-
Dynamic filter on a hierarchy
Hi, I built a dynamic filter on a dashboard so users can select multiple criteria. On the department filter, the end-user can only select the bottom level of the hierarchy and not a parent. This is because the filter is dimensioned by the lowest level of the department hierarchy. What's the solution to get around this…
-
How are you configuring workflow?
Hi Anaplanners - I am in search of process improvements to workflow. Who's willing to share their success with establishing workflow for approvals that encompass some derivative of: * required date field * required approve OR reject field * email notification submission * submission button Key considerations are: user…
-
Salesforce CRM Analytics to Anaplan Connector?
Hi all Anaplanners, Does anyone know how to connect Salesforce CRM Analytics to Anaplan to enable one way/two way data transfer? Thanks, Jim
-
'Manage models' - ability to sort by Name / Date Created / Size
After each planning cycle or major model change, we make a backup of our models. This of course has led to a number of archived models which usually save in order of date created at the bottom. Please can we add the ability to sort by Name or Date Created or Size. This would really help in looking for a particular model we…
-
How to get access of Anaplan for learning purpose?
-
Time text format?
Hello everyone, I hope you are all doing well. I am writing today to inquire about the best formula to transform text from the format DD/MM/YYYY to DDMMYYYY. For example: 02/04/2024 should be transformed to 02042024. Thank you!
-
Can anyone give me access to anaplan? As trial is on hold and i need it for practice purpose
-
How to lookup currency from module based on selected filter
how can i lookup the currency rate based on filter that i selected in REP01 Long Term Loan Payable. General List: LO05 Currency Module: SYS03 Foreign Exchange Module: REP01 Long Term Loan Payable
-
Ability to Select Workspace When Creating Model from Revision Tag
Current Functionality : When we create a model from Revision Tag it creates the model within the same workspace Idea : Ability to Select the Workspace and creating a model from revision tag in the selected workspace.
-
March 2024 platform releases
Check out the latest Anaplan feature updates and enhancements in our March 2024 release notes. The information below offers supplemental information to that post. Planning & Modeling New Modules Inventory Beta version release of a new way to view, manage, and analyze modules which will provide builders the ability to sort,…
-
Anaplan Connect JDBC issues - SnowFlake - jdk.internal.misc.Unsafe
I have successfully connect to snowflake, and extract file, import to anaplan file csv, but it seems the connect api did not call the action to import into anaplan. (Because I have seen the file of anaplan has been updated, but the process/action has not been launched) It seems the problem coming from…
-
Introducing Improved Anaplan DX: a browser extension for Anaplan Modelers
We at valantic are excited to share our latest development: Improved Anaplan DX, a browser extension designed to enhance your modeling experience and increase efficiency. Please see below for more details. The extension is now available in the Chrome Web Store (can be installed on Chrome and Edge): For any feedback,…
-
Adding a list (as a page) into a pre-existing module
Hi. In one of our modules, are current pivot set up is: Pages: Version Rows: Line Items However, we need to add a list '# Customer' into Pages, to get the below pivot view: Pages: Version, #Customer Rows: Line Items Is this possible without creating an orphan/ duplicate module? TIA. Josh
-
Need count to work dynamically depending on the list size
Hi, I have a requirement where in a module i have 4 dimensions (2 as page filter, 2 in the rows), Also line items are on column. (No time as dimension) I need to have a formula where it should reflect count of the line item starting from 1 to as many as the line item count is. And this should be dynamic based on the…
-
Backend Filter not working when pivoted.
In NUX, End user have not selected the checkbox for FY22 in the Filter, but the data for FY22 year is still displayed in the table when pivoted by the end user. Is this an Anaplan limitation where backend filters don't work when pivoted by end user?
