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Associate Level Certification
So I am in the process of completing my Professional Model Building Certification and just got this message? My understanding is once you complete Level 3 you need to have certain amount of experience before you can take the Professional Solution Architect Certification Exam correct? If i opt in to the Associate Level…
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1.3.4.3 Update SYS07 Location Details Module
I am trying to default option used, but the region code are not reflected please help on this
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Combined Grids is now live!
Author: Calvin Magondo is the Product Manager, Enterprise Experience at Anaplan. Combined Grids and multi-module reporting We are excited to announce the much anticipated enhancement to the Anaplan User Experience (UX): Combined Grids. This powerful new feature and platform capability will address one of the most common…
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User Story 2.5 Level 3
Regarding US 2.5, I completed the steps for assign actions with filters(Country and segment). However, I’m currently stuck because I can’t find any options in the filter cell. The fields I need to filter by (Country and Segment) are appearing as list-formatted properties instead of filter options. Could you advise what…
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resetting filters
What is the cleanest way of resetting filters on in a page in Anaplan? Is there a way of defaulting the filters to show the total level? Thanks.
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Level 3 Sprint 1 user story 1.7-1.10
My Approach is - calculate Redistribution Factor based on initial Account sales target,Hold and Override Value in TAR03 Country Account Calculation Module, and then use the Factor in TAR02 Account Review module but when I am trying to Access the Factor line item for calculating Final Sales Target with respect to country in…
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New UX ALM
Do read it please. New UX ALM - Anaplan Community Misbah
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L2MB Conclusion - SYS09 Account Details
Hi. I'm having some trouble with one of the L2MB conclusion activities (Import Final Demand Forecast into DATA02 Module ). I think this might be because I have no "Location" data in my SYS09 Account Details module. Does anyone know if I should have Location data here? I've looked everywhere and can't see any reference to…
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TAR01 Detailed Sales Target module L3
Hi All my question is related to TAR01 Detailed Sales Targets — PY Country and Product Family Sales Line item I’m stuck and need some help. I came across posts suggesting to use SUM first and then LOOKUP, but I’m not fully understanding the logic behind it. I’ve attached the formula I used in the PY Country and Product…
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Anaplan XL license issue
Hello , I recently started Anaplan XL course , added XL however not able to add license How to ad license
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Consistent Role Color Mapping in Charts
Idea Description: As an Anaplan UX user, I want to assign fixed colors to roles in chart cards, so that colors remain consistent across associates and months for better visual clarity and comparison. I have Months in Line items and Associate/Role combo list in rows and based on associate/role combo list selector the card…
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Filter a table based on extra dimensions not present in the module
Anaplan page building would be greatly benefited by the ability to set a filter on a module based on a line item that has additional dimensions - those dimensions would then be added to the page selector area, and the filtered table would respond to changes in page selection. For example, if I had data dimensioned by SKU…
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New UX Filtering for Hierarchy sibling
I have A6 as the parent list and two sibling lists: A6.5 and A7. The A7 list includes an attribute that maps to A6.5. In the UX, the user will select A6.5 using a content selector, and the grid (dimensioned by A7) should display only the A7 items associated with that selected A6.5. Since the selector is a page context and…
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How to use Client ID and Client Secret for API request directly?
Hi all, The Client ID and Client Secret are available, intended for uploading and downloading files. Could anyone advise how to use these credentials DIRECTLY to make API requests? Thank you!
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Ability to rename/delete native Versions via import action
Anaplan currently provides the ability to create versions via an Import action, and update Version settings via an Import action. Ability to use an action (of any type, Import or otherwise) to do the following: - Rename Versions - Delete Versions Business Need: As we seek to continuously improve our planning process…
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Four Cornerstone or Five phases
In my recent recertification, there was a question, that asked about one of five phases, and the choices were - Data, Deployment, Model. Are these not the cornerstone and not one of the 5 phases?
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How to create a Dynamique Numbered List values ?
Hello, I would like to create a Dynamique Numbered List values and i dont' really knew if it's possibile. So, i have a normal list called version within this values (BP V1 2024, BP V2 2024, BP V1 2025, BP V2 2025) Another list (number list) called BP Year : Code Display Name (CY ? True) Display Name (CY ? False) #1 0 2025…
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Level 2 - Sprint: Activity import Data into DAT03 Historic Volumes Module
Hi guys, I've been trying to inport the 'Historic volume.csv' to the DAT03 Historic Volume Module for the past 2 hours. I already watched all the videos about importing data to module, etc. But I keep receiving this error, "invalid line item identifier", and I don't know what else I can try. Could someone give me a hint?…
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Ability to import archived model to a different workspace
We would like the ability to import a copy of a model that is archived in one workspace to another one of our workspaces. Right now, to get at an archived copy of one of our production models, we have to archive the current live model, bring back the copy, import over to another workspace, re-archive the copy, and bring…
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Image icon selector
Does anyone know how to add this icon below? Would really appreciate your help !!
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3.3.5.3 Check Your Work
Hello, My numbers seem a little off anything you can suggest ? (last screenshot)
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TEXTLIST() vs [TEXTLIST:]
Hi All, I have read and re-read @rob_marshall's (and Planual's) cautions against TEXTLIST but wanted to check if there is a performance difference between Textlist the calculation function and Textlist the aggregation function? Maybe a performance difference would come basis how the functions read the data? Planual doesn't…
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4.6.7
I used the mapping column 3 family code to P2 product family column headers to parent column 1 product code to code I get the error another row has already been processed with this key and invalid name 53 failed
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Are there any plans to support actions to rename or delete native Versions?
If anyone is aware of idea exchange ideas that are currently being evaluated by the product team, if you don't mind linking them here, would love to give them an upvote. Thanks!
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3.3.5.2B Shipping Line Items
why thiserror is poping up again and again. Kindly assist.
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Hover Over Charts
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: When presenting visualizations in Anaplan, users often try to hover over lines/bars/points in the chart with their cursor to point…
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MDX Custom Calculation Cell Reference in AnaplanXL (FluenceXL)
Can AnaplanXL (FluenceXL) reference an Excel cell's value to determine a list member needing to be referenced within a Custom Calculation? I need a Custom Calculation that dynamically calculates the difference between two versions, where one version is determined by an Excel cell's value. I cannot use fixed position…
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Level 3 - Designating Sales Reps to Accounts
What is the frequency of designating sales reps to accounts? Is it during Yearly/Quarterly Accounts Review?
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Action fails via cloudworks but works manually
I have an action in a process which is getting failed since 2 days when run via CloudWorks with below error . No issues when run manually . Same error occurs when run manually but as a warning "Import complete but with failures" This action is running since almost a year without any issue . No change has been made to…
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Introduction to Time Ranges
This course is an introduction to time ranges that provides the information you need to know to begin using time ranges in your models. It includes what time ranges are, how to set them up, and how to add them to a module or line item. It also provides guidance on when to use the model calendar and when to use time ranges.…