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Add Insights Panel to Report pages
As Page Builder, I'd like to have an option to add, or turn on/off, Insights Panel to Report type of Pages. Customers really like the idea of Insights Panel that they can find on Worksheets, which allows us to place there: * links to other, important pages, * fields, which are editable, and allow for advanced filtering and…
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Copy Branch in New UX
Currently, one very useful action that is still only accessible in the classic UX is "Copy Branch". I can not be the only one who wishes this incredibly useful action could be run by a user in the NUX. Please add it!
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can we have a multi select filter as a page selector in Anaplan?
similar to what we have in excel filtering…can we use page selectors to select multiple boolean formatted line items. Snapshot attached
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How to update existing records(s) and insert as new records if not exists like UPSERT
Hi, How to update existing records(s) and insert as new records if not exists like UPSERT through Anaplan Connect script for MS SQL Server? Thanks & regards, Anil
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Anaplan File Upload Automation - iPaaS Reviews
We are automating data uploads from our Snowflake tenant to Anaplan. Our current iPaaS solution fails constantly on the upload process and doesn't provide much feedback. Can anyone provide their experiences with other iPaaS platforms and their Anaplan connectors? We don't have developers in-house so we have steered a way…
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How to INSERT or UPDATE a record in MS SQL with AnaplanConnect export action (jdbc properties)
Hi ALL, We have a requirement to export Anaplan data into a Microsoft SQL Server database. We have requirement that, need to insert in a table if new records or replace with existing records. As per Anaplan Connect latest user guide shows it’s achievable with REPLACE or INSERT IGNORE SQL commands. But I’m facing following…
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Assign action in NUX – the ability to review already assigned elements only
Context menu of Assign action in Classic UX allows users to see all the list elements already assigned to the selected parent element in one place - the right panel (Screenshot 1). This view is very convenient for many users. At the same time, in the Assign action menu in NUX already assigned elements are displayed…
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UX idea: Configure pages associated with archived models
Currently, if a page is linked to an archived model I cannot identify which model it is. As a model builder, I want to be able to see which model is linked to a page to be able to remap it. There is no way to remap it without knowing which model is there. The "options" button (…) is unavailable for pages linked to the…
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Current Date and Time Stamp in Anaplan
Hi everyone, is it possible in Anaplan to retrieve the current Date-Time information, with Timezones? So that we can create custom process logs that also shows TIME Stamps, without having to go through an API integration? This would be a very useful feature that will: Avoid us to schedule daily processes via Anaplan…
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Ability to Comment Code
The ability to put comment blocks and indents within your formulas, so as to allow model builders to better document and format their code within the models for readability and understanding purposes. This will help align Anaplan's language back to the basic features all other development languages used in an enterprise…
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NewUX App duplication with page links
Hi! I've created an App in the NewUX base on a Dev model and now I'm duplicating this App and mapping it to the Test model for the user testing. The duplication and re mapping was performed without any issues but the links to other pages that I had in the App are still linked to the pages on the App created based on Dev.…
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Model Building and Correct Role
I just started at a new company that uses Anaplan. My boss would like me to learn to build models and dashboards in Anaplan. I understand that I might need to have a workspace administrator role in order to build models. Is that correct? What would you advise is the best course of action for someone learning Anaplan who…
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Excel Add-In "Send & Receive" detects no changes
I am very new to Anaplan I have become proficient at extracting data, but this is my first attempt to update our forecast. But I can't even get past the first step. I change the data, but when I hit "Send & Refresh" it detects no changes
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Anaplan Pre Sale Certificate training
Who can sharing me, how to get officially training certificate for Pre Sale of Anaplan training? I 'm represent of your Partner.
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The Key to Aligning Missions at Academic Medical Centers
Disjointed manual spreadsheets are common pain points expressed by our higher ed clients. You may be able to consolidate all academic departments using the same templates on separate tabs, but what if you have a completely separate operating unit with an entirely different model? Or perhaps you have a legacy system in…
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3 5 5 activity create distribution center summary ux page
Hi y'all, I need help creating the Product SKU by Distribution Center grid for this activity. I can't can't figure out what module to use or how to pivot it to get these results. Any help would be greatly appreciated.
