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UX - Combination Chart
Hi, Good day! I have a doubt in UX Stacked column chart with line chart. [Please refer to the screenshots attached] I have 2-line items namely 'Sales' and 'YoY%' with Sales as input and 'YoY%' as formulated one. 'A' and 'B' are list members of a list with C as top level. And I have time dimension with year. Now, I need A…
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Custom Icons for Geomap Markers
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: We are implementing the Geomap for a client and as part of the requirements, they would like to see where their vessels are on the…
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PlanIQ backtest update
Following the discussion in https://community.anaplan.com/discussion/comment/154792 seems that there's a need to update backtest results as new actuals are flowing in.
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Breakback and read only cells improvement
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: We are trying to hold value by default. Regarding Anapedia (https://help.anaplan.com/breakback-1b7aa87d-aa13-49f6-8f7d-d893fb8bccbe),…
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How to Configure Salesforce for Integration with Anaplan CloudWorks
The integration between Anaplan CloudWorks and Salesforce will no longer be offered as a part of CloudWorks. We are focusing our efforts on Salesforce integration in the Data Management System (DMS) due to be released later this year. Please check back with further updates.
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Level 3 Sprint 1 4.6.3 Data Hub Model: SYS14 module
Hi All, I am struck in below question. For Data, I have used the below formula Data? (Boolean) filter to determine if ANY data for product SKU under the product If you are using the Level 2 Data Hub model: reference the SYS12 SKU Details and SYS13 Account SKU filter If you downloaded a new Data Hub model at the beginning…
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Import Saved View - Filter
Hi all, A bit surprised this topic isn't here as it's one of the most common frustrations, similar to the post here. When importing from a filtered saved view there are a lot of cases of missing values. We all encounter it, and the first time it takes very long to determine the root cause. We change the filters but then…
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Include Process Within a Process
Description of the enhancement requiredAbility to create nested processes (i.e., process within a process).An example of the enhancement:A separate process to import a saved view to separate lists that can be combined into one overall process that can be run by the end-user (one click to run multiple processes)A story for…
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Kickstarting your career in the Anaplan ecosystem: A beginner's guide
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. Embarking on a journey in the Anaplan ecosystem offers a unique blend of challenges and opportunities. As someone who started from the basics and advanced to being recognized as a Certified Master Anaplanner, I've gathered numerous insights…
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% Total in FY/Q
Hi All, User wants to input the % in months, I did not enter q1 months%. from Q2- Q4 I have entered 1% each month. I'm finding issues in summary. Q1 should be 0%, Q2, Q3, Q4 should be 1 %. FY24 total should be 3%. How to achieve this solution? I tried all the summary methods , not working out. Can help to share the thought…
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How we built the famous word game : Wordle!
You all must be aware of the global phenomenon of “Wordle”. The way this little and simple word game struck the world is amazing! We loved this game so much, we tried to test our beloved software, Anaplan’s, limits yet again and tried to recreate this game on it. This is how we built Wordle on Anaplan inspired from…
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January 2024 Community Q&A Challenge — join the discussion and collect a badge!
Happy New Year to the Anaplan Community! We are thrilled to kickoff 2024 with a new Q&A Challenge, providing an opportunity to reflect on the previous year one more time. In the fall of 2023, we introduced our Community Q&A Challenge series centered around Anaplan-related questions, encouraging Community members to reflect…
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90 day free trial
It appears that many links on the community site are dead. I am a Boomi developer wishing to build test Anaplan integrations. How can I sign up for a free trial? Ted McKnight McKnight Associates LLC +1.609.865.6227 tedmc@acm.org
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Sort on the Users list
Hello all, Hopefully this is a quick solution. I'm looking for a way to sort the Users list based ontheir Read/Write properties. Example: I have 25 users that have Write access to different cost centers. They should be ordered based on Center alphabetically. Is this possible?
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Position in the business
Hey folks, Can I ask where Anaplan sits within your business? I have worked under the finance team and under IT and I'm interested in whether people have a view on what should/does work best? Should it sit independently of both?
