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ALM- How and why anaplan saves data in module after replacing list with new subset of same list?
My module contains 5 dimensions, and I am replacing one of the list subset by another list subset of the same list, I have tested it using ALM, but I would like to understand how anaplan ensures even after changing the list subset anaplan preserves input value in that module. I have updated list subset first in test…
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A table including both Text and Number format columns
Anyone knows how to create a table including both Text and Number format columns like below? What i know is that, a line item can set to one format only, like set to Number or Text or other type. ..
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New UX import error log
Hi, Would like to ask if anyone have experienced not getting all errors made from the import in New UX error log? Below is the current scenario during the upload: 1. Loaded the csv file with different period format (Y-M) from the import definition (M-Y) and with one item that is not existing on the list. Currently, it's…
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Convert month number to month (month period)
Hi, I am looking for a way to convert a month number (f.e. 1) to month name (f.e. 'Jan 20'). How would you do this? Kind regards, Catheline
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Convert CUMULATE functions to PREVIOUS | Model Optimization Team series
Hello! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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Code formula
Hi All, Just another simple one this time. I need to capture the code of the L0 Hospital subsidiary. I tried code(item('L0 Hospital Subsidairy')) formula in a text formatted line item i keep getting an error. i need to put the L0 code on the hospital code column to match the L3 department. the hospital code column is text…
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August 2021 Release and Sneak Peek at September
August 2021 Release and Sneak Peek at September Bulk Open from Table of Contents: From the Table of Contents section of New Modelling Experience (NMX) you can quickly open the objects of a particular functional area for faster access to the information that you may need. It leads to increase in productivity. Tab…
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Add a Mapping table in Import Action
The workarounds are not appropriate for my current requirement so i need to add a landing module then map it which is very costly iin terms of workspace as the data sets are very large for this client. ask: Would like to map in bound data to a non-native version using a mapping table. workaround: we set the import to ask…
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How to Automate and Retrieve Authorization Code in Anaplan OAuth API Automation using Python
Hi, I'm facing an issue with the Anaplan API integration. Currently, the authorization code retrieved manually, but we are looking for a way to automate this process as part of our integration workflow. Thanks
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How to create a user in Anaplan to be able to access export APIs?
How to create a user in Anaplan to be able to access export APIs? I didn't find out any information about how to create a user in the documentation. is it something which needs to be done by Anaplan?
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Share your model design best practices – November 2024 Community Challenge
We’re excited to announce our second Best Practices Challenge of the year! This Challenge series is open for Community members to share their expertise and tips on a specific topic. Join us to spotlight your knowledge and explore fresh ideas from other members in Community! For our second Best Practices challenge, we’re…
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Convert date type to period
Hi All, I converted this date format into period using this formular PERIOD(DATE(VALUE(RIGHT(Reporting Period, 4)), VALUE(LEFT(Reporting Period, 2)), 1)) How can this date format be converted to period in Anaplan just like above. It doesn't work with the formula above. Please is there a workaround on converting this to…
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Workflow builder - Include or Exclude emails
Workflow Builder Enhancement It would be fantastic if you could toggle the option to include or exclude emails generated from Anaplan from the Workflow builder. I have a two step machine task process in workflow that is published to the UX. The process steps are to run an action in the workforce planning model to prepare…
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How to return boolean result to different module
Looking to return a boolean result from one module into another. Is there a specific formula or approach I need to take for this? I'd looked to just link straight to the line item in the module, however this doesn't currently seem to be working. Would it be a problem if they are using different time ranges between the…
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Give a functionality to select month range(from & To) in UX
I have a module that is calculation P1 Sales%, P2 Sales%, P3 Sales% as line items and the calculation of P3 Sales% is dependent on P1 & P2. For dimensions of this module i have two lists as selectors & History is being kept as Columns & for rows i have line items. On UX i want to provide user functionality where he/she can…
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Summary module - referencing list with properties
Looking to create a module that provides a summary of a fairly detailed data set that has multiple dimensions, with having originally built this by adding the relevant dimensions to the module and then using a formula similar to the below, just referencing more elements…
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Data Source or Target issue
Hi everyone, I am wondering if anyone else has encountered an issue with Data Source or Target not working correctly in CloudWorks. For some reason, the Data Source or Target list is diminished for all administrators/integrators in the Workspace. As you can see on the screenshot below, there's a list of few items and then…
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4.6.7
I used the mapping column 3 family code to P2 product family column headers to parent column 1 product code to code I get the error another row has already been processed with this key and invalid name 53 failed
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Data Related Training Classes
* Anaplan Connect (301) * Anaplan Data Integration Basics (303) * Creating a JAVA keystore for use with Anaplan Connect Overview This set of classes address how data is used and managed within an Anaplan model: Anaplan Connect (301) Anaplan Connect enables the Anaplan administrator to automate Anaplan imports of data and…
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Multi-select filters and their extension
If you are asked to name a few features which you use very often in Anaplan, there is a high chance that FILTERS will find its way to that list. There are so many places where they are used: saved views for imports/exports, report creation, calculations, and the list goes on. They are basically ubiquitous! Premise: Ability…
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Copy Forecast Data from FY26 to FY27
Hello Brains Trust, Question if there is a quick way to copy data from one forecast period to other including comments. example - Copy Full Forecast Data from FY26 to FY27 Cheers
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How to create multiple file ID for the same process?
My Anaplan model is connected to an outside system by API, user can accept or reject a request in a workflow in the outside system and the result is transferred to Anaplan by API, then Anaplan will refer to the result file and update the status to proved/rejected. However when multiple users run the same workflow at the…
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Add option to Plot Leading Zeros on Charts
Within the Data options of charts, Anaplan currently has an option to configure whether trailing zeros are plotted or not. This is very useful. However, there is very often also the need to control whether leading zeros are plotted or not and this option is not currently available. This idea request is therefore to add an…
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Send dynamic notification to multiple users
The dynamic notification is an excellent tool to increase collaboration between users. However, you can only send a dynamic notification to one user per action. To make the tool more powerful, you should be able to send a dynamic notification to an "user group" or to be able to bundle notifications, in order to notify all…
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Anaplan API: Could not initialise service credentials (Anaplan API: Invalid certificate-alias provid
Hi, I am testing an Anaplan Connect upgrade and am struggling to get our scripts to run. We had recently had our certificate renewed and I have refreshed the KeyStoreAlias in line with live scripts. I am getting the following error message now: "Anaplan API: Could not initialise service credentials (Anaplan API: Invalid…
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User rights - summaries
I have access rights set for a user on customer list and on product list. Because they are both under hierarchies, once I set their visibility in the lowest level list of the hierarchy, the user can't choose a total to view all the customers/products. how can I still provide them with a summary?
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Hot fix
Hi All, I couldn't get clear outlook of implementing hot fix in prod environment, when we have development in progress in dev mode. We don't need the development to go to prod only the issue needs to be fixed and later we must progress with the dev model with out loosing the development. I am unclear of how many revision…
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"Edit From" and "Edit To" in "Versions" don't prohibit users from importing values to that time peri
Description of the enhancement: The RFE would be to disallow users from importing into a timescale that they cannot edit. To reproduce: 1. Create a module with "Versions" and "Time" as dimensions. 2. In "Settings"->"Versions", change the "Edit From" to "Feb 16" on the "Actual" version. 3. Back in your module on "Actual"…
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Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
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Creation of sub-categories within Categories in New UX
There are some scenarios where there is a need of contextual grouping of pages at more detailed level. Currently, we can different categories and group the pages together as per the functional areas. There is also a need of an option where we can create sub categories within a category for grouping of some pages in a more…