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Error on importing data onto employee details module
Hi, I am trying to import data onto employee details module. It is a numbered module. I have attached three screen shots, 1. How it should be. 2. How it is and 3. the mapping which I have done. Please can anyone help?
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Can I rename an Action used in Anaplan Connect
Hello, I have multiple actions used in Anaplan Connect that we would like to rename… Do you know if renaming has an impact on good operation of my API ? If so, do you have best practices to share ? Thank you !
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SSO on different Tenant
Dear Community, I need your help, in my group some users need access to a Model hosted in a different Tenant, let's say Tenant 2. On Tenant 1, users are in SSO and it works perfectly fine. On Tenant 2, users are in non-SSO and it works. However, I am challenged by security team to switch for SSO and I do not know how to do…
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How I Built It: Upload Anaplan data — account hierarchy and key accounts
Author: Saikrishna Bandaru is a Certified Master Anaplanner and Sr. Anaplan consultant. In this video, I demonstrate how to create a user-friendly Anaplan UX page that allows end users to upload or update specific data directly into Anaplan. The example covers account mapping, enabling users to mark accounts as "strategic"…
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Possibility to make formatting options more flexible
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: UX limitations – lacks flexibility, constrained by predefined rules, and formatting is not easy (line items need to be formatted one…
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How to create a user in Anaplan to be able to access export APIs?
How to create a user in Anaplan to be able to access export APIs? I didn't find out any information about how to create a user in the documentation. is it something which needs to be done by Anaplan?
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Timesum check
I want to do a timesum for a value from first month of current year to last month of current but it is not returning value. I have used logic as TIMESUM(Amount,First month of CY, Last month of CY,SUM) Where amount is value, first month of CY is Jan 25 and last month of CY is Dec25. Amount line item has time on whereas for…
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UX formatting
Hello everyone, Is there a way to format within a UX page so that a user selection (boolean based) will make a chart and/or grid visible to the end user? I would like certain grids and charts to be visible to the end user for their planning based on their boolean selection of planning method, and other grids and charts to…
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Completed The Anaplan Way but No Access to Level 1 Model Building Course
I recently completed The Anaplan Way course and also received access to the Anaplan workspace also. However, I haven’t yet received access to the Level 1 Model Building course. Could anyone please help me understand the next steps or let me know how I can get access to the Level 1 course? Thanks in advance for your support!
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Model Calendar vs Time Ranges
Hi, My model calendar is currently using FY time with start period being Jul-June. For another module I need a time range that uses Calendar Year, Jan-Dec. I am not sure if it's possible. I tried the Time range function, but it defaults to Jul as a start period. Is there a way to accomplish this?
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Line Items not Showing for 'Create Shipping Export' in the Level 2 Conclusion
Hi - I know this is a frequently asked question but I believe there's something missing in all of this that I can't spot. I've been dwelling on this for days and this is due tomorrow. Can anyone help spot the issue(s) I'm encountering? All Modules: INV01 Table View: INV01 Blueprint View: INV05 Line Formula: TRA01 Grid…
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Request for making Anaplan be able to accept various forms of date formats in CSV import.
Excel opens CSVs and changes CSV's date formats depending on users' PC regional setting whereas Anaplan only accepts single date format in importing CSVs. When users import CSV files to Anaplan, they edit source CSVs in Excel. However, in case of apps for multinational users, depending on regions of users date formats vary…
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Architectural Use Cases for setting Action Imports / Import Data Sources to Production Data
There's only 1 practical architectural use case I can think of at the moment why you would consider setting actions as production data but would like to check in with others if there are other use cases I have not considered. The one use case I have considered is if you are splitting the same model in to regional models,…
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How can you mark the first week of every month in a timescale as TRUE
Hi Community - I'm having a hard time trying to figure out a formula for a boolean filter that marks the first week of every month as TRUE. This filter will be used to isolate the first week of a month and sum values across a couple modules. And before anyone asks, I haven't been able to try much because I'm unsure of…
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How I Built It: Replacing list items
Author: Chris Allen is a Certified Master Anaplanner and Manager at Allitix Part of Accenture. Hello, and thank you for checking out my ‘How I Built It’ video tutorial on replacing list items! The video will walk you through the process of replacing list items. The key feature leveraged here is importing a new code into a…
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The ability to add a dynamic sub total to a grid
I would like the ability to add a dynamic subtotal to a grid, so when rows are filtered out the total is updated on the fly
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Restrict Characters in Open Text Line Items
It would be great if text formatted line items that are user inputs could be restricted to only allow certain characters. When users are allowed to input an escape character or newline, it can create problems for exports.
