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Automating Flat File Uploads to Anaplan Data Orchestrator (ADO) – Best Practices and Methods
Hello Anaplan Community, I am seeking guidance on the most effective ways to automatically upload flat files to Anaplan Data Orchestrator (ADO). Currently, our process involves loading flat files to an Anaplan Datahub using Anaplan APIs and custom Python scripting. With Anaplan Data Orchestrator's capabilities for data…
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Enable Show/Hide Functionality for Pages in New UX
Description: I would like to propose an enhancement to the Anaplan New UX that would allow users to display or hide pages within the content. Currently, this functionality is available in the Classic UX, and its absence in the New UX limits the flexibility and customization of user experiences. Rationale: The ability to…
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Importing Ragged Hierarchies
Hello - I have a 2 level ragged hierarchy (yes, it's a chart of accounts), that for reporting purposes is used in 4 different models (yes, it's a P&L). What is the best way set this to allow one to be the "source of truth" and then import between the four models without creating actions that include ignores? It seems like…
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Action to copy data from one version to another version only for a specific module
Ideally, I would like to setup an action that can copy data from one version to another only for a specific module. For every new version I create, I import new data into certain modules and then I manually copy data over for a specific module. I am wondering if I can just setup an action to select an origin version,…
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level 3 Sprint 1 4.2 Connect the Dimensions
Hi, I am currently in Level 3 Sprint 1. In exercise 4.2 I am unable to the ask here. It is pretty Confusing as in what exactly needs to be done. 1.example. as per the snapshot below it says Baseline forecast will be imported from FP&A model. But in exercise 2.2. We have already imported the baseline forecast from the CSV…
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Exports with anaplan using informatica connector
I'm trying to execute an Action to export data with the use of a Mapping in Informatica. But it gives us null rows .If we export directly from Anaplan , the export file has all the rows filled. Both exports have same number of rows but in the informatica export the values appear as blank. This issue is with only some…
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OAUTH 2.0 vs Google Sheets Extension
Hi, My org is looking to explore leveraging Google Apps script to extract data out of Anaplan and update already built templates in Google Sheets. We use the Anaplan Extension currently but find it crashes often with the amount of tabs, data, etc. Has anyone used both Anaplan OAUTH 2.0 API and Goolge Apps Script to write…
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How to Integrate with the API Using a Modified File Name
Hi, Is it possible to change the file name for each integration when using the Anaplan API? We are facing an issue where files get overwritten when multiple API requests are executed simultaneously. To prevent this, we are considering adding a timestamp or making the file name unique before sending it. If modifying the…
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Anaplan-Informatica Cloud Integration
Hello, I'm hoping someone has had this error and was able to resolve this. Would like your help on it. I currently have a Dev and Prod model setup and I'm using a simple import to a date-formatted line item action to refresh the current date. I was able to set it up on my Dev model and it works perfectly. But when I…
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Where can I find export file after running export process using machine task in a workflow?
I am testing export actions using workflow but its not generating any file when I am running the workflow, but the same process is generating export file when ran from the Actions→Process section. Is their any issue with the workflow functionality? Also, If I want to generate a file after completion of workflow and pull…
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Calendar Weeks in UX date fields
If you select a date in the UX it would be helpful to display the calendar week to the left of it, like in Microsoft Outlook.
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3.5.4.2 Create Distribution Center Capacity Module - Percentage Full
Hii All, Can anyone help me, what summary method I need to use and why? Thanks in advance!
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Case study: Streamlining demand forecasting with Anaplan
Author: Korey Cheung, Certified Master Anaplanner and Senior Associate at Spaulding Ridge. The challenge A leading consumer goods company faced challenges in aligning their statistical forecast model with their disaggregation and demand planning models. The statistical forecast and disaggregation models were primarily…
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Add alignment to bar charts (funnel charts)
As a Page Builder, I need an option to choose alignment of bar charts. I should be able to pick alignment to left, right or center. Currently, bar charts are aligned to the left side of the card. However, in some use cases, typical business layout is centered (funnel) bars, or aligned to right. Obviously, this would mean…
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Trigger a process after sa form
It would be nice to be able when a user complete a form and click on the "submit" button to be able to launch another action/process. Could be very useful to implement other dependent lists automatically for example.
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How do I create a dynamic picklist upon Boolean selection?
