-
Talent Builder Graduate Mini Resume - Dhanesh N. Kalkar
Name: Dhanesh N. Kalkar Location: Mumbai Certification: Anaplan Model Builder Google Project Management Anaplan Way Educational Background: DME, BE (Mechanical Engineering) Profile Summary: I’m a Technical Consultant with over 11 years of experience, increasingly focused on leveraging automation and connected planning to…
-
Model History Management Capabilities
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: In our company, we operate with models that are significantly large, both in terms of data volume and the number of users interacting…
-
Polaris Modeling and Optimization — Community Q&A Challenge
Think you’ve mastered the Polaris calculation engine? It's time to put your skills to the test! For our next Community Challenge, we're moving into hands-on problem-solving. We have put together several real-world modeling and optimization problems that will require you to apply your Anaplan expertise. This is your chance…
-
simple and advanced member search
In the member selector advanced search or basic search is used. It depends on the limit defined in Anaplan XL Options (data options, limit for quick search). However, if the limit is exceedet, the default search type "begins with" is NOT used in advanced search. (contains is used)
-
Building a Cash Flow Model (Need Advice)
Hi, So I'm playing around with trying to build a Cash Flow Model in Anaplan that is on a Daily Time Scale [WeekDay Function I plan to use] and has Line Items of different Accounts in the company that must stay at a min/max balance daily. I want to try and make this an Model that will automatically allocate the money around…
-
1.5.2 Activity: Import Data into Beginning Inventory
Hello, I have a problem with this activity. I checked previous solutions, but it doesn't work for me… I attached screenshots: Thank you !!
-
Waterfall chart
Hi, I'm working on some data that I'd like to present as a cascade chart, but I have no idea how to do it. Unless I'm mistaken, this type of chart isn't available by default. Do you have any tips or advice? Any examples? Thanks in advance, Julien
-
Allow ISFIRSTOCCURRENCE to search against time
IFO returns true for the first occurence of a value against a specific list formatted dimension. i would like the possibility to validate against the time dimension as well.
-
How I Built It: Sensitivity analysis
Author: Casey Pham is a Certified Master Anaplanner and Director of FP&A Systems at Yext. In this ‘How I Built It’ video I'll show how I built a model and process to run a sensitivity analysis. Tens or hundreds of scenarios without overloading the model with too many scenario list items and manually updating driver inputs…
-
Webhook Issue
When you hook a Teams chat into a workflow, it returns an error rather than indicating success despite actually sending the Teams message.
-
FCR: Extra option required for Shortcut object within dashboard
We use shortcut elements on our dashboard to share reports with our user groups. Yet when we click on this shortcut the report will be opened within the browser. Certain reports we would like to be opened within desktop Excel. Can you pls add an extra option to the shortcut element, so that we can control how the report…
-
Activity: Import Data of Employee details
need to import the employee details from .CSV, and i was able to map the start date, current salary and commission% from the sample file. However the names and country are not getting mapped. Could someone help me out here SAMPLE DATA RESULT AFTER THE MAPPING - ONLY start date, current salary and commission% THANK YOU
-
Workflow historization for auditability
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: Currently it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
-
FCR: First showing "Explorer" when opening AnaplanXL Web
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: In the earlier versions (XLCubed and FluenceXL), users always started directly in the folder tree, whereas now it takes quite a few…
-
FCR Feature Enhancement Request: Foreign Exchange Override rates
Current Behavior For the currency conversion (FX) calculation process, only dimensions from the default consolidation model are supported. However, the system currently displays (or allows selection/entry for) dimensions that belong to non-default consolidation models, even though they are not used for FX calculations.…
-
Security log
Fluence consolidation is missing a security log that would enable to track changes made to application security. With this log missing, we have internal controls deficiencies. Please add a system log similar to the journal entry log that would track who made what changes to the security and when.
-
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…
-
Creation of a Dedicated Administrator Role in Anaplan (separation from WA admin)
Hi! I would like to propose the creation of a new Administrator role within Anaplan. Currently, the only way to manage users within a model (outside of the Administration tab) is by assigning the Workspace Administrator (WA) role. However, the WA role requires a Model Builder license, which is significantly more expensive…
-
Give us the ability make Line Item names dynamic similar to display names for numbered lists
I would like to request the ability to use formula-driven display names for Line Items, similar to how display names work for numbered lists. This feature would allow the display names to automatically update based on the model’s current period settings. For example, if I have a line item named "FY25 Budget," it would…
-
Comments within formula
There should be a syntax to add comments within the formula. All programming languages provide this feature, for example: /* comment */ is used in Java, plsql. This will help to temporary remove any part of the formula for testing or add meaningful comments for reference.
-
Where to find the Anaplan Way app?
Hi I'm going through the training for The Anaplan Way and have come across several references to an Anaplan Way app. Clicking on the link in the training brings me into the Anaplan App Hub rather than to the app itself. I've done general searches but have not been able to locate this app - can somebody please point me in…
-
Anaplan XL Reporting : with FCR
Hello, At present, the parent (subtotal) is always displayed above its detailed elements when drilling. This behavior cannot be modified through grid options, drill settings, or workbook configurations, and there are no hidden parameters or prerequisites to enable a layout where the subtotal appears after the details. The…
-
FCR: How to Delete Custom Dimensions from Default Consolidation Model
Currently in FCR, I am attempting to delete a custom dimension that was added to a default consolidation model. I have the appropriate permissions enabled and am able to delete dimensions from other consolidation models that I have created. However, for the default consolidation model, the trash icon is disabled (grayed…
-
Powerbi Issues
Hello - I've had perfectly working powerbi extract from Anaplan until this Monday. We havent introduced any changes in the model. The query fails in the navigation step right after source. I get the error "The column: Column1 not found in the table". Experimenting with a clean file i get the same error before i do any…
-
Action Change on comparison report: "Allow Writing To Current Period"
Hello Anaplan Community: When reviewing a comparison report for a new revision tag today, my team and I noticed two changes to a bulk copy action. The changes in the comparison report for this action are "Allow Writing To Current Period" and "Allow Writing To Periods Prior To Switchover" The previous values were "-" and…
-
Running IRR (IRR Calculation by Period)
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: The IRR function in Anaplan is calculating the final IRR based on the entire cashflow over the timescale. We need it to calculate it…
-
Easier Way to View References in Anaplan
Hi everyone, I’ve been working as a Solution Architect for a few years, and one recurring challenge in Anaplan is understanding what a line item is referenced by. While the “Referenced By” column is useful, I often end up copying it into a Word doc and t just to make it readable and easier to follow. Then begins the…
-
User story 1.5 in Anaplan Level 3 Sprint 1
Hi All, I have mismatched numbers of the Initial account sales Target line item. Dont know where I am making mistake. Please shed light on this. I am sharing the blueprint of TAR01 Detailed sales target module, TAR01 Sales Targets module. Please help to understand where I am wrong. Since its been months I am not able to…
-
Reasoning with hide/show function of line items
OPTION 1 If you select multiple items and then use Show functionality, the items will appear in the order you clicked on them. (TRUE) I tried this out and indeed they come in order OPTION 2 When creating a saved view for an import, you should use Show so when new line items are added to that module they will NOT appear.…
-
New UX: Dependent Dropdowns on Create Forms
We are in the midst of creating a PoC for a client to update their current planning process from classic to the new user experience, and want to take advantage of the create form, where we can add a project to their projects list in a specific subset, and make line item selections for the new project added. Currently, any…