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ADO Navigation - Share your insights !!
We are looking to capture your feedback on the usability and find-ability of the new navigation system compared to the old one. The goal is to evaluate how the new system performs in comparison to the previous one, especially as the ADO architecture evolves with new features and options. You don't have to currently use ADO…
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Modify API data limitation for Excel Extensions
Some customers have dimensions/lists with more than 1,000,000 list items. When leveraging Anaplan's options for connecting Excel to an Anaplan Module, the user will usually filter the selection (and the user may be limited to a subset based on Selective Access), so the user will not need the full data set. Unfortunately…
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"Level Mismatch on Common Dimension" Error when Changing Parent of List
Originally we had A1 Expense Group, A2 Expense Category, and A3 Expense Account. We added A3 Subcategory and changed the naming of A3 Expense Account to A4 Expense Account. We have been unable to change the Parent of A4 Expense Account to be A3 Expense Subcategory. Attempting to change this gives the error "Level Mismatch…
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Conditional Formatting in Graphs/Charts
Hello, I am working on a project that requires conditional formatting for a graph, such as orange for bottom 10 products and blue for the top 10 selling products. Is it possible in Anaplan or is there any workaround for this? Please see the attached picture for a sample graph I want to create. Thanks
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Bulk copy
Can you set up a bulk copy between models? I have two models. One is a stand alone Financial Forecast with numbers adjusted in various modules and saved views. The version in that model is named the working forecast. The other model is our main Financial Forecast and I have created a version specifically for the data to be…
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filter time periods in list drop down
I'm attempting to show the 'remaining' months eg everything after the current period in the time settings - is this possible ? or would I need to create a fake period list?
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I need to build a Slope and intercept formula where my X values are dates.
I need to build a Slope and intercept formula where my X values are dates. Like in the screenshot. Since in Anaplan (the normal build) way we calculate by using the formula as mentioned. How to convert dates into number format or otherwise how can we achieve the same Example :
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11.3.4 Activity: Add Formulas to Profit & Loss Report Module
Hello everyone, on my activity, the totals for the other expenses are not populated as the same with the should be result in the activity. Here are some screenshots. This is my model: This is the should be: Any solutions to this? Thank you
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Code formula
Hi All, Just another simple one this time. I need to capture the code of the L0 Hospital subsidiary. I tried code(item('L0 Hospital Subsidairy')) formula in a text formatted line item i keep getting an error. i need to put the L0 code on the hospital code column to match the L3 department. the hospital code column is text…
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[UPDATED] Summary Calculations with the User List
Author: Rob Marshall, Director of Architecture and Performance at Anaplan, Operational Excellence Group (OEG). Prior to the February 2024, users were not allowed to use aggregation functions (SUM, ALL, ANY, AVERAGE, FIRSTNONBLANK, LASTNONBLANK, MAX, MIN, RANK) when having the Users list in a module because the system could…
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How to reference a Time Period in an IF statement please?
My PRACTICE module has time dimension as Months 2019. I want to create an IF statement in the RESULT line item that says IF Time Period < Jul 19 THEN TEST 1 ELSE TEST 2 How do I reference the Time Period in the IF statement? i.e. how do I write the IF statement so that in the RESULT line item there is 250 from Jan 19 until…
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Did not import data for those months but the module still display numbers
I have my .csv file are all Feb data But after I imported to my module, the Feb data are correct, Mar are zero, but all other months before should be zero. They are not: May I know if I have forgotten to do some settings ? Thank you.
