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Tenant Administration - delete Internal Users
In Tenant Administration, we have the ability to delete Visiting Users but not Internal Users even if they are not assigned to any Workspaces. It would be helpful to be able to delete users who have not logged in within the past year (2 years? ever?).
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Tenant Administration - add Created column on Users lists
The internal and visiting Users lists in Tenant Administration include First Name, Last Name, Enabled, and Last login columns. The Last login column is useful for seeing who has never logged in, but it provides no indication of whether that is a recently created user vs someone granted access years ago. Please add the…
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Can we choose the line item for which the context selector should be applied on a page?
I have a page which has a context selector based on a dimension A. I have a module shown as grid in the same page which has four line items(a,b,c,d) whose Format is dimension A(List)> I want to make sure that everytime I a dimension in the context selector it should refer to line item d , currently it is referring to line…
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List Formatted Line Item-Dependent Drop Down
Anaplanners, I have a line item which is list formatted, wherein end user selects a list item. List: R3 Category List: List Items Important Semi Important Not-Important with a top level item "All Categories". Problem: User is also able to select "All Categories", which is actually a top level item and should not be the…
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Archiving Multiple Models at once in a Workspace
Hi Team, As part of Administrator activities, we cleanup old/test models in our workspaces to restore the space available. As of now, we can archive only one model at once. This would be a tedious job when we have to archive old training models. Is there a way that Anaplan can provide an option at least for Tenant Admins…
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Movingsum Function Workaround
Hi Anaplaners, I'm have 2 line items Margin and Moving sum doing a MOVINGSUM on a line item moving sum. And I would like to capture in my line item where movingsum is done. I would like to calculate MoM Average between 2021 and 2022. And When MoM margins differ by more than 30% - I will replace the value with the margin…
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Bulk Copy by Month
In the model, Version section, a user would have the ability to run a bulk data copy between time periods/months across and between versions. The new functionality would include: * Bulk copy - ability to select the specific month(s) to copy from one version to another. * Bulk copy - ability to select the month(s) to copy…
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3.3.12 Activity: Create Product Replenishment UX Page - Conditional Formatting
Hi, For this section of Activity 3.3.12 regarding conditional formatting, I have not been able to find the rule to reflect the condition below: * Add conditional formatting to display Ending Inventory as red when the value is less than the Safety Stock Target value. See below the options I see for conditional formatting,…
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Dates and time intervals
Hello, I have a request from my sales team to implement a discount simulation in our sales analysis model. To be more specific. I have a model with sales data by day/customer/product. In a different model account managers will input a discount rate by client and product with a validity date, meaning I will have a start…
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Master Anaplanner Certification
Hi All, Anyone has given Master Anaplanner certification in recent times? Thanks, Mahesh
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Missing Customer from Customer Hierarchy in the Spoke Model but not in Data Hub
I have a customer that is located in our spoke model, but it is not show in our data hub where the customer hierarchy lives. There is a daily process to push the CH into the spoke model. The client also stated this customer has been around for years and should be present in the hierarchy, but the source file does not have…
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CAGR Formula Issue
Hi, I would like to write a CAGR formula in Anaplan and don't know how to go about it. Below is the formula. (Ending Value/Beginning Value) ^ (1/No. of Periods) – 1 Each time I try this formula Anaplan throws an error invalid formula. It seems Anaplan does not recognize this ^ sign. Please any workaround or suggestion how…
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Previous active plan
I need to get the previous compensation plan untill a new plan is asigned to associate
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Need past /previous active value
Hi, I need help here to get the associate last active plan as complan in one of the modules'. If I use current date in lookup its taking the compl plan as blank Thanks & Regards, Swapna
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Filter window/panel should close when clicking "Apply"
Hej The Filter window/panel should close when clicking "Apply", rather than having to also click on the "X". As a user I want to apply several filters to a grid and then click "apply". With clcking "Apply" I expect the filter window to close, so that I can better view the data to which the filter was applied.
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Improve Context Selector NUX
Hej, The context selectors should be improved in following ways As a User, I need the upper levels of a hierarchy in the Context selector to freeze when scrolling. This is so that I always can understand where inside the hierarchy I am when selecting the the item to display. As a User, I need the Font of upper levels of a…
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Level 2 Conclusion INV05 Shipping Export
@Misbah Shipping Costs = 'INV01 Inventory Ordering'.Final Shipping Costs[SUM: 'SYS08 SKU Details'.Distribution Center] This formula for the shipping costs line item is giving me '0' as values. Is it because the formulae I have entered is wrong?
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How to look up a line item in a line item subset? LIS help!!!
How do I lookup a combination of a line item and a line item subset, like lookup a line item in a module that has a line item subset? Basically we have a module (processing costs) that pulls in values for our GL data, for example Panel Production Volume M3/8s is 94,374 for May 2023. We have other modules that reference…
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4.8.2 Activity: Import Data into E2 Employees# List
Hi All, Has anyone completed exercise # 4.8.2 Activity: Import Data into E2 Employees# List? I am not able to procced with this, can anyone j
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Anaplan UX design top tips collection and references
Author: Alessio Pagliano, Certified Master Anaplanner and Manager - Solutions Architect at Spaulding Ridge. The purpose of this short article is to provide a collection of design top tips and references relevant to the user experience. Have you ever faced one or more of the following challenges during your implementations?…
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Format Numeric Data in NUX and in Module
This is similar to the below but more blown out - I have a requirement to better format a View to enhance a viewer's experience in a specific order with specific formatting on a line item based off of a line item subset. Unfortunately, a singular Number line item cannot both be formatted to show 1000's and % at the same…
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Allow model builders to create formatting templates
Add a functionality for model builders to create templates for modules. Pain point: within our organization we use the same customized formatting(background and font colors) for all modules. Every time we must set up formatting manually. We would appreciate the possibility to create a customized module template. Thanks,…
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Link for Workspace access Request
Please share the link for new registration in Anaplan Workspace Access.
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Enlist all the models in the workspace and take export
Is it possbile if we can get list of all models in the workspace inclluding the archived model and export this information in excel or csv just like the option is available for modules? This will be helpful for the documentation.
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Level mismatch in trying to bring data
Hi I have this scenario where I need to bring in data from a source which is dimensionalized by Product L3 (leaf) level and Account to a target which is dimensionalized by Product L3 (leaf) level and Area. Mapping table has Product L1 (Top level of Product) and Account. It has Area as list formatted line item for mapping…
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Password expiration management for technical account to access API
Hi Anaplan team, We are in bout to automatise the data integration from / to our IS to from / to Anaplan using your APIs. To do that, we will use our ETL (Talend) However, we found that the password expiration management is more for humain rather than machine. In fact, there is up to 90 days of password duration where a…
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TAR02 Account Review Result
Hi everyone, I have question regarding above final result. it seems different from my calculation, I believe my calculation to get redistribution factor is correct since when multiplying Initial Account Sales Target, I do get same total for Final Sales Target. The problem is when I checking the result according to the…
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Calcuation of subsets as my allocation basis
Hi guys, how can i get the totals of my subsets in my formula so the totals of my denominator will only be the totals of the subsets? Thanks in advance.
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Max Value for a Line Item on a yearly basis
I am trying to find the max value in a different line item for any given year, all in the same module. time is in months so my start month would be january and end month would be december. so for 2023 I want the max item, for 2024 I want the max item, and so on and so forth.
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Export by Selection
Hello Community I want to export my data according to selected SKU and Country. What is the best practice and How it is done and below is the view for your reference. Dummy 1,2,3,4 is line item. Please let me know how it is done. Thankyou in Advance. Regards, Jeeva .K