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Dynamic Cell Access by Role
I am looking for suggestions / alternative approaches for managing DCA by the user's assigned Role. Ideally, there would be an easy way to maintain this going forward. 1) I have heard a rumor that there is a trick wherein you somehow create a filtering module, then use the normal Roles>>Modules access assignments. Access…
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Is there a way to change the purple text color for inputs to be blue?
In the new UX, the text in input cells is purple. Is there a way to change this default to be blue?
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Counting a Project name
I am counting the project item(List: Project name) based and generating a unique number by adding +1 to count . everything is working fine until a situation comes where i have to delete some existing projects. When i delete the project → my count reduces and the way i am creating a unique number which is by +1 to my count…
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Adding a parent hierarchy to the existing lists
I have a hierarchy of brands which was set up a year ago. Now I want to add a parent to L1 (i.e. L0.5) as a parent of all, which should separate all brands into Private Label and Owned. Because now when I build pages and I want to see only the owned brands altogether I can't do that as in the module the brands are listed…
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Hi,After 90 days of trial period can't we access our model in Anaplan.com. Is there any way.
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Copy paste formula from excel into Anaplan blueprint
Hi Anaplan community, I wanted to make a quick fix to existing formula in my Anaplan blueprint view, so I exported my blueprint view to Excel, used the find&replace functionality in excel to update all my formula at once, and then I wanted to paste back my formula in Anaplan blueprint view, but it gives me this error…
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Level 3 Line Items Not Populating
Could anyone explain why the Product Family and Account line items are not populating in my TAR01.1 module? I've got these formulas linking to a SYS module that I created. These two modules have the same dimensions.
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Level 1 and 2 training
Hi All, I am new to Anaplan and have FP&A experience and i want to learn about model builder in anaplan. But i do not have Anaplan workspace access to practise the lessons. Yesterday Anaplan resumed their Talent builder program but to enroll in that program , you need to complete L 1, 2 and Anaplan way training. Need…
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Cloudworks Reporting
Would like to see Cloudworks report detailing active integrations and their schedules
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Find last month of the Quarter
Create a Boolean formatted line item in SYS Time module at month level. In the formula bar write the " PARENT(ITEM(Time)) <> NEXT(PARENT(ITEM(Time)))" That's it😉
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Import Issues
Hi All, I'm currently facing two issues related to import. I have one module (split in three tables in UX) in which the user imports data. Here's the module: The import action works perfectly well for me but not for them. Apparently, the system is considering the comas as decimal separator while they consider it as…
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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…
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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…
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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
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'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…
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How to get access of Anaplan for learning purpose?
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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!
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Can anyone give me access to anaplan? As trial is on hold and i need it for practice purpose
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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
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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.
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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,…
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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…
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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,…
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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
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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…
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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?
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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…
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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…
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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…
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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…