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How I Built It: Real-time goal-seek in Anaplan
About the Author: Tristan Colgate is a Certified Master Anaplanner and Managing Director at Fidenda. Hello, Anaplan Community! One modeling challenge that we sometimes come across — especially when replacing a spreadsheet-based solution — is how to automatically goal-seek to calculate a result, when the calculation is…
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Make one list as parent of a different hierarchy list
I have a concatenated list P5_L5 that is rolling up to P4 list. Now I have created a system module with P5_L5 list and defined P5_L5 name, code, P4, P3,P2,P1 as parent. Then defined L5 using Finditem and then added L4,L3,L2,L1 as parent of L5. Now I want to create a list where P5_L5 can be assigned under L5 (L5 as a parent…
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Get Data From Combination to List item to Line item
Source: We have combination list and its properties with QTY value Target : I am using individual list except Application.i want application value by line items. Without using Application Dimension.
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24-hour sourcing frenzy: Gartner Peer Insights for Supply Chain Planning
Anaplan model contributors and users: for the next 24 hours, Anaplan Customer Marketing is offering a $25 incentive* (can be donated to charity) to our Anaplan for supply chain users! Please spare 10 minutes or so documenting your experience with Anaplan. Your comments are completely anonymous and will help to influence…
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July 30th Quarterly Platform Release Webinar Registration Now Open!
Hey everyone, Our second installment of our quarterly platform release webinar series is scheduled for July 30th at 8am PT and registration is now open! Our expert-led session will equip you with a practical guide and live demonstrations to help you get the most out of new features and innovations. Get your questions…
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Selecting Authentication for Anaplan Connect
Hi All, I am testing Anaplan Connect. I used the script builder to build me a script. However, when I went to run it I got the following error: unable to find valid certification path to requested target executing POST https://auth.anaplan.com/token/authenticate (SSL handshake: sun.security.validator.ValidatorException:…
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List Subset best practices
Let’s say I have a list, “List A”, and I have a list subset called, “Subset 1”. I have member 1, 2, 3 are part of the subset. I have created a system module where I can import into the SS. Can I import true into record 1, 2 and false for 3 to remove it from the SS?
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MAILTO can be added into an Action
The action of sending emails could be linked to an existing action; currently the MAILTO formula only sends when a user clicks a link. If a user could click a Process button (that incorporates other actions) and it automatically create the email based on the user that clicked it. This would be immensely helpful for…
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I'm struggling with mapping in activity 1.5.6 Activity: Create Historic Volumes Module
I'm struggling with mapping can anyone help please, I'm not sure to include which timescale to choose when it come to this.
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Picking up training where I left off
Hello, I started your online training, but cannot find how to pick up where I left off. Can you please provide instructions on how to continue L1 training where you left off?
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Format by Dimension and Items in the Board
It is great that we can format by Dimension and Items in the Management Reporting, but can we have the same functionality in the Board. We use Board a lot for analysis and it will be great if we can have this functionality.
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Native Version to Fake Version
Hey Champs, I was asked to provide a solution to one of the problems that one of our community member (@Naveed - not sure if this is your right handle) is facing. I couldn't arrive at the solution but was able to provide him the workaround. Let me know your thoughts on this He is using Native Versions in his planning model…
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L3 Account Assignment
Guys! PLEASE PLEASE PLEASE revise this training. It is so unclear as to what exactly you are asking us to do. This is not realistic, this is not a real life scenario, right! In real life we have discussions, we go to meetings, we follow an Agile methodology, and we get to ask questions whereas here you have left us in the…
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Hierarchy Cards
Hi Anaplanners, I've created hierarchy cards using the following steps: Create a module with a hierarchical list. Add a line item formatted as "No Data". Publish the module on a UX page, displaying the list in rows and the line item in columns. Is this the best method to create hierarchy cards? Edit: Use SYS or PROP…
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Compound Function SUM & LOOKUP OEG Enablement Scenario
I am following this micro-lesson https://anaplanenablement.s3.amazonaws.com/Academy/Platform/Level_3/NMX/L3_S2_T02_NMX/story.html on compound functions. I understand the overall point that these two functions should not be used in the same line item. However, I am not understanding this specific example. DAT01 is…
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Hierarchy card does not display the hierarchy
I have set up a list with 3 levels as shown in the module in the top part of the screenshot. I have added a hierarchy card to the same dashboard and selected the view of that module, however, the hierarchy does not get displayed on the card. Any ideas? Thanks!
