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Import Scripts run successfully but target module did not update as expected
Hi, We're able to set up a scheduled import actions using Java scripts with certificate authentication and it appears to run successfully according to the import history, but the target module in ANAPLAN is not being updated as expected. It seems like it is still importing the old csv file instead of the new one. Also, we…
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How to traverse hierarchies: The power of loops
Introduction Whenever you use a hierarchy, there will often be times when you are required to seek specific information which will necessitate some way to traverse the nodes and map out their connections. What you seek may be a list entity, a specific value, or a unique identifier, and this can become complicated if the…
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Sample Dashboard Screenshots for Investment and Cost Management
Hi there, I am looking for sample screenshots of Dashboard reporting for ICT Investment and Cost Management. Appreciate if you can point the links and resources. Thanks!
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L2 Conclusion | Create Shipping Export Module and Create a Saved View
Hello everyone, I'm stuck at this point. I entered all the formulas for the line items in the module but as you can see the shipping costs line item is zero value. Also in INV01 Module the shipping costs are zero and I can't understand why. Anyone who can help? Thank you very much.
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End User unable to run action to update a subset
Hi All Have a super-user who is Full Access as model role but not a Workspace Admin and so therefore should be able to run updates to list subsets. Is there something in the depths of Anapedia that says that this isn't possible? I'm almost sure that we're doing this elsewhere in other models. Thanks Andrew
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Sum based on Boolean
Hello, Hopefully a simple one. Our P&L has 50 cost centres, each of which have staff costs assigned. In a separate module I want to bring in the staff costs from 15 of these - is there a simple way to do this, for instance by having a separate module with the cost centres included and a boolean line item to determine which…
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Use of PREVIOUS function
I'm sure I've used the "PREVIOUS" function before without any problems but on trying to use recently it doesn't now seem to be returning the values I would expect As you can see the formula Previous(Volume) is specified, which I would have expected it to return the FY23 volume value of 218,116; however, this doesn't seem…
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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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OEG Best Practice: The MOBILE way: Best practices for building in the UX for mobile devices
To achieve the ultimate Connected Planning experience, Anaplan users can use the mobile app to stay on top of their data from anywhere. With Anaplan at your fingertips, creating pages with mobile in mind has never been more important. To design and build pages that look and work great on mobile, use the MOBILE method to…
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Custom waterfall methodology
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Purpose: There is more than one way to tackle the waterfall calculations. I’d like to share one custom variety that proved to be especially handy for use cases of new asset depreciation and revenue recognition. Customers seems to like the…
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Set up custom time scale
Hi My current model is using a fiscal calendar e.g. FY23: 1 Jul 2022 – 30 Jun 2023. However, I have a specific use case, where I need to build a module that uses a calendar year e.g. FY23: 1 Jan 2022 – 31 Dec 2022. Is there a way to resolve this use case? Based on current research, I would need to create a fake time…
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【2024年4月】プラットフォームアップデート
プランニング＆モデリング • 新モジュールビューによるモジュールの並び替え
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Allow Page Builders to Restrict Access to Pages
We have the ability to allow any user to be a page/report builder, but they can't restrict access to the pages they're building. We'd like to enable super users to be report builder, but they won't be model builders. Currently, a user must be a WSA in order to restrict access to WIP pages they're building. We also do not…
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Simultaneous changes to Dashboard
Only a page builder per time can work in deck and dashboards (app). There is no real time synchronization as once an user publishes the changes, the other user changes are lost. Is there a plan for this on the roadmap?
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export Anaplan data decimals precision to PowerBI
Hi Anaplan Community, I am trying to export data from Anaplan into Power BI using the Anaplan Connector. I manage to get my values into PBI, however, I miss the decimals precision which I see in Anaplan. Example: in Anaplan my number format is set to show 3 decimal places, so 594.450 (US notation), five hundred ninety four…
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Set one column of source data as "Not Applicable" for this import
Dear Anaplan Community I am looking for a way to "ignore" one column of data from the source file as irrelevant when uploading its data into module. Source file contains columns as below. Column D is actually the code of Column C inside Anaplan model. And Column D is there because client wants visibility into expense type…
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How to use OAuth authentication in Anaplan Informatica Connector?
Hi All, I am trying to test OAuth Authentication in IICS Anaplan Connector. Is there any documentation specific to the Anaplan Connector having steps for setting up the authentication available? I noticed we have documentations with steps for Anaplan Connect and API , but was not able to find any that involves Anaplan IICS…
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3.3.5.3 Check Your Work | All products
Hi everyone, I have completed all the activities up to this point, but when I check my work against the correct results, the "Safety Stock Exception Count" is incorrect for "All Products". Can anyone help me? Thank you!
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Import action between models not pulling through data
Hi All, I am currently having an issue with one of my import actions. I am pushing data from a saved view in one model, into a staging module in another model. I've checked the filters, mapping, and more and they all seem to be correct. However, when I run the action I am met with this prompt It shows that the import is…
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Replace a nested If that has many if's
So i have a nested if statement that checks the status of a shipment. "cancelled" or "storage" first using boolean, the progresses through a series of dates to see which have been added, finally defaulting to "At Origin" if it has not left yet. Multiple IF's are not ideal, but I can't see how I get round this one. Even if…
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Regarding anaplan workspace
Hi everyone, I recently applied for the Anaplan Talent Builder Program by May 13 and received an update. My application is being processed and may take up to 5 business days for approval. I’ve completed the prerequisites and am eager to start with the Anaplan workspace to work on the Level 1 and 2 certifications. Has…
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Excel Add-in for Anaplan
Hello, We have been planning to incorporate excel add-in for a finance use case, and would like to take experiences of others using excel add-in. More specifically, we would like to hear and learn how excel add-in is beneficial for your team (does excel add-in facilitated collaboration or improvements in managing Anaplan…
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Request "Freeze" enhancement
Request improvement to save the "Freeze" setting set by the user. This is because the current specification resets each page transition. We set it up every time and I think it is very troublesome.
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Ability to change Font in UX
I have been asked by several customers about the ability to change font in UX. It is even more topical with the report page in UX. When you have invested in your brand and use a certain font you want to use that font in Anaplan as well if Anaplan is going the be where the report is created.I would say Bold, Italic and…
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Is there a way where I can update a line item if the value is blank else do nothing ?
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Dynamic List
I have two list: Target Center and Table Type: When a user selects target center I would like only the centers that are in the table type that is selected. For example if table type "FTE" is selected then Target Center list should be only "Board of Directors, Office of the President, and Legal" and if table type "SqFt" is…
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Selective Access into a Line Item
Is there any way of bringing in a user's list of selective access items into a line item? E.g. if a user has selective access to products P1, P2, P3 in a products list, can I bring this in as a Boolean in a module dimensioned by users and products?
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From Native Versions to Fake Version List?
Hi All, As it is not possible to SUM down native versions is there a simple mechanism to take data out of versions and restate it within a fake version list? I know this is achievable via a series of nested IF THEN ELSE queries but this approach is not sustainable as it needs to be updated every time a new native version…
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Consolidating recursive modules
Hi I have 2 Lists and 3 modules as shown below. I want to build module 4 (details below) in the most efficient manner. Seeking ideas. Thanks in advance List: Employee ssL0Employee ssL1Employee ssL2Employee ssL3Employee Employee 1 Y Employee 2 Y Employee 3 Y Employee 4 Y Employee 5 Y Employee 6 Y Employee 7 Y Employee 8 Y…