I want to create a dynamic picklist, where I will check boolean from a line item, only true values will allow me to select list items else on default it wont show anything. For example: Assume a scenario where I want to assign at least 1 employee who is present in my office to become the pantry inspector & review the…
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Is there a way to create a navigation link from App builder to UX Dashboard?
I wanted to create a navigation button from the App directly to a specific UX Dashboard.
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Boards, reports, and worksheets best practices — Event recording available!
In May, we hosted a challenge inviting Community members to share their insights on boards, reports, and worksheets best practices. We received insightful responses from Community members on these UX topics. In the follow-up event from the Challenge, Anaplan's Seb McMillan (@seb_mcmillan) and Russ Goza (@R_Goza), both…
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AnaplanXL Difficulties
Has anyone found success using Anaplan XL with Polaris models in a shared drive with or without concurrent users? My team has experienced a variety of errors, login failures, etc. sometimes it works, sometimes it doesn't. We've been recommended to save and edit files locally, which helps but certainly with its limitations…
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How to Design Simulation Planning in Anaplan with Multi-Level User Input and Step-by-Step Logging?
Hi Anaplan Community, I'm working on a simulation planning model where users need the flexibility to input pricing adjustments at any level of the product hierarchy, and I’d love your guidance on best practices. 📌 Scenario Overview: We have a 4-level product hierarchy: Brand Category Sub Category SKU (lowest level) The…
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Can we apply DCA on one line item for the different accounts?
To be more specific, I have only one Boolean line item called "submit?" with a different accounts. At a time, I need to check only one account Boolean and other accounts boolean needs to be disabled. Can we achieve this with DCA? Any help much appreciated!
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Distribution Center Summary UX Page
Hi all, I have a few questions on the UX expereince dashboard How do i replicate the filter exactly like the example? I think there are no SKUs in the exception summary module (first table - New York/San Francisco / US). How does the filter broadcasted to there How do i have a summary value like it shows there for US? it's…
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実際の生産日の割り当て
必要数データに、実際の生産日が割当たるようにしたいんです。累計とかをうまく使いたいのですが、、 必要数モジュール No 品目 日付 数量 生産日付 #1 A 10月1日 100 9月2日 #2 A 10月2日 200 9月2日 #3 A 10月3日 300 9月3日 #4 A 10月4日 200 9月4日 #5 A 10月5日 100 9月5日 ↓ ↑ ↓ ↑ 生産モジュール 9月2日 9月3日 9月4日 9月5日 A 500 100 200 100
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End user triggering of workflow processes
Author: Dave Waller, Principal Product Manager at Anaplan. With the release of action button workflow triggers, customers have been able to apply Workflow to a raft of new use cases and business processes. End users are now able to instigate processes directly from their dashboards and UX pages, opening up the possibility…
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Anaplan 90 days free environment,don't have permission to create appli...
i try to create a board details but failed,just like the following Screenshot,i need help
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Cloud works - Additional Details on Failures/ Error Logs in the Automated Email Alerts
Cloud Works has definitely made it easy to setup routine scheduled refreshes from model to model or simply updating daily dates in the Models, but I had a query regarding the notifications sent out and the level of detail they hold and if anyone has explored this further. Success Scenario - Scheduled Integration completes…
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Unlocking the power of Anaplan XL reporting: A video guide to using Anaplan XL
This article lists the videos available within the Anaplan XL tutorial series. Anaplan XL Reporting simplifies report creation, reduces manual effort, enhances security, and ensures reporting accuracy and efficiency. These videos delve into different aspects of Anaplan XL to help you get started with how to use the…
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On demand Model building courses - check my work
Good afternoon, Is there any place in anapedia where I could check my work? If it does not exist yet, may I suggest to create this area somewhere in the plat-form? With all my respect, it is a non-sense not being able to check if the line items written are correct or not and stay stucked in the middle of a course. About to…
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What's the impact of using SA for a child list for getting filtered list items in dropdown?
I have a 3-level hierarchy, where the parent top 2 parent list is selective access enabled. I want the bottom-most list to also have filtered dropdown based on its parent's selective accesses. One way I was able to do it is by enabling selective access for the child list and enable Selective Access Boolean in the Line-Item…
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OEG Best Practice: PLANS: This is how we model
PLANS PLANS is the new standard for Anaplan modeling—“the way we model.” This covers more than just the formulas and includes and evolves existing best practices around user experience and Data Hubs. It is a set of rules on the structure and detailed design of Anaplan models. This set of rules will provide both a clear…