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How to Allow user to select (boolean) both parent and child in the same grid.
Hi Anaplanners, I know this is a long shot… is it at all possible for users to manually select both the Parent and the Child in the same grid like other applications (I believe Salesforce can do it) in the screenshot below? Thanks, Jim
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The Anaplan model 1
dear all kindly help in to access in the Anaplan model 1 after completing the The Anaplan way
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Level 1 11.3.4 REP03 Profit and Loss
Hi, I'm having trouble getting my data to match that of Anaplan's. My headcount and expenses are off. Headcount at 7 when it should be 8. I've been reading through these community forums and can't seem to find a solution that works here. Any insight on this would be greatly appreciated.
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Start small to achieve larger implementation goals
Author: David Edwards is a Certified Master Anaplanner and Associate Partner at Columbus Consulting. Whether you are an Anaplan customer or implementation partner, it can sometimes be difficult to convince business stakeholders to invest in large digital transformation initiatives. This is often the case when positioning…
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How can I import this data in the correct way?
Hi, I am facing a challenge with uploading a file, can someone help me? This comes from the training level 1, chapter 8 I don't know what I have to fill in at the forth line option? This needs to be the outcome:
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Are all models slow to open in the morning?
Our model takes about 10 minutes to open every morning. Our implementation partner told us that is not uncommon for the first person to open it in the morning. Is this something other users have experienced or is it a performance issue?
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Counting cards in UX Page
Hello All, Curious to see if there is a way to see how many cards an indivudal UX page (Board, Worksheet or Report) contains within it. I was trying to duplicate an app, but couldn't because the app contained over 6000 cards and I would like to see which pages have the most cards. If there isn't a way currently, could we…
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Get self-service and lower cost of ownership using CloudWorks
Now that Anaplan has rolled out CloudWorks, more clients are asking about how to leverage it as the main data integration tool for their Anaplan platform. After years of implementing Anaplan at a partner firm using mainly Anaplan Connect for integrations, I have been pleasantly surprised at how CloudWorks performs and how…
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How to build - KPI function with varying start dates, term lengths, and repeating?
We'd like to do something but I am not sure how to do it or if it is possible. Basically creating a KPI system for employees where managers can create KPIs for employees that are 3/6/9 months in length, start at any given month, and then continually repeat. So if John has a KPI start in March of 2025 that is for 3 months,…
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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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How to summarize from daily time setting to monthly?
Hi Everyone! I know this is still pretty basic but I am still learning the basic formulas and functions of Anaplan. In the first picture as shown below is I derived tons per day: Now, I must consolidate the monthly tons in a separate module, however it sums up to 0. Supposedly, there should be a value on Aug 25 and Sep 25.…
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Converting Text to Date and Date to Text
Author: Julie Ziemer is a Certified Master Anaplanner, Anaplan Community Boss, and Solution Leader/Business Analyst at Akili. While Anaplan has specific functions to convert between data types, converting Text to Date and Date to Text are two commonly searched topics on Community and they require the use of several…
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UX - Export cell history
Oftentimes when looking at the cell history in the UX, it gets truncated. I understand that narrowing the date range can fix this issue, but it is not always feasible. Having the ability to export the cell history from the UX would remedy this problem. Plus, it is an available feature in Classic dashboards. Therefore, it…
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February 2025 Community Member Spotlight: Puneeth Kumar HP
We're kicking off 2025 with a Community Member Spotlight on @Puneeth H P! Puneeth has been a valuable part of the Community for nearly six years (with over 100 helpful comments!) and is a Community Boss. Check out his Anaplan journey and contributions below! About Puneeth I am currently working as a Solution Architect for…
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Selecting Center of Excellence Governance Structures
At its core, a Center of Excellence is a central governing body dedicated to the successful implementation of Anaplan for Connected Planning. The makeup and structure of this group are dependent upon the culture of the company it serves, meaning no two Centers of Excellence are exactly alike. To define the appropriate…
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How to avoid showing disabled parent from Drop Down list Selection
User is not willing to see parents in drop down list selection. By creating a flat list of my level 4 and by creating mapping between L4 and flat list we can fulfill the ask but I am looking at multiple options on how to achieve this. Feel free to share the approaches if any.
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Add new summary method to show the Dynamic Subtotaling based on user selection
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: When users wants to select specific subset of product that they own in their portfolio and plan against them, they would like to see…
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How I Built It: Effective project-based planning
Author: Soumya Bhattacharya is a Certified Master Anaplanner and technology consultant at Accenture. In this ‘How I Built It’ tutorial, I show how Anaplan can be used to demonstrate effective project-based planning. Also, how integrating a custom workday calendar can enhance the flexibility and accuracy of your planning…
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8.5.2 Activity on level 1 model building. How to reduce the imported data numbers?
I am doing my level 1 model building training. When I import the data in 8.5.2 Activity I get a price higher than it should be (in the picture it says 84 when the example says that it should be 0.84). Why is the data doing this when I import? How can I fix it?
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Column Customization
Hi everyone. how can i create below sample in ux page.
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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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Planual and Testing the model
Hi All, Is there any way to test our model whether it is following the best practices . For Eg: I encountered problem like I am writing the same formula in multiple modules and referring them . Is there an sandbox environment where we export our Model data into it and then it will give results like "you are using this…
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Can we change the format of how the sum of numbers is displayed on the UX?
Hello, Can we change the below auto calculated summaries/average to show the full numbers by default instead of the exponential notation? (So the 1.5904….E9 to instead show the full number?) I tried copying the numbers to another demo app as input & it shows the full number there. Anything I'm missing here?
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How to Push Selective Data from One Module to Another
Hi ALL, I need assistance with setting up an integration between two modules in the Model. I have two input modules, Module1(Dimension UID1) and Module2( Dimension UID2). We have few common columns between two modules. These should be populated. When running the integration, I want to transfer data from Module 1 to Module…
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Transfer Value from Time Period to List
Hi everyone. i have time period (weekly). since weekly is the same as gregorian calendar. so i created a list which week 1 to 52. now i already have data from a module which has a time period. my mapping: sample is week 8 from Cash Balance Beginning - Copy, it did not reflect in Sys Time Mapping.
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Get previous Item in current list
Hi everyone, in Time period, i can use PREVIOUS() function. In my module, i dont have time period so i created a list which has Week 1 to Week 52. if data from module cash balance is 0, then previous ending balance will become the beginning balance. but it gives me error. here is my module.
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Ability to Bind Http Request to an Action Button
I would like to create an action button in Anaplan that allows users to call external APIs by passing headers, query parameters, and a lightweight payload. This button would be published for users to trigger API requests with a simple click. Ideally, Anaplan would automatically refresh the dashboard and its source model…
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error select list 'Order list' action
I have some issues with an 'Order List' action. I have followed all steps explained on 'Set up an order list action'. When clicking on the order list, steps I do: fill in action name select the list that need to be ordered. Select the line item that is the base for the order (alphabetical ascending so I have a text line…
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Anaplan Coplanner
Anaplanners, I wanted to quickly check, if we can access Anaplan Coplanner in a demo Application, if so could you let me know where. I had gone through the training and it was mentioned it was currently enabled in the Demand Planning Application. Or does it have to be enabled at a tenant level within the organization ?
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Data Export Options in Anaplan Data Orchestrator ?
Hi Anaplan Community, I'm new to Anaplan and exploring integration options for moving data between Anaplan and cloud services. I successfully exported model data to Google Cloud BigQuery using the CloudWorks integration. However, I couldn't find an option within Anaplan Data Orchestrator (ADO) to directly link model data…