-
Multi-Dimensional Sorting for Hierarchical Lists
We need a way to sort hierarchical lists by multiple dimensions. Currently, Anaplan's 'Sort Order Action' for hierarchical lists only allows sorting by parent or by child, which limits our flexibility. Problem Statement:Currently, when working with hierarchical lists, the sorting functionality is limited to a single…
-
Use of Generative AI for planning functions
Hello There, I wanted to bring to your attention the potential enhancement of incorporating Generative AI into the planning function within the Anaplan platform. The integration of Generative AI capabilities has proven to be valuable in various business sectors, and it's an aspect that warrants consideration within the…
-
Sort on multiple line items like Excel
To enhance the usability of UX grids, it would be nice if users had the option to sort on multiple line items at once. This would mimic Excel functionality that allows for multiple fields and sorting logic in one sort:
-
Anaplan Models Not Opening Up/Loading
I am having multiple models not being able to open up in different workspaces. It's stuck on the loading screen and I can't even access production models.
-
Save a custom palette of colors for use in UX pages
Most companies have brand-specific colors they use for fonts, icons, logos etc. When implementing building pages in Anaplan I attempt to use their colors where possible (and reasonable). UX page builders can currently pick from a set of colors for body text fonts, or even specify the hex value for a specific one (which is…
-
Setting current time period
This guide will walk through the Time setting in Anaplan models, as well as some best practice recommendations on automating the current time period to simplify formulas and dashboard views. The Time setting is a critical component of the model structure and should factor in long-term objectives and the purpose of a new…
-
Actual to Forecast Line Chart Format
Hi Guys, Looking to create a simple line chart where I can view actuals in one colour followed by other versions in a separate colour. I would like to see actuals transition into forecast / budget starting from where actuals end and continuing into future time periods. This should be a simple formatting issue but I am…
-
Rolling NPV with timescale workaround
Author: Iain Briggs is a Certified Master Anaplanner and Associate Director at Lionpoint Group. One known limitation of Anaplan’s NPV function is that it calculates across the full timescale. However, a relatively common requirement in investment analysis is to generate a rolling NPV — in other words, to calculate the NPV…
-
Dynamic Cell Access
Hi, I need to apply two DCA in one single module. It is like I have done driver based planning and applied one DCA with that. Another DCA I need to apply is for approval. Like if a checkbox in one line item is approved then related module line items should get disabled. Can anyone please help? Thanks
-
TAR03 Country Account Calculationを使用するべきかどうか
本来ならば行うべきではないのかもしれませんが別の方法でユーザーストーリー1.7~1.10を解決してしまいました。 TAR03 Country Account Calculationのモジュールを使用せず、自分で新しくCALCモジュールを作成し計算をさせました。 そのためTAR03 Country Account Calculationのラインアイテムを作成できていないのですが、作成するべきでしょうか？ また、作成するべきであれば添付ファイルのラインアイテムのどれがTAR03 Country Account Calculationのそれぞれのラインアイテムと等しいのかヒントを教えてほしいです。 例：TAR03 Country Account…
-
Anaplan Power BI connector - not refreshed from Power BI
Hi all, I am working with Power BI connector for the first time and have a problem with the Refresh part. The first time data from an export action is imported into Power BI by Power BI dev team, everything is OK. When numbers are changed in Anaplan and a manual Refresh is done in Power BI, data is not refreshed. If I test…
-
Power BI - Anaplan
I would like to propose integration between PBI to Anaplan. This will be really useful in many organizations.
-
Managing Hierarchy with members moving between levels
What are the ways of Hierarchy Managemnet when, list member are moving between levels? For e.g. the file we recieve from Third Party system, is used to create the hierarchy. This Data Module contains line items referring to various Levels L1, L2….. First Iteration of Data Import gives us say an L7 item with its respective…
-
Why am I receiving the error "Not a recognised line item or list member" in my example?
Hi Anaplan Community I have two modules (“Allocations Stage 3 Mktng Media Allocation Result” and “Allocated Expenses”) that I want to link together but I am getting the error “Not a recognised line item or list member”. Below is the blueprint of “Allocations Stage 3 Mktng Media Allocation Result” Below is the blueprint of…
-
Guidelines for model impacts when removing a user from a workspace
Removing a user from a workspace There are two different ways to prevent a user from seeing and accessing models: You can set the user's model role to "No Access." This is set on a model-by-model basis and will prevent the user from seeing the model on the Tiles screen, as well as completely preventing the user from…
-
how to average on roll up
I have a module where I have sales per country. I want to average sales and not add when I roll up to region or when I chose region from drop down. How can I do that?
