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User Access Management in the UX
Author: Lis de Geus is a Certified Master Anaplanner and Customer Success Consultant at Bedford Consulting. Setting the details of a user’s access is usually a job for the workspace admin: decide their role and selective access to lists members. However, the Users tab is not always the friendliest, especially when thinking…
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How I can enroll for Level1 training
I am interested to learn Anaplan as part of my new role. How I can enroll for self instructor training?
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Clear user access rights to selective access list using import - best practice request
Hi I manage user access to modules with selective access enabled lists from admin dashboard with processes importing data user access and roles data. It worked pretty well, but recently I noticed an issue. To apply new access rights for a particular user, I first clear all his current access and import new one. To clear…
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Import Shipping Expenses into OTH01 Module :
Import is showing Successful, but i didn't see the shipping cost updated on OTH01. I doubt may be because of Year is different in both the modules. OTH01 Shows 2019 and INV05 Shows 2020. Would like to have your suggestions, please. Thank you
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Issues with AnaplanXL background Functions
I am having issues with Anaplan XL messing with some of the standard Excel functions such as: 1. The "marching ants" around copied cells don't show up when I copy cells 2. I get a "could not copy to clipboard" message where you can't copy things out of Excel into say ppt or an email 3. When two workbooks (or even multiple…
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Is there any module-level setting that affects date display format?
I'm currently preparing for Anaplan Level 1 certification independently and came across something I'd like clarification on. In the same model (Classic view), I have two modules where a line item formatted as Date is displaying differently: One module shows dates in dd-mm-yy The other shows mm-dd-yy Both modules: Are in…
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FCR: Request to enhance the audit functionality
Backgrounds We have a question regarding Logs > Session Log. Currently, system activity logs are only available for a limited number of functions, such as Journal operations and metadata updates. As a result, some system administrators on the customer side have found the current audit capabilities insufficient and have…
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Workflow historization for auditability
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Currently it is possible to delete a completed workflow. Unfortunately this does not meet internal requirements for auditability. Who…
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"Azure blob http error" when establish connection between Cloudworks and Blob Storage
I have this error message " Azure blob http error " when i save cloudworks connection to Blob Storage. I follow this link: Connect to Azure Blob | Anapedia Can someone help to identify the root cause and how to resolve? is it related to permission or security?
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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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Level 2 Conclusion 4.3.5.5
Hello, I’m experiencing an issue in my currency conversion. The values are displaying with too many number. I’ve already tried changing the format to Decimal and adjusting the minimum significant digits, but the numbers still show a lot of decimals. Could this be related to the formula or another setting? Nevermind, i…
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Regular records in industry digitalized in the place of physical records
I am working in dairy milk packing industry. my thinking about ISO related documents and regular momonitoring reccords with digital model. Give me susuggestions.
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Import Final Demand Forecast into DATA02 Module - Would like to have your suggestions on this.
Not sure the way i handled this scenario right or wrong, would like to have your thoughts on this .. Since the Supply chain model, dem03 final demand forecast dimensioned by Accounts, Product SKU's. However, my assumption is FP&A, No way related to accounts(we didn't added any lists for account during the FP&A model…
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Feature Enhancement Request: Audit Trail for Anaplan XL
Current Behavior We understand that Anaplan XL currently does not provide an audit trail functionality. When using Anaplan XL to write back data to the data model, we encountered a situation where data that previously existed at a certain point in time was unexpectedly deleted or overwritten. At present, there is no…
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Different Aggregations for Different Dimensions
I have a REP01 module with Account 2 (R1, R2, L1, L2, E1, E2) and City(City 1, City 2, …) dimensions and an Amount line item. City rolls up to Region (Region 1, Region 2) Account 2 rolls up to Account 1 (Revenue, Labor, Expense). In REP01 module's Amount line item, I want to sum in City dimension but use a formula of…
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Visual Separation of Markets Using Automatic Bold Borders
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: Add the ability to apply bold borders for each market section to clearly differentiate data in grids. As users drill down, the number…
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Anaplan XL reporting support for Mac OS systems.
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: The current Anaplan XL add in is not available on Mac OS systems which hinders few users from leveraging its benefits. How often is…
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ANAPLANXL WRITEBACK
When I am enabling the writeback in AnaplanXL and trying to format the written cell to some colour, it is not showing me in the main sheet where I am trying to input some value and the cell colour is not changing. What could be possible reason for this?
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CUMULATE optimum use
Hi All, I'm trying to replace the use of CUMULATE to produce a running total in a module Dimensioned by 'fake time' - so I can't use PREVIOS, for example. I am trying to establish if this is a worthwhile exercise - the relevant MAPS report shows 00.00% calculation effort against the CUMULATE formula and a relatively low…
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Collect then Cumulate or Cumulate then Collect?
We are thinking of an addition to a key model in the business process. Unfortunately, we do not have access to BPI numbers for either of these Cases. Am I correct in thinking Cse B, below, is the better option. If not why not? Both cases A and B are described below. All Line Items (‘Refs) are constant across both Cases…
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Add feature to “Use Account Style Drilling” in AnaplanXL Grids
This feature to display children above the parent when drilling in is available in AnaplanXL freeform but not grids. This would be a useful feature in Grids as well. As a user, I would expect to have same/similar functionality between Grids and Freeform.
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Anaplan XL Freeform - ability to multi-select in filters
In Anaplan XL Freeform, we would like to specify multiple members on dimensions that apply to the whole report (filters, not rows or columns). This is possible in grids but not yet in freeform.
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Creation of a Dedicated Administrator Role in Anaplan (separation from WA admin)
Hi! I would like to propose the creation of a new Administrator role within Anaplan. Currently, the only way to manage users within a model (outside of the Administration tab) is by assigning the Workspace Administrator (WA) role. However, the WA role requires a Model Builder license, which is significantly more expensive…
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We want to check "Filters used in Saved Views" and "Filters used in Context Selector"
When we use "Anaplan Extensions", we can check "Filters used in Pages" now. But we cannot check "Filters used in Saved Views" and "Filters used in Context Selector". We want to have a function that allows us to check "Filters used in Saved Views" and "Filters used in Context Selector" in "Anaplan Extensions".
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Tenant does not switch automatically
When we access a model that belongs to a different Tenant that the one we are currently viewing, the Tenant does not switch automatically. Example: Tenant A: Model 1 Tenant B: Model 2 ① We view Model 1 (Tenant A) ② We try to access Model 2 (Tenant B) ⇒ Tenant does not switch automatically
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We want to be able to add the new Color Range wherever we choose
When we add a new Color Range in Conditional Formatting,
the new Color Range is added between Minimum and Maximum. We want to be able to add the new Color Range wherever we choose.
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Complete Training for Model Builders from Anaplan Academy
New, aspiring, and experienced Model Builders can now come to Anaplan Academy for all the training they need to improve their Anaplan skills. Here’s an overview of the three levels available on demand in the Learning Center or with an instructor either in-person or virtually. Level 1 Model Builder Training is meant for…
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AXL maximum cellset size increase
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: For data that has multiple dimensions, users need to be able to extend a Grid to its lowest intersections. Often the Grid cellset is…
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Ability for Board or Worksheet to listen to multiple workspace models
This gives ability for users to look at data sets coming from different workspace models on the same page. For e.g. financials from multiple subsidiaries of a company (being different workspace models) could be viewed by Corp of the parent company on one single page in an app.