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Integrating AI with Anaplan to summarize table formatted data
Author: Henrikki Lehtola, Certified Solution Architect and Anaplan Consultant at twoday Finland. It's undeniable that artificial intelligence has revolutionized the way businesses operate. An example of this revolution is ChatGPT, a cutting-edge language model developed by OpenAI, that has the ability to understand…
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How to add a line item as a page selector
I have a list of brands which are owned brands and private label brands, for now they are in a single list. But now on my ux page I want to make a filter as only Owned brands and Private label brands. Like if I only want to see owned brands or only private label brands. I have created a list shown as below, I also linked…
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Mapping Issue for CC mapping to Driver List
Hi All, I'm having issue mapping Cost centre and a Driver List. Conditions on the Mapping are :- Driver List items to be mapped to all the Cost Centre Some Driver List item to be mapped to some of the Cost Centre What would be the best practice to do the mapping? How can the mapping be done. Below is the screenshot for…
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Anaplan Bulk API Exports (Line Splitting on last row of chunk)
Exporting a file that ends up having over 100 chunks. The first and last rows of the files are split across different chunks. Is there a a way to prevent this?
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Tracking import date
Hello, I'm having a little difficulty with something in Anaplan. I want to set up a system (module) where every time the end user try to import a new file in a page, we can note down the date it happened. We have different files, and I'd like to keep track of the last date data was brought in for each file separately. i…
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Cannot Lookup nor Firstnonblank, how can I solve this?
Hi All, I have been trying to come up with a solution to this problem; I need to let the "belong to fab category?" boolean be checked whenever a cost element list item belong to that particular fab category (e.g. "direct labor") Now, the user has been already giving me this information in another module: However, the list…
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Numbered list display name
Hello, i have this issue: the first picture is what im trying to achieve, the second picture is what i have now. i dont understand why the numbered list doesnt take the display name property as its display value, instead whenever im adding a new item (through a form) im having this #.... Any idea? Thanks a lot 🙂
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How to retrieve the mapping information of import action ?
Hello everyone, I have a task to check in all my import files, which columns are used (that is to say, mapped to a Linitem in Anaplan), which are not. To do so, I need have mapping information for the import actions (all at least which columns are mapped), any idea to do this? Many thanks !
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Snapshot Challenge with #list
My scenario today, Integration runs everyday and clear the below numbered list with data. Since the build has been done without the code i'm struggling to create the code with unique combination. My objective is : I want to copy the current data before the delete process will execute. and compare it against the data that…
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Configure Default Number format for an Anaplan Model
As a Model Builder, I would like to select a Number format for an entire model ("Global Default Number Format" ?). This could be very helpful for us to save time. This can work like the selection of the "Global Default Gride Style" in the Dashboard Settings.
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Page Builder Access
Hi, I’ve came across an issue where users don’t have a page builder access but still can create pages going into the App. Any idea how to restrict them from building pages and disabling the Create Page option. Thanks!
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Welcome email to no access people.
