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3.3.6 Activity: Test the Shipping Cost Formulas
Hi! I followed all the steps carefully and answered correctly the questions (test your formulas) but now that I am replacing the offset with POST, I am not the getting any amount for "Confirmed Purchase Order Receipt" unlike in the should be amount. I don't know what's wrong with my formulas?
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Delete Modules in Bulk
Hi Anaplan Team, Good day! I just would like to check and confirm if there is a fastest way to delete modules in bulk? We have a requirements wherein we need to delete modules that are no longer used however, upon deletion it requires to check/ delete formula on referenced modules as it will throw an error (referenced…
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Creating New Model with No Access to others by Default
When a new model is created why does Anaplan provide access to other users within that workspace by default. It would be great if this gets restricted to the user who creates the model and then users can be added incrementally.
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Data Copy Model to Model
Hi, I want to copy the data from one deployed model to another deployed model, what would be the best strategy to complete it with using minimum import actions? Thanks, Anmol Sarna
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Ensure community members are fully on top of new enhancements (improving comms and alerts)
As a community member I like/need to be on top of any new enhancements that are made available. Most recently it seems the strategy, alerting, comms has changed and it's more complicated to be on top of new enhancements, plan, test and deploy them as quickly as we would love to. Could we improve the comms by creating a…
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Import Failure - Action Button
Hello, is it possible to see the columns/fields of the file Anaplan is expecting when we are seeing this error: It is much easier to debug if we can see the expected columns, specially if someone else created this action. Thank you
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Item not located in subset when importing from the same subset
Hello, I am trying to import data from Module A to Module B, with both having the same two dimensions: "Market" and "Channel". Both modules have a line item called "Product", formatted as a list "P3 Relevant Products" which is actually a subset of the list "P3 Products". P3 and Market are Production Data and numbered…
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Time Ranges Notes
I would like to have Notes available to be able to record comments against a Time Range so as to give more clarity as to what the Time Range is used for and whether it needs to be rolled forward at a Year End as in some cases there may be no need to change the start year of the time range for instance but without knowledge…
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Essential Anaplan topics
The best way to hone your expertise is practical experience. We recommend one or more years of hands-on experience using Anaplan to uncover all you can do with the platform. Training can also help you advance your technical skills and learn best practices for working with Anaplan.In addition to our required training, the…
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Default number format for line item
As model builder I have to change format settings for each number-formatted line item individually when it's created. Would be nice if somewhere in the system I could setup default number format to be applied automatically when new line item is created. In example below you can see that once created a line item has the…
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Exact time in CW process details
I am a CW integrations Admin and have built CW integration between different models that runs every night. I have a lot of processes so I can't put them in one flow. Also I have some processes that should run in parallel, so I left them out of flows and set their own schedule. Setting up the runtimes is very time consuming…
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Synchronize scrolling issue
Hello, I would like to set up synchronize scrolling between two grids which have the same dimensions. Unfortunately, I cannot select both grids, as in the picture below. This is my only synchronize scroll on this dashboard, so it cannot be the limit of 4 grids synchronized. Has anyone ever encountered this problem? Thanks…
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data showing -infinity
Hi, I am having a data value showing -Infinity. How can i convert this to zero value? Thanks, Tom
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Change Model There Colour
It would be useful to be able to set Production Models header or background colour to something different to Test or other non-production Models. During development activities switching between models in different browser tabs and windows can lead to changing a formula in the wrong model. I've seen in other Finance Systems…
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Ability to view Totals for selective access enabled list items
Users would have the provision to view the totals of the list items they have access to in a particular hierarchy even though the selective access is enabled
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Account Assignment
Hello, I also have a question concerning assignment. I don't understand how it can be possible that an account may have more than one territory assignment. The account is unique and we assign a territory for it or change it but it remains only one territory by account from my understanding. Could you please explain what I…
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Adding comments for individual cell in UX page
Hi All, Can we able to add comment on individual cell in Anaplan. For example: let's say I have added 62 and I want to enter some info about override forecast. If I have not able to enter the comments on single cell then how can I achieve this. One way is we can comment in the grid level even if I have added any comments…
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Level 3 Use a published line item on the Account Assignment UX for the comment
Hello, I am unsure how to link the comment to the account that I assigned. It seems like I need to select the account first, and then provide comment for that particular account? Not sure how we can achieve it using a published line item.
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Allow User to Enter Comments at Parent Level?
We have a text-formatted line-item where we want users to enter comments at both the child and parent levels. The current solution works fine for the bottom level, but Anaplan won't allow comments at the parent level (Marketing - Corporate Memberships). Is there a simple fix to this issue?
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Technical documentation about Ananplan
Hi all, Does anybody know where to find Anaplan current documentation on the following points? EULA / SaaS Agreement / Terms of Use Data processing addendum/agreement Which Cloud provider hosts the infrastructure and where the data is stored (AWS, Google, Azure? Stored in the EU? Which country?) Backup/DR. How our data is…
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No workspace admin, no access to UX page
Hi all, I'm currently facing a page visualization issue. The model has been set to have three kinds of page visualization: Full access, access to all the page, used by us anaplan consultants Corporate Role, access to all the pages, used by the managers User Role, access to some specific pages only More importantly, the…
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How to download user Adminstration lists
I'm putting a user management policy in place for audit compliance. Is there any way to export/download the contents of the Administration-Users-Internal, Administration-Users-Visting, and Administration-Access Control-Assignment pages?
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Users at tenant level
Hi Would be nice to be able to export users data at tenant level, just like you can do at model level: Also would be nice for system to synch with Admin Access Control>Assignments and Users e.g. if one disables a user in Admin section, the user does not appear in Assignments list. Below user is disabled but still appears…
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Consolidating the actions output into 1 file
Hi I have a process defined in Anaplan that is made up of 4 actions which triggers 4 alert modules and when the process is run we get 4 different csv files as an output but I want 1 consolidated file containing all the 4 files information. Please suggest how this can be done in Anaplan?
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Multi-Substitute formula
Hi everyone, It could be very nice to have a new formula to allow replacing several values by others instead of only one with the substitute function. For example, to replace "," by "." and " " by "", the current way is : SUBSTITUTE(SUBSTITUTE([Text], ",", "."), " ", ".") The new way could be : SUBSTITUTES([Text], ",",…
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Dimensions that don't exist yet
I need to dimensionalize a report in Anaplan by Regions we currently don't use. They aren't in Anaplan at all. We have the accounts we need but the Regions in Anaplan are different that the Regions needed for this report. I know I can create the Regions but the only issue is that I do not have the data needed to input the…
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How can I lookup a line item in a source module ?
Hi, I am trying to pull in a column data (Status) from a module 13DL into the target module 8R. LOOKUP didnt work for me. Help. What did I do wrong? Target module :8R is dimensioned by P Project Data and line items Source module: 13DL has a line item which has a list format of P Project Data ( derived from using Finditem…
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1.5.6.2 Import Data into Historic Volumes Module
Hi All, Please find attached the screenshots of the mapping I have done for the import process. But I am facing the error - Manual mapping is unavailable when number of items exceeds 5000. Because this I am unable to perform the mapping of line item "Volume". I have used the file provided in the activity…
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List Filter
Admins and users should have a list filter option to avoid creating separate filters.There should be a list filter that allows admins and users to filter list items without creating a separate filter.
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Add Collapsible Sections within Additional Insights
When utilizing Worksheets, end-user take advantage of the Additional Insights panel to display related information to the main report. But for clients who want to display a lot of things on one page, the Insights panel gets really lengthy and hard to navigate. Currently, we are trying to utilize text cards to group and…