-
Numbered Lists (With a parent)
Hi, I have created a numbered list (# Customer Number) successfully (with no parent, code as customer code, and name as customer code name). I'm trying to now create a numbered list as a child of customer number called '# Customer Name'. I bought in the below on the import: Parent Name Code Parent > the same code as noted…
-
General Question on Locking the Actuals
Hi All, How do you manage the master data changes? As the changes in anaplan are retrospective. Lets say there is a change in the master data and it will impact the actual numbers reported. Is there any native way to lock the numbers? Please don't recommend the snapshotting process as it will not be sustainable for my…
-
How does one safeguard against losing data with changing current fiscal years
I would like to use the out of the box TIME dimension/logic. However, I do have concerns about losing data if a fellow model builder inadvertenly changes the current fiscal year. How have others handled this situation? We have considered building exports to backup these modules every night and store the data outside of…
-
Data Loss with Inroducing Time Range
So in the current setup, a module is dimensioned by Model- calendar time dimension and the horzion is from 2021 to 2026, the granularity being weeks. This setup is used in prod since go live for 2 years now. We realised the span of time for data in that particular module can be reduced. Idea now is to introduce a time…
-
Recording now available! April 30 quarterly customer platform release event
If you missed our April 30 platform release event, the recording is now available! In this webinar, we highlight the most recent feature releases and how to take advantage of these in your environment. Our Operational Excellence Group (OEG) goes through a demonstration of the most recent platform features, provides a…
-
Ability to adjust transparency/opacity on charts (e.g. area chart)
Currently Anaplan defines a default level of transparency on charts such the area-type. In some cases, this is not desired and users would prefer to have the transparency adjusted (or even have areas completely opaque). Having some form of slider similar to what can be applied in MS office apps to adjust this would be a…
-
Ability to embed models, charts, graphs, forms, etc. outside of Anaplan
I would like to be able to embed models, charts, graphs, forms, etc. outside of Anaplan into emails, web pages, documents so that they are updated real-time. Some examples of use cases: * Email a report that's updated regularly. When the viewer looks at the report, it shows real time data * Embed a form on a web page to…
-
Ability to import archived model to a different workspace
We would like the ability to import a copy of a model that is archived in one workspace to another one of our workspaces. Right now, to get at an archived copy of one of our production models, we have to archive the current live model, bring back the copy, import over to another workspace, re-archive the copy, and bring…
-
Using SUM to map data from a parent to a child in the same hierarchy
Is it possible to map data at say level 3 in a hierarchy to a level 5 item using SUM function? I keep receiving a 'Level mismatch on common dimension' error so I assume this is not!! Thanks, Chris
-
April 30 event: Quarterly customer platform release
We are thrilled to invite you to our upcoming new platform release webinar series, where we will highlight the most recent feature releases and how to take advantage of these in your environment. If you are a model builder or end-user of the Anaplan platform, this is your opportunity to hear from our internal Operational…
-
Can ANY be used where the source contains TIME dimension?
Hi All, I am try to query the presence of a list item in a source mapping where the source contains TIME dimension. Source contains one list combined with TIME where a mapping can differ across a year. I want to query this mapping to determine if a target list is in use at any point during that time period. I use this…
-
Create a number sequent in a period column.
Hi everyone. what is the formula on adding a number sequent in one column like 1,2,3,4,5 etc. i tried RANKCUMULATE but it returns all 1. by the way this result was already filtered. thank you.
-
TIMESUM from a Module with time dimension to a Module with a fakeweek dimension.
Good afternoon, I am trying to map the data in day format to a fake week dimension using a timesum. I have a start and end period in DATE format but the formula only gives me a result when this two are the same. This is the formula: This is the source module: With the data imported to day. And this is where I map each week…
-
Adding actions to processes
I am on Level 2 Sprint 1 training, here now I have created actions but now I want to add 1.5 and 1.6 to the processes to 1 Load products and T1.1, 1.2, & 1.3 to T1 Build Product Hierarchies. below is the SS for reference. Can anyone help me with how can I do that?
-
Excel Add-In - Allow user to specify browser used for SSO authentication
Allow user to specify which browser to use as an option in Authentication settings for facilitating SSO sign on — even if default is embedded browser, having the flexibility to select a different option such as updated browser / default system browser will help instances where organizations restrict older browsers from…