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How to take full advantage of the new Hierarchy Card feature
Author: James Cannon is a Certified Master Anaplaner, Solution Architect, and Senior Manager at EY. In the ever-evolving landscape of planning and business modeling, Anaplan continues to separate itself from the pack and lead the charge with innovative solutions that streamline and enhance the end user experience. One…
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NUX, two data write actions in one button?
Hi, I am trying to create a support ticketing dashboard. I need one button to do two things: 1. Submit? boolean to equal true, 2. Change the status to submitted. It shows two buttons. Is it possible to make both actions under 1 button? I need the "sync on selection" to select the ticket to apply these edits. Any ideas?…
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How to make a Boolean line item disables other boolean line item
Hi Anaplaners, How can one set up a system where selecting one boolean line item disables the other two boolean line item. Example: When you click on Boolean 1, Boolean 2 and Boolean 3 will be disabled (not clickable). Similarly, clicking on Boolean 2 will disable Boolean 1 and Boolean 3, and clicking on Boolean 3 will…
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Tips on building out a new model
Author: Andrew Tye is a Certified Master Anaplanner and Anaplan Process Developer at Aviva. As a new model builder one of the more daunting prospects is beginning the build of a brand new model. You’ve completed the various training courses, supported an existing build, and maybe have done some small enhancements to an…
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Formula to return the latest date and hour
Hello, I have a list with exports date and hours and minutes. I need a formula that will allow me to show on the UX, the latest date with hours and minutes. Is there such a formula? Thanks
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OEG Best Practice: Filter best practice
Filters can be very useful in model building and are widely used, but they can come at the expense of performance—often very visible to users through their use on dashboards. Performance can also hit imports and exports, which in turn may lead to the blocking of other activity, causing a poor perception of the model. There…
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2.3.9.3 Update Historic Volumes for Baseline Forecast
Hello everyone, I encounter a problem concerning the formula of "Offset Volumes for 1st Forecast Year" . I wrote the formula that seems logical to me but it doesn't work. Can someone help me correcting it ? Thanks in advance. N.B : The first image represents hints for the formula and the second image is the formula that i…
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Is it possible to have a boolean that once checked, cannot be unchecked?
Hi, I am trying to build something for a support ticketing dashboard. I would like to have a "Submit?" boolean line item. Once this line item is checked, I want it to be locked so that they cannot uncheck it. Any ideas? Thanks in advance
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Anaplan Way - The Four cornerstones
Hi I am in Anaplan Way and just viewed the Lesson two ( four cornerstones). I have listened to Simon Tucker, Chief Customer Officer. He talks in the order of Model, Data, Process and Deployment and explains each cornerstone. However, my concern is in the learning material the order of the four cornerstones are Process,…
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Does anyone has sample Anaplan Batch Script for importing timestamp value in anaplan?
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How to make Home Dashboard or Default Dashboard
Hi Team, I have created following three new dashboards in Anaplan model, how to make one of them as default dashboard when we open the model. Below "Home" dashboard should always open automatically when i open the model. I appreciate your help on this question. Thanks, Suman.
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Allow to delete all actions in a process when deleting the process
Hi, I am currently working on a model split and I need to delete multiple actions, but before deleting them I need to delete the processes they are included in. It's very time consuming to delete the processes first and then the actions. I think it would be useful to have the option to delete all actions included in a…
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Ability for summaries to only include the items which are visible after filtering
Details of Enhancement: Enhance filters on a dashboard to update totals and subtotals in summary rows - when a filter is applied, the subtotal should update to sum only the filtered records How this would help their business process: When users see a filtered view, or adjust a filter, subtotals and totals can be misleading…
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Time settings
Why do we need a time setting module as system module when we already have a dimension of time? I am a beginner in Anaplan so please pardon if my question is basic.
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New Community Challenge – share your fun Anaplan builds and collect a badge!
We're thrilled to announce a brand new Community Challenge kicking off this month — the Builder Challenge! This is an opportunity to showcase your creativity and share the fun and innovative Anaplan model builds you've created. As a bonus, we will select participants to present their model builds in a special Community…