We moved a model to new workspace, so we have exported user report from previous workspace where no access people also there and added them to new workspace ( As we are not sure that revoked access will change in future). When we added them no access people also received welcome email, if they are not having access why…
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Shorthand Typing for Thousands, Millions and Billions Input
As a read/write user of an app, I want to type large numbers with as little keyboard strokes possible, so that I am sure my input is accurate (limit finger errors) and that I save time and get through my workload efficiently. I'll know this is successful when I can type k for thousands, m for millions and b for billions…
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Model design process
Can anyone help in guiding me whether my order of front-to-back model design process? 1. Document the business process 2. Determine the modules needed in the model 3. Identify the dimensions needed for each module 4. Design the user experience 5. Map the user and data workflow
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Best Possible solution - Master data changes
Hi, I would like discover best possible solution. The integration happening from SAP to Anaplan (daily basis). The issue is that whenever there is a change in the master data , it is impacting the final #s of budget / actuals / forecast which is obvious. How do you overcome this scenario? Like budget needs to be locked…
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Conditional Formatting Help
Hi All, Checking the possibility of conditional formatting for FY 24 -GAP as shown below. I don't want the BP or Fcst to be formatted. 2. Is it possible to extend the Color formatting to only certain line items label (like net revenue, GM and GM %) needs color formatting 3. Is it possible to have spacing between Forecast…
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Summary method for time
I have a reporting module that shows me gross and net revenue totals by month, with line items for each member of a hierarchy as well as the period. I can select each period to see each month's data, but I'm wondering if there's a summary method I would need to be able to see all of the months when I have the whole fiscal…
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Level 3 TAR03 Country Account Calculation- is my Factor logic and values correct? Please help
I've been stuck on this part for some time now. I have followed the instructions carefully and when I calculate the Factor line item in TAR03 I am getting negative values. I did a SUM by Country on the Target line item in TAR03. Are these negative values correct or is something wrong in my TAR02 line items? I'm also not…
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Level 3 Use a published line item on the Account Assignment UX for the comment
Hello, I am unsure how to link the comment to the account that I assigned. It seems like I need to select the account first, and then provide comment for that particular account? Not sure how we can achieve it using a published line item.
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I reorder to columns in the model but they don't display in the same order in the UX page
Hello Everybody , I hope you're well . I reorder my columns in the model but they doeson't change their order in the UX page ! Can someone please help me with this ? Thanks in advance.
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Planning in high gear: Accelerating manufacturing companies to success
Author: Daniel Dunleavy, Certified Master Anaplanner and Manager at Lionpoint Group. Manufacturing is the lifeblood of the US economy. In 2022, it generated $2.1 trillion of revenue, and would have ranked it as the world’s ninth largest economy(1). The sector also plays a major role in promoting growth around the world.…
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Finding duplicate combination/inputs in different dimension
I have module dimensioned by TRID(1-100), Business Type(Type 1, Type2, etc.) and Region(EMEA,APAC,NA,LATAM). This module is used to define rules for each business type and Region. For example: So, these are the inputs/rules for each region . In this example For EMEA we have 3 rules Rule 1. Segment = A Partner = C Rule 2.…
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Highlight More Clearly Selected Rows/Columns Syncing Between Cards
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Transfoming Numbers
Hello, I am trying to get the figures from Eur in KEur. The figures in Eur they are in a Module and if I just apply the classic formula, I will increase the size of my Module as I need them both : in Keur and in Eur (I don't want that).The figures in KEur I need to show them in the UX, so I am searching for a way to show…
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Reporting/ Hierarchies/ Modules
Afternoon, I wonder if somebody could help. Issue: We currently have our volume planning pages (& subsequent summaries) set up in the hierarchy SHOP > CUSTOMER > PRODUCT (E.g., Shop 1, showing customer A with 100 products, made up of 70 of product Y, 30 of product X) We have been requested to create a report customer first…
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using the cumulate function
Hi all, I am trying to use the CUMULATE function to cumulate actuals (number formatted line item) over a subset of periods 'SS Periods Current year' (a subset of custom list, not Anaplan time). I first thought that I could not cumulate because I was using a subset, but even replacing the subset with the full list did not…
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Missing data sources for UX Cards
When the data source gets deleted for a card in a UX page; one see's below There is no notification in Anaplan that the data source is linked to a card in a UX page. My idea: A message that shows all the cards the data source is connected to, so the model builder is aware of the full implications of deleting a data source.…
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Data Display in a UX page
Hello everyone, I have a table displayed on a UX page (a worksheet) containing multiple line items in the columns and a list of months also as a column (where each month is a child of a quarter, which is a child of a year). I need to address two challenges: Filtering Data by Months or Quarters: I aim to enable users to…
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Revenue Distribution Help
Hello all , I am trying to find the best way to distribute forecasted revenue across multiple periods based on a distribution chart (so to say). I will attach screen shots to better explain. Each month has a forecasted value: Each month's forecasted revenue will be allocated based on this chart: Period 1 would correspond…