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Native Version to Fake Version
Hey Champs, I was asked to provide a solution to one of the problems that one of our community member (@Naveed - not sure if this is your right handle) is facing. I couldn't arrive at the solution but was able to provide him the workaround. Let me know your thoughts on this He is using Native Versions in his planning model…
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L3 Account Assignment
Guys! PLEASE PLEASE PLEASE revise this training. It is so unclear as to what exactly you are asking us to do. This is not realistic, this is not a real life scenario, right! In real life we have discussions, we go to meetings, we follow an Agile methodology, and we get to ask questions whereas here you have left us in the…
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Hierarchy Cards
Hi Anaplanners, I've created hierarchy cards using the following steps: Create a module with a hierarchical list. Add a line item formatted as "No Data". Publish the module on a UX page, displaying the list in rows and the line item in columns. Is this the best method to create hierarchy cards? Edit: Use SYS or PROP…
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Anaplan Platform Multi-Factor Authentication (MFA)
Multi-factor authentication (MFA) is a method of confirming a user's claimed identity in which a computer user is granted access only after successfully presenting two or more pieces of evidence (or factors) to an authentication mechanism: * Knowledge (something the user and only the user knows) * Possession (something the…
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Compound Function SUM & LOOKUP OEG Enablement Scenario
I am following this micro-lesson on compound functions. I understand the overall point that these two functions should not be used in the same line item. However, I am not understanding this specific example. DAT01 is dimensioned by stores, region, time and CAL01 is as well. So the "Original Formula" is housed in the CAL01…
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Hierarchy card does not display the hierarchy
I have set up a list with 3 levels as shown in the module in the top part of the screenshot. I have added a hierarchy card to the same dashboard and selected the view of that module, however, the hierarchy does not get displayed on the card. Any ideas? Thanks!
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Export from Management Reporting page for a Table which needs scrolling
I am publishing a Table in management reporting slide which is dimensioned by a list (having 100 items) and 2-line items. Now when the table is published, to see all the values of the list items I need to scroll in the table, which is perfect. But now, when I am taking the export of the slide from management reporting -…
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How to perform different calculations across list members in a hierarchy?
I came across the following situation and wanted to get more input on how others might handle this. If I am looking at a standard P&L hierarchy where the P&L lines are list members, is there a simple way to use Anaplan to calculate a line item differently for different list members (that doesn't involve long nested IF…
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Impacts of copying or importing a model
Introduction When copying or importing a model to a different workspace within the same tenant, it’s important to understand all the pieces that are impacted by this action. It's commonly thought of as 'moving' a model. However, the reality is that a completely new model is being created with a new model GUID.…
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How to Efficiently Manage Version Control in Anaplan Models?
Hi everyone I've been working with Anaplan for a few months now and am getting more comfortable with its functionalities. However, I’m facing some challenges with version control in our Anaplan models. We often have to make updates and changes, and ensuring that these are managed efficiently without disrupting our live…
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Workspace Admin at model level
The ability to select which models in a workspace - where a user is either a workspace admin or not. Currently one is either an admin for all models in the workspace or none. Selective models for workspace admins is not possible. There is a need to select workspace admins for selected models in a workspace.
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Export the imports from the imports tab
Context: We have about 200 models with a lot of integrations running between the models. We want to be able to map how models exactly are connected by mapping exactly which interfaces run between models. We managed to create a report showing these interfaces but only with an ID of the import and not with the name. Idea:…
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Why does filtering on a table not work in Anaplan Pages?
As you can see, filtering is not working. I have set the line item "0" to filter to false, yet it still does not filter anything out. What am I missing?
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June 2024 Community Member Spotlight: Rob Marshall
This month we are thrilled to feature @rob_marshall as our Community Member Spotlight! Rob is our first-ever Anaplan employee member spotlight, and we wanted to highlight all the incredible contributions he has made over the years. Additionally, he’s part of our Community Boss Employees program, which we just launched last…
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Boolean oriented Show/Hide & Variance
Given a module which has Time(quarter) dimension, Total $ (line item), Scenarios(list, dynamically user created). On a dashboard view, how can we let user choose which Scenario they want to see based on boolean and create variances of selected scenario?
