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User Access Management: Part 3 - Practice makes perfect!
This is a detailed walk-through (and a downloadable link to a practice model!) that you can follow to get started on your UAM journey. Note that the examples here leverage the Bulk API for adding new users to models. If you have enabled the tenant-level option to Manage users in Administration only, then you will need to…
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Driver Line Item for Action Button
I have condition in card where user can input negative value. But when the value is negative, the button will disable to click. I have data Product as Context Selector, Time Period Month in Column, and Line Item to input Order Quantity Review in Row. User will input number of order quantity review, but when the value is…
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Expand and collapse items in a grid
As an mobile builder and as an end-user I want to expand and collapse hierarchy rollups and line item summaries So that I can more easily consume grid data.
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New UX - Allow for Expand and Collapsing of Hierarchies in Context Selectors (like Classic UX)
In the Classic UX, users were able to view a hierarchy with everything collapsed and then were able to choose which portion of the hierarchy they wanted to view by selecting the (+) expand button on each node. In the new UX, everything starts expanded and has caused our planners to become quite frustrated with the…
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Publish Subsidiary View to the Excel add-in
Our users are using the excel add-in to link to offline files for forecasting inputs. Currently, we cannot use a subsidiary view in the excel add-in, which is making it impossible to forecast a few items using subsidiary views through the add-in. Seems like this would be a useful enhancement. excel, add-in, subsidiary view
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Implementing Polaris: Lessons learned
Author: Philipp Erkinger, Certified Master Anaplanner and Principal Solution Architect at Bedford Consulting. There are days in your professional career where you get to observe something special. October 20, 2022 was such a day, when I received access to a Polaris workspace to build a model proof of concept. Having worked…
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Data Write Actions and Model Roles access
Hi, I have a Data write action where the user should be able to write a date and its user in 2 line items. However, UX says she doesn't have permission to execute the action. My user's role has access to both lists and module where the data write action should be executed, and line items have not DCA in place. Line Items…
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Lookup on Parent elements
ello anaplan Community, Hello anaplan Support, we stumbled upon a problem that seems to us like a functional error of anaplan. Example Setup: List "List_A": * A * B * C * D * E List "List_B" * a* aa * bb * b * c * d * e Module "Module_A" Lists: "List_A" Line-Items: * Value_B: Formula: B_Module.Value[LOOKUP: Lookup_B] *…
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New Data collection in planIQ if the horizon is updated?
If the horizon for a data collection is changed, is it needed to: re-run the data assembly? retrain the forecast model? Or create a new data collection?
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2.4.8 Activity: Create Detailed Demand Review UX Page
I have been stuck over here for an hour, and could someone navigate what I'm doing wrong? In terms of context, I have created a UX page as per Sprint 2 requirements. On the Adjustments of Demand table on the UX page, I can't make use of the Override? line item. As you can see on SS, it's blank. On the module I created, I…
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Center of Excellence Charter
The charter template and general information guide are cornerstones to standing up the CoE team. — By Josh Baker, CoE Leader @ PJT Partners, and Asslam Umar Ali, CoE Leader @ Fortescue Metal Group(@Asslam). Hundreds of customers have established an Anaplan Center of Excellence as it is fundamental in ensuring a solid…
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Workspace Size Limit exceeded
What to do in this situation?Shown in attached screenshot.
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Referencing a list property
Hello fellow builders, I'm a bit hung up on this. I want the Display Name formula in the "Job Title by Cost Center" list to follow the same naming convention in the "Cost Center" list. For example, I want "BOBL-CAACPAY" to be "Accounts Payable (BOBL-CAACPAY)" The two lists are independent of each other, i.e. there is no…
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2.4.8 Activity: Create Detailed Demand Review UX Page
I have been stuck over here for an hour, and could someone navigate what I'm doing wrong? In terms of context, I have created a UX page as per Sprint 2 requirements. On the Adjustments of Demand table on the UX page, I can't make use of the Override? line item. As you can see on SS, it's blank. On the module I created, I…
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IRR Function
I am attempting to calculate IRR on monthly loan cash flows, but my results are different to Excel and make no sense (e.g. Excel give 14.7% and Anaplan gives 418.80%) . All the examples I have seen (on Anapedia and in the Formulas and Functions app from App Hub) have annual cash flows, for which it seems to work. I have…
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Master Anaplan exam
I took master anaplaner exam in Mar 24 with months of studying and I failed with only getting 43 out of 60 questions correct. I thought I would have passed while taking the exam, but I awknowledged I should look deeper into some topics. I took the master anaplaner exam in Jun 24 with even more studying. I created even a…
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HELP IN IMPORTING DATA
Look when i am importing weekly data in my INV01 when i want to map time with column headers Time (2019-12-29 - 2020-01-04, 2020-01-05 - 2020-01-11, 2020-01-12 - 2020-01-18, ...) this shows up but data in my 'csv' and 'inv' in form of WEEK 1 FY20 but in mapping dialog it shows Time (2019-12-29 - 2020-01-04, 2020-01-05 -…
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empty data
Does someone know why my data are empty unless nutzo.
