Create a Saved View
In Level 2 Model Building : Conclusion, there's an 'Activity: Prepare Data Exports' that tell us to Create Shipping Export Module and Create a Saved View. I've made the formula and choose the format and summary method but I'm not sure if it was right. Here is the blueprint of my INV05 And here is the screenshot of the…
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Ability to access multiple tenants with Power BI Connector
Currently with the Power BI Connector you can only access your default tenant but would like the ability to access multiple tenants during log in.
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7 Inspiring Books: Anaplan Community Reading List
Tomorrow is World Book Day—a day to celebrate the power of a good book and the impact it can have on our lives! A book that uplifts, excites, and changes us is also a book that we inevitably want to share with others. So, in recognition of this global event, we asked Anaplan leadership to share titles that have affected…
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Please add filters to the IMPORT actions columns.
Trying to find a source or target in a list of 500+ imports is quite a time consuming process. Adding a filter or a sort to the columns would be such a big improvement I used to copy and paste the import actions into excel, but now it seems you have changed the format of the table and this is no longer possible, so now…
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Instructions on how to develop a Model Schema
Hi there, Can someone please provide step by step instructions on how to develop a Model Schema per project (DISCO base). Thanks in advance, Siva.
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August 2024 Community Member Spotlight: Timmy Thomas
This month, we are excited to feature @TimothyThomas as our Community Member Spotlight! Timmy has been a vital part of the Anaplan ecosystem for the past four years, bringing his expertise and passion as a Certified Solutions Architect and Community Boss. With over 125 comments in Community, Timmy is known for his…
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Getting the total from another Module
Hi everyone i have a module [Employee Details] where i can filter the team center. for the below sample, i chose the Financial System which has 2 employees. whenever i choose Team Center, the amount will be selected in [Sum Selected] column. in my Testing 1 module, the only Total would reflect must be Financial System. but…
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3.3.5.6 Update Inventory Ordering to Calculate Shipping Costs
I'm stuck trying to get the final shipping cost line item and shipping cost variance. Someone please help!
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Data Quality Orchestration : a simple example with ADO & Workflow - Part 2/2
In this article, you'll find a simple but hopefully inspiring illustration of the power of Anaplan Data Orchestrator (ADO) combined with Workflow. This is a 2 parts article. The Part 1 focuses on the Workflow and the steps to achieve Data Quality tasks. This Part 2 is a deep dive on some details. Above is the final Object…
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Certified Master Anaplanner Exam
Certifications offer a way to prove your skills. When you want to be recognized for achieving the highest level of skill, that of a Certified Master Anaplanner, you want to be sure the testing process is secure and that all applicants are treated fairly. To achieve that end, we have partnered with Kryterion Global Testing…
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Formula change in Opening and Closing line items.
Hi Team, I needed small help to optimize the formula from Half-Year to Full-year. Current working System: If Jan 2021 (Budget) H1 Opening HC we were referring to Closing HC of Dec 2020(Actual) and IF July 2021(H2) we were referring to Jun 2021(Actual) Proposed System: If Jan 2021 (Budget) H1 Opening HC we were referring to…
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Find common text between another modules without List
Hi, I want to find common text between another modules. I have two modules A&B. Each module has order Number and Product(Text format) I want to find Product(ModuleB) in ModuleA. It's Common Text. In this case, we can find product by finditem formula, by making product List. But I don't want to use product List, because it…