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Make Integration admin role available for visitors & partners
It's currently not possible to assign an integration admin role to visitors and respectively also not to Anaplan Partners. This makes it a challenge when helping customers with Cloudworks or when just setting up a scheduled model-to-model import. It requires always someone at the customer capable to set-up the connections.…
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Ability to print in multiple orientation formats from UX Dashboards
When printing an UX Dashboard, it would be beneficial to have to ability to print in multiple orientation formats from one report i.e. portrait and landscape formats so that dashboards are more legible and well formatted, without the need to print pages individually. For example, batch reporting when dashboard one is set…
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How do i start training for Anaplan Level 1 Model Building training Anaplan’s NMX
I have been stuck with Unicorn Candy Company Model building Level 1. Since, I am a student i do not have access to Workspace. How do i get workspace so at least i can start practicing model building. I am new to Anaplan any tips to master would be appreciated.
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MB Level 2 Sprint 1: 1.5.2 Activity: Import Data into Beginning Inventory
Hi, I currently trouble importing data into the DAT01 Beginning Inventory module. Kindly advise.
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Pause calculations while insert Values
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: Our Models went quite big for now and some input Dashs take alot of time to change Input values, Anaplan recalc after every value.…
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Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
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How to assign specific people in the Notification Designer Panel
Hello, I would like to creat a notification form and assign specific peoples to this action. But Anaplan doesn't show me any users in the drop-down list, despite the fact that we have several hundred active users in this model. Could you help me to fix it please ? Etienne
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What are the limitation of Cloudworks Integration?
Hello Community, I am new to the Anaplan cloud works. I just want to know what are the important points we should keep in mind, while creating cloud works integration. some where it is mentioned that per tenant the limit of integration is only 500. What does that mean? after 500 do I need to purchase any subscription for…
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Workspace新規作成/容量変更/削除頼方法について
皆さん、こんにちは！ Workspaceを新規作成、容量変更、または削除を依頼される場合の、依頼内容をまとめました。 依頼時に必要な項目やメール例も記載しておりますので、是非ご活用ください。
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Level 2 Sprint 1 -1.5.5 Activity: Create Time Range
I have created the FY19 time range as instructed in the activity shown below My model calendar setting in Level 2 Data Hub Start looks like below: However, when I tried to import the data in DAT03 Historic Volumes, I could not see FY19 in the module. Attached is the screenshot for your reference. Am I missing something to…
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3.3.7.2 Add DCA to INV01 Inventory Ordering
Hi, I am encoutering several issues with this module compared to the screenshot i have from the training! Fisrtly, the fisrt value for week, the suggested Order Amount for the Month does not appear! Additionally, the shipping costs values, Final Shipping time weeks, Final Shipping costs Shipping Cost Varianvce are…
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3.3.5.2A Negative Balance in the Beginning Inventory
Hello Everyone ! I have an issue in the Sprint 3 of the training level 2. In fact, my beginning inventory have a negative balance, as you can see in the following picture. However, my formulas seems good. I don't understand. Can you help me ? Thanks, 😅
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Should we build Dashboards along with build in Level 3?
Hello Anaplan Community, I'm working on the Anaplan Level 3 Certification and following the instructions for the build. I'm almost finished with Sprint 1. However, I'm wondering whether I should be creating the dashboard alongside the build (as it's not specified in the instructions), or if this part will come later in the…
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What is the process for model builder anaplan certification
Could someone tell me the process on how to register for this certification ?
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Level 3 Certification, create new modules or use previous modules ?
Hello Anaplan Community, I'm working on the Anaplan Level 3 certification, and I'm currently at the Assigning Accounts & Sales Reps process. I'm facing some confusion regarding modules while trying to keep the D.I.S.C.O methodology in mind. Can we display SYS modules on the UX? For example, can we add a line item for input…
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3.3.12 Product replenishment UX
I have few hiccups.- Add a filter based on the SYS01 Time Settings by Week module, Planning Period Filter line item. - when I do this, all the structure disappears- 2. My filters as below- 3. When I use filter on Planning period, the data is not refreshing. 4. Conditional formatting - gives options only for minimum/…
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Plan IQ - Backtest Date
Hi All, Can anyone provide the details steps to import backtest data in Anaplan? Any suggestions appreciated. Thanks Ashutosh
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Dynamic Fake Weeks to Fake Months?
Hello ) Need to run FakeWeeks and FakeMonths to support a Optimizer-setup. As a part of the requirement I need to be able to sum FakeWeek-data into FakeMonth-data. As the fake time lists are dynamic and used for a forecast which moves with the current period of the model I can not use a manual mapping. I am close I think,…
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Change Chart labels manually
Currently when creating any type of chart, we cannot edit the display labels for the X Axis. We would like the ability to change the display name just like we could change the color.
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Export PDF from NUX Page
Hello, I would like to export a dashboard from the NUX as a PDF. But the native export from the NUX page doesn't work for me, because I can't display all my columns on the same page How can I select the same properties than in the classic dashboard export ? If not, how can I save this export definition to publish it in the…
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Bat file to Salesforce import
Hello, we use bat files to import data into Anaplan via Stored Proc. Now we're switching to Salesforce. I am new to Salesforce and cannot interact effectively with the Salesforce team. I'm researching how to import data from Salesforce into Anaplan. There is a technique to export as.csv and import. We were unable to…
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Filtering
Hi I am looking for help with applying a filter to an item as I am currently receiving an ‘Unsupported Operation Filter’ error message. I have a module based on a parent and this includes a Boolean to exclude some items. I have another module that is based on the child of the parent and therefore a different dimension. I…
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Can I import data into a list from a no dimension module
I have created a staging module without dimension and need to bring data into a list from that no dimensional module. I am getting 0 created 0 Failed 0 Ignored message. Isn't it possible to add a list item from a no dimensional module.
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Cloudworks API - Only header is exported
I have set up the export action and give the read access for the list that has selective access to Internal (full access) but it's still only exporting header. What might I have done wrong? Thanks
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How to add a code to an item after an assign action
Hi, I am trying to follow the planuals that states that after an assign action, you should add a "create code"' action in a process. —> I tried to combine an assign action and import into a process, but the assign actions doesnt seem to show up in the list of actions ?
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Module to List Data import
I need to add list items from a Sys module. The Sys module has no dimension. I have added the components like Name Code L2 Name L2 Code L3 name L3 Code. Now in the Numbered List I am doing the mapping as Code- Code, Display Name - Name and Parent - L2 Code. The Source module has no dimention. Its showing me 0 Created 0…
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LOOKUP to a mapping module using a dimension that is TEXT and not LIST formatted
Hi All, Trying to make the below formula work, it is BOOLEAN format so expecting a TRUE result in most cases. 'M#5 AA Description Mapping'.Acquisition[LOOKUP: AA Description, LOOKUP: Cohort List] 'M#5 AA Description Mapping' is a module that contains the dimensions AA Description and Cohort List so formulae itself is…
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[Charts] Show data labels when hovering over a legend
It would be great if the data labels in a chart would be shown when a user hovers their mouse over the item in a legend, while not turning on the default of "Show data labels"
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Should we absolutely seperate Input & Calculation Modules ?
Hello Anaplan Community, Following the D.I.S.C.O. Methodology, I understand that it is best practice to separate modules for input and calculation. I'm working on the Level 3 certification and created two modules for account review: one for input and another for calculations, where I referenced the inputs (HOLD / OVERRIDE…