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alternative hierarchy
Hi Anaplan community, I get a request from the business to add another view to the aggregation of the organizational hierarchy in an existing model. Currently we have a couple of sites, rolling up into platforms, rolling up into "Global Manufacturing" or "Global Overhead". This is currently setup using hierarchical lists…
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Formula to Calculate the Representative Week (number) for each Date
I need to calculate which date each week represents, I have a Weeks Attribute Module. I have tried some formulas but they did not work. I would really appreciate if someone could give me some advice or a direction.😊
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Email Notification
I created a action - to add list member. Additionally also a notification to notify me via email if there will be a new List member added. But unfortunately it is showing me two different buttons to execute the process. Is there any way i can create in one process the adding of list member followed by Email notification?…
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Import Final Demand Forecast into DAT02 Module
Good Morning, While doing this activity in the Conclusion course, I got stuck Indeed, they are asking us to Import the Demand data into the DATA02 SKU Volumes module. But in the Level 1 model, there is not a module called data2. So do we have to create this module? If yes which line item, what to put as page selector, rows…
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3.5.4.2 Create Distribution Center Capacity Module
Hi everyone, My values don't seem to be very realistic, would just like to ask for guidance if I'm doing something wrong. Or if someone could check the values.
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What is the best way to secure employee salary data to a central admin?
Hello - We are designing our first FP&A model and currently employee data is within that model. We would like only one person in the organization to be able to have access to all company salary data to keep detail by person secure to all other users. The issue we are running into is if you have a model builder role, you…
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Suppress Zeros on Graphs
Hi All - Is there a way to suppress zero values from displaying on a NUX line graph? Thanks!
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Response from adding item to a list. Success but not added or ignored
I'm calling the API to insert an item into the list. { "items": [ { "code": "test", "properties": { "Display Name": "test", "Time/Date Stamp": "2023-10-27 13:19:19", "Amount": "Data Unavailable" } } ]} I'm getting a response back that show it has not been added or ignored. { "added": 0, "ignored": 0, "total": 1, "meta": {…
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How to create a view and dashboard with data like this.
I have been given a sheet like this I have uploaded it into a single ( Master Flat) list using properties for each of the columns I then went ahead and put the data into a module and then created lists for columns ( region ,state, department ) that have duplicates using a view with the first occurrence formula to help the…
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Anaplan Optimizer - Balanced Allocation
Hello everyone, Really hoping one of you bright-minded individuals can help me progress on a persistent issue. I am essentially doing a replica of the "T1.3 Allocation with Product & Line Compatibility" from the Optimizer Toolbox: But! My objective is not to minimize cost. Instead I have a guideline allocation of the…
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OEG Best Practice: Governance for the Office add-Ins
General information * We have listed below some of the best practices we recommend for the Anaplan product. These are based on our experience and are subject to change as we deliver new functionalities and learn more about how our customers use the product. * If you would like to contribute or comment, please contribute to…
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Help Needed with COUNTIF Equivalent Formula in Anaplan
Hi Anaplanners, I have a doubt about Anaplan. I know it's a silly question, but I'm not able to solve it in Anaplan. If anyone has an idea, please explain it to me. I have attached a screenshot to this post for reference. Problem:In Excel, please refer to the N column, which is already highlighted. They are using the…
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Applying "transparent" conditional formatting in the UX
When we apply conditional formatting to a grid in the UX, there is no option to set a transparent color. However, with some creative use of specific color codes, we can simulate the transparent effect. I will focus on two specific cases below: editable cells and read-only cells. Both of these cases follow the same approach…
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NUX - Allow users to review/remove applied sorting
Problem Statement Similar to another item I raised here, NUX has no way for end-users to remove an existing sort already pre-defined in a card; worse still if the sort is based off a line not published (e.g. a dedicated sort line item), you'll never know it's been applied. An interesting behaviour is that you can attempt…
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NUX - Allow users to filter using other modules AND see/remove applied filters
Problem Statement Problem #1 Unlike classic, NUX has no way for end-users to apply filters using a separate module with common dimensions (e.g. a central time filter or list attribute module). The filters must be available locally within the module which severely limits the reusability of centralised modules. Example of…
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NUX Show/Hide for line items as selectors under the grid
Hello, the request concerns Line Items as Page Selectors in NUX. It is great that we can use show/hide functionality when Line Item is displayed as Context Selector on top of the page. If I have 5 line items, but 3 of them are technical and I want to let users toggle only between two, I can do that. This also limits my…
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Edit Multiple 'Source Model' Settings for Pages Simultaneously
The ability to edit the source model of multiple pages at once would be a huge quality of life update for page builders. Currently, model builders have to edit settings for each page one-by-one. This idea proposes that page builders can apply the same change to multiple pages at once: image below shows how this could work.
