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[Guide] Multi Level filter selection on composite hierarchy
If you are using a multi level composite hierarchy as your main reporting list (as you should vs ragged), you have encountered the need to filter it and display many levels of it in many different dashboards. Recently re-discovered a solution that I find quite handy and decided to share it here. Here's the result. As you…
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Implementation of Custom Versions
Hello everyone, Working with a client on a model which (due to workspace constraints) is utilizing primarily snapshot versions. After a recent increase in space (pending finalization), we’re looking to incorporate custom versions to all of the modules feeding the P&L for the upcoming budget cycle. Today all inputs, calcs…
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I am stuck on importing data for REV02 Volume inputs module.
Attached is the screenshots for your reference. Kindly help as been stuck on this for a while.
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3.3.12 Activity: Create Product Replenishment UX Page
Kindly assist me with the below lines. What i need to do first after creating the UX sheet. How to add Product SKU and Time context selectors in the Page. Include the following: Product SKU and Time context selectors. SYS00 Time Settings by Month module, Planning Period Filter for UX saved view (or create a custom view…
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3.6.1 Activity: Create Roles & Test as End Users
Kindlu assist. How to do below stes Each Product Supply Manager should be able to update their assigned products and product SKUs, but view only their assigned Product Family across all regions. Each Regional Vice President should be able to view only the Distribution Centers located in their assigned Region. They should…
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Level 2 Sprint 3 3.4.4 activity - unable to get Total Products
Hello @einas.ibrahim, looking for a help please. in my INV02 grid when I bring Product family in rows - it does not show 'Total products', unable to understand why. Sorry for silly question - pls help on this. Thanks
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Associate Level Certification
So I am in the process of completing my Professional Model Building Certification and just got this message? My understanding is once you complete Level 3 you need to have certain amount of experience before you can take the Professional Solution Architect Certification Exam correct? If i opt in to the Associate Level…
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1.3.4.3 Update SYS07 Location Details Module
I am trying to default option used, but the region code are not reflected please help on this
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User Story 2.5 Level 3
Regarding US 2.5, I completed the steps for assign actions with filters(Country and segment). However, I’m currently stuck because I can’t find any options in the filter cell. The fields I need to filter by (Country and Segment) are appearing as list-formatted properties instead of filter options. Could you advise what…
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Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
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resetting filters
What is the cleanest way of resetting filters on in a page in Anaplan? Is there a way of defaulting the filters to show the total level? Thanks.
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Level 3 Sprint 1 user story 1.7-1.10
My Approach is - calculate Redistribution Factor based on initial Account sales target,Hold and Override Value in TAR03 Country Account Calculation Module, and then use the Factor in TAR02 Account Review module but when I am trying to Access the Factor line item for calculating Final Sales Target with respect to country in…
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New UX ALM
Do read it please. New UX ALM - Anaplan Community Misbah
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L2MB Conclusion - SYS09 Account Details
Hi. I'm having some trouble with one of the L2MB conclusion activities (Import Final Demand Forecast into DATA02 Module ). I think this might be because I have no "Location" data in my SYS09 Account Details module. Does anyone know if I should have Location data here? I've looked everywhere and can't see any reference to…
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TAR01 Detailed Sales Target module L3
Hi All my question is related to TAR01 Detailed Sales Targets — PY Country and Product Family Sales Line item I’m stuck and need some help. I came across posts suggesting to use SUM first and then LOOKUP, but I’m not fully understanding the logic behind it. I’ve attached the formula I used in the PY Country and Product…
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Anaplan XL license issue
Hello , I recently started Anaplan XL course , added XL however not able to add license How to ad license
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Consistent Role Color Mapping in Charts
Idea Description: As an Anaplan UX user, I want to assign fixed colors to roles in chart cards, so that colors remain consistent across associates and months for better visual clarity and comparison. I have Months in Line items and Associate/Role combo list in rows and based on associate/role combo list selector the card…
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Filter a table based on extra dimensions not present in the module
Anaplan page building would be greatly benefited by the ability to set a filter on a module based on a line item that has additional dimensions - those dimensions would then be added to the page selector area, and the filtered table would respond to changes in page selection. For example, if I had data dimensioned by SKU…
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New UX Filtering for Hierarchy sibling
I have A6 as the parent list and two sibling lists: A6.5 and A7. The A7 list includes an attribute that maps to A6.5. In the UX, the user will select A6.5 using a content selector, and the grid (dimensioned by A7) should display only the A7 items associated with that selected A6.5. Since the selector is a page context and…
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How to use Client ID and Client Secret for API request directly?
Hi all, The Client ID and Client Secret are available, intended for uploading and downloading files. Could anyone advise how to use these credentials DIRECTLY to make API requests? Thank you!
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Ability to rename/delete native Versions via import action
Anaplan currently provides the ability to create versions via an Import action, and update Version settings via an Import action. Ability to use an action (of any type, Import or otherwise) to do the following: - Rename Versions - Delete Versions Business Need: As we seek to continuously improve our planning process…
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Four Cornerstone or Five phases
In my recent recertification, there was a question, that asked about one of five phases, and the choices were - Data, Deployment, Model. Are these not the cornerstone and not one of the 5 phases?
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How to create a Dynamique Numbered List values ?
Hello, I would like to create a Dynamique Numbered List values and i dont' really knew if it's possibile. So, i have a normal list called version within this values (BP V1 2024, BP V2 2024, BP V1 2025, BP V2 2025) Another list (number list) called BP Year : Code Display Name (CY ? True) Display Name (CY ? False) #1 0 2025…
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How can i export accuracy metrics from Anaplan Forecaster to Model.
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Level 2 - Sprint: Activity import Data into DAT03 Historic Volumes Module
Hi guys, I've been trying to inport the 'Historic volume.csv' to the DAT03 Historic Volume Module for the past 2 hours. I already watched all the videos about importing data to module, etc. But I keep receiving this error, "invalid line item identifier", and I don't know what else I can try. Could someone give me a hint?…
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Ability to import archived model to a different workspace
We would like the ability to import a copy of a model that is archived in one workspace to another one of our workspaces. Right now, to get at an archived copy of one of our production models, we have to archive the current live model, bring back the copy, import over to another workspace, re-archive the copy, and bring…
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2025 Certificate Maintenance for Certified Master Anaplanners
The 2025 Certified Master Anaplanner Program has begun and there's incredible opportunity for 2025 Certified Master Anaplanners (CMAs) to demonstrate their thought leadership, technical expertise, evangelism, and mentorship capabilities across the entire Anaplan Ecosystem! At their core, a Certified Master Anaplanner is…
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Image icon selector
Does anyone know how to add this icon below? Would really appreciate your help !!
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3.3.5.3 Check Your Work
Hello, My numbers seem a little off anything you can suggest ? (last screenshot)
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TEXTLIST() vs [TEXTLIST:]
Hi All, I have read and re-read @rob_marshall's (and Planual's) cautions against TEXTLIST but wanted to check if there is a performance difference between Textlist the calculation function and Textlist the aggregation function? Maybe a performance difference would come basis how the functions read the data? Planual doesn't…