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Creating list members
What is the best practice for users list member creation. Say…. 200 users say they need to create 15 list members…. Is it best for…. Have them fillout 1 form per member. Add 1 member in dashboard at a time with "Create List Member" action. Do upload template where users can import 15 at once.
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Ranking of Formula Performance
Is there any 1 place that does all the rankings of formulas in terms of performance? The formulas I am trying to rank are…. Moving sum, YTD sum, cummulate, and timesum. In ranking fastest to slowest, I would guess…. YTD Sum, Moving Sum, timesum, cummulate.
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How can I get the "Model Builder" Certificate file after succeding all the steps?
Hello, I don't know where to find my final Certificate of "Certified Model Builder" file. I already got my Level 1 & 2 Certification and I passed The Anaplan Way. (+ Foundation 101) Thanks
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Multiple models & Comparison in a single Page
Hi there, Just wondering if we are able to link 2 or more models in a single page? If multiple models can be linked in one page, can we compare the data from different models and have the comparison in the page? Thanks! Kelly
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Creating General list from A module's line item
I have a module called Project. It has line item called "Project name". Project name line item contains only those projects which are approved (used formula to get these) My question is can we create an general list from the Project name line item, as i have to use this list as format to one of my screen. One possible…
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Switch from Context Selector to Boolean - Scope of view
I'm trying to optimize a module for space. At current the module alone occupies 33 GB of space. The module is a cross dimension of 4 lists as seen in the picture above. with time month granularity. The idea is to reduce the dimension count to 3 by removing one list. The 9LE List shown in the applies to above. It has two…
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Process to refer to Module for Mapping or Bulk Process to allow user to select Source/Target
I would like the end user to be able to copy one scenario inputs into another scenario. It would be nice to be able to under manual have the ability to select a module as the mapping so long as the wording is correct. Or under the Bulk Process that you can leave it for the end user to select Source and Target. The way to…
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'Home' button to link back to landing page/app page index
Whilst somewhat hidden in classic UX, it would be useful to have a 'home' page link clearly visible for users to jump back to either, Their role-assigned landing page (if assigned), or The app index with all the pages listed With the landing pages now available, it seems a bit clunky to have to click into multiple tabs to…
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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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Import Scripts run successfully but target module did not update as expected
Hi, We're able to set up a scheduled import actions using Java scripts with certificate authentication and it appears to run successfully according to the import history, but the target module in ANAPLAN is not being updated as expected. It seems like it is still importing the old csv file instead of the new one. Also, we…
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How to traverse hierarchies: The power of loops
Introduction Whenever you use a hierarchy, there will often be times when you are required to seek specific information which will necessitate some way to traverse the nodes and map out their connections. What you seek may be a list entity, a specific value, or a unique identifier, and this can become complicated if the…
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Sample Dashboard Screenshots for Investment and Cost Management
Hi there, I am looking for sample screenshots of Dashboard reporting for ICT Investment and Cost Management. Appreciate if you can point the links and resources. Thanks!
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L2 Conclusion | Create Shipping Export Module and Create a Saved View
Hello everyone, I'm stuck at this point. I entered all the formulas for the line items in the module but as you can see the shipping costs line item is zero value. Also in INV01 Module the shipping costs are zero and I can't understand why. Anyone who can help? Thank you very much.