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Export from Management Reporting page for a Table which needs scrolling
I am publishing a Table in management reporting slide which is dimensioned by a list (having 100 items) and 2-line items. Now when the table is published, to see all the values of the list items I need to scroll in the table, which is perfect. But now, when I am taking the export of the slide from management reporting -…
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How to perform different calculations across list members in a hierarchy?
I came across the following situation and wanted to get more input on how others might handle this. If I am looking at a standard P&L hierarchy where the P&L lines are list members, is there a simple way to use Anaplan to calculate a line item differently for different list members (that doesn't involve long nested IF…
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Impacts of copying or importing a model
Introduction When copying or importing a model to a different workspace within the same tenant, it’s important to understand all the pieces that are impacted by this action. It's commonly thought of as 'moving' a model. However, the reality is that a completely new model is being created with a new model GUID.…
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How to Efficiently Manage Version Control in Anaplan Models?
Hi everyone I've been working with Anaplan for a few months now and am getting more comfortable with its functionalities. However, I’m facing some challenges with version control in our Anaplan models. We often have to make updates and changes, and ensuring that these are managed efficiently without disrupting our live…
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Export the imports from the imports tab
Context: We have about 200 models with a lot of integrations running between the models. We want to be able to map how models exactly are connected by mapping exactly which interfaces run between models. We managed to create a report showing these interfaces but only with an ID of the import and not with the name. Idea:…
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Why does filtering on a table not work in Anaplan Pages?
As you can see, filtering is not working. I have set the line item "0" to filter to false, yet it still does not filter anything out. What am I missing?
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June 2024 Community Member Spotlight: Rob Marshall
This month we are thrilled to feature @rob_marshall as our Community Member Spotlight! Rob is our first-ever Anaplan employee member spotlight, and we wanted to highlight all the incredible contributions he has made over the years. Additionally, he’s part of our Community Boss Employees program, which we just launched last…
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Boolean oriented Show/Hide & Variance
Given a module which has Time(quarter) dimension, Total $ (line item), Scenarios(list, dynamically user created). On a dashboard view, how can we let user choose which Scenario they want to see based on boolean and create variances of selected scenario?
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Why one option in a dropdown list can not be selected!
Not sure any body has same experience. I have a numbered list, and is used as format for a line item. And set filter of this line item as Selective Access and Dependent. Then I can find all these option as drop down list, but can not select the last option in the list (marked as red color). Mouse can move over this option…
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Maintenance notifications
Please find status updates and maintenance notifications here: https://status.anaplan.com/# You can subscribe in the upper right corner of the page. Maintenance notifications can also be found in the Anaplan platform. This page will no longer be updated with alerts; please utilize the site mentioned above. Thank you!
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Level 2 - Conclusion: Export data from INV01
I am currently working on the Conclusion for Level 2. When preparing the export saved view for INV01 Beginning Inventory, I noticed I have significantly different numbers in my module as compared to the example .csv and the screenshot from the course. I am wondering if there is something obvious I am missing, or if I need…
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Anaplan add list API timeout.
Currently we are running an integration which we are inserting values into list through Mulesoft. However sporadically through out the day, we would get time out errors inserting into Anaplan. If we are inserting batches of 500+ records from the API, Anaplan endpoint seems to either timeout or extremely slow. This has been…
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【質問】"Include empty rows" について
現状は出来ない認識なのですが、念のための質問です。 ファイルをExportするデフォルト機能で、”Include empty rows” に✔が入った状態をデフォルト設定にすることは可能でしょうか？ 宜しくお願い致します。
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Can't add new CloudWorks Connection
I'm working with a new client, and I can see CloudWorks, but whenever I click the drop-down menu to connect to a service, it appears empty. I assumed it wasn't a permissions thing because I can access the UI. Anyone seen this before/