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Customized Drill Down
Anaplanners, We have a module (Module A) that displays the monthly income for each department across various locations. Module A includes the following dimensions: Department, Location, Time, and Value (Line Item) We are presenting this data at a higher granularity in another module (Module B):Module B includes the…
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Is there any way i can convert number to text format but still following the number format for comma
Unable to convert number to Text following comma format, Could anyone help me out of this problem? Thanks in advance
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Integrations - Excel Add-in
Hi, Is anybody else experiencing issues with the Excel Add -in when using Single Sign in? I can only access it when using the old sign in method.
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UX obstacle course or scavenger hunt
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: As an end user, I want to upskill in UX pages in a fun gamified way such as an obstacle course or scavenger hunt, so that I can be…
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Certified Model builder Page
Hi, One of my friend, having difficulty to get 2024 recertificate. He has completed workflow but not able to access the link to issue certificate. I am also getting difficulty to find the link as there is new update for Academy. Can anyone have idea or link. Please do share. Thanks Ashutosh
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UX Format an item, is there a limitation on the number of rows that can be formatted?
I have a quandary. I love the new UX formatting options that were released to add scaling to the line item format being displayed within a card. This is super helpful to create more dynamic user experiences on the fly. However, I noticed a quirk where the formatting is not being consistently applied when there are multiple…
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ADO DB Connectors Preview
I had the opportunity to test a preview of the new database connectors developed by the Anaplan Data Orchestrator (ADO) Team, and I wanted to share my experience with you. To set up the testing environment, I used my AWS account and the RDS service to launch four types of databases: PostgreSQL, MySQL, Microsoft SQL Server,…
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ADO Access
Hi Everyone, Can anyone will help me how can i get the access for Anaplan Data Orchestrator(ADO). Regards Rakesh ****
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Ability to apply filter on page selector in management reporting
It would be beneficial to have filter on context /page selector in management reporting slides
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New UX - Conditional formatting multiple line items the same
Hi, I have a dashboard with 20 columns, all of which share the same complex conditional formatting rule that consists of 12 midpoints. Setting up one column takes a little time, and I need to repeat this process for all 20 columns. It would be really helpful to have the option to apply a formatting template to multiple…
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Ability to Create Multiple List Items in Forms
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 in UX, users have to create list items one by one, which can cause a significant amount of extra work over time. How often…
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Year Value into a Months Module
Hello friends, Can someone please help with this. I have my number in the below source module (profit) by year. I am trying to get FY24 value (profit) into below target module (i.e. 5,999) depersonalised by month: I tried yearvalue() function and it is pulling all 0's. Can somebody please advice? Thanks Kal
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Making YTG column '0' for a particular line item.
Hello Anaplanners, I need formula to below. I have a module which I am using in management report. Module has values for FY24, YTD, and YTG. But for one line item, 'Opening Cash', we do not need YTG column. Currently the line item just points to the other module to pull the data. May be I need something that makes YTG…
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CIM Phase II - Live
You must be aware that CIM Phase - 2 has gone live today. With the advent of this phase, User admins will be able to * Create new users directly from Admin Console. Remember if the user has been added without assigning to any workspace then the user will be considered as a dormant user, meaning s/he will not have access to…
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Model Copy and Archive through Actions
Many of the projects have a recurring activity of Model copy and Archive every month and there are many processes before and after them which can be automated through the execution of Actions/Process and can be triggered by cloud-works or similar integration tools. I would love if the Anaplan comes up with a action which…
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Scheduled export of Reports and Pages from Anaplan
Can future development of Anaplan include the capability to schedule delivery of Pages and reports to individuals via email? This would be excellent for providing reporting views to management and would be a great benefit as well as match what is standard capability in packages such as Cognos or Hyperion.
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How could I see the new management reporting option when I click the "Create a page" button in UX?
This question has been asked many times by clients and internal Anaplan users. So the prerequisite is to ensure that the user account in question has the Page Builder role. If it doesn't, this is how we can ensure the Page Builder role is assigned:…
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How can I create a dependent drop-down that filters a K3 list based on the selected K1 context?
I want to create a dependent drop-down list within a hierarchy in Anaplan. I need a line item formatted as a list (K3), which represents the lowest level of the hierarchy. The goal is for users to select one of these K3 list items, but I also have a context selector on the page set to the highest level of the hierarchy…
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A refresher of L1 and L2 Trainings
Hello people, I wanted help in getting a refresher of the L1 and L2 trainings, I am asking for such because I had completed Anaplan L1 and L2 in the year 2022 but due to some unfortunate reasons I was not able to use and practice Anaplan for more than a year , I am ready to dive in again and start learning again , I am not…
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Dynamic Workflow Design
Hey builders! I'm tasked with designing an approval process through Workflow and doing this for the first time. This is a CapEx Request approval flow in which CapEx Projects roll up to Profit Centers. Approvers are assigned at the Profit Center level and go through several sequential stages of approvals. Below is my 2 step…
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what example(s)?
i am currently busy with Level 2 and have found now quite a few of these that says "like this example" ,but where is it? we are expected to comply with the steps but how can we if its not well documented?
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Single Sign-On(SSO)の設定
こんにちは！ Anaplanカスタマーサクセスの木村です。 今回はAnaplanでのSingle Sign-On(SSO)の設定についてご紹介させていただきます。 Anaplan 管理者(Tenant Security Admin)は、Security Assertion Markup Language (SAML) 認証プロトコルを使用してSSO アクセスの環境を設定できます。 設定手順を資料にしていますのでご活用ください。
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Bulk Copy Action - Line Item Input
Great addition this past weekend with the Bulk Copy Action so that it can be tied to a process. As another enhancement to this feature - it would be great if the model builder can set line item values to drive the input - similar to the update current period action released prior.
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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3.4.4 Activity: Create Stock Exceptions Review UX Page
Hello, I am working on this exercise, and I am stuck. This is the view I have and I am trying to do the following. The UX page should include: Region, Product Family, and Time context selectors. Stock Exception count by Country and Region at monthly, half-year, and year time periods. Stock Exception count by Product Family…
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App has some pages unable to change model due to archive
Hi team, I have made a copy of a model and app and am attempting to change the source model from within the app. For some reason, every page is set to the same workspace and model, but 90% of the pages are saying the model is archived so I cannot update the source model. I have checked the original app and model and it has…
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Anaplan Academy is getting an upgrade!
New look, new features, and a better learning experience! We're thrilled to announce that our Anaplan learning hub, Anaplan Academy, is getting a major upgrade! That's right, we've been hard at work behind the scenes to make your learning journey smoother, more engaging, and tailored to your needs. What you can expect with…
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Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
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Composite hierarchies List and Production Data
Hello Everyone, I recently took over the model development from a previous team, and I'm looking into optimisation options. One issue I came across has to due with Composite hierarchies List used for Selective Access, as per the example below: G1 Group - Used for Selective Access - Set as Production Data - No changes in…
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How can we get the Page history and reverting its changes if desired, like as we do for Modules
Recently i unknowingly deleted the conditional formatting(CF) line item from the underlying module due to this, The CF on the page which is referring to that CF line item is also got deleted. Now, i want to have that CF back on my page. I tried Anaplan's History where i reverted back the module to get back the CF line item…