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How to Pull Data from Non-native Versioned Source Modules into a versioned module?
I have a Report module that uses native versions (Actual & Budget). I need to pull data from two separate source modules: One module contains Actuals data (not versioned). Another module contains Budget data (also not versioned). Since the source modules do not have versions, how can I pull their data into my versioned…
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Creating a two-layer ranking system in Anaplan
Author: Laiza Tagumpay is a Certified Master Anaplanner, former Customer Success Business Partner at Anaplan in the Philippines, and is now a Solution Architect at an implementation partner in Canada. When developing effective plans, companies often rely on multiple layers of prioritization criteria. In this blog, we’ll…
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Is there a way to get a timestamp automatically added to an export file name
It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?
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Spring cleaning: A step-by-step guide to optimizing your model
Author: Ekaterina Garina is a Certified Master Anaplanner and EPM Consultant at Keyrus. Does your Anaplan model feel cluttered with too many line items and modules, making it difficult to find anything? Are you dealing with redundant calculations? Need a little optimization? Or perhaps you have a large model that needs…
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App Folders & Better Organization Options for COE
As a COE, we would like a better way to manage applications across a large organization. It seems the only ways to do this is prefixes, access and deleting/ restoring (which has an expiration I believe). Would love to organize training applications, POC apps, etc. in specific folders or groupings to ease general…
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YTD / YTG Functions
Hi All, Looking for a bit of guidance here, around YTD / YTG functionality, do people tend to use the elements that are shown in the model calendar, or do they do in a different manner and if so how? I would appreciate any guidance and pro's / cons that people could advise. For reference, we don't use native versions,…
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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.…
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Create Shipping Export Module and Create a Saved View; Final Line Items for INV01 Inventory Ordering
Hello All - I am still having a frustrating time figuring out the final formulas for the above mentioned modules. And this is after reading and re-reading the directions provided and getting hints or even answers provided by the community, I'm still not getting the results provided by the instructions. Is there anything…
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Excel Add-In Showing Cells with Strikethrough
When using the excel add-in to pull data from Anaplan, a seeming random number of cells are formatted with strikethrough though they are not formatted this way in Anaplan and the formatting is not on in Excel?
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Aggregation -> show / hide in NUX
Hi, I'm trying to build all reports by using only NUX functionality and discovered that the items of lists / line item subsets change order when you hide / show some. The parent / sum is shown at the top instead of at the bottom. In classic, I'm able to lock the order with show / hide. Can this be fixed without building a…
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Change Email-id
what is the step for changing my mail-id?
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Change of E-mail Domain - User History and information
My Org, will be undergoing a rebranding soon and as a part of it the domain name of the email addresses will change user@oldco.com → user@newco.com We use Anaplan SSO for Login and Authentication, Once the SSO is reconfigured expect change reflect in Anaplan user base. How will Anaplan treat this change? Will the new…
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Native Versions: Add as a Line Item Format Option & Allow Subsetting
As a model builder, some of the native version functionality is great. However, there are limitations that prevent it from being preferable in several cases. For this community idea, I am requesting the ability to have both of the below functionalities for the native versions in Anaplan: 1 . The ability to set a line item…