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Strategies for clear and significant business insights
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Within the ever-changing landscape of business operations, reporting that is both accurate and informative has never been more crucial. However, there are common reporting challenges that many businesses encounter that makes…
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How I Built It: Data locking and validation within processes
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! I’m excited to share this ‘How I Built It’ video with you. In this tutorial, I walk you through two types of actions that you can add to your Anaplan processes to improve your data access…
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Add note / comment out in the formula editor
Ability to add notes / comment out formula parts in the formula editor similar to '- -' in SQL or ' in Microsoft Visual Basic
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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.
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Allow end users to view and manipulate hidden context selectors temporarily while pivoting a grid
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: Oftentimes, a page builder hides certain context selector because they serve no purpose, introduce unwanted cognitive burden (in the…
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Dependent dropdown list with Time Period
It would be great if I could create dependent dropdown lists with Time Period type. E.g. I have 2 line items with FY and HY types. And when I've selected FY18 in the first one, the second dropdown allows to select only H1 FY8 and H2 FY18, excluding items from other years
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Duplicate my page
Hi Team Please add the ability for end users to duplicate pages under the my pages section. Currently, they have to goto master page for re-creating any pages. Duplicating from already created pages will save time. Thanks Kudi
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Anaplan: Valid To period - 9999
Hi Expert, Good day! Would like to seek your insights on how to upload the ValidTo period as 12/31/9999 and in Anaplan it will become blank (Date format). Since in Anaplan unable to load this period format unless set the format as text. Is there any workaround to handle this one or a system limitation? Thank you in…
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Strategic Planning: 6 Steps for Small Businesses
As a small business owner, you’re a member of a unique group of people that face a specific set of challenges when it comes to business planning. You’ve identified the right niche, hired a rock-star team, and are poised to conquer the business world! When the initial buzz wears off and you’re left to compete in an…
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Filter Context
Does anyone know would drive filtering to require "Filter Context"? If I select a list item, it will cause problems if another user wants to select an alternate "Entity" in my example. It seems like you hard code the "Entity" by selecting something in the "Context Filter."
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Fundamental lessons I learned in 2023
Author: Ethan Rold is a Certified Master Anaplanner and Senior Manager at Grant Thornton LLP. Winter in the U.S. is basketball season, and it is in full swing. When you attend a high school basketball game, more than likely you will hear the crowds of the student body chant “fun-da-men-tals” in a sing-song style to mock a…
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2.4.6.2 Apply Dynamic Cell Access to Demand Forecast
I struggled in this activity where we applied DCA to Override Forecast the forecast line item. I was thinking of writing a formula here in the Override Forecast Line item like below but I am not sure how to lock the cells once the Override? line Item is checked. Can someone help me how to resolve this issue? Also, do we…
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2024 Certificate Maintenance for Certified Master Anaplanners
The 2024 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2024 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
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【2024年8月】プラットフォームアップデート
New UXの機能アップデート ・条件付き書式によるフォントの色 ・リッチテキスト形式 ・ラインアイテムに基づく条件付きページナビゲーション Workflowの機能アップデート ・ラインアイテムによる意思決定ステップ ・スキップ可能な意思定と承認 ・モデルロールによる意思決定ステップ Administrationの機能アップデート ・管理コンソールでのユーザーの管理
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Having boolean true for certain hierarchy levels only
I have a hierarchy consisting three levels (product/product family/total products. Similar to the one in the trainings) and I tried to do some conditional formatting on it (need to use it as other tables on dashboard have list/line item subsets in it so needed to create a consistent outlook) I thought using an if formula…
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Remove space/indentation from list items when parent levels are hidden on UX worksheet
When parent levels are hidden on worksheet, there are a lot of white space for list items which is a big waste and also not good visualization. See screenshot below. It'd be great if the space will be shortened or removed when one or more parent levels are hidden/deselected.
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show parent hierarchy results in bold in modules and dashboard
As an end user I want my parent hierarchy results to show in bold in tables so that they are quickly and easily distinguishable from the rest of the data Currently the parent item name in the list shows as bold when it is used in a table but not the attached results
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Enhancement to Model History Feature
When viewing the Model History Feature in Anaplan we now have the ability to select a start and end date/time to narrow down the search. This is very useful in getting the history for a more specific date/time range. However, it would additionally be very useful to be able to apply date and time ranges separately. For…
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How to round up to 5 or 0
Dear Anaplan Community, I need help to round numbers up to the nearest number ending in 5 or 0 2233 — to 2235 2888 - to 2890 Any intakes?
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Online Access to Fluence Training
I know its a bit early (and a bit cheeky) but wondering whether the usual/fab/free online training is in the pipeline? 🤞 Thanks M
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Level 3 sprint 1
Hi Can some help me in Understand this step. 4.6.4, Its asking me to update A2 Account List from Data hub Model My first question is source should be " SYS14 Create Account > Product module or " Product Flat list" Second, If I am using module than I am not getting display name to be used Please some one guide me in this…
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Query on lesson 12.4.6 level 1model builder
I was on the 12.4.6 lesson here i noticed that the screenshot they provided for the grid ux has fy20 as the time but when i am changing to that i am getting no responses in my total employees expenses tab my o/p in when i keep time in jan20 screenshot for year fy20 screenshot of the lesson result
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Build a game in Anaplan! Recording from the Builder Challenge event
Our August Community Challenge invited people to share creative or useful Anaplan models they've built, and WOW — the Community delivered! We recently hosted an event to walk through a few of the unique and fun model builds — a recording is available below. Tune in to see four fun model builds: Kirill Kuznetsov…
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Management reporting text size w/ rich text input
I'm trying to allow users to add commentary that will be viewed on management reporting slides. I have a dashboard with commentary input fields that I have checked to allow rich formatting, the inputs look fine. On the management reporting slide I insert a text box and "insert data", add the appropriate line item. The text…
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SOLVED
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Optimizer Error
Hi Everyone, I need your help in One of my optimizer use case. I am building optimizer which generate dispatch Plan. They have more then 15000 SKU and approx. 1000 transportation Lane. I am struggling in running optimizer with these many dimension which increasing a cell count of line item. Optimizer failed with attached…
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Ability for customers to set time frame for when sessions will time out
A detailed description of the enhancement that is being requested: The Anaplan timeout is currently set at 30 min for ALL users of Anaplan. This setting should be set at the CUSTOMER level so that the customer can control what is an appropriate timeout for their organization. Some may want 10 min timeouts for stricter…
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Ability to Disable and Modify Welcome Email
We want to be able to control who gets a welcome email stating that you're Active on Anaplan. Our access to Anaplan is via another tool and the email stating the person is an Active user is: #1: Misleading because they also need to be provisioned in the other system where we are controlling the link access to Anaplan and…
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Functionality to Delete a user account at Tenant Level
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: Use Case: - Functionality to Delete a user account at Tenant level does not disable. Problem: - For system integration in any…
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Multi-Dimensional Scatter Plot Alternatives?
Hi all, Bit of a complex one here. The application use case is calculating the Minimum Variance Efficient Portfolio for those familiar with Finance / Portfolio Management. The Anaplan question to be solved in simple terms, is how can I combine these two charts to display as two different "lines" within the same chart (in…