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Mapping of data with combination of properties
Hi All, I'm new to Anaplan and still learning it's way, would appreciate any ideas aligning with best practices. Here's my question: I have a list with combination of properties say products, location, customer, and for each such combination there's a sales person, now I have Sales transaction data with product, location…
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Filter list using list property
Hi Hoping someone can help me solve this issue I am having. Probably doing something very silly! I want users to filter a list of managers which is a subset of the employee list. I wanted to do this through a list property driven by a line item in the model. I have done this before but I cannot seem to get the dependent…
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Update subsets for the lists with Selective access
Hello, could you please help with following situation. I have the flat list of positions for which Selective access is set (according to the access of the user, so that HRBP of the Facility 1 has access only to applicable positions). All the major calculations are made on this list of positions ir order to save space…
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Get Data from a module with dimensions to a module without dimensions
Hello, I have a module with dimension "Invoice Number", in this I have Start Period and End Period for the invoice (it can cover multiple months). In another module without dimensions I want to be able to show which Start Period and End Period a invoice have based on if a boolean is true in the first module. Does anyone…
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Ability to use Navigation based on Models Tied to the Page
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: I was trying to navigate from Dashboard 1 to Dashboard 2. Since my dashboard 2 is tied to two different models, navigation link did…
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Level 2 Training - Sprint 3 - 2. AD02 Inventory Ordering Overwrites
* Override Amount – Write: IF 'INV01 Inventory Ordering'.Override Suggested Order Amount = TRUE AND 'INV01 Inventory Ordering'.Submit Purchase Order Request = TRUE THEN TRUE ELSE FALSE ----Does this not look correct?
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Deletion of comments in UX pages - Month on Month
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: We have got this requests from our stakeholders if there is option to clear out the comments they have entered over the cards month…
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Global selectors in management reporting
I have several management reporting packs with different pages, all set to a global time selector. However, this selector keeps changing periods unexpectedly. It seems to be linked to the last time period I selected on another UX page using the same module. The issue is that the time I need for the reporting pack is not…
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Optimizer Help
I am trying to learn and understand how optimizer works in Anaplan and need some assistance in overcoming a roadblock. I am going over a practice problem that I have created in excel and am having difficulties with one of the constraints. The Problem: Without getting to into the weeds this practice problem is about making…
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Adjusting CloudWorks Integration Schedules for Daylight Saving Time (DST) Using Postman
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and Postman Resources Required: Internal Expertise: IT Developer / API User Tools Needed: Postman, CloudWorks Access Requirements: CloudWorks, Postman, Anaplan Integration Admin Estimated Level of Effort (LoE): Low Approximately 1-2 hours…
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Adjusting CloudWorks Integration Schedules for Daylight Saving Time (DST) Using Python
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and python scripting Resources Required: Internal Expertise: Python Developer / API Expert Tools Needed: Python, CloudWorks, Code Editor Access Requirements: CloudWorks, Anaplan Integration Admin Estimated Level of Effort (LoE): Low A few…
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February 2025 platform releases and what’s next
Check out the latest Anaplan feature updates and enhancements in our February 2025 official release notes. The information below offers supplemental information to that post. Integrations and Extensibility Create a transformation view directly from a source dataset in Anaplan Data Orchestrator On the Source data page, a…
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Retrieve Action and Source IDs
Hi, We are working on pushing data from SAP Data Sphere to Anaplan. We are establishing a connection from SAP Integration Platform to a model in Anaplan. When setting up the process, we have been asked to provide the Action ID and Source ID. Does anyone know how to get those IDs? thanks
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Formula for Quantity Multiplied by Price
Hi, I'm playing around with some dataset I've found. The data only has values up to the month of June. Is there a function for getting the unit price based on the quantity that I will input for each month multiplied by the price of each product in every location? So that I could fill all the months with no values. I also…
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8.5.2 Volume Import
I cant get the import to work, I think its because the dates are a different format and not sure if I should change the dates in the report or if I am mapping incorrectly and if so what do I use
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Last 52 weeks Calculation
I have a requirement to show the last 52 weeks value. I want to create another line item which has to sum last 52 weeks total hours e.g.: 03/08/2025 should show the last 52 weeks data this should be dynamic and 52 weeks should change based on the week. Thanks in Advance.