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End User unable to run action to update a subset
Hi All Have a super-user who is Full Access as model role but not a Workspace Admin and so therefore should be able to run updates to list subsets. Is there something in the depths of Anapedia that says that this isn't possible? I'm almost sure that we're doing this elsewhere in other models. Thanks Andrew
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Sum based on Boolean
Hello, Hopefully a simple one. Our P&L has 50 cost centres, each of which have staff costs assigned. In a separate module I want to bring in the staff costs from 15 of these - is there a simple way to do this, for instance by having a separate module with the cost centres included and a boolean line item to determine which…
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Use of PREVIOUS function
I'm sure I've used the "PREVIOUS" function before without any problems but on trying to use recently it doesn't now seem to be returning the values I would expect As you can see the formula Previous(Volume) is specified, which I would have expected it to return the FY23 volume value of 218,116; however, this doesn't seem…
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OEG Best Practice: The MOBILE way: Best practices for building in the UX for mobile devices
To achieve the ultimate Connected Planning experience, Anaplan users can use the mobile app to stay on top of their data from anywhere. With Anaplan at your fingertips, creating pages with mobile in mind has never been more important. To design and build pages that look and work great on mobile, use the MOBILE method to…
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Custom waterfall methodology
Author: Anya Skvortsova is a Certified Master Anaplanner and CoE Lead at Asana. Purpose: There is more than one way to tackle the waterfall calculations. I’d like to share one custom variety that proved to be especially handy for use cases of new asset depreciation and revenue recognition. Customers seems to like the…
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Set up custom time scale
Hi My current model is using a fiscal calendar e.g. FY23: 1 Jul 2022 – 30 Jun 2023. However, I have a specific use case, where I need to build a module that uses a calendar year e.g. FY23: 1 Jan 2022 – 31 Dec 2022. Is there a way to resolve this use case? Based on current research, I would need to create a fake time…
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【2024年4月】プラットフォームアップデート
プランニング＆モデリング • 新モジュールビューによるモジュールの並び替え
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Allow Page Builders to Restrict Access to Pages
We have the ability to allow any user to be a page/report builder, but they can't restrict access to the pages they're building. We'd like to enable super users to be report builder, but they won't be model builders. Currently, a user must be a WSA in order to restrict access to WIP pages they're building. We also do not…
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Simultaneous changes to Dashboard
Only a page builder per time can work in deck and dashboards (app). There is no real time synchronization as once an user publishes the changes, the other user changes are lost. Is there a plan for this on the roadmap?
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export Anaplan data decimals precision to PowerBI
Hi Anaplan Community, I am trying to export data from Anaplan into Power BI using the Anaplan Connector. I manage to get my values into PBI, however, I miss the decimals precision which I see in Anaplan. Example: in Anaplan my number format is set to show 3 decimal places, so 594.450 (US notation), five hundred ninety four…
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Set one column of source data as "Not Applicable" for this import
Dear Anaplan Community I am looking for a way to "ignore" one column of data from the source file as irrelevant when uploading its data into module. Source file contains columns as below. Column D is actually the code of Column C inside Anaplan model. And Column D is there because client wants visibility into expense type…
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How to use OAuth authentication in Anaplan Informatica Connector?
Hi All, I am trying to test OAuth Authentication in IICS Anaplan Connector. Is there any documentation specific to the Anaplan Connector having steps for setting up the authentication available? I noticed we have documentations with steps for Anaplan Connect and API , but was not able to find any that involves Anaplan IICS…
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3.3.5.3 Check Your Work | All products
Hi everyone, I have completed all the activities up to this point, but when I check my work against the correct results, the "Safety Stock Exception Count" is incorrect for "All Products". Can anyone help me? Thank you!
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Import action between models not pulling through data
Hi All, I am currently having an issue with one of my import actions. I am pushing data from a saved view in one model, into a staging module in another model. I've checked the filters, mapping, and more and they all seem to be correct. However, when I run the action I am met with this prompt It shows that the import is…
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Replace a nested If that has many if's
So i have a nested if statement that checks the status of a shipment. "cancelled" or "storage" first using boolean, the progresses through a series of dates to see which have been added, finally defaulting to "At Origin" if it has not left yet. Multiple IF's are not ideal, but I can't see how I get round this one. Even if…
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Regarding anaplan workspace
Hi everyone, I recently applied for the Anaplan Talent Builder Program by May 13 and received an update. My application is being processed and may take up to 5 business days for approval. I’ve completed the prerequisites and am eager to start with the Anaplan workspace to work on the Level 1 and 2 certifications. Has…