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Harnessing LLMs for enhanced Anaplan planning
Author: Joe van Bolderen is a Certified Master Anaplanner and founder of Van Bolderen Consulting Group. Introduction AI is changing the business landscape. The integration of external AI systems, particularly Generative Pre-trained Transformer (GPT) models, into Anaplan's ecosystem marks a significant shift for the…
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How to sum on a line item not a list
I would like to sum a line item based upon another line item that is not a list. So for example, I have the following: In this case, bananas is able to be listed twice because it is under different parents/countries. So I want to see the total for all bananas by summing based on the unique ref (which is not a list)
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Ability to set Model default settings for Number line items
It would be useful to be able to specify a default format for number line items within a model. For example, within my model, I may want all numbers to be formatted to 2dp, comma thousand separated and with brackets to indicate negatives. Currently, I have to remember to apply this setting to every Number line item within…
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Display source model in page bar even if user only has access to a single model
As an end user i need to be able to see the source model for any page displayed on the page bar, even when a page is only linked to a single model or when i only have access to one of the linked models. This is in order to know which model will contain the source data published on the page. It is also needed in order to…
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Consistent Conditional Formatting Between Model Views and NUX Design
A view pre-built in the model with Conditional Formatting which is then published will not have the same look/feel compared to a card built manually in the NUX. As far as I am aware you are unable to edit the conditional formatting in a pre-built view in the NUX. I'd like the ability to have the same controls over a views'…
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Ability to Search Deleted Pages
We now have the ability to restore deleted pages within an App which is a very useful feature. It would be very useful to have a search ability within the list of deleted apps for those cases where the number of deleted pages in the last 60 days is quite large and finding the page you wish to restore becomes difficult.
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Level 2 Sprint 3 Exam
I have tried to take this exam. There are two formula questions where I provide answers that work based on the information provided. However, the system will not accept these formulas as valid answers. (Questions 3 and 9) How do I either have these formulas accepted as value or understand why they are rejected.
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Folder Structure for Apps with Security
Currently we create an app for each area so it acts like a folder given here is only one level of Category within an App. We add a number in front so that the Apps go in the order we want. It also means that people can navigate via the menu which makes sense. Screen Shot We have only got Revenue in and running out of…
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Multiple Roles to a single User
Hi, of what I know, it's not yet possible in Anaplan to set multiple Roles to a single User within a model. This would be a very useful enhancement, since it's very often asked from customers. User A —> Role 1 User B —> Role 2 User C —> Role 1 and Role 2 In this moment the workaround is to create a different Role for User…
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1.7.3.1 Import into P3 SKU list
Hi, I am lost for this part. Where do I find the Build SKU?
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New UX - Share My pages with other users
Being a Business User, I would like to be able to share My Pages with colleagues. Currently, I can only share App page via a link. However, if I prepare some modifications on My Page copy, I want to be able to share it.
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Add items using action button in new UC for the selected hierarchy
Hello Team, I am facing an issue where i am working on list with hierarchy Plant>> Building>> Process>> Scenarios. I have imported the table in UX and using context selector i am on the view specific for process (lets say A). This table have Process A and 3 scenarios below it. Using Add button, i want to add 4th Scenario…
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Conditional navigation - April 30 Platform Release
Hi, I am struggling to understand in the Aprili 30 Platform release how Annika built her page with the contents to the side where she clicked on a contents item and the picture changed. I undertand how the conditional navigation works but not the initial setup with the table of contents. Could anyone help out how she did…
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How can I make a YTD average?
Hello, I am looking to get a YTD calc but I cannot use the YEARTODATE function because I need an average, not a SUM. And previous years should calculate according to their months (i.e. I would see a full 12 month avg for 2023, 5 month average for 2024). My initial thought is to use TIMESUM but am having trouble setting it…
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Running week of sales anaplan
Hi Team, I am trying to get Running week of sales in Anaplan. Below is the scenario. I have 1500 quantity in current week .. i have a forecast of 500, 500, 1000 for next 3 weeks. want to see value of 2.5wks in running week of sales i.e.based on forecasted numbers . Can any one help on it
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Level 2 Currency Conversion REP04 Local Currency
I have created model for currency conversion, all went well but at last after I add the formulas its not showing any data. Not sure where I am going wrong.
