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2.3.10 Activity: Create Demand Forecast - Nothing happens
Hi there, for Baseline forecast: IF 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' ELSE OFFSET (Default Forecast, -52, 0) This formula seems right and it's the same thing I've seen from the solutions offered in the forum. But nothing happens. Also,…
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Boolean check after certain time period
Can somebody help me if a boolean is true for a particular month and if we need to make the boolean true for all the months coming in future how can be do that? Also, after few months if I want to make that boolean false, how can we do that?
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How I Built It: Creating functional P&Ls using line item subsets without COLLECT formula
Author: Austin van der Linden is a Certified Master Anaplanner and Senior Model Builder at Hubspot. Hello Anaplan Community! In this 'How I Built It' Tutorial, I show how you can build functional P&Ls using line item subsets as a mapping tool. One of the cool functionalities provided with line item subsets is that you can…
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Can we create actions from one prod model to the other prod model?
In my organization, we have two prod models and one dev for both of them. Can we create an action in this case? The user asks to reflect the data from one UI page to another, but they are from two different models and a common dev. Is this doable?
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Enable API or Save as Action for Exporting Dashboards to PDF
Currently, there is no direct way to export Management Reports, NUX Dashboards, or Classic Dashboards in PDF format via API or through an automated process. This limitation impacts reporting workflows, as users often need to manually export dashboards, which is time-consuming and inefficient. The ideal solution would be to…
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Level 2 Sprint -2:2.3.10 Activity: Create Demand Forecast Baseline Forecast FY21 data as zero.
Data03 having data of FY20. But DEM03 Demand Forecast Module FY21 not having data . Can anyone suggest what need to be done?
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Stop a process in CloudWorks
I kindly ask to add a "stop" option in CloudWorks Integrations Menu, because I have a process which is stuck and I need to spent a lot of time to delete and re-create it every time a process doesn't work. Thanks in advance!
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Ability to add Folder structure to Lists, Modules, Actions etc
Being able to keep a model clean and well organised is really important in allowing model builders to understand and work with the model going forward. Often we find that as a model grows, the number of lists, modules, actions etc grows quite large and can start to become difficult to manage. This enhancement idea is to…
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BULK COPY - How to choose the SOURCE member and the TARGET member from a page in the app?
Hello Anaplan Community! Does anyone know how to choose the SOURCE member and the TARGET member from a page in the app? Thanks in advance. #NewFeature #UX #Dashboards #BulkCopy #Data #AnaplanRelease
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Designed behaviour of updates in "Start Date and Time(UTC)" of a process.
What is the designed behaviour of updates in "Start Date and Time(UTC)" of a process i.e. whether it is updated at the beginning of the first action of the process or at the end of the last action of the process?
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Level 3 Model Building
Hi… how much time does it take to finish level 3 model building??
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Make Grid Line Color Editable/ Invisible
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: Currently, there is no option to edit grid lines. I want to be able to make grid lines invisible or chaange the color of the grid…
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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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How to consider only 1 month when importing data from a module into list
Hi Guys! I would like import "IDs" from a module into list but my module have time with dimension and it is a problem haha (yet) I import "CODE ID CMP" into list, all "CODE ID CMP" are equals in all months When i try import i have success but so many errors happen: Analyzing the errors, we have: How i can do import only…
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Docusign integration
Hi , I have a requirement where i want to send document to employees in batches. E,g country managers want to send letter to their employees on specific dates . While going through docusign documentation it is mentioned that hierarchy is not supported . Please help to understand how it works .
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Anaplan connection to Azure Data factory ( ADF ) using OAuth 2.0 clients
Dear Experts, we are looking to pull data from ADF into Anaplan. Has anyone tried this integration approach? if yes can anyone elaborate on how to go about it ?
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Financial planning tool selection - Adaptive planning vs Anaplan
Looking for advice as to how to make an informed decision on choosing adaptive looker vs anaplan for financial planning. Data sets are not too huge and cost and simplicity of the tools are important factors in the selection process.
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How to partition an already exiting workspace into two different workspaces?
I have an already existing workspace of 50GB size and there is a need to partition this workspace into two different workspaces of 40GB & 10GB in size, please recommend the best way to get it done. TIA Ashish
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Are we able to indent bullets in a text box in the UX?
I am trying to type out a list of instructions using numbered bullets. The instructions will end up being about 10 steps so they will be numbered 1-10. I want to be able to add sub-bullets (a,b,c, etc) under instructions but I can't figure out how to indent them. Does anyone know of an easy way to indent the bullet points…
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How to look up prior year values
I want to lookup for previous year March values. For example if my current month is june FY24, then i want to lookup for March FY23 Values.. how can i make this lookup.
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Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
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Anaplan Add-In Grids Upgrade
Being able to pivot/filter the add in grid without references to that grid getting removed. When I create a retrieve using the add-in and link to another excel tab (formatted for distributions to our leaders) and then alter a dimension using the pivot/filter function it will remove the references on the summary page. In…
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Setting up action naming conventions that will withstand the test of time
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. I have been a consultant for nearly four years now, and I have seen a lot of models, some easier to follow than others. The person building the model isn’t always the same person maintaining it…
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Create Shipping Export Module and Create a Saved View
In Level 2 Model Building : Conclusion, there's an 'Activity: Prepare Data Exports' that tell us to Create Shipping Export Module and Create a Saved View. I've made the formula and choose the format and summary method but I'm not sure if it was right. Here is the blueprint of my INV05 And here is the screenshot of the…
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What is Managed By functionality?
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List Sorting ....
Hi there, I wondered if anyone can help. I have a big list (more than 3000 items) which I want to sort alphabetically. I tried using Anaplan Order List functionality but it looks like even with that, we have to sort the list manually first. Instead, I can order the list manually right? Am I not using Order List…
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CloudWorks Failure Status Description Definitions?
We have CW jobs that are failing. These jobs do not have an error log, all we have is the Status Description on the Activity page. Is there a list of status descriptions and their meaning for CW job failures available so we can troubleshoot these failures?
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Issue with Text Data Flow Between Models
Hi Anaplan Community, I'm facing an issue that seems simple but has me stumped. I have a module (A.1) in Model A with a single line item that is a text field. I have a similar module (B.1) in Model B, and I want the text input in A.1 from Model A to flow into B.1 in Model B. Both modules have no dimensions. While mapping,…
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Boolean- if/then function
Hi, I have to populate this boolean line item based on the boolean inputs from another module. For some reason the if/then function isn't working…Can someone help me?
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What challenges have you faced when needing to update a submitted 2025
Hello, What challenges have you faced when needing to update a submitted 2025 budget due to an acquisition, and what solutions have worked well to incorporate the new readworks.oge company's financials into the existing model? Best Regard, Lusy