-
3.3.7.2 Add DCA to INV01 Inventory Ordering
I want the check boxes to appear the same way as desired output below. Any assistance would be valued. Week 1 & 2 (blue highlight) Week 1 shows the result when Submit Purchase Order Request? is NOT checked. Week 2 shows the result when Submit Purchase Order Request? is checked (however, in the example nothing is writable).…
-
Help on Selector
Say I have a module with multiple different items and each item has a sales amount, a corresponding sales region, customer, and line of business. I am trying to build a dashboard where I can view sales amount by customer, and then have sales region, line of business and other options as a filter. I have built a separate…
-
A conversation with Misbah Ansari — Journey | Anaplan Community Podcast
We’re kicking off our 2024 podcast season with a well-known Community name! Join host Kas Gengadaren (@KasG), Anaplan’s APAC Ecosystem Manager, as she interviews one of top Community members — Misbah Ansari (@Misbah), Certified Master Anaplanner, Anaplan Community Boss, Planual co-admin, and CEO and Founder at Miz Logix.…
-
How to review models and applications to drive improvement
Author: Andrew Martin (@andrew_martin_1), Operational Excellence Director at Anaplan. Overview Many stakeholders ask this question for different reasons. Examples include: A CoE leader needing comfort that best practices have been followed in the build A Solution Architect seeking affirmation that the architecture is the…
-
Level 2 Sprint 2 - 2.3.8.4 Create DEM02 Volume Growth Rates by Week module
Hi Experts - I am trying to understnad the way to Get the Weekly value for the "DEM02 Volume Growth Rates by Week module ", from what I understand, based on the Montly Growth % in the DEM01 DEM02 has to sholw the weekly Growth %. And I intially tried to use the WEEKVALUE formula but that did not work and when looking at…
-
Automated Loads not working | Working when manually run
Hi, Facing a strange issue. We have a process of around 15 actions that takes snapshot from each module and its automated and run using an integration account (full access). Strangely the same is not running in one the UAT environment, while running automatically in SIT environment. Also, when manually run its successful…
-
can we send a file name into the process api?
Hi: I have a Process which contains delete list, import list and update module action, as import action need users to pick a file from their computer, do we have any API for Process that can receive the file name? I want to use ETL tool to call this API and send the file to it. I know the Import API can receive the file…
-
How I Built It: Beginners guide to integrating with Anaplan using Python
Author: Matt Budd, Certified Master Anaplanner and CIO at Nightingale College and Solution Architect at Dialed Solutions. Hello Anaplan Community! In the last year, I've done a lot of work around creating automation and integrations with Anaplan using Python. Several solutions I've built using Python include: Creating a…
-
Sorting only child items in grid based on line item values.
I am using the the sort functionality to sort the list items in the grid but the Parent of the child item is being placed as per the sorting. I want the sort to apply only on the child items and the parent item to be displayed on the bottom. In the below screenshot Oscar Ramos RVP must be in the bottom of the grid and not…
-
3.3.6 Air Override not showing correct figures for Nutzo Bar_EN
Hello, Below are my formulas and lists I overrode with shipping method AIR. I believe its related to way my list is setup see below, any insight would be valued. Air resutls for Nutzo Bar_EN not showing correct. Final Shipping Cost Final Shipment Amount / 1000 * 'TRA01 Shipping Metrics by Week'.'Shipping Time…
-
Help with Level 1 model builder 7.2.3 : import issues
Hello ! In the import, commission % is 0.15% but when it appears on my dashboard Anaplan it writes 15% which is not the same ahah I tried to change format in blue view but I don't know what to do ?
-
Notification error
Hello, Sometimes I get this failed notification. In some cases it works, sometimes it doesn't.
-
Anaplan Excel addin and windows 11
Hi Please advise: Quilter is migrating to windows 11. However, the Anaplan Excel addin - Check your software versions and settings for the Excel Add-in | Anapedia (anaplan.com) only supports: Windows version compatibility The add-in is compatible with: Windows 8 Windows 8.1 Windows 10. Self-Service Security Assertion…
-
UX question
Is it possible to have the arrow marks as shown in the screenshot below? Like, it should not be a fixed one, it should be dynamic.