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Formula Summary for reporting
Have to run a variance reporting for 3 Line items. In the source, the line items have dimensions and Time(Quarter). The variance Reporting module is run by the same dimensions, the source line items act as a dimension(by line-item subset) and looksup the Year selection by the user. The challenge is that one line item has…
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OEG Best Practice: Using Anaplan Connect with OAuth
How to Use Anaplan Connect with OAuth Authorization Anaplan Connect is a powerful command line interface that allows you to automate your Anaplan environment, enabling seamless data integration and synchronization between Anaplan and other systems. While Anaplan Connect offers various authentication methods, including…
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Anaplan Connect API not found
Hello, I'm trying to use Anaplan Connect. Everything seems to be OK (Java, authent, proxy). But I have an "API not found" error. It's a simple script listing all processes (It works with Postman) @echo off setlocal enabledelayedexpansion AC_PATH=C:\Users\UBQLZC\Desktop\anaplan_connect_4.2.1\ set…
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I NEED HELP ASAP
Hello, I need your help please!! I wanna import this file CSV in a list on Anaplan without edit the file. should i import the file in a module and create a code for each line then import the view in the list ? and how to do it ? thank you RGDS
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Is it possible to colour input line items for ease of inputting. For eg as added in the screenshot.
Is it possible to colour input line items for ease of inputting. Also this colour should be present even before any data is inputted.
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l2 INV01 Inventory Ordering - Confirmed Purchase Order Receipt
I currently have used two different formulas for this line item. They are: IF Confirmed PO Delivery <> 0 THEN POST(Final Shipment Amount, Final Shipping Time Weeks) ELSE 0 And: IF Confirmed PO Delivery = 0 THEN 0 ELSE POST (Final Shipment Amount, Final Shipping Time Weeks) These both appear to work perfectly fine in my…
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CloudWorks API - Increase the "Get integrations" retrieve limit
I use the API below to get CloudWorks integrations list: The retrieve limit is set to 250 which forces me to create multiple API calls to get the full list (using offset and limit parameters). It could be a good idea to remove this retrieve limit (the number of integrations in Cloudworks is already limited). Thanks!
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Plan IQ forecast model - is there any way to detour a limit in forecast horizon
Hi I'm new to PlanIQ - I'm curious with simple prediction setting can I make a prediction of, for example, data in 2022 with the historical data of 2020 in planIQ when my forecast horizon is limited? (without setting 24 prediction months & giving more data?) since it has a forecast horizon limit when creating a forecast…
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Bi-directional Integration: Bridging Workday and Anaplan
In today's fast-paced business environment, seamless integration between different enterprise solutions is crucial. This post delves into the specifics of establishing a bi-directional integration between Workday and Anaplan, two leading platforms in their respective domains. Workday to Anaplan Integration Extracting Data…
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L2 INV03 Distribution Summary - Stock Exceptions
I wanted to get some help with my formula for the Stock Exceptions line item. Previously my formula for this line item was: INV01 Inventory Ordering'.Safety Stock Exception Count[SUM: 'SYS08 SKU Details'.Product] This worked, but was giving me large stock exceptions and was unsure if it was correct or not because the…
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Prior Year YTD total option for Time Ranges
Hi, We have a large reporting requirement for reporting versus prior year for reporting month and Year to date. The month is easily achievable but if we want to create views that compare Prior year to date versus current year to date its a lot more fiddly. Alot of our monthly reporting is done through the Excel Add in and…
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Anaplan Connect - No errors but no data uploaded
Hello, I'm working on the first activity in Anaplan Connect training-Part 2. The Goal is to upload a list of employees to the Financial planning module. I have diligently followed each step outlined in the training. Upon executing the script, it reports that the file has been uploaded. However: I am unable to observe any…
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NUX Synchronized Filters across cards
A couple months ago, Anaplan rolled out a new feature where cards can have synchronize scrolling if they show the same module that shares a dimension. Similarly, it would be helpful if we are able to apply a native card filter that can synchronize across multiple cards that show the same module with the same dimensions. *…
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Adding list items, but only display the result when a list item is selected
Hi all, I'm experiencing an issue in my module where when selecting a certain list item ("online" - in the screenshot), the numbers aren't displaying as they should, and I'm getting 0 in every line item. I think this is a build issue, however I want to try a hotfix by adding two different list items that I know total to…
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UX, App-dropdown need to have category
In new UX there are many apps we are creating as per models. now we have 59 Apps there is very difficult find app names.. Can add category or search (find) option in that section so we can find any app easily.
