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NEW UX Automatically generate code in forms
End users have to populate Code manually when using Form. This can generate manual errors. It would be very helpful if we can generate codes automatically based on name or other properties of the list.
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How do I know the source of an import action?
For an import action, we can easily tell which modules / list the target will be. But how do we know which source is it taking from? I can't seem to find it easily available in the action tab. Thanks!
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Configurable default selection for context selector
I recently had a question from a client who asked if it was possible to set a default list member (or the top level of a list, eg. all products) as the default for the context selector at the top of a page. They wanted to be able to select a particular layer, list member or top level of a list and always have it revert…
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Rotate your Anaplan SSO certificate before the August 21, 2024
Can someone advise on below I received an email to rotate my SSO certificate for Anaplan Following the url - Rotate your Anaplan certificate | Anapedia I don't have an option to rotate my SSO certificate compared to help file Does this mean it has already been rotated? Thank you
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Best Practice to combine two or more model data into one output model
Hello Team As project requirement I need to combine information from two different model (i.e. Actual Payroll information and Plan Payroll Information) In different model have calculated this information since calculation is different and in plan payroll end user will make the changes. List used in both models are number…
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Forms : Choosing Parent (block edits)
Anaplanners, We have a list, P1 Projects List, We're creating project checkpoints as its child, giving options to the end user to create them on the fly. Challenge: While creating the form, its great Anaplan picks up the last selected Project however, Anaplan also provides a dropdown selection, to select another project,…
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Can we use Anaplan for capturing everyday expense Actuals and estimate
Can we use Anaplan for capturing everyday expense actuals and estimate, to be updated by multiple users and used on a daily basis. Will the System get hung after a point in time , since we are using daily data instead of monthly or quarterly. How good is Anaplan with handling daily data.
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Adding hierarchy using a boolean
Hi, I have a list hierarchy where till level 3 we have imported and now for Level 4 and 5 we want to get a checkbox that will say Relevant data. Once I will check that and click on Add to Hierarchy Level 4 and subsequent Level5 will be created. Level 4 have a fixed 3 items that gets added to all Level 3 items as a child.…
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Excel Add In - limited by licence type?
Hi all - hoping for some guidance here… I'm looking to roll out the use of Anaplan Excel Add In's so people can retrieve information from the data hub without having any write access. I was wondering if this is possible with the "Limited Finance Contributor" licence, or if they would need to have a "Professional User"…
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Customise Anaplan Native Workflow email notification
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: Anaplan native workflow email notification does not allow end user to configure the email format based on customer's setting (i.e.…
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how to complete anaplan way?
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More customizations on Assign action in NUX
Business end users expect to have more cusomizations on Assign action in NUX: Decide which fields should be visible while user is running Assign action (e.x. our customer's end users cosider Ancestor and code reluctant in this view; they would prefer to see Ancestor only as a filter) Change width of each field (e.x.…
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Change Time Period names by allowing an alternative
Without creating Fake time and having to do mappings in modules, why not allow an alternative to be displayed, which would simplify the build, but also give the customer the desired headings on time. They can have this simply on any other list. The example is a retail customer who has 4,4,5 and a non January start of year.…
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Dynamic Rank Functionality
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, we have the RANK function work on one dimension or one attribute. Moreover, it does not relate to the event-driven by the…
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月表示等の日本語化
現在の月表示は「Jun24」「Jul24」といったように英語表示しか出来ず、以前よりエンドユーザーから「わかりづらい」「間違いやすい」といった不満が多発しております。是非「24年6月」「24年7月」といった日本語表示を画面上に可能にして頂けますと嬉しく思います
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【2024年7月】プラットフォームアップデート
プランニング&モデリング ・Polarisの機能アップデート ユーザエクスペリエンス ・階層チャートカードの機能アップデート ・Workflowの機能アップデート
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How can I extract a 3 month data from a 5 year module .
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Level 2 Sprint 1 1.1.5 Activity: Download Copy of Data Hub Model
I am trying to import the model in the Anaplan application which Calendar property should I select I am confused. Can someone help me with the same?
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L3 Target Review UX Prototype
Hi - on the L3 target review ux prototype, one of the checklist items was for the end user to be able to view the stretch goal percentage increases and country sales targets for countries they don't manage but I can't see on the example prototype where they would be able to do this. What am I missing?!
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Level 2-Conclusion: Import Shipping Expenses into OTH01 Module
Hello, I am trying to import data from my Supply chain model to FP&A model however, I am getting some errors. Here is the source module (from Supply chain model). The timecard is "Month" for shipping cost And here is the target module (from FP&A model). The time card is "Month". I am trying to import the shipping cost data…
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How to create filter in Multiple axis rows and columns at the same time
I need the user to be able to filter the combos in the rows. For instance, when they select combo 1, the time dimension in the column should display with non-zero values corresponding to combo 1.
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UX - Export cell history
Oftentimes when looking at the cell history in the UX, it gets truncated. I understand that narrowing the date range can fix this issue, but it is not always feasible. Having the ability to export the cell history from the UX would remedy this problem. Plus, it is an available feature in Classic dashboards. Therefore, it…
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Anaplan環境情報の確認方法
皆さん、こんにちは！ Anaplanの環境情報を確認する方法を下記資料にまとめました。 Model名、Page名の確認方法やWorkspace IDの確認方法を記載しております。 是非皆様の日々のAnaplan活用において参考にしてください！
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Excel Add In - limited by licence type?
Hi all - hoping for some guidance here… I'm looking to roll out the use of Anaplan Excel Add In's so people can retrieve information from the data hub without having any write access. I was wondering if this is possible with the "Limited Finance Contributor" licence, or if they would need to have a "Professional User"…
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NUX - Card Title and Page/Context in single row instead of stacked
Problem Statement In transitioning from classic to NUX, we've observed that cards with titles and visible page/context selectors assigned to the top of the card create a lot of unnecessary whitespace due to the way in that they're stacked. Given the NUX is already larger than classic as it is, it becomes excessive when you…
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NUX - Consistent application of 'Font Size' to cards.
Problem Statement In transitioning from classic to NUX, it's become pretty clear that the NUX font is a lot.. chonkier. As a result, we've typically changed the Font Size setting from 'Medium' to 'Small' which is a bit more palatable. However, this setting isn't consistently applied to a card and only updates the columns &…
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Optimizer General Constraints
Hello All, I'm working on developing my current model with the Optimizer to add some levels of complexity. I am looking to use a General constraint (OR), does the Anaplan integration of the Optimizer support this? For Example I wish to constrain to a zero value OR a value above the minimum. Working: 'OPT04…
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End Users Ability to Reorder and Reselect Line Items
In the old model version of Anaplan end users had the ability to reorder line items on a user by user basis. This was crucial for setting up saved views, as our users have different needs and wants. On top of that a even more important feature that was stripped away in the newer 'App' version of Anaplan is to have the…
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A conversation with Lis de Geus — Journey | Anaplan Community Podcast
Today we're excited to share episode 16 of Journey, an Anaplan Community podcast. Our host, Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience, chats with Lis de Geus (@lis.degeus) — Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Lis has been in the FP&A space on…
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Allow for Codes & Display Name in Anaplan Connector
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: When connecting to a module using Anaplan Excel Connector, you cannot view the codes behind the display name as part of the…