-
When to import alphanumeric data as numbers
Author: Andrew Barnett is a Certified Master Anaplanner and Vice President at PJT Partners. Today, we will be discussing a scenario that we often run into in Anaplan. Numeric data comes in with units of measure, whether explicitly stated or implied in the data. The data might be a currency, like US Dollars or Mexican…
-
Exporting and distributing management reports
Hi, We have created some really great looking customer reports in Anaplan but it is very time consuming exporting each individual customer report and then renaming the file to the customer name. We have over a hundred customers to issue reports to. Has anyone in the community come up with a way to expediate this process? I…
-
Management reporting commentary boxes - size by version
In management reporting is it possible to link commentary boxes to versions? e.g. Version A may have lots of commentary about revenue and very little on COGS, Version B has little on Rev and lots on COGS - this will make our report spacing look awkward.
-
Mmt Reporting - defining card position
In management reporting can we define the position of cards e.g. option to enter x mm from top left / top right, similar to PPT positioning?
-
Mmt Reporting - notes commentary boxes
In management reporting it would be really useful for end users to have the ability to make notes for presentation - similar to the notes function at the bottom of PPT slides that allows users to add a commentary that doesn't appear in the presentation/pdf version.
-
Last Non Zero function in the Time Summary
We often need to pick up the last non-zero in the Time Summary. There is a function "Last Non Blank" for text but we don't have the same functionality for Numbers.
-
Hide Background on Grid Cards
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: Turning off the background on text/action cards has allowed us to create clean/smooth dashboards, but the backgrounds around Grid…
-
Dark / Light Mode for Model Building
Anaplan's rebrand / new UX design has just been released, and it’s blindingly white. Brighter than a supernova. Meanwhile, the brilliant idea of Dark Mode has been marked as "not planned." Under this new design, Dark Mode is needed now more than ever. Please reconsider before we all develop permanent squint lines.…
-
Ability to set card widths with more precision than just the 12 pre-set columns
Hi, It would be great to have the ability to adjust card width/height with more precision instead of limiting the widths to the 12 pre-set bars: Without this feature it can be difficult to have pages look neat and organized while also displaying all the information that our users require.
-
Use case of assign only
Can you share an example of where we would need Assign only action
-
MDX Custom Calculation Cell Reference in AnaplanXL (FluenceXL)
Can AnaplanXL (FluenceXL) reference an Excel cell's value to determine a list member needing to be referenced within a Custom Calculation? I need a Custom Calculation that dynamically calculates the difference between two versions, where one version is determined by an Excel cell's value. I cannot use fixed position…
-
Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
-
Network Map card Setup
Is it Mandatory to have a module setup for Network Map card must be having source list and the destination list as a dimension or it can be just the list formatted line item ?
-
Mmt reporting - greater formatting variety for text boxes
Highlighting, bolding, underlining text, adding text commentary & re-ordering pages without entering edit mode. MR Contributors can apply formatting to the page, but without it being a page edit - this would allow users to replicate standard mgmt. report deck production (highlighting/bolding etc. of key points). This would…
-
Management Reporting - Undo/Redo buttons
In management reporting can we get an undo button? Allows you to undo accidents made during editing
-
Undo option on Report pages
When making edits on the Report pages it would be very helpful to have an option to UNDO changes (even if its the last change). Often if you are trying to align cards things get moved and it takes time to go back and add them precisely.
-
Management Reporting Spell Checker
Would it be possible to get a Management Reporting Spell Checker feature like what Microsoft apps currently have for commentary boxes.
-
Mmt Reporting - Allow multiple concurrent Page Builders
In mmt reporting we have been having version control issues if saving a page whilst multiple people are editing. Ideally is there a way having multiple people editing at the same time? Alternatively is possible to lock the page while one person is making changes and state who is in there making the changes. (Should be able…
-
Microsoft Edge - Bad Message 431
MS Edge is our preferred Chromium browser. Over the last couple of weeks we have started to receive a Bad Message 431 error when we try to relog in to expired sessions. Has anyone else experienced this change? Has anyone identified a fix?
-
Leveraging Anaplan for Org Charts
Did anyone of you used Anaplan 'Hierarchy card' for below needs i.e., to define, design, maintain org data and chart (this is not really modelling of workforce): Base-lining org data and org chart. Org design with collaboration. Ability to extract an org chart, at all levels, with specific formatting and legends to support…
-
Back to the future not syncing
Hi, We have completed a "back to the future" to enable a filter selector (field selector) on the UX. However when restoring the model back to current state, Anaplan is not able to identify that the new item in PROD is the same item as we have in DEV. Meaning I can either configure the grid to work for PROD (coming from a…
-
Please Reflect Chart Legend Toggle State in Management Report PDF Exports
Issue: When exporting a Management Report to PDF, the visibility state of a chart legend (toggled via clicking) is not reflected in the exported file. Observed Behavior: On Boards, when exporting a chart as an image (e.g., PNG, JPG), the visibility settings (e.g., hidden or shown legend items) are accurately reflected in…
-
Model Builder training Level 2 - exam closed to reopen please
Good morning, I failed to the exam yesterday evening (60%). Then tried this morning again. After 2 questions successfully answered, I faced network issues. After reconnexion I tried several times but I was not able to reach the exam page. Then the apps says now that the lesson is not longer available and the exam page is…
-
What do someone follow while creating line item?
Rules to follow
-
Integration from Synapse Cloud to Anaplan
Hi Everyone, I am writing to inquire about the integration options available for connecting Synapse Cloud with Anaplan. I am trying to explore a way to streamline data flows and processes between these platforms, and we are keen to understand the best practices and methods for achieving this integration. Specifically, we…
-
Alternative for the default export chunking
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Problem statement When exporting the data from Anaplan module, Anaplan’s default chunk size is 10MB. The common challenge is that the chunks produced may have the rows split not just into the separate files but also split the row in the middle…
-
Load FY-Level Data into specific month via Data Import Between Modules
Hi Community, I have a scenario where I need to push data from one module to another within Anaplan. Here's the setup: The source module contains data at the FY level (i.e., yearly summary), example FY25 The target module has the same dimensionality but is at a monthly granularity. I need to load the FY25 value into…
-
Delete from List Selection Action
We are trying to set up a Delete from List Selection Action. We have set up a Control module with a Boolean line item to determine what list items to delete. When we try to set up the Action, the control module is not displaying for selection purposes. The Selected using only refers to the one module: DAT01…” Both this…
-
Level 2 Activity 2.3.10 Create Demand Forecast
Hello, I am unable to fix my Baseline Forecast formula even after going through so many Community articles. I don't know what I'm missing. Please help me! This formula is giving me data for FY20 (the 1st forecast year). But it's giving me 0s for the second forecast year. I have tried to write the ELSE IF condition to…
-
How do I add Create action in NUX ?
Hello, I see one create action in "Actions" but cannot add that in NUX, how do I achieve this ? The same create action is in Classic dashboard though. Thanks in advance