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3.3.7.2 Add DCA to INV01 Inventory Ordering
Hello, What am I doing wrong here color coded DCA not working ? Below are formulas for AD02 module and access setup for INV01 ? 'INV01 Inventory Ordering'.Submit Purchase Order Request? 'INV01 Inventory Ordering'.Submit Purchase Order Request? AND 'INV01 Inventory Ordering'.Override Suggested Order Amount? 'INV01 Inventory…
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Behavior Change in UX Pages - Double Click to Active Dropdown menus?
Has anyone else noticed that list formatted line items now require a "double-click" to active the drop down selection menu? I haven't found any documentation highlighting the change in behavior but the cell would previously active with a single click. Will take some getting used to as users may perceive they don't have…
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Level 2 Sprint 3 - 3.4.4 Stock Exceptions UX
Hello! I am struggling to complete the 3rd grid for the stock exceptions review UX. It is not syncing with the Region context selector. Grid 1 and 2 seem to be working correctly. Grid 1 and 2 pull from INV02 Country Summary Grid 3 pulls from INV01 Inventory Ordering INV01 doesn't have a geographical dimensions, I'm not…
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Integration Account Access Settings
Hi Everyone, Hoping there is easy setting for this that I am just not aware of. We are trying to keep our integration account that we use with Anaplan connect as a non-workspace admin user. Occasionally we have to take the model offline, but still have hourly connect scripts running. Because the user is a non-admin and the…
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Moved: Anaplan Certified Solution Architect FAQ
This discussion has been moved.
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Calculations with list items
Dear all, I created a line item "Figure" and a list "Divisor". The list just contains two values: 12 and 24. I further created a line item "Result" which should display the result of Figure divided by Divisor. So my module contains three line items: Figure: Number Divisor: List Result: Number Unfortunately Result = Figure…
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Data load to SQL using JDBC connection failed : Cannot deserialize value of type
Hi Team, one of the export from Anaplan to SQL tables failing with the following error message. This script ran successfully till 27th Aug and it was failing for past 2 days. No changes were made and it was the same export script and JDBC properties file and same target table is being used. Appreciate for your guidance to…
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New UX and Management Reporting: Recommended Visualizations
When creating pages and reports, if you have already published a grid to a page, it would be helpful for Anaplan to suggest a visualization that corresponds with the published grid. Depending on the data, Anaplan would suggest the visualization that is the most meaningful to telling a story related to the data. (Bar vs…
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Level 3
Should I build the dashboards in the New UX environment or the Classic environment?
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Converting a Classic model to Polaris
Hi, Is it possible to simply port an existing model built using the classic calculation engine into Polaris? Thanks,
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Creating and measuring value from Enterprise Performance Management solutions
Author: Mitch Max is a Certified Master Anaplanner with over 10 years’ experience in implementing Anaplan solutions, and 40 years' experience guiding and advising financial services organizations on best practices for Enterprise Performance Management. Currently, Mitch leads the EPM practice in North America for Lionpoint…
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Subset for Versions
Adding subset to Time Ranges is of great help. On the same line, there should be an option to create subsets for versions. In our use case, we have 5 versions (Plan, Actuals, Custom 1, Custom 2, Custom3). We want to use different sets of versions for different modules based on the requirement. Current functionality gives…
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Level 1 Exam - Activity 5
Please confirm if the formula is correct for Medical Costs. I missed the link now (and a bit lost),since My question 5 got wrong.I undertand model building activity in Question 5 is to be proper to answer question 6. Now i want attempting Question 6 and not clear what formula to use for answering question 6. Urgently…
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Data distribution design from Data Hub to multiple spoke production models
Author: Hanwen Chen is a Certified Master Anaplanner and Principle Solution Architect at Anaplan. Use case You may have encountered a situation on your Anaplan project where the model size is too big when you try to load data from different business units (BUs)/GEOs/product groups in a Data Hub into a single spoke model.…
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CloudWorks - Model to Model Processes
I am trying to schedule automated Model-to-Model processes using CloudWorks so that it doesn't have to be done manually by a human. What I've noticed is some of my Actions within the automated Process don't run properly when CloudWorks runs it vs. when I manually run it. It seems that Cloudworks, "Internal (Full Access)",…