-
Leveraging Synchronize Scroll on Same List Structure with and w/o Time
Hi Everyone, Looking to see how others are addressing a certain build request. We commonly get the request to have attribute information next to a metric that is also dimensioned by time. An approach we have started using is having two modules on the same UX page leveraging synchronize scroll. This allows us to have…
-
Filtering Actuals based on selected Version in UX
I have (simplified): Actuals Module - dimensioned by Time only Forecast Module - dimensioned by Time and (let's call it) Version List (not the native Version - just a normal list) Settings Module - dimensioned by Version List, which has a line item called "Forecast Start Month" (format: Time/Month) System Module:…
-
Field no showing on Add Entry screen for some users
Hello, we have a Dashboard and there is a New Entry form, we added a field (unrestricted) for currency in the module, and added it to the entry form. Some users are seeing the old list of fields to add Others are seeing the new field included I cannot work out why this is not showing for all users as there are no selective…
-
Many to Many Sum in a single step?
I am in the middle of a model build and am running into a situation where I feel like there should be an efficient option to do a calculation, but I can't figure out a way to do it without a 'staging' line item that bloats the model. As the title says, I have a 'Many to Many' relationship - a single Deal can be tagged to…
-
Unable to show tax rate which is a 2-variable lookup from another module
Hi guys I am facing a problem and thought any kind soul here might be able to help out. In this module HR02, I am unable to display a "Tax" rate which is essentially a look-up from TAX01 Any idea what would cause the lookup to not work? Thanks!
-
3.3.5.5 Update Inventory Ordering to Allow Override of Shipping Method - Final Shipping Time Weeks
i'm stuck while following the hint, it said The formula for this line item is similar to the Shipping Time Weeks line item, except it should reference the Final Shipping Method line item. and the formula for the Shipping Time Weeks is 'TRA01 Shipping Metrics by Week'.'Shipping Time (Weeks)'[LOOKUP: Shipping Method, LOOKUP:…
-
3.5.4.2 Create Distribution Center Capacity Module
Hi everyone, My values don't seem to be very realistic, would just like to ask for guidance if I'm doing something wrong. Or if someone could check the values.
-
What Does User Admin do?
Hi all, I couldn't find much useful information on User Admin so I hope someone can shed some light on it. When I dedicate a user an User Admin, will it count towards my WSA limit? Can User Admin who is not WSA create new users, update role, update selective access via a User Management module or import action in NUX?…
-
Case study: Challenges faced before introducing Anaplan
Author: Jonathan Cushing is a Certified Master Anaplanner and Senior Consultant at Vuealta Consulting. My first experience of Anaplan was building an FP&A model in the company I worked in group finance. The company operated within the construction sector all over the UK with regional offices along with a centralized group…
-
Make the "model open analysis" available
It is very common to face performance issues with Anaplan models. Examples are not lacking, you just have to have a look to Anaplan Community to realize it. Several “best practices” exist: https://community.anaplan.com/discussion/33530/oeg-best-practice-plans-this-is-how-we-model Moreover, a tool exists, the “Model Open…
-
Anaplan Administration - Internal Users - User Account Creation Dates
As an Anaplan Tenant Administrator, I want to be able to view User Account Creation Dates for all my internal users as a separate column information. So that it is easier for me to centrally view and manage users who haven't been interacted with my Anaplan platform since their accounts creation. I know this will be…
-
Subtotal and View History on Calculation Effort Column
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: The recently added Calculation Effort column is great. It would be nice to be able to highlight it in a Module to see a total. It…
-
Default Settings for Filter Types
In as much detail as possible, describe the problem or experience related to your idea. When using filters in the UX, users have to choose the Filter type each time, but there is always a grid that only uses "equals". In such cases, I would like to be able to set the default filter type. This would simplify users…
-
Pro tip: Process & Import IDs
When setting up data integrations the process or import actions are often referred to by name, however, this practice isn't robust and can cause process failures if names are changed in the model. During development and enhancements, a model builder may choose to edit the name of a process or import to the model. This…
-
Autocalc of nonadjacent cells
In as much detail as possible, describe the problem or experience related to your idea. →Anaplan can autocalc on an area, but it cannot autocalc between cells that are not adjacent. I want to be able to use autocalc even if I select cells that are not adjacent. Currently, if the cells are not adjacent, our users have to…
-
8.8.4 Activity: Add Formulas to Size Margin Report Module
Hello everyone, After entering the formula I ended up with this below table , it seems that the function I entered do not work , if someone know what I may have missed here. Thanks in advance. My window : My Blueprint window: screenshot of what the table should looks like as per Anaplan training:
-
how to convert date to text
Hi there I was wondering how do you convert 2/3/2020 (which is a date format) to 2/3/2020 ( a text format)
-
Error when changing list dimension to subset
HI, I have a list as dimension in one of my modules, and I am trying to change that dimension to a subset of the same list. However, when I try to do that, I get the following error message; "To serve as an access driver, a Top Level Item must be present on any line item dimensions that don’t match those of the target…
-
How to map one to many products in Anaplan?
