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Excel Add-In: Flattened Data with Rows Labeles
Hello! I'm using the excel add-in and, unlike when I export from the model, I am unable to flatten my data and retain all the row labels (A below). Instead they get grouped like they do in the module display (B below is what the add-in is giving me). Is there any way to use the add-in and have it pull the data into excel…
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Restore deleted Cloudworks elements
Similar to how you can restore models 14 days after deletion but would be great to be able to restore deleted Cloudworks elements in a similar way that exists for models. Or at the very minimum short-term to update the notification box to say that once deleted it's deleted!
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TIMESUM with LOOKUP
I have an issue where I am creating a fillable form for a client that includes entering a start and end date. So the user would chose a client and then a product, enter start and end dates and I need to then sum the revenue based on those choices. So, ideally I would be able to TIMESUM based on the dates chosen and LOOKUP…
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Create your own Default Grid template
I spend a lot of time reconfiguring the colours on grids to match company colour schemes. What would be great is if you could create or edit at least one default template for a grid card in the app layer, this would be much better. I know you can save card templates but that takes more time to then readjust to the new grid…
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Enable Hex colours on Buttons in App layer
Hi there, On the action buttons in the app layer it only gives you five colour options, can this be opened up so that you can enter a hex colour and it changes the button colour, can't understand why this is restricted.
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Power Query - Get Data from Anaplan
I use Power Query within Excel to connect to online sources such as Salesforce. Is it possible to connect Power Query within Excel to Anaplan and how do I do this? I have seen an article about the Power BI connector but I cannot see a link to where I would download it from or whether I can use this with Power Query in…
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Monte Carlo Simulations
Monte Carlo method is an algorithmic technique used to understand the impact of the variability of a set of drivers in a forecasting model, using a probabilistic approach. It is widely used in environments where the number of drivers involved and their volatility is high and documented, especially in market finance. It…
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1.3.6.1 Create Build Region Saved View Level 2
1.3.6.1 Create Build Region Saved View Create a saved view for importing: Module Name: SYS05 Region Details Saved View Name: Build Region Include: Code and items Make sure to select SHOW for the Code line item and save the view. This will ensure that as new line items are added, they will not be included in the saved view…
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Model Size
Hi, Where can I see the exact model size in Anaplan? I am aware that model size is available as per below image. I am wishing to see the size at a granular level (MB/KB) Thank you.
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DCA configuration in Level 3 Model Building
Hi, Can anyone confirm the user story for DCA configuration in Level 3 Model Building? Is it User Story 1.12? Also, can anyone confirm how can I test it? I mean how can I confirm whether I have created the DCA module correctly, as there aren't any screenshot available. Thanks BB
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Adding a user-specific selection to a calculation without using the User list?
Hello, i am trying to find a solution to the following user story: There are a set of modules for a reporting page that currently consist of multiple dimensions (we cannot use a combined list of only possible combinations due to the users not liking the loss of flexibility). These modules return a calculation that needs to…
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Need documentation on Model Optimization techniques
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Media Card
It would be better to have Media Card similar to that of Image card Instructions can be provided to End Users through a short video Media card shall have toggle arrows for expansion/collapse Can use this to send updates/information too Thanks, Vamsi
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Tips for Solution Architect Exam
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Fake Version vs Anaplan Version - What to use
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I am looking for use cases where we can use textlist function in a real project
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User List Subset
I want to introduce a user dimension to a module with has 3 more lists. Due to huge cross section of dimensions, I am not able to add the user dimension. What are the possible workarounds for this problem statement?
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Cant able to open Sprint 1 course in Level 2
Hello Everyone I have finished Level 1 and got the certification and continued to Level 2 introduction class, and I have finished it . but when I opened the sprint 1 class, the cursor was not changing to the input method ( hand symbol ) to click and start the course. the course open button remains like the text Can I know…
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Resizing multiple columns simultaneously in New UX
As a Page Builder, I would like to be able to resize multiple columns in a grid view when creating views on a Board or Worksheet. This functionality should be made available when creating grid views from either custom or module views. This feature is really helpful when needing to resize a large amount of columns in a grid…
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Solution Architect Review Tracking
It would be nice to have some sort of status tracker for Solution Architect review. I submitted the application and now just waiting to hear back. would be nice if there was a dashboard to see if it is: application accepted, in review, etc., and maybe who the reviewer is that has been assigned.
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Support formula wildcard characters so that formulas dont need to be constantly updated
Would like to be able to use wildcard characters in anaplan formulas, specifically in the SELECT function. Ie. I have this: IF Version Selection.Selection[SELECT: VERSIONS.'2018 Actuals'] THEN "SBUDGET" I'd like something like this IF Version Selection.Selection[SELECT: VERSIONS.'???? Actuals'] THEN "SBUDGET" where ????…
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Modeling probleme
Hi all, Can you please help me with the following model? I want to create a model to calculate my budget for the next year. Here's the list of components: List: Product: Family => Subfamily => KSU Distribution Network: Global => Distribution Network Local Brand: Brand X and Y Input: Sales history in quantity and revenue…
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Plan IQ. Data Collections. Data format
Hi! I have a question in regards to the 1st step of Plan IQ. (I went through Anaplan Plan IQ learning, but still cannot really figure it out) I set up data like in the example, but still it failed. It says: Historical or Related data Time column contains time format that is not recognised. Refer to the Anapedia article…
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Automated attribute change capture
Anaplanners, I had a query, I had created a mailto functionality for various projects based on the location for example if Project is based out in London then mail should automatically pick out the Europe mail address and so on for other countries based on region, the mailto functionality is disabled by the receiving team…
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File/Data Encryption During Export using Informatica
Need guidance around how to encrypt data for an Anaplan export using IICS (Informatica). As soon as there is an data export and before it hits target (FTP location or Cloud service), data in transit has to be in encrypted status. So I guess, the question is - how do I encrypt the data as soon as export action runs. I was…
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Hours Optimized
Hi All - Anyone have experience, anecdotes, examples of way to quantify 'hours optimized' across the user community within Anaplan? The organization quantifies hours optimized to quantify the value of a project, initiative, change, etc. This more relates to additional enhancements, add-on projects within Anaplan and the…
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Get values from a line item looking for a market zone = X, separate column Market zone = Y
I have separate columns of forecast and typology each divided into different market zones. Forecast EMEA, Forecast APAC .. Typology EMEA , Typology APAC The data is with one line item with all market zones dimensions I need to split it into separate values, I am having trouble with the formula. I am trying to get Market…
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Production Adjustments in ICM model - looking for ideas
Context: * We have an ICM (Incentive Compensation Management) model with a DAT03 module that is an upload (from our data hub > SQL query) of all the monthly transactions we need to pay IC on. It includes all the production amounts, sales reps, product type and many other dimensions. * Our module also applies production…
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Copy models from a workspace to an empty workspace
I’d like to copy the two models from the source workspace to the target workspace. The target workspace is empty. Turns out without anything contained inside the target workspace, the target doesn’t show up in the list of workspaces when I try to use the Import feature in Manage Models. What is the solution to that problem?
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How do you build crediting modules?
Hi Anaplanners, Does anyone know how to build the calculation modules that would assign the business rules to the transaction details? My current method involves me building a boolean module to fetch the correct combination, and then creating views to import the "Sales Rep" to the correct transaction level account.…