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Set up current period
My final goal is to be able to update the "Current period" from the Dashboard. I created a SYS Current Period module (with a single line item: Format: Period Month) and added an action that I put into a process. When I run the process (or Action) I have an error : - Line Item Errors: • SYS Current.Current period Internal…
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Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
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Permit users to store rich text
Our requirement is for a team of users to edit text narrative for report pages, without being able to modify the overall page layout or content other than their text card. Option 1: Currently one needs to be a Page Builder to enter rich text on text cards. Provide an option for (non Page Builder) users to enter rich text…
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Import module from another model. What will happen to the time settings of the module?
Hi everyone. if i have below 2 models: First Model: Time Model Calendar: Num of Past Years: 1 and Num of Future Year: 10 Second Model: Time Model Calendar: Num of Past Years: 1 and Num of Future Year: 2 now if i am going to import module from First Model to Second Model, is the module that i imported will follow the Second…
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3.3.7.2 Add DCA to INV01 Inventory Ordering
Formula Hint When creating the Override Shipping – Write? and Override Amount line – Write? line items in the AD02 Inventory Ordering Overrides module, make sure those Boolean-formatted line items are structured so that if the end user decides not to place the order, all relevant fields will return to hidden (as in the…
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Getting started in Anaplan: An interview with Bhumit Jain
Hello Anaplan Community! My name is Kas Gengadaren, I am the Senior Manager, Global Ecosystem Experience. I recently had the opportunity to interview Bhumit Jain (@Bhumit285), an Anaplanner somewhat new to our ecosystem and a recent learner from the Talent Builder Guided program. We often showcase our experienced community…
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SUM and LOOKUP | Model Optimization Team series
Hi! 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…
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New UX: Dashboard Sorting
Allow page builders within the New UX to specify the sort order of created pages and sections. Currently items are sorted alphabetically even when pre-empted with a number. Would expect 3.1, 3.2, 3.3, 3.4, ... 3.8, 3.9. and 3.10 but the alphabetical sorting makes the list as 3.1, 3.10, 3.2, 3.3, 3.4, ... 3.8, and 3.9.
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New User Experience UX Page Ordering
I am requesting the ability to order pages in any order we choose. Currently, the new UX defaults to alphabetical ordering of both pages and categories, but I would like the ability to order these in any way. For example, our users navigate through a series of dashboards in the Classic view in sequential order (i.e.…
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Module used in Pages.
we have option on pages section to check which module is used on what pages but its time consuming if we have more than 100 pages. It will be great if we can have options in module itself to check on which pages its used so that we can easily check and correct in pages.
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Create DEM03 Demand Forecast Module
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
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LOOKUP by specific text
hi everyone. i would lookup only which is awarded or awarded (PO) in my contract details. how to do it in LOOKUP function? 'Contract Price'.'Final Contract Price'[LOOKUP: ContractDetails."Awarded","Awarded (PO)"]
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Delta Load
how I can implement delta load from datahub to Spoke model. the action pulling the delta load is running into the spoke model , then how to mark the transferred data from spoke model to datahub model ?
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New UX: Hide Model where there is an App
As we build more and more out in UX it'd be really great if as a workspace admin I could turn-off the model to end users so that all they see is the app. This could either be done in the model itself or on the homepage by restricting the visibility of individual models either by user or by user role and then in time that…
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Question about Anaplan model-building process and support
Hello, everyone. In the near future, I will be introducing a supply chain model (from demand forecasting to supply and inventory planning) to a Japanese Manufacturing company as a Model Builder. As part of the preparation, I have completed Level 1 and Level 2 model-building training.Could someone tell me the process of…
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Rearranging Contents on the initial App page in NUX
Perhaps I am missing something basic, but I am having trouble re-organizing the initial Contents page once I get into my app. For example, I created a page that I wanted to serve as the landing page (or first item in contents). I subsequently added more pages to that category, and now my "Landing" page is at the bottom of…
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Minimize and Maximize Objective on Optimizer show Same Value
I am looking for Minimal cost for transportation by running Optimizer.. I have Run both Minimize and Maximize Value, but both of them show same Total Cost (Red Rectangular) like picture below, if I compare with Excel (Green Color Fill), Excel can show different total cost result… Am I make a mistake? Minimize Result…
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Filter/Pivoting is getting reset from my saved page
Hi, I created “My page” and whenever I clear cookies, my pages are getting reset with default view. When I intially created the page it had filters and pivoting according to what I wanted but as soon as I clear cookies, the view is lost and my personal page is getting reset. Need to fix this asap as all users in my…
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Requesting for Anaplan workspace
Hi, I am a Student and intend to learn Anaplan from beginning. Please guide me with Anaplan workspace.
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Cloudworks - Flexibility to choose date of every month when frequency is hourly
While creating an integration with frequency to run hourly ,there is no option to select "date of every month ". If there is a requirement to run an integration every 2 hrs in a day from day 1 to day 12 of month then we have to create numerous integration to achieve this .If above feature ,replication of work will be…
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Need help with Anaplan Connect
I am trying to run a bat script to automate export action from my model. However , i neither see an error or any other statements to indicate that the script is running. Can anyone help me with this?
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Anaplan New Workflow decision task
Hello all I have a question regarding the New Anaplan workflow . In the online course provided by Anaplan it says when a Decision Task is created and assigned for example to a user , when workflow starts that approver will see 3 option : Approve - Reject and Send back . i decided to create a Decision task but when it is…
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level 1 activity 9.2.5 dimension error
Hello again I am trying to import a formula in Unit Price % in the REV05 Price Growth Rates Staging module. However, I get this error message : Level mismatch on common dimension I checked multiple times the dimension of all the modules and everything seems fine to me. And my line items are all set to list format. Could…
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2.3.10 Activity Create Demand Forecast
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
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Apply DCA by User Group/Role
The ability to have user specific DCA is great as it allows fine grain control of line items/modules without add dimensions to them, but... As we are dealing with large models with increasing number of users the DCA modules themselves can become very large thousands of users by thousands of CC plus maybe a few other…
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how to add independent column in a module?
hi how can i add a column (status that can i can change from time to time) independently. regardless if the filter month has been change
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The Evolution of the CoE Lead Role
CoE Leads are driving transformation and acting as visionary leaders and are key to success. — By Josh Baker, CoE Leader @ PJT Partners (@josh.baker) A recent study on a wide range of our customer CoEs has helped identify the shift in responsibilities for our most successful CoE Leads. Our strongest CoE Leads have evolved…
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Solution Architect Certification
Hi Everyone, I have completed my Level 2 in April 2019 & Level 3 in June 2020. After that, I have switched my job so both the models are in old organization's workspace & transferring them to new workspace isn't possible. Now, I wanted to get Solution Architect Certification & for that I have to update my models. So, can…
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Suggestions on how to optimize data imports for a Real Estate Company with many products
Our company is a real estate developer and I am having a problem dealing with too much data. For example, we consider our condominium units as our products. These units are unique from each other (i.e. they have different unit number for each building and for each project development.) In short, no two units are the same…
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Real estate financial modeling
I am currently working on building a real estate financial model from scratch on Anaplan, focusing on either acquisition, renovation, and development modelling or a simple condo development model. I seek guidance and references for creating these models on Anaplan.