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How to user all function with Lists
Hello, I am trying to create a Boolean that returns a true value if all of the "people" who are Children in a list of "All People" have entered True in the "available?" line item. Basically I have an All People parent item called OCEA with list members of people. The module is dimensioned by people and time. I want the All…
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Function to Count Booleans
There are occasions in a model where I want to count the number of True or False boolean values. Currently the only way to achieve this is to have another line item with an IF THEN function to create a 1 or 0 and then sum the line item. It would be great to have a function to do this automatically.
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Level 1 6.8.1 Activity: Add Region Details Module - Help Pls
Hi, looking for help to answer the below as cannot see how to add the below into Modules :- Add and format the following line items Line Item Format Code Text
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Summary: SUM , Time Summary: Average ERROR
Hello, Is it possible to set two different summaries at a time? This is what I am currently trying to achieve in the following module, "Forecast - Cost per Layer" and "Actual/Forecast - Target Cost" line items: However, in both cases I get this error: Is there any workaround to this? Many thanks, Luca
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Synchronise Scrolling - Being abble to synchronise more than 4 cards
Synchronise Scrolling is a great evolution that really improve user experience. But a group is limited to 4 synchronised cards on a board. Why so ? I have some cases where the user actually need to synchronise 5 or 6 tabs… It is a bit frustrating to have this limitation.
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Lesson 9.2.5 Will not let me remove and select multiple new lists
I am trying to switch the G2 Country and P1 Product Family lists to G3 location and P2 products. For some reason when I click the drop down it only lets me select one of the lists. I can highlight multiple lists but they have to be in order to highlight and G3 and P2 obviously are not. How do I select two at a time?
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Five lessons I learned in 2022
Author: Manuela Apostol, Certified Master Anaplanner and Anaplan & BI Solutions Architect at Logicor Anaplan is a resilient and very flexible tool and has demonstrated it can be used to adapt plans in days or weeks to current market trends — or rather — shocks! I have found that I’ve also needed to adapt my work strategy…
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2.4.11.2 Create Account Demand for manager role
I have gave permission that allows the role to make changes on Demand forecast module but how do i give access to Detailed Demand review UX page and for Global demand assumptions UX page?
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Driver Line Item for UX Action Card - Not Working all of a sudden.
I've configured a series of UX action card with data write and Action runs driven by a driver line item . for approval workflows. All of a sudden the driver line items didnt seem to work and does not allow me to run the underlying process in the prod environment The Load invoice pricing card triggers an action run based on…
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Optimiser for Minimising transport cost & transit Time:
Hi All, I've one situation where I need to build a optimizer which will minimise the transport cost & transit Time, Below are the details: Inputs : 1) Factory Supply Qty 2) Distribution center Capacity 3) Applicability of mode of transport from Factory to Distribution Center - Mode of Transport i.e by Air, By Road or water…
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"Screen Selector" and "Context Selector" is not auto setting for all user (need to set manually)
Hello guyss, I need your help. So now on my project, I want to use below condition: If user select [ALL], then all product will show on the grid. But now on my ANAPLAN, this [ALL] selector does not show ALL the product, but only show the [Bottom], like below: when I check, I found that setting between the "screen…
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How to bring values in Length of Service line item?
Hi All, I am really struggling to bring values in the Length of Service line item. Since the module is not big I had first tried to manually select items from drop down for all Reps but I realized that it is not the best way. Can anybody please suggest something? Here are my model Normal View and Blueprint view