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Automate model copy
Is there a way to schedule or automate the process of copying a model?
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Anaplan users and inherited user rights for models in the same workspace (workspace admin)
Hi I think Anaplan should change the inherited access rights to models in workspaces. When creating users, it is easy to give a user access level when creating a user BUT the problem is this becomes inherited in other models in the same workspace. There is a workaround - give no access when setting up the user then specify…
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Level 2 - Conclusion: Export data from INV01
I am currently working on the Conclusion for Level 2. When preparing the export saved view for INV01 Beginning Inventory, I noticed I have significantly different numbers in my module as compared to the example .csv and the screenshot from the course. I am wondering if there is something obvious I am missing, or if I need…
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A conversation with Philipp Erkinger — Journey | Anaplan Community Podcast
Welcome to episode 14 of Journey, an Anaplan Community podcast. Tune in today to hear Dennis Lemoine, Director of Customer Engagement & Experience, chat with Philipp Erkinger (@PhilippErkinger) — Certified Master Anaplanner, Anaplan Community Boss, and Principal Solution Architect at Bedford Consulting. Philipp loves to…
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L1 Model Building - 14: Additional Topics progress not updated
Course 14 redirected me to Lesson 1: What is Workflow? Who benefits from using Workflow? Why do you need Workflow?. I have finished this lesson and went back to course 14 and finished it. However, in my record of learning, it still says i am 0% progress. I wonder what is should do. Besides, before taking exam, do we need…
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Line Item Subset Formatting
This post is a bit of getting ideas to work around but also see if people are experiencing similar issues. I think it would be a good idea if Line Item Subsets could inherit the formatting and time settings from the source modules that they come from. In the situation where you had a KPI which was a %, a number and a…
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ALM related question
I made some changes to our development model today and when we came to promote via ALM, the comparison report shows some item that we had not anticipated or expected. The comparison report has a section headed “Data Source Changes”. I made one change to the actions to add a new import action changed it’s sequence to the…
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Unable to give Level 2 Exam
I have exempted all attempt for level 2 and now when trying again from scratch it not letting me to give the exam
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Allow "Undo" multiple times
Request: Allow multiple Undo operations Currently, Undo is only valid once in UX, but it is not possible to Undo multiple times as in Excel. In actual work, there are cases where you want to undo a change multiple times like in Excel, but Anaplan does not allow this, so you have to rewrite the values in each cell to undo…
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Boolean Automate
Is it possible to make the boolean automatically uncheck itself based on date provided from another/same module? For e.g. In the picture, date is set to be 7/18/2024. How to make Q1 FY24 uncheck and let others stay checked?
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Put the value of a selector on a UX page in a line item
Hello, is it possible to put the value of a selector on top of a ux page(in this case it is a certain KPI) in a line item? If possible, I would like to use that selection as a lookup in a line item subset to calculate the Compound annual growth rate of that value. I can do this via a field that feeds a line item but then…
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Please do not Deprecate Classic Dashboards
Hi There, I am on a project where we have downloaded a model out of the model showcase, specifically the weekly stat engine. This assets provides a starting point for integrating statistical algorithms for demand planning. With the deprecation of the classic dashboard a crucial functionality of these models is lost. We are…
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Dynamic Time filter in the new ux
Hi, question please. I am trying to do a chart in the new ux and the time filter should be dynamic in the sense that if I choose Monthly - the chart should show monthly and if I choose in the filter the Quarterly, the chart should show quarterly figures in the chart and same with the Half year and Yearly. The time filter…