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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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How can we use OAuth integration with Cloudworks and BQ
We are evaluating Cloudworks to integrate Anaplan with Google BQ. Our security team advised that they prefer OAuth-based integration. I could not find documents on how Cloudworks can use OAuth. Can Cloudworks use OAuth ? If yes, where can I get material to understand how to use Oauth with Google and Anaplan using Cloudwoks
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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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Build a heatmap
Hello Anaplanners, I am trying to create a heatmap in UX. Conditional formats should be applied across this table with Red for low numbers and green for highest. Has anyone built something like this before? Any tips on how to get there? Note: My big roadblock is that each row is a separate line item. But, I could lobby to…
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finished
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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…
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NUX Filter
Hi Anaplan Folks, I have one question regarding NUX.. I have 2 Dimensioned Module (Employee and Time) Where employee in rows and time in column in NUX.. There is another module with same dimension which is used for creating filter Now I have to filter employee wrt time based on Boolean line item When I am trying to add…
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Search Icon missing in the beta version of new module inventory
Hello Everyone, I see that in the beta version of new module inventory, there are two issues: 1) The Search icon is missing, which is there in the earlier version. 2) When we use the find option (Ctrl +F), it only searches the module names present in the current screen and not from the entire list of modules. Attached the…
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How to Achieve in pre-built Anaplan Eco-System , Hierarchy into to flat list & Replacement
Hi All, Currently the Anaplan eco-systems has multiple workspaces and multiple models[8 workspaces ~55 GB], now there is a proposed hierarchy change(as some models are quite complex and have Dependency on that flat list to create further Folded Lists for Reporting) 1. The List to be eliminated is a Flat List 2.Against that…
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Aggregation Functions Other Than SUM
There are several types of functions in Anaplan: aggregation, numeric, financial, time and date, logical, text, call center planning, and miscellaneous functions. As a model contributor, you are probably already aware of the SUM function in Anaplan, which is an aggregation function, but how many other aggregation functions…
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Home Page Layout Suggestion
As we guide users through the Home Page Layout, I would like to suggest the below order as I believe would help with easy access to Apps. Current Layout is very confusing to users new to Anaplan. Display Order on Home Page: Display Order on Favorites Panel: Rationale 1. Apps 1. Apps Most used by end /business users, and…
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Edit Export Action
User should be able to edit Export Action just like Import Action in case of addition, deletion of line items to the saved addition/removal of filter to the saved view which is being used in Export Action.
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Referenced by feature for DCA Driver Line items
When you choose a line item as read or write access driver, there's no way to know that the line item is actually being used besides knowing/searching for it as an active driver in line item information. Can we have a 'referenced by' feature for when a line item is an active driver?
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Including Text within a Number Formatted Line Item?
Our client requests to see "no MTA" when MTA= 0 and Warehouse <> 0. However, instead of 'no MTA', I'm getting 'NaN'. Is it possible to include text within a number formatted line item? Formula - Final MTA = IF MTA = 0 AND Warehouse <> 0 THEN VALUE("No MTA") ELSE MTA
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Report Page : link to a slide
Hello ! In the new report page, It could be very interesting if we could choose between "link to a page" as existing or "link to a slide" of the same document. For exemple, we could create a summary slide, with direct link by title
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【2024年3月】プラットフォームアップデート
New UXの機能アップデート ・チャートのドリルダウン機能 ・モデルの切り替え機能の改善 ・エンドユーザーによるShow/Hide機能のエンハンスメント マネジメントレポート ・カスケードスライド機能の追加 ・スライドの非表示機能の追加 プランニング&モデリング ・クラシックモデルエクスペリエンスへの切り戻し機能の廃止 ・ベータ版新モデルビューのリリース ・フォーミュラ編集時のAnapediaのポップアップ
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oAuth rediredt url port for desktop apps
Hello, Anaplan does not allow to set port for redirect URL, which makes oAuth unusable on desktop apps. (http://localhost:554422/ is "invalid" url for anaplan) The idea is to enable setting port in UI, now it throws an error or even better would be to be dynamic: Anaplan should accept port in redirect uri in OAuth…
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Users Specific Data and Users List Deletion Retrieval Process
Problem: I have a user specific dashboard that contains the planning numbers for each user and the corresponding User ID(Users List applied) with it and each user has multiple lines corresponding to them but somehow mistakenly I deleted all the users from the Users Tab in Production Environment. Now the line item which was…
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How can I get the "Model Builder" Certificate file after succeding all the steps?
Hello all, I just completed the Anaplan Way course training (which means I've completed Level 1, Level 2 (Sprint 1, 2, 3, and Conclusion)) However, i cannot find the Model Builder certification. Thank you in advance.
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Update Codes in a numbered list
Hi there, the model has been in use for a very long time. However, it is full of dummy codes instead of the correct ones. Certainly, there is a lot of data associated with these elements. So I can't export change, delete the old elements and import the new ones. Is it possible to mass update the codes in a numbered lists…
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Sort User List / Group Users by Model Role
Would be great to have the option to sort the User List in Anaplan. We have multiple models in the same workspace, and therefore, each model has a long list of users who aren't relevant - they are assigned the "No Access" role designation. Would be great to be able to visually manage this in Anaplan, rather than have to…
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Ability to enter hyperlinks in the Anaplan new UX field card
It would be a great addition to the new UX if you could enter text set up as a hyperlink into the field card. Currently, you need to set the card as a grid to do it, which is not user friendly at all.