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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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Usage of First Occurrence formula with conditionals
Hello, I'm using the ISFIRSTOCCURRENCE formula to assist in creating hierarchies so the processes don't return a bunch of errors when generating the hierarchy, but now I'm facing a little issue, I want the first occurrence formula to return true only if other columns match some condition, but I can't find the correct…
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Redefining the default selector item on NUX
Hi, as of now the selector on the NUX pages is defaulting to the first list item of that dimension. This could be a particular material, but in general it would be more beneficial to see on a total level. I know that the app will remember what was selected, but it would be beneficial for the users being able to simply hit…
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Password change
Hello All, Some of our end users are frequently asked to change their passwords. Is there a way to avoid that? Some of them say they are running out of password options :) I also need clarification about this. This is my personal experience, and I could not find any supporting documentation but I believe this is how it…
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Need Help with Exporting parent list item in different tabs
Hello Everyone, I Would like to know is there any way to get an export in such a way. Like, let's say we had a module with hierarchy list. I want the parent items in Different tabs of an export and all the child items associated with that parent should reside in respective parent item tab. For Eg, we had R1 Request ID, R2…
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How to delete "filter" drop down selections - case: driver -> filter/driver -> filter
I have three drop downs: Division (driver), Area (filter/driver), Type (filter). At first Division is supposed to be selected. Area drop down list members are defined according to Division selection. And Type drop down list members are filtered according to Area selection. Now: 1) If I change Division → Area and Type drop…
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Synchronized scrolling enhancements
Please improve the function to enable both vertical and horizontal scrolling at the same time. You can synchronize scrolling between two tables in the dashboard, but if you set either vertical or horizontal, you can only use one. When there are three tables A, B, and C, I want to set that the scrolling is synchronized…
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Directly input into the drop-down list by NEW UX
Please improve it so that the input is directly applied to the drop-down list format cell of NEW UX. If the drop-down list contains too many items, list selection is inefficient.
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Setting the Data Series of a Combination Chart Using Formula data
When displaying a combination chart on UX (for example, a combination of a stacked chart and a line chart), it is necessary to manually set whether the data series is stacked or a line. Instead of manual changes, would like a specification that allows the setting of whether it is stacked or a line to be automatically…
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Inter-Model Collaboration for Setting the Data Series of a Combination Chart
When linking multiple models to UX and displaying a combination chart on it (for example, a combination of a stacked chart and a line chart), would like a specification that allows the setting of whether it is stacked or a line, which was done with the data of one model, to be inherited when another model linked to the UX…
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Anaplan Model Back Up Automation -[Copy and Archive] process
Considering that the Copy & Archive feature under Manage Models in Anaplan can copy and archive a model without impacting storage size limits. How can I implement an automated daily backup solution for Anaplan model data, given that there is currently no in-built scheduling feature for the Copy & Archive ? My clients…
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Dynamic List
Hi All, How to understand the dynamic List? Is there any recorded session or training provided on it ? I have already gone through the number of community pages on dynamic list creation but still could not understand how to create it and what is the purpose of creating it ?
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Tell us what your teammates need from your dashboards
As an Anaplan user tasked with helping your teams better understand their data through your Anaplan UX dashboards, we want to hear more about what your end users tell you. What kinds of visualizations are they are asking you for, what do they struggle with in accessing and understanding your data, and how you resolve those…
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User Filter on Context Selector
Hi I have a page with a context selector on Region. I also have a module dimensioned by user and Region with a boolean for "Access". I want to apply this to filter the context selector to only show the regions I give access to for a particular user. I applied the filter to the context selector but when it shows as "Region:…
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2.4.7.1 conditional formatting add new rule option is not avaliable
Hello Can i know why I cant able to apply conditional formatting? why there is no new rule icon available when i select conditional formatting icon ? I have selected even a line item row or column and selected conditional formarting icon but still i there is no New rule option avaliable
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Mission NOT impossible: Org hierarchy redesign for production deployed models
Author: Tiffany Rice, Certified Master Anaplanner and Tech Lead at Prudential. In a dynamic and ever changing business environment, it is inevitable that business requirements for forecasting and planning shift over time. Particularly in times of economic volatility we see companies leaning into transformation projects to…
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Allow User Dimension Subsets to work with Dynamic Cell Access
The addition of being able to subset and add a top level to the system User dimension was a fantastic addition! That said, it would be great if the ability to use those User subsets to manage Dynamic Cell Access in modules & line items would be a great addition.
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Chart Data Labels - Show only one, and make font bigger
Hello - Is there a way to show only one of the data labels in a combo chart in the New UX? a lot of data labels are overlapping each other and it looks like a mess. I tried manually updating the scale, but then the scale doesn't look right when I make different selections. Being able to only have one data label would be…
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Vertical stacked chart in New UX
I dont see an option to create vertical stacked chart. We have it in horizontal setup. We have the same chart setup in old UX. It would be great to have this in NUX.
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Current Date Update
Is there any other way that we can update the current date with out using cloud works, Anaplan connect, or any middle ware ETL tools. Through the anaplan system i need to update it not manually and not by uploading the excel file
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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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How to hide Module's List elements in Board/Worksheet?
Dear Anaplanners, Is there a way to hide list elements in UX? I was able to do this previously by double-clicking on the column border, but it's no longer working. Thank you in advance 😊
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Months as Line Items
Background I need to design a UX view for our finance team that shows the entire year Jan-Dec, with past months showing actuals and future months showing forecast. I already have sales actuals and sales forecasts sitting in modules that I can reference, but to get the other pieces required I need to bring in and store the…
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Custom Date Format while exporting
Anaplanners Currently I have a grid at a day wise granularity. While exporting the grid the day is shown as follows: 1) As row header [here time is pivoted at a rows] - format comes as '1-Apr-2024' 2) When i bring it as a line item [with formula- ITEM(Time)] format comes as '4/1/2024' I would like to get a custom format of…
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Model is Busy (Running exports while people are trying to use the model)
Hello, wondering if it's possible to somehow use a model when someone else is running a heavy export action. We currently have exports scheduled at night but sometimes we need to run them during the day. However, when this happens anyone using that said model is locked out basically because the model is busy. The exports…
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Anaplan error - Error parsing key for this row; invalid data: , , ,
Hi All, When I am importing a file to a list I am getting an error as "Error parsing key for this row; invalid data: , , ," even though there is data in all the columns. Its a transaction data set that I am trying to import into a list with list properties using a combination of columns as unique identifiers. It shows…
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How do I add multiple filter selection to my UX page
Hello, I want to add a multiple filter selection to my existing module/UX page, currently i can only see forecast for 1 brand at a time, i want to have a multiple selection so i could see multiple brands forecast at the same time. How do I do that?
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UX: Visibility for Model Builders/Page Builders on what actions/processes cause Model to be Busy
I am aware that Anaplan Product UX team has taken a decision, based on very strong insistence from a number of customers, not to display the names of users who have triggered some action (data entry, import/export, process, etc) in such way that all other users see "Model is busy due to <name> <name> triggering action X".…
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i need full courese