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Why one option in a dropdown list can not be selected!
Not sure any body has same experience. I have a numbered list, and is used as format for a line item. And set filter of this line item as Selective Access and Dependent. Then I can find all these option as drop down list, but can not select the last option in the list (marked as red color). Mouse can move over this option…
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Maintenance notifications
Please find status updates and maintenance notifications here: You can subscribe in the upper right corner of the page. Maintenance notifications can also be found in the Anaplan platform. This page will no longer be updated with alerts; please utilize the site mentioned above. Thank you!
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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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Level 2 - Conclusion: Export data from INV01
I am currently working on the Conclusion for Level 2. When preparing the export saved view for INV01 Beginning Inventory, I noticed I have significantly different numbers in my module as compared to the example .csv and the screenshot from the course. I am wondering if there is something obvious I am missing, or if I need…
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Anaplan add list API timeout.
Currently we are running an integration which we are inserting values into list through Mulesoft. However sporadically through out the day, we would get time out errors inserting into Anaplan. If we are inserting batches of 500+ records from the API, Anaplan endpoint seems to either timeout or extremely slow. This has been…
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【質問】"Include empty rows" について
現状は出来ない認識なのですが、念のための質問です。 ファイルをExportするデフォルト機能で、”Include empty rows” に✔が入った状態をデフォルト設定にすることは可能でしょうか？ 宜しくお願い致します。
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Can't add new CloudWorks Connection
I'm working with a new client, and I can see CloudWorks, but whenever I click the drop-down menu to connect to a service, it appears empty. I assumed it wasn't a permissions thing because I can access the UI. Anyone seen this before/
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ISFIRSTOCCURRENCE not providing the correct result
Hi Anaplanners, I was trying to setup a simple isfirstoccurrence formula and I couldn't get to the correct result: In screenshot below, I have the module dimensioned by #P3b_Child Territory, which has a parent. I want to use the isfirstoccurrence formula to only show true for the first appearance of "Americas" in the LI…
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Level 1 8.5.3 Volume Inputs
I thought I did everything correctly, received successful confirmation that it uploaded. However, data does not match source data. What am I doing wrong?
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I have a source module that has FY time period (eg- FY25 to FY29) and target module have
I have a source module that has FY time period (eg- FY25 to FY29) and target module have dimension with product and country as other dimension. I am not able to connect as getting Time format error. I have selected Period- YY in the mapping. Please help.
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10.2.5 Activity: Add Employee Expenses Module
I completed all the activities for adding all the formulas to the line items. However, after checking the data looks alright I am just not able to see the Employee Full name in the Page instead I am just able to see the number. Can someone please help me and tell me what I am missing here?
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Unable to Populate Data for Parent Levels in the Workforce Hierarchy List.
Hello, I'm trying to utilize the new hierarchy card in the UX for workforce planning model but struggling with pulling any attributes/amounts in the personnel org hierarchy list (7 levels) created specifically for this new UX card. The source data is in a module dimensioned by the regular hierarchy list of employees >…
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Is it safe to roll back model for calendar update?
Hi all, Did anyone do a roll back for model calendar change and encountered any loose of data /issues when syncing later revision normally to PROD? Time is structured in the model : weekly(4-4-5 , 4-5-4, 5-4-4), 1 past year, 2 future years and 2 time ranges( current +2 and +3 years) . Of course previous year will be lost ,…
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alternative hierarchy
Hi Anaplan community, I get a request from the business to add another view to the aggregation of the organizational hierarchy in an existing model. Currently we have a couple of sites, rolling up into platforms, rolling up into "Global Manufacturing" or "Global Overhead". This is currently setup using hierarchical lists…
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Formula to Calculate the Representative Week (number) for each Date
I need to calculate which date each week represents, I have a Weeks Attribute Module. I have tried some formulas but they did not work. I would really appreciate if someone could give me some advice or a direction.😊