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Cloudworks Integration Flows in UX
At the moment, we are able to add Cloudworks Processes to the dashboards and the addition is great. Could we do the same with the Integration Flows? I see multiple benefits from this for several customers and I do not think that the implementation would be too different from what is currently in there. Is this currently in…
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How to consider only 1 month when importing data from a module into list
Hi Guys! I would like import "IDs" from a module into list but my module have time with dimension and it is a problem haha (yet) I import "CODE ID CMP" into list, all "CODE ID CMP" are equals in all months When i try import i have success but so many errors happen: Analyzing the errors, we have: How i can do import only…
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Docusign integration
Hi , I have a requirement where i want to send document to employees in batches. E,g country managers want to send letter to their employees on specific dates . While going through docusign documentation it is mentioned that hierarchy is not supported . Please help to understand how it works .
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Anaplan connection to Azure Data factory ( ADF ) using OAuth 2.0 clients
Dear Experts, we are looking to pull data from ADF into Anaplan. Has anyone tried this integration approach? if yes can anyone elaborate on how to go about it ?
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Financial planning tool selection - Adaptive planning vs Anaplan
Looking for advice as to how to make an informed decision on choosing adaptive looker vs anaplan for financial planning. Data sets are not too huge and cost and simplicity of the tools are important factors in the selection process.
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How to partition an already exiting workspace into two different workspaces?
I have an already existing workspace of 50GB size and there is a need to partition this workspace into two different workspaces of 40GB & 10GB in size, please recommend the best way to get it done. TIA Ashish
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Are we able to indent bullets in a text box in the UX?
I am trying to type out a list of instructions using numbered bullets. The instructions will end up being about 10 steps so they will be numbered 1-10. I want to be able to add sub-bullets (a,b,c, etc) under instructions but I can't figure out how to indent them. Does anyone know of an easy way to indent the bullet points…
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How to look up prior year values
I want to lookup for previous year March values. For example if my current month is june FY24, then i want to lookup for March FY23 Values.. how can i make this lookup.
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Export Action Notes
Export Action Notes 1. Purpose of the Export Action What it does: Describe why this export action exists. For example: "This export action allows users to extract specific data from the Anaplan model into an external file for further analysis or reporting purposes." Who uses it: Identify the intended audience. Example:…
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Anaplan Add-In Grids Upgrade
Being able to pivot/filter the add in grid without references to that grid getting removed. When I create a retrieve using the add-in and link to another excel tab (formatted for distributions to our leaders) and then alter a dimension using the pivot/filter function it will remove the references on the summary page. In…
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Setting up action naming conventions that will withstand the test of time
Author: Taylor Giesler is a Certified Master Anaplanner and Director, Enterprise Performance Management at Alpha Alternatives. I have been a consultant for nearly four years now, and I have seen a lot of models, some easier to follow than others. The person building the model isn’t always the same person maintaining it…
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Create Shipping Export Module and Create a Saved View
In Level 2 Model Building : Conclusion, there's an 'Activity: Prepare Data Exports' that tell us to Create Shipping Export Module and Create a Saved View. I've made the formula and choose the format and summary method but I'm not sure if it was right. Here is the blueprint of my INV05 And here is the screenshot of the…
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What is Managed By functionality?
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List Sorting ....
Hi there, I wondered if anyone can help. I have a big list (more than 3000 items) which I want to sort alphabetically. I tried using Anaplan Order List functionality but it looks like even with that, we have to sort the list manually first. Instead, I can order the list manually right? Am I not using Order List…
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CloudWorks Failure Status Description Definitions?
We have CW jobs that are failing. These jobs do not have an error log, all we have is the Status Description on the Activity page. Is there a list of status descriptions and their meaning for CW job failures available so we can troubleshoot these failures?
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Issue with Text Data Flow Between Models
Hi Anaplan Community, I'm facing an issue that seems simple but has me stumped. I have a module (A.1) in Model A with a single line item that is a text field. I have a similar module (B.1) in Model B, and I want the text input in A.1 from Model A to flow into B.1 in Model B. Both modules have no dimensions. While mapping,…
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Boolean- if/then function
Hi, I have to populate this boolean line item based on the boolean inputs from another module. For some reason the if/then function isn't working…Can someone help me?
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What challenges have you faced when needing to update a submitted 2025
Hello, What challenges have you faced when needing to update a submitted 2025 budget due to an acquisition, and what solutions have worked well to incorporate the new readworks.oge company's financials into the existing model? Best Regard, Lusy
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How I Built It: Limitless interdependent multi-select filters
Author: Daniel Badura is a Certified Master Anaplanner and Lead Architect at Dr. Oetker. Hello Anaplan Community! In this ‘How I Built It’ tutorial, I show how you can build filters that filter filters, without using any dependent dropdowns. Each filter allows multiple selections, and they are all mapped using a single…
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How to download Pages using API
Hi, I have created a Page and I am able to export it from the UI. I need help to download the same page using an API. I am not able to find the right API for this. Please assist. Regards
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Numbered list - list formatted line item copy paste
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: Users unable to copy the display name and paste for numbered list list formatted line item. The known workaround is to use the # ID…
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Customized Drill Down
Anaplanners, We have a module (Module A) that displays the monthly income for each department across various locations. Module A includes the following dimensions: Department, Location, Time, and Value (Line Item) We are presenting this data at a higher granularity in another module (Module B):Module B includes the…
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Updates to the Certified Master Anaplanner Exam study guide
Announcing the updated Certified Master Anaplanner Exam study guide: Essential Anaplan Topics Achieving Certified Master Anaplanner status is a significant milestone in your Anaplan journey, demonstrating a mastery of the platform and a deep commitment to excellence in Connected Planning. To help you prepare for this…
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Anaplan Consolidation vs Fluence
Hello. I can't understand why Anaplan bought Fluence. Only due to those items? Is Anaplan selling and giving support for both consolidation tools (Anaplan and Fluence) or Fluence will remain and Anaplan Consolidation will be taken down? Thanks!
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Change Number format on Chart Axis
Has anyone found a way to change the number format on a chart axis? The line item I am referencing is formatted as a percentage, but does not show up with the "%" sign on the Y-axis.
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SYS00 Time Settings'.Forecast Period? is not a recognized line item or list member
Hi team am receiving an error
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Seasonality Chart—Simple as That
Comparison By Year Comparison By Year Several times I have been asked for a chart with the possibility to compare seasonality or month over years. It´s proven to be both popular and useful in its own simplicity. In a regular line chart, you’ll have all time periods after one another, whereas, in this version, you´ll be…
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Concatenate Line items in list format
I am trying to concat country and team to show as Country-Team in the Teams Text Line item as shown below. Since there are formulae in place, country and team cannot be changes to text format. How can it be concatenated in the way I am looking for?
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Level 2 sprint2 exam
I have attempted the exam three times and scored 70 each time. Can someone help me with the 1，2，8 questions? Thanks a lot
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how to calculate WEEKNUMBER of a particular date in a year
Hi Anaplanners, i am stuck with one the calculation ,which requires me to calculate WEEK NUMBER of a date in the year.In excel we can use WEEKNUM Function to get the number of the week . eg,WEEKNUM(2020-03-02) = 10 How can i achieve this