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Display warning message when deleting a line item which is being referred as a filter.
Hi All, In Case if we are using any line item as a filter and if we are deleting it a warning message should pop up similar to when we delete line items which are being referred in a module. It helps maintain the saved views as most of them will be created based on specific filter or condition.
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Setting up a process to remove inactive users
Author: Kay Kuang is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Actively managing the users list to keep the list small and to keep only users who need access to the model will make the model go a long way. The users list can have a big impact on the model's performance — especially…
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Showing periods without summary time on Excel365
Hi, Excel365 always forces you to select a time period even if it's on rows or columns. How to show all time periods if the saved view does not have time summaries? Thanks.
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Creating a Data Integration Schema for your Models
A data integration schema describes the integration and flow of data across systems. It will typically consist of a combination of diagrams, tables, and other visual components that provide the ability to quickly understand the flow of data. In an Anaplan context, a data integration schema outlines the movement of data…
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How do I select a prior list item without getting a circular reference
I am trying to build a model that looks like the above screen shot. Tier 1 - Tier 5 are list items and everything in the top row are list items. I am having trouble getting any ending balance to work (for reference, I'm able to begin the tier 2 starting balance and so on and so forth to pull the ending balance from the…
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Allow hashing out of lines in the formula editor
Issue: As a model builder, we sometimes need to alter lines of code in the formula of a module. It would be really helpful if there was a character (e.g. hash symbol "#") that Anaplan can ignore so that model builders are able to quickly remove certain lines of code from being used in the calculation without having to…
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Dashboard Default selections
Hi Guys, I am setting up a dashboard for our CFO for financial review. I want to be able to have some default selections done on the page every time he logs in. How do I do that? I am not sure how the selections show up differently every time i open the dashboard. Any help would be appreciated. Thanks, Megha
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CONCATENATE Formula in anaplan
Hi experts, How to write "concatenate formula" in anaplan. We have 3 proprties in Customer list. I want to concatenate first and second properties into 3rd property. The format of the properties is "Text". Can you please suggest me. Regards, Uma
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ERROR line item for assignees
Hi All, I've been working in Anaplan Workflow, when it comes to hierarchy task I am facing with a challenge. I chose a line-item driven assignee method in the hierarchy Task, but I was not able to assign the particular line item for assignees. The error showing in the line item for assignees: "There are no valid line…
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Display of Selective Access-enabled Numbered Lists
Although not ideal, sometimes it's required to enable selective access on a numbered list. First of all, you should be able to import comma-delimited text-formatted codes into the Users list to assign the appropriate list members to each user. Short of that, Anaplan requires that you go into the numbered list and select…
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Model Map Export
I really appreciate the new Model Map feature. What is the best way to export my entire map to a printable format? My model is rather large and I can't get the view with details out in a usable format.
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Pages in a model - adding a category column
My idea is to have the category column of a page of an app show up in the pages menu e.g. page, category, app….. columns This makes it easier to identify pages related to each category without having to explore each page by clicking on it. Very useful, especially when there are lots of app pages.
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Cumulate function
Hi, How can i calculate the quarter that will fill my ending on hand? Example : I have an ending on hand on Q3 fy20, i need to show in my Output Cumulate the summation of my Q2 fy20 and Q3 fy20 only or the total of 7 instead of 9. Thanks in advance for helping. Tom
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workspace access
can anyone help me to get workspace access for level 1 model building
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3.3.5.2A Suggested Order Line Items.
Can anyone please explain how we will calculate the suggested order line items? I have been stuck here for 2 days
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level 1
how to learn the course
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How to gain experience in Anaplan
Hi All, Any suggestions to continue with the certifications while the platform is on hold. Projects we can work on or volunteer? Any one willing to share their knowledge as an Anaplan Model Builder or Consultant. Appreciate any suggestions/Inputs. Thanks, Meenaz
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Fix ability to use zip files in Cloudworks and UX
While using import actions in UX and Cloudworks I discovered with the help of Anaplan support that zip files cannot be used except through the backend and old UX. We would like to have the possibility for Anaplan to use zip files in UX and Cloudworks as it is indicated in the Planuals best practices. This is required to…
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L2 - Sprint 2 : Activity 2.3.11.3 Create Line Chart Saved View
2.3.11.3 Create Line Chart Saved View In the Supply Chain model: Module: DEM03 Demand Forecast Saved View Name: Line Chart Add a filter to this module to display Months only. Use Months as the columns and line items as rows. Display only Baseline Forecast and Initial Demand Forecast line items. Getting a "0" result once I…
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Reduce empty space adjacent to list items published in a row
Hi All, Is there any way on New UX with which the white space appearing adjacent to list items for a grid published on New UX board can be further reduced? We have tried left aligning the row entries, however, we are unable to shrink it further. Thanks in advance!
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steps for building a model
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When I imported data in 7.2.3 Activity: Import Data into Employee Details Module the errors
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Import region in flat list- level 2 sprint 1
Hi I don't understand why I can't import Regions data. Probably a small mistake from me, any idea please? Many thanks Solene
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Tips for successful key leader and stakeholder communications
Author: Aaron Overfors is a Certified Master Anaplanner and Principal Architect at Spaulding Ridge. In any Anaplan implementation, there is always a compelling event for the work to be done. There is some value to be realized, challenge to be overcome, and/or some process to be improved in part with the technology. Behind…
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Different levels of hierarchy displayed in one line item
Hello everyone I have a problem that I am trying to solve and I would appreciate some help please. I upload a raw figure into line items at two levels of the hierarchy, L1 and L2. L2 list is the child of L1 list. As the figures are calculated outside of Anaplan and have no relationship, they cannot be summarised by a…
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Plan IQ
Hi all, i have been facing an issue while doing the set up of PlanIQ (followed the tutorial on Anaplan Academy) I am stuck at the same point, when it needs to run the Forecast Action. Do you have any ideas on why it is always displaying the same errors ? I was told to put Internal Access the the list i use (but i didn't…
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Facing error in line item name referring in formula
Hi Community, We have been working on copied model and trying to replicate the same line items and formulas as well wherein we are facing an error wherein it is reflecting Line item is not identified line item or list member. Example line item name: Historic range? when we refer this name in formula we are facing error…
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WSA Admin Access Management
Is there a way to manage WSA access from a centralized model? Just to give background here: the client is have 300+ models in 50+ workspaces and this becomes very cumbersome to add a new user with WSA in all the workspaces. Any ideas will be appreciated.
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Export .csv file with blank for no data for number formatted line item
Can Anaplan product team add this requirement in their product road map? Generate .csv export for number formatted line item without zero in the csv export file? Currently, line item with 'Blank' Zero Format shows '0' in the csv file export when the same data displays correctly as Blank in NUX/UX. This is to ensure Anaplan…
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Can choose CF line items across applicable modules.
Greetings Model Builders, I would like to suggest an idea/enhancement to the current modeling approach that we are doing it for CF's. We need an option to select a line item from different module (that has same dimensions as target) but not only in the current module while applying a CF. I feel through this we can ignore…