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Experimenting with automated documenting
Author: Taichi Amaya, Certified Master Anaplanner, and Financial Planning and Analysis Specialist at Pasona Group, Inc. When I first started model building, I looked at the model map and was impressed by how easy it was to understand the logic of the model. Even now that we are dealing with larger models, we can look at…
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Graph time selection?
Hello, I have a table and a graph based on a table. The selection that I have in Years, Quarters and Month. The Table should move on every selection of Year, Quarter or Month but the Graph I just want to stay only on the year selection. So my graph should show all the month of the year regardless of the selection of the…
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Ability to format the source model drop down on the page bar.
As a page builder I want to be able to format the model dropdown on the page bar assigning different background colors to the source models, this is in order to highlight to the end users which source model the page is currently linked to. This is needed so that the end user is not by mistake using a Productive model for…
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Did you know? Line item references across dimensions
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Hello Anaplan Community! I'm excited to bring you the first video in Community's 'Did You Know?' series! This new series will dive into aspects of Anaplan that are often misunderstood or users have requested more…
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Dimensions & Lookup
Anaplanners, Been struggling on this particular piece: We have a module where we have a Country Dimension and Serial Number list, as each country has a fixed number of 10 agents and some attributes (line items). Refer Snip: Agent Name & Agent Role are list formatted Line Items. "Country" and "No." are lists. Requirement:…
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Any Way to Switch a Cloudworks Integration from AUTO_DEACTIVATE
Is there any way to force a cloudworks integration to toggle back to ACTIVE from AUTO_DEACTIVATED? Context: We built a number of integrations and scheduled them to run on the weekend. If an integration is scheduled to run during the regular maintenance windows, eventually the integration in cloudworks will flip to…
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Level 1 Model Building Exam - Activity 6
resolved
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Default selection in a dropdown
Hi, We currently have a line item (called driver), which is formatted as one of our lists. When a user goes into a UX, they currently have 15 options to choose from, however we want a specific one to come up as default. Is there a way of doing this? Thanks, Josh
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Selective Access
Hello all, I'm encountering an issue where selective access filters don't seem to be applied to a list (numbered) when it's being used as a column (select list) in my Anaplan model. The selective access filter is configured correctly on the parent object, but it doesn't seem to be filtering the values in the column list…
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Anaplan List Summaries
Hi, Our model currently has the heirarchy sites > region > are, which is fed through our modules. One of our modules (visible through our UX's) give us price by site, where we can filter by region, but this narrows down the data of sites to the region selected. We want to be able to select 'Region = NORTH', and the number…
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API Authentication error bc of need to reset password
Hello, The IT team of a client has built a integration with the data base to Anaplan using the API. They have a problem of Authentication when Anaplan ask to reset the password, giving a 401 unauthorized, so they have to go to the Anaplan page and reset the password and make the changes on the integration. Is there any…
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Display Year Sum Value and All Year Period while in filter mode
Hi all. good day. may i know if it is possible to display only the sum year value and all year period value while in filter mode.
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Alternate Solution for RANKCUMULATE Function
Hi All, I have a solution using the Rankcumulate function but I want so avoid using it due to the performance issues. So I would like to know if there can be an alternante solution using other function Logic : First I'm ranking the Sales data Weighted distribution is calculated for ex: 95/3220 = 3% Cumulate distribution is…
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How to create in a module a quarter option?
Hello, I have a forecast module, with monthly TimeScale and I want to create, in this module, an option for a quarterly view. So basicly, if the client wants to see the data quarterly, he should be able. I also have a MOD02 Quarter Time Settings and also a filter module for the quarter part. At this moment, my data is…