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;Create a formula without changing past data
Hello, in the past, I had to manually insert data into an input module. Meanwhile, our anaplan models have been further developed and from now on I could automatise the line items of this input module with a formula by looking up this data in another model. But if I start adding a formula for this line item, I am going to…
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Five principles of solution architecture
Author: Arun Thakar is a Certified Master Anaplanner and Vice President in the banking industry. Whether you are just starting out as a solution architect, or you’ve worked on several models you may benefit from a refresher on some of solution architecture’s key principles. It’s important to remember that these are not…
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Level 2 Model Building Conclusion - DEM04 Demand Export Demand values
Hi, Could someone please help me with the following? Solution DEM04 should be this: My DEM04 Demand Export: My values are way higher, Demand line item is not for each product SKU. How can I fix this? My DEM04 blueprintview: Baseline Forecast: Thanks in advance!
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How do I know the source of an import action?
For an import action, we can easily tell which modules / list the target will be. But how do we know which source is it taking from? I can't seem to find it easily available in the action tab. Thanks!
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My journey on Workflow implementation — Part 1: the buildout
Author: Kevin Beltz has been a Certified Master Anaplanner since 2018 and is writing this blog on behalf of Wildflower Aspect. Hello Anaplan Community! Today I’m happy to share Part 1 of my Workflow journey. I segmented the blog into three sections: the state of Anaplan at my client, live build thoughts, and a summary…
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Show all data if no user filter selected
Hello, I have a user filter selection. It only shows data after filtering. How to see all the data even without filter? Thanks.
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Count the total number based on filter KPI
Hi, I have a Count line item of employees that has a formula of 1 in my employees module. I have a Total Count line item on another module to show the Total Count based on Filter that has a formula of: my Filter formula is: How do I show the total count of employee based on the filter? Thanks
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6.6.3 Activity: Add Formulas to Time Settings Module
Hello All, if someone could walk me through the below step by step because I am little bit confused
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Connecting Shine with Anaplan
Hello ! Do you think it's possible to connect Shine with Anaplan ?
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1.4.3.2 Import Data & Add Formula - adding formula
Hi, I try to add formula to the code line, but I get error that says 'code does not apply to any lists', what is the problem= Kind regards, Katja
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USER Time Filter Selection
I need to filter Months based on the user selection . If user selects FY 25 corresponding months should be displayed.
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Did You Know: Multi-dimensionality overview
Author: Allison Slaught is a Certified Master Anaplanner, Anaplan Community Boss, and Senior Principal Solution Architect at Anaplan. Hello Anaplan Community! The objective of this ‘Did You Know’ tutorial is to provide a brief recap of multi-dimensionality in Anaplan and provide a framework for identifying how formulas…
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level 1 model builder 4.6.5 Activity: Import Data into G3 Location List
Hello guys still my first week with Anaplan and I have an issue that when I import the list locations an error say invalid parent as shown below and I do not know what i am doing wrong 😞 this is a screenshot of what my mapping
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sort functionality for nested dimensions
In our Anaplan Model, for one of the modules , we moved the dimension from the Context selector to the Rows section. This is because we want the user to select the dimension using the "Field" Card [dropdown] instead of selecting it from the page selector. Based on the user's selection from dropdown, entire page will be…
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Level3. Account Territory
Hello, I am using SYS07 to load territory data in QUO07. I understand that they have different dimension however, Anaplan accepted the reference but not showing the info. any hint how can I solve it? SYS07 QUO07 Thanks.
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Done with L1 and L2. What next?
Hello Anaplanners! I recently completed my L2 certification for Anaplan. Unlike L1 and L2, there are no courses in the Anaplan Learning Center for starting or enrolling in L3 certification course. Can anyone let me know the next steps towards getting an L3 certification and an eventual Certified Anaplan Model Builder…
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Anaplan Partners for FP&A
Hey there, Has anyone implemented Financial Planning & Analysis in Anaplan for an organization without an Anaplan partner or a light one? If so, how was your experience? Thanks! Andrew
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How I Built It: Dynamic source data selection
Author: Erik Svensson is a Certified Master Anaplanner and a Principal Solution Architect at Anaplan. Hello Anaplan Community! Thank you for checking out my ‘How I Built It’ tutorial. In this video, I showcase how you can set up end user selections to vary data sources across one or more hierarchies. This is a dynamic way…
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ADO - Select File on "Run"
Using Anaplan's traditional data import functionality when an import action linked to a csv file was triggered through a dashboard\UX page the end-user was prompted to select the file to import. The import uses the structure defined from the original file and applies it to the chosen file. Can this same prompt be achieved…
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IF condition for Summary Method
I have the above highlighted Summary for the line item, Amount YTD+. May I know how I can change the Summary Method to be conditional like below (It SUM for P&L but CLOSING_BALANCE for Balance Sheet): IF(PL?,…
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ALM explained—Part 3: avoiding data loss
Introduction In part two of the new ALM Explained series, we discussed the best practices for testing and validating changes prior to deploying them to production models. However, we also know that testing protocols are not always followed, especially if the change is an emergency patch, and sometimes, the synchronization…
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REQUEST: allow the user to Import ALL dashboards from a Model.
Either a single button that does this or let us use checkboxes to select multiple Classic dashboards at the same time. I would also suggest that we support importing of Content Sections as Categories and auto-categorize dashboards based on these Content settings. I could see that this might only work well if we supported…
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Need help with a time filter
Can someone please help me implement the given scenario. I have implemented it but there are certain loopholes that I am having trouble fixing. Scenario1 : I have a module with version list on rows , 4 line items(1,2,3,4) on columns and Time range FY15 on columns after line items. For LI 1,2,3 I only want to see years and…
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Dear Anaplan, A love letter
My Dearest Anaplan, On today the day of love, I must confess deep and fervent feelings. I love you, I love you, I love you! From the early days of our courtship where you filled me with visions of possibility, to the late nights where I dreamed of solutions we may create together, I have loved you dearly. Past lovers be…
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A conversation with Lis de Geus — Journey | Anaplan Community Podcast
Today we're excited to share episode 16 of Journey, an Anaplan Community podcast. Our host, Dennis Lemoine (@DennisL), Director of Customer Engagement & Experience, chats with Lis de Geus (@lis.degeus) — Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. Lis has been in the FP&A space on…
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How to delete List with Zero Across all Years and Not a Single Year
Hi Anaplaners, I have a data upload using list properties. I would like to delete the List for Store with zero values in a calculation module Dimensioned by Store List. The problem am facing is when I capture the sum of value with zero and I delete the Store List in the system module using "Delete using List selection" it…
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Improve Mobile Browser Experience for Anaplan Website/Platform
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? The issue occurs consistently for model builders when attempting to provide support via…
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Performance Issue / Page Crashes with Hierarchy Card
We are working on running a Page context using a 9 Level Hierarchy and the idea is to expand/collapse click through the levels while the dependent Grids on 10th Level get updated [ Hierarchy Filter Context Synced] Unfortunately - the card navigation response is a little sluggish and takes 5-6 mins to get the context…
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New UX Dropdowns
Hi It looks like the app/page dropdown colourings have changed this morning from blue/dark blue to white. Is there an option to change these back or perhaps select our own colours? I personally prefer how it was before and other users have mentioned the same. Thanks
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The city of planning
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. Somewhere in the cloud lies Anaplanopolis, the city of planning. The airports and train stations are Data Hubs. Downtown is where financial planning models reside, and in midtown are sales and revenue models. The streets are paved…