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Level 3 Training
I just completed (1/29/25) level 2 certification and would like to continue with level 3 training. However, all level 3 courses are locked for me. May I know the reason and when I can expect the courses to be available for training? Thanks RP
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NUX Page Restricted Access - View Only Doesn't Work?
Hi Anaplanners, I was trying to restrict Sales Planner's Page access to view only so that they can only view what's on the page and not able to edit any cards. However, Sales Planners are still able to edit. Can someone please shed some light on what this Restrict access do when only selected View？Thanks.
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Action button in the source model
In UX page grid which is from the source model the forecasting data is updated by the users. Post the users enters the data it should get copy pasted in another UX page which has another model which is the target model. The action is created in the target model to get data from the source model but the customer requires…
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ADO connection to SAP
With the ADO connection to SAP. Can a SAP report be created and then ADO will connect to the SAP report rather than having to export the SAP report in to a file. My understanding is that ADO can connect to SAP directly but not sure if can only connect to SAP raw tables or whether it can connect to an SAP custom report.…
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Python Anaplan Connector
Im trying to learn about the PYTHON Anaplan Connector, can someone please share the correct documentation starting from scratch and best practices using PYTHON Connector? I need to understand about File upload, File Export PYTHON SCRIPTS how we can implement and what are the Prerequisites.
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Issue: Informatica Cloud Connection to Anaplan Success but 0 rows processed.
Hi Anaplanners, I am trying to use IICS to establish a connection between my oracle db to Anaplan module. But everytime I test my IICS process, it's giving me a success status but showing 0 rows processed, and when I check the module, nothing was imported in. I also tested my action manually and it worked fine. I also…
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SUM data in time dimensioned module based on Boolean
Hello Everyone, I have the following scenario, could someone please help me to solve this. I have a module dimensioned by Native time and I have 3 line items one is Boolean, Value and Target. Now I have to look at the Boolean line item if it is true then copy the current period value from value to target if its not true…
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Number Scale formatting not working properly
Curious if anyone else have experienced this issue.. Front-end I have a lot of grids in various dashboards, for a lot of these grids, there are 50-100 line items, with large values in. I want to show these in thousands, using the Card Configuration → Format → Number Scale, and set to thousands. For about the first 45 rows…
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Notification when a user is added as Tenant Admin
As a part of security, Shell would like to see Tenant Admins notified via email about their access level. This will be key feature that will help keep people notified internally and to ensure logs can be reviewed for security purposes.
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Apps- Best Practise for older copies
What is the best practice to keep copies of the entire apps page in a periodic manner in case of reference required in the later period.
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Adjusting Statistical Forecasts: Utilizing different Methods for varying time horizons
Hello Anaplan Community, currently we have a very simple statistical forecast tool in Anaplan. We can select between 15 forecast methods for a forecast category. We generate the statistical forecast using a single method for the next 5 years. We aim to introduce a logic that enables selecting two distinct forecasting…
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Sequential code creation with department(code+1 ?)
I have a requirement where I need to create sequential codes with department (based on user selection) in a list .The user will click "Add item" from the dashboard and codes will be created and added in the list in a sequential manner . Example : 1st time : New code : 6759_00000 2nd time : 6759_00001 Similarly starts from…
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Mapping Issues due to dates
can anyone tell me in this case how should i choose the time mapping?
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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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Error on Excel Add-In
Hi All, do you know why I receive this error when connecting a view through Excel Add-in? Thank you, Joana
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Error : Evaluating the forecast in Hold Periods ～ Statistic forecast
I'm trying to evaluate the statistical forecast by using Apply Hold Periods. But when I set them, the almost of product's best-fit forecast is set to New Item Forecast. How can I correctly evaluate the forecast?
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Network traversal algorithm using Anaplan
Has anyone implemented a network traversal algorithm in Anaplan? To explain the problem, refer to screenshot below. What I want is to generate a path that goes through all the nodes, e.g. Node 1 to Node 3 then to Node 4 then to Node 2 that returns the path with the lowest weighting. So Node 1 to Node 3 is 7 (as per…
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Data Label Option in Charts
Would like to be able to change the method on how to put the percentage label on the pie/donut chart. When the portion is too small to fit the label, it's fine to have a call out style (current style). But when we only have 2 or 3 categories, we would like to have the label directly laid on the portion so that the chart…
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users dimension for filtering
In my model user dimension is used across the model for filtering so that the users do not overlap their data. If my understanding is correct this is the standard practice. I searched community for best practices related to usage of users dimension i could not find anything. So my question is i have a model which is almost…
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Best Practise of creating List
Which is the best practice for creating List in a Spoke model from Data Hub model ? Is it a List to List import OR Saved View to List import ?
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Apply Dynamic Cell Access based on two modules
Hi, I need to add DCA to enable this functionality- I have a module (MODULE A) where budget is input by markets in a budget input line item. I have another module (MODULE B) where once the market has input the budget, they can check the boolean "Submit to HQ". Once the "Submit to HQ" boolean has been checked, the budget…
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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Model Building
Hello, I have one requirement where line items should be filtered based on the Year(FY24, FY25) Dimension. For eg: there are 12 line items, which contains both text and number formats. If User selects FY 24, The first 6 line items should be shown in the page and if user selects FY25, last 6 line items should be shown . Any…
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Multiple Selection like Excel Pivot
I want publish this below list on ux pages and give end user option to select multiple item from list like we have option in Excel Pivot table. Is this function available in Anaplan or can anyone suggest me alternative function can be used. There are multiple line item in the list. The final goal is to sum the number from…
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Passing parameters to system modules
I have more than five modules where "reporting date" is a line item and I import values for them. In each of those modules I have another line item to calculate the reporting period based on the reporting dates. Here is the formula for that. IF DAY(reporting date) <= 15 THEN PERIOD(reporting date) ELSE PERIOD(reporting…
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how i can login to anaplan workspace
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Enable Highlighting / Selecting / Copying Row labels in UX Grids
Some customers have raised a request about being able to highlight/select/copy the contents of a grid row's label. For instance, in the screen shot below, the grid's row labels include Bookings, Pitch Rate, Revenue, Payroll, etc. If a user clicks one one of these row labels, it doesn't select that particular label, rather…
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Dear friends, I am taking the L2 spint2 test. I want to know the correct answers to the wrong questi
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Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who…
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List of subprocessors
Anaplan provides documentation that lists the affiliates and subservice organizations that are material to the provisioning or support of our hosted service. For the latest information regarding third-party subprocessor vendors, see the current list of subprocessors. To subscribe to this page and receive notifications when…