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Time filter not working properly
Hi everyone, I have a grid where i show Products in rows, time/multiple line items in columns (Sales, Py Sales, %growth etc..). I want to control the time dimension based on selector provided to user (Attaching Screenshot). There is a final time filter line item and it is at month level and works fine if i use it when…
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How to Aggregate Monthly Data to Yearly When Time Summary is Set to None
Hello Anaplanners. I have a module dimensioned by Month, but the Time Summary for my key line item is set to None to optimize space. However, I need to bring this data into another module that is dimensioned by Year. Since the time summary is disabled, the values don't automatically roll up to the yearly level. Would…
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Recording available: Understanding the new Customer Care Portal
If you missed our event today, Understanding the Customer Care Portal, a recording is now available. In this event, I provide a demo highlighting the value of the new comprehensive case visibility, self-service tools, and dynamic case submission form to reduce resolution times. Topics covered include: Seamless access to…
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Stackable UX Cards
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: Lots of our UX pages have a summary grid at the top, then a series of grids below with the same column headings and more detail…
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9.2.5 Activity: Add Formulas to Price Growth Rates Staging Module
why the numbers is not shown in margin % , unit price growth % and unit cost growth %? although all functions and format are right? thanks in advance
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Anaplan & MS Access Transactional API using Python
Hi, I'm trying to update the data in Anaplan module line items directly from MS Access by converting into json format using Python transactional APIs. I'm keep getting the "Status code 400" , "Message - Post body is not a valid json". I have tried by printing the json format before sending the data into Anaplan and format…
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App: Formular and Function Resources
Hey, new here and starting out with the Model Builder I course. In Lesson 6 there is shown how to download the Formular and Function App. Unfortunateley this Video seeems outdated so i can't find this resource. Any trick here?
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About DAC Drivers
Hi Team, I understood that we can use only Boolean drivers in DCA, why can't we use other data types? One reason is space, Boolean consumes less space than other data types. Thanks in advance.
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Model Integration details
Hi Anaplanners, I would like to know what are the different ways to fetch information about the integrations (versions, type of integration etc) that are present in my model? Are there any direct API calls using postman or I can find this information somewhere in the model itself? Regards
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My SUM formula is only bringing back data for 2 list items but not the other 300 odd lines.
I have 2 modules set up, one with source data by line item that contains a 'Fund' code (CAL13) and then one with list mapping data by fund code (SYS34). I have set up a 3rd module and added in this formula 'CAL13 Consolidation by Fund'.Actual by Fund[SUM: 'SYS34 F4 Fund Details'.Account Mapping] They both have a level of…
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Unexpected Model Size Increase After Updating Custom Time Range
Hi Anaplan Community, I recently updated a custom time range in my model and noticed an unexpected increase in model size. Previously, my custom time range started in FY22 with 4 periods, and the total model size was 78 GB. After updating the start period to FY23 (keeping the number of periods at 4), the model size…
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Conditional Formatting for User-Based Search Functionality
Hello Anaplanners, I have created a search functionality in Anaplan that allows users to search for specific text within the project descriptions, Project one liner, Project StoryBoard line items within a module where Projects are a dimension. The search functionality is user-based, meaning each user can input their search…
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Axis for Charts
Hello all, Does the auto-axis functionality not work for waterfall when you have negative numbers? Case 1 - Positive numbers Case 2 - Negative Numbers The numbers are exactly the same & its the same chart with the auto axis turned on. In case of positive, the variances can be observed very well with visible bars for the…
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【2025年2月】プラットフォームアップデート
New UXの機能アップデート ・列幅の上書き ・散布図とバブルチャートの絶対サイズの指定 ワークフローの機能アップデート ・メール通知のコンテキスト設定 ：モバイルのオフラインタスク作成 ADOの機能アップデート ・ソースデータセットから変換ビューを直接作成 ・データ系統マップ ・モジュールからのデータセットの同期 ・S3とAzure Blobのレガシーコネクタの廃止 Anaplan Disclosure Managementの機能アップデート ・サブフォルダ管理者 ・フォルダごとのデータソースステータスの変更 ・テキストとしてのExcel範囲 ・ホーム画面のレイアウト ・最初のページのプレビュー…
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Not able to create app or pages in L1 training
I am about to complete L1 training. But I don't have the page builder access and I am not able to build pages in the model as well. I am not part of any company and I am a student. I am not sure what to do now. Can anyone please help me with this?
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Conditional Formatting in Page using Line item from Other Module
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? Our client wanted chart in right side panel on Worksheet and this required a module with only…
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Anaplan batch files need both JRE and JDK or JDK is enough
we are planning to reduce number of software and driver in server. Also we are using batch file to import and export data in the server. Do i need both JRE and JDK
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IFP &OWP available in Polaris?
Hello, Do the new Integrated Financial Planning (IFP) and Operational Workforce Planning (OWP) applications support Polaris, or are they only available out of the box on the Classic Engine? Thanks in advance to anyone who can help!