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I want to sum actual data by account and Time.
https://us.v-cdn.net/6037036/uploads/LKPRFTYBDVFT/i-want-to-sum-actual-data-by-account-and-time.xlsx As shown in the image, actual data is on the left and detailed data is on the right. The detail data is created to be in the hierarchy below the Department Code that we want to total. I want to sum from left to right by…
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Cloudworks API: Change Schedule
I'm working on a script that would update integration schedule. In future my target is to have a script that would move all my integrations + integration flows +/- 1 hour on DST changes. For updating integration shedule I have sent PUT request to endpoint…
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How to create a new import action
I have my csv file and upload in the option "Import Data Sources" and when i click next, is supposed to be appear new windows in this windows map the columns of the new file to the current modules in Anaplan, but when i click Next the system automatically closed that windows and i cannot map the columns, is this the way to…
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How to SUM the last three months
In the line item "last 3 months sum", I'm trying to sum the last three months. I tried using timesum but wasn't getting the right numbers. Any help appreciated, thanks!
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3.4.3 Activity: Create Country Summary Module
Hi All, I am stuck in this exercise almost 2 hour, not able to proceed further. Can anyone please help? I have added line item "Country Made in" SYS08 SKU details module. Now i know that the formula in Safety stock flag count would be 'INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Country…
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Resync PROD - DEV Enviroments
Hello, I needed to do a rollback on the PROD model to an ID from the History, so it implied to get the PROD from DEPLOYED to STANDARD mode. I knew before that this will happen, but it was kind of urgent to solve the issue that we had so this was the only way. Now I am asking you, what is the best option to resync the…
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Enable cards from multiple models within the new UX app
Enable cards from multiple models within the new UX app. Currently you can add multiple models to a page, but when you add cards sourced from different models you have to toggle to that model at the selector. After creating the cards, you have to toggle to this modal at the top otherwise the data is killed as per the…
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Connecting Anaplan Connect to Snowflake Using JDBC Driver with Java 16 or Higher
Addressing JDBC Driver Compatibility Issues Intended Audience Level of Difficulty: Intermediate Requires some familiarity with APIs, scripting, or database concepts Resources Required: Internal Expertise: Data Engineer/IT Admin/Integration Admin Tools Needed: Anaplan Connect, Snowflake, Notepad Editor Access Requirements:…
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Include Calculation Effort metric in Anaplan Classic
I have found this feature available in Polaris to be very valuable. So I would like to request it to be included in Anaplan Classic as well. Thought there was already an existing idea request for this but couldn't find it. When I encountered performance issues during a list item insert that was taking 90 seconds to execute…
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Anaplan Data Orchestrator (ADO) - Usage Values Missing
As an Integration Administrator (IA), I would like to view my ADO usage not just in % terms but in value terms, So that I can plan my ADO Storage and Tables consumption reasonably, if my tenant is going to have limited numbers on those two usage categories. Currently it is not transparent to me as an IA on what is the…
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Quick way to open referenced Line Item or List Property
It would be great to have a quick way to open a referenced Line Item or List Property from an existing formula. It can be very tedious & time consuming to hunt through the modules & lists, then again through the line items & properties to locate the reference, especially when there are multiple levels of references to…
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OEG Best Practice: Imports and exports and their effects on model performance
Overview Imports are blocking operations. To maintain a consistent view of the data, the model is locked during the import, and concurrent imports run by end users will need to run one after the other and will block the model for everyone else. Exports are blocking for data entry while the export data is retrieved, and…
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Data Quality Orchestration : a simple example with ADO & Workflow - Part 1/2
In this article, you'll find a simple but hopefully inspiring illustration of the power of Anaplan Data Orchestrator (ADO) combined with Workflow. This is a 2 parts article. This Part 1 focuses on the Workflow and the steps to achieve Data Quality tasks. The Part 2 is a deep dive on some details. Summary For illustration,…
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Wildcard Searches/Filtering in Context Selectors
The option to filter to a selection in a context selector requires an exact match. It would be more effective if we could use wildcards or enter key words separated by a space or a special character (e.g., a "?" or a "*") and have the menu show items that have both (or all) of the key words in the menu list—even if the key…