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NUX Filter Levels
In classic I could have L1 displayed of a three level hierarchy and still give the end user the ability to reselect L2 or L3. However, in the NUX when I filter the grid down to L1 then I lose the ability for the end user to select L2 or L3. Is this achievable in the NUX?
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Importing module
Hey community, hope you can help me with these one. In my Data Hub model I have a module to fed the others which includes different columns such as CCs, Accounts, Entities, etc. For the CCs specifically I create a mapping module which map some CCs to their parent level (these to avoid creating too many cost centers on the…
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Cumulate a moving target
Hey Anaplanners! Hopefully a fun one and not just my own short-circuiting. I'm working through a capacity allocation rankcumulate, where my list items(SKUs) have a target for a month, and multiple sites that can produce units towards that target. My issue is that the cumulation is correctly grouping by SKU group (family)…
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Import Data - Ignored issue
Hi there, I'm trying to import data from a source. It looks good and says 'Success! The import is complete.' However, it ignored all the data I had. Please see the attaches. Maybe it's easy to handle but I couldn't catch it. Does anyone guide me? Please see the attaches. Thanks, Mark
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Current Date and Time
It would be great to have a function to get current date and time. Timezone settings could be common for all users and maintained in the settings section
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3.3.5.5 Update Inventory Ordering to Allow Override of Shipping Method
Hi All, I need some help here regarding the Final Shipping Time in Weeks and Final Shipping Method Graphics attached. When I run this using the default position of Road and a 2 week delivery time it works fin, irrespective of the week I place the order. However, when I choose to Override Shipping Method, pick, say, Air…
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Add a list item from a module
Hi all, I am struggling a bit to find a way to add a new list item from a module. So, I have this module in which I let the user insert the product, the product code and finally the customer group; the final result are three new list items I need to add to the relative list, that is ps01 product (which is a numbered list…
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Line Item Subset Filter not working in New UX?
Hi All: I am attempting to filter in the NewUX by way of a line item subset. Goal is to hide line items based upon the selection of the user. In the traditional UX I can apply the filter without issue. When I go to apply the filter to my grid in the worksheet (NewUX), it does not allow me to select the line item I wish to…
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Conditional formatting not showing on UX page
I have created a saved view as below with Conditional Formatting, but when using this saved view in the UX, the conditional formatting is not appearing on the Demand Forecast (2nd card at the 2nd screenshot below) I cannot see why? Anyone have any ideas or suggestions as to what I have done wrong?
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Allow Time Ranges to move dynamically in relation to the Model Calendar
Currently when creating a time range you select the start of the range and then the number of periods. When you come to roll over the model to a new year those Time Ranges need to be reviewed to see whether they also need to be rolled forward. What I would like is the ability to decide whether the start of a time range is…
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Percentage of Parent and Parents Parent
Hi all, I am trying to find a way to calculate the Sales % of a items parent, and also of the Parent of the items parent. Below is an example of what I am trying to achieve,
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Planning Gross Margin % and other Ratio metrics at levels above the bottom level
Pretty much everyone would agree that Gross Margin % (GM%) is a REALLY important metric when planning your business. It’s a key performance indicator for healthy past performance, and a key driver for future investment decisions and performance management. Employees are frequently bonused on revenue and margin goals – so…
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Notification or Report for Anaplan users whose passwords are about to expire
This idea is about the generation of a Notification or Report for Anaplan users whose passwords are about to expire. That also can be applied to cases in which the Data Integration Apps connected to the Anaplan Platform are using Anaplan usernames and passwords instead of digital certificate files.
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Seeking Advice: Establishing a unified organizational structure & managing restatements
Hello, I work at a company's headquarters, where we use Anaplan for reporting purposes. Some of these Anaplan models have been developed in-house, while others have been created by external consultants. This has resulted in a situation where we have multiple lists containing more or less identical organizational…