-
Workflow: A comprehensive guide to streamlined planning
Author: Prasanth Kosuri is a Solution Architect and EPM Consultant at Deloitte. Anaplan Workflow, introduced in September 2023, has revolutionized the way organizations approach planning. This powerful tool offers a range of enhancements designed to improve efficiency, accuracy, and collaboration. Anaplan Workflow allows…
-
Calculate with the fewest cell | Model Optimization Team series
Hello! 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…
-
Multiple Model Dashboard
Hello! I am trying to create a Dashboard which has 3 different data source MODELS. I am creating the grid view as per different models, e.g. 1,2,3. Though each has its own MODEL data as per filter, when filter is set to first model 1,3 shows the same model data while 2 shows blank(as it should). How to make 3 work the same…
-
is there a way to show/hide line item based on a selection by the user
i tried using line item subset but did not know how to procced next
-
Level 3 Sprint 1 9.3 % differences
Hi, When comparing the values in my model with the example given in build 9.3 Level 3 sprint 1 I'm getting slightly different splits for Quarters. Mine: Example: The FY20 numbers align so it is only the QTR split that is the issue. I have verified my data set at every stage and it aligns to the examples all but here. I…
-
Introduction to Time Ranges
This course is an introduction to time ranges that provides the information you need to know to begin using time ranges in your models. It includes what time ranges are, how to set them up, and how to add them to a module or line item. It also provides guidance on when to use the model calendar and when to use time ranges.…
-
3.3.7.2 Add DCA to INV01 Inventory Ordering
Hi Team, I am struggling here with the DCA issue. Where can I select the line item to override the suggested order amount? for only specific weeks and the same thing with Override Shipping Method? . Please find the screenshot below for your reference. AD02 Inventory Ordering Overides - INV01 Inventory Ordering Read/Write…
-
Share your modeling tips and tricks — Best Practices Community Challenge
As we step into September, we’re thrilled to introduce a new and exciting addition to our Anaplan Community Challenges: the “Best Practices” challenge! Throughout the year, we’ll be inviting Community members to share best practices and tips around a specific topic. It’s a fantastic opportunity to showcase your expertise…
-
As tenant admin when you see last login of user if it is blank what does it mean - after the access
As tenant admin when you see last login of user if it is blank what does it mean - after the access is given the user did not login or something else ?
-
How to delete community post
How to delete community post
-
Let me "Grab" your attention: Re-ordering categories and pages functionality
Hey there Anaplanners, Wanted to see if anyone else was experiencing challenges with the recently released functionality for re-ordering categories and pages. When I use the grabber to reorder a page it seems to lag and can be temperamental to use. I'm only able to drag to the top of the category and cannot insert between…
-
Enable Completion Task DCA on Workflow
Hi, I'm building Workflows and am using Decision Tasks as they are most efficient for my Business needs. I don't seem to be able to identify anywhere to set 'Enable Completion Task' DCA's on my actions in these specific types of task. Is there something that I'm missing? Sean
-
Level 3 - 5.5 Model Build Specifications
While Building Import process from the Data hub, I an getting confused should I import Sales Reps Flat# or G3S Sales Rep# in first Action of Build Sales Rep ? 5.5.2 Sales Planning Model - Import Processes Next, create import processes in the Sales Planning model to: Build Sales Reps Build Sales Rep Details Build Sales Role
-
what are the challenges while building a model in FPNA
-
How to Disable a Parent Filter When a Child Filter is Selected, and Vice Versa?
Hello Anaplanners, I'm working on a filter setup where Category is the parent of Task in a hierarchy. I need help implementing the following logic: The Category Filters should be disabled when any of the Task Filters are selected. The Task Filters should be available when none of the Category Filters are selected. If a…
-
Your request to join Talent Builder has been declined - Anaplan Academy
Hi Champs, Has anyone got access to Anaplan workspace recently through the Talent Builder programme ? Recently my access got rejected with the below reason. You are employed by a customer or partner. This program is for unaffiliated learners. Please contact your internal Anaplan team for access to the platform. You have…
-
Conditional Formatting for Duplicate List-Formatted Line Item
Feels like I'm missing a simple idea. I have a module dimensioned by line items and list A. One line item is formatted as list B. Users select corresponding list B for each list A. What logic in a CF line item can call out if duplicate list Bs have been selected?
-
3.3.5.2 Inventory Ordering Module Formulas
I'm really confused as to why my figures won't populate when I toggle from blueprint view . Here are my formulas. Someone please help.
-
Why are there items appearing in the source mapping of an action that are not present in the LIS
Why are there items appearing in the source mapping of an already existing import action that are not present in the Line Item Subset? I have updated the LIS and still in source mapping I can see items which are not present in the LIS.
-
User Specific Conditional Formatting
When creating a board in the new UX, I would like to be able to apply user specific conditional formatting. This would allow us to have dynamic conditional formatting based on criteria that is relevant to each individual user. To achieve this, we could have a line item for conditional formatting with the 'Users' list…
-
I'm really confused as to why my figures won't populate.
Here are the formulas I am using but when I toggle from blueprint view there's nothing there. Please help!
-
Create Shipping Export Module and Create a Saved View
Hi Team, I have been struggling for a long time here in the INV05 Shipping Export module below is the blueprint mode: Below is the layout for my INV01 Inventory Ordering module The formula for Shipping Costs is as below: Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Cost per 1000 units'[LOOKUP: 'SYS08…
-
Infomatica PowerCenter
What integration options are avaliable for infomatica PowerCenter integration with Anaplan? My guess is, Anaplan Connect and REST API?
-
OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
-
What are the best practices which we implement in Data hub
-
How to get the first non-blank value from a line item to another module
How to get a value to another module for the given selectors, the first one which is not blank? I always have one value in historical sales name and I want to transfer it to another module. And then how to transfer the value that is next to the line item Value Min
-
level 1 model builder : List activity lesson 4
I cannot do the exercise activity as I do not have access to the platform : "in the model you are building, click the Lists icon on the model settings bar to open the General Lists tab. This allows you to see all of the Lists included in the model" Could you tell me how to access to this one ? this.
-
is it possible to use a list property as a module row
I have a list with a property named project along with a whole number of Nother properties I would like a module where each project is a row item and columns for time this is to enable me to enter a value against this project for each month. Is this even possible? If so could someone tell me how?
-
3.4.4 Activity: Create Stock Exceptions Review UX Page stuck
Hello, I can't get further with the acitivity 3.4.4. i think im doing something wrong. The numbers are different from the exercise. Also which modules do i need to get the product family like Nutzobar_EN?
-
Is it possible to display different line items in one module for different levels of a hierarchical
Hello, I created a module that has a hierarchical list structured as below: I added line items to the module such as: -Revenue -Lattitude -Profit -Count Active -Count Closed -Count Open But it is not important what line items I have, what is important for me is how to make it so that after selecting, for example, an item…