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Did You Know: Multi-dimensionality overview
Author: Allison Slaught is a Certified Master Anaplanner, Anaplan Community Boss, and Senior Principal Solution Architect at Anaplan. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to provide a brief recap of multi-dimensionality in Anaplan and provide a framework for identifying how formulas…
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level 1 model builder 4.6.5 Activity: Import Data into G3 Location List
Hello guys still my first week with Anaplan and I have an issue that when I import the list locations an error say invalid parent as shown below and I do not know what i am doing wrong 😞 this is a screenshot of what my mapping
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sort functionality for nested dimensions
In our Anaplan Model, for one of the modules , we moved the dimension from the Context selector to the Rows section. This is because we want the user to select the dimension using the "Field" Card [dropdown] instead of selecting it from the page selector. Based on the user's selection from dropdown, entire page will be…
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Level3. Account Territory
Hello, I am using SYS07 to load territory data in QUO07. I understand that they have different dimension however, Anaplan accepted the reference but not showing the info. any hint how can I solve it? SYS07 QUO07 Thanks.
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Done with L1 and L2. What next?
Hello Anaplanners! I recently completed my L2 certification for Anaplan. Unlike L1 and L2, there are no courses in the Anaplan Learning Center for starting or enrolling in L3 certification course. Can anyone let me know the next steps towards getting an L3 certification and an eventual Certified Anaplan Model Builder…
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Anaplan Partners for FP&A
Hey there, Has anyone implemented Financial Planning & Analysis in Anaplan for an organization without an Anaplan partner or a light one? If so, how was your experience? Thanks! Andrew
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How I Built It: Dynamic source data selection
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I showcase how you can set up end user selections to vary data sources across one or more hierarchies. This is a dynamic way…
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ADO - Select File on "Run"
Using Anaplan's traditional data import functionality when an import action linked to a csv file was triggered through a dashboard\UX page the end-user was prompted to select the file to import. The import uses the structure defined from the original file and applies it to the chosen file. Can this same prompt be achieved…
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IF condition for Summary Method
I have the above highlighted Summary for the line item, Amount YTD+. May I know how I can change the Summary Method to be conditional like below (It SUM for P&L but CLOSING_BALANCE for Balance Sheet): IF(PL?,…
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ALM explained—Part 3: avoiding data loss
Introduction In part two of the new ALM Explained series, we discussed the best practices for testing and validating changes prior to deploying them to production models. However, we also know that testing protocols are not always followed, especially if the change is an emergency patch, and sometimes, the synchronization…
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REQUEST: allow the user to Import ALL dashboards from a Model.
Either a single button that does this or let us use checkboxes to select multiple Classic dashboards at the same time. I would also suggest that we support importing of Content Sections as Categories and auto-categorize dashboards based on these Content settings. I could see that this might only work well if we supported…
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Need help with a time filter
Can someone please help me implement the given scenario. I have implemented it but there are certain loopholes that I am having trouble fixing. Scenario1 : I have a module with version list on rows , 4 line items(1,2,3,4) on columns and Time range FY15 on columns after line items. For LI 1,2,3 I only want to see years and…
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Dear Anaplan, A love letter
My Dearest Anaplan, On today the day of love, I must confess deep and fervent feelings. I love you, I love you, I love you! From the early days of our courtship where you filled me with visions of possibility, to the late nights where I dreamed of solutions we may create together, I have loved you dearly. Past lovers be…
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A conversation with Lis de Geus — Journey | Anaplan Community Podcast
Today we're excited to share episode 16 of Journey, an Anaplan Community podcast. Our host, Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience, chats with Lis de Geus (@lis.degeus) — Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Lis has been in the FP&A space on…
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How to delete List with Zero Across all Years and Not a Single Year
Hi Anaplaners, I have a data upload using list properties. I would like to delete the List for Store with zero values in a calculation module Dimensioned by Store List. The problem am facing is when I capture the sum of value with zero and I delete the Store List in the system module using "Delete using List selection" it…
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Improve Mobile Browser Experience for Anaplan Website/Platform
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: How often is this impacting your users? The issue occurs consistently for model builders when attempting to provide support via…
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IFRS 16 Model - Export file to SAP
Hello, I have a model for IFRS16 calculation. At beginning of year I need to extend time ranges so my Export file for SAP Journal can calculate data. This year I have also done this. However my journal shows only Balance Sheet for Contracts and P&L is not calculated. In what options should I search for settings of Export…
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Performance Issue / Page Crashes with Hierarchy Card
We are working on running a Page context using a 9 Level Hierarchy and the idea is to expand/collapse click through the levels while the dependent Grids on 10th Level get updated [ Hierarchy Filter Context Synced] Unfortunately - the card navigation response is a little sluggish and takes 5-6 mins to get the context…
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New UX Dropdowns
Hi It looks like the app/page dropdown colourings have changed this morning from blue/dark blue to white. Is there an option to change these back or perhaps select our own colours? I personally prefer how it was before and other users have mentioned the same. Thanks
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The city of planning
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Somewhere in the cloud lies Anaplanopolis, the city of planning. The airports and train stations are Data Hubs. Downtown is where financial planning models reside, and in midtown are sales and revenue models. The streets are paved…
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Add Notes/Comments on Management Reports
Users(Stakeholders/CEO etc) must have access to add Notes/Comments on the Management Reports they view for better understanding, similar way we have in powerpoint
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6.6.4 Activity: Add Time Settings by Year Module
How to do this ? if some one could guide me step by step…thank u
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3.3.6 Activity: Test the Shipping Cost Formulas
I don't understand, why in the item "Confirmed Purchase Order Receipt" modifying my formula using "POST" : IF Confirmed PO Delivery > 0 THEN POST(Final Shipment Amount, Final Shipping Time Weeks) ELSE 0. It does not give me the expected result. Can you support me please
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Hello again, a question with 6.6.3 Activity: Add Formulas to Time Settings Module
so this is how module should look like as per screenshot shared by Anaplan, so if someone could help me what am I doing wrong? However I got this (find below) , although I put all functions in right terms Blueprint view
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I need a formula that can return True for months up to a desired period and return False Otherwise
This is a Boolean Format where I need a true to populate if the months up to and including the desired date are true. Any help or tips on formula?
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Can Fluence Xl be learned through Anaplan Free Trail ?
Fluence Xl can be learned through any training or it needs the license which need to purchase by the company?
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Enable Specialized Layout / Filtering in UX that Avoids Using Booleans
Planners and managers contribute to the planning in multiple ways in Anaplan solutions, entering numerical values, text entries, boolean business decisions like yes/no/approved… etc. Such users have contribution licenses to have the right to use Anaplan and contribute accordingly. Some other users are intended to be…
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Quarter Filter
How to create a user specific filter, where user selects a particular year, and only those quarters of year selected should be visible?
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L3 User Story 2.4
Hi Community, In L3 User Story 2.4 requires the comments to be seen by others. Who should see the comments? That Country Sales Manager's ? and do we have to create a link or add an line item for comments associating with all accounts and then publish it do UX so end user can add comments along side of the accounts…
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Function that locks the specific models
I would like the function to lock specific Models at "Model Management" so that they can't be easily deleted.