Hello, I have the following problem. I am trying to associate Customer Part Number, which is a unique product code in the customer's store with the SKU that exists in my store. For example, the customer sells a set of furniture, a table and 4 chairs, as one code in his store, and in my store there will be two separate SKU…
-
Need 90 days trial access
Need 90 days trial access for model building and practice
-
Error while applying user based filters
Hi All, I have 3 modules, let's say A, B and SYS Filter A module has dimensions - Stagging list, custom versions. B module has dimensions - Stagging list, subset custom versions. SYS Filter Module has dimensions - Stagging list, custom versions and Subset Users. while applying same filter from Sys filter module, A Module…
-
PLEASE HELP !! IS THIS CORRECT ACTIVITY 3.4.4 !!
For this I created 3 saved views 2 from module INV-02 I pivoted them and synced them with page , 1) I made first view using Region(row) , Safety stock line item(page), Time(column) 2)I made second view using Product family (row) Now I made 3rd view using INV-01 module 3) I made it using SKU(row) after that I applied SYS00…
-
How to do use aggregate value?
Hey everyone, i am stuck at the part where i have to devise a formula for Subtract 1 line item,for that i need the extra value which is 5% in this case ,can be seen in Override-Allocation line item and i need to divide it in those members which do not overriden the values like for LM1,LM2,LM3,LM4 and LM5 which looks like…
-
L3 Sprint2 User Story 3.2
Hi dear community, After a great journey of Anaplan learning which went really smooth, I'm on the last mile and it's taking too long for just two line items I can't find a solution for : Target : I'm using the TAR02 Account Review - Final Sales Targets No of Accounts : I'm using the SYS02 Account Details - Count I have the…
-
Mapping of data with combination of properties
Hi All, I'm new to Anaplan and still learning it's way, would appreciate any ideas aligning with best practices. Here's my question: I have a list with combination of properties say products, location, customer, and for each such combination there's a sales person, now I have Sales transaction data with product, location…
-
Filter list using list property
Hi Hoping someone can help me solve this issue I am having. Probably doing something very silly! I want users to filter a list of managers which is a subset of the employee list. I wanted to do this through a list property driven by a line item in the model. I have done this before but I cannot seem to get the dependent…
-
Update subsets for the lists with Selective access
Hello, could you please help with following situation. I have the flat list of positions for which Selective access is set (according to the access of the user, so that HRBP of the Facility 1 has access only to applicable positions). All the major calculations are made on this list of positions ir order to save space…
-
Get Data from a module with dimensions to a module without dimensions
Hello, I have a module with dimension "Invoice Number", in this I have Start Period and End Period for the invoice (it can cover multiple months). In another module without dimensions I want to be able to show which Start Period and End Period a invoice have based on if a boolean is true in the first module. Does anyone…
-
Ability to use Navigation based on Models Tied to the Page
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: I was trying to navigate from Dashboard 1 to Dashboard 2. Since my dashboard 2 is tied to two different models, navigation link did…
-
Level 2 Training - Sprint 3 - 2. AD02 Inventory Ordering Overwrites
* Override Amount – Write: IF 'INV01 Inventory Ordering'.Override Suggested Order Amount = TRUE AND 'INV01 Inventory Ordering'.Submit Purchase Order Request = TRUE THEN TRUE ELSE FALSE ----Does this not look correct?