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ALM Question - How to setup Imports and Import Data
ALM Newbie here. Implementing my first ALM for a model. I understand the difference between Production and Structural data. I have categorized my list as production vs structural data based on my understanding. I currently have some import actions that loads new members to my production list and load data into data module.…
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RANK within Multiple Hierarchies
Hi, I'm trying to use the RANK function within a Module with multiple dimensions with hierarchies. As explained in Group option in RANK Function by @DavidSmith I've created a Group By list but however when you're on a parent in a hierarchy this 'Group By' line item will result into blank. Changing the summary method to…
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ISNUMBER function
There is currently no way no easy way to identify whether data is numeric or not. The workaround for X is to check the following set of conditions: NOT (VALUE(X) <= 0 OR VALUE(X) >= 0) Currently this is certainly not a consistent approach and there is always a risk that the comparison operators ("<=" and ">=") will start…
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System generated Number List not properly syncing from DEV to PROD
Hi All, My data source is unable to provide a single unique Key to act as a List Item, so I have a system generated ID as the list with a concatenated Key columns into a single column to make it unique (Numbered List). My issue is when I sync the DEV to the PROD and do an import in DEV everything works fine but then when I…
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Ability to run actions from 2 models in one UI/UX Page/One clickable button
Even though UI page can support two models. It doesn't provide the synergies/benefits I'm looking for. For example: I have a data hub model and a separate dev model. I want the data to flow from datahub to dev. Currently, I have to go to one UI page to upload the file and then visit another page to copy the data from data…
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Store Module Versions
Hello! :) Is it feasible for the user to store and access previous versions of a module directly in Anaplan? This concerns the module SKU details that the end user uploads at the start of the year. There are usually a few errors or corrections made in the first few weeks, and I would like to offer the user the opportunity…
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User Input NEW UX
It would be great if Copy Down and Copy Across was available for the New UX. The interface can be a bit slow compared to entering data into classic modules so having this functionality may provide some improvement in this area.
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Copy Branch in New UX
Currently, one very useful action that is still only accessible in the classic UX is "Copy Branch". I can not be the only one who wishes this incredibly useful action could be run by a user in the NUX. Please add it!
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How to convert module line item into a list?
I want to convert module line item "WBS" into a list? The formula of this "WBS" as line item as follow: 1.) CJI02. CJi3 for Phasing Report (Module). WBS = CJI01. Transactions Data'.WBS Imported 2. CJI01. Transactions Data (module) WBS Imported = 'CJI3 Transactions'.Object 3. 'CJI3 Transactions (General List) =CJI3…
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Suggestion: Copy a Dash board Component to another existing Dashboard
When working in a multi dashboard environment it would be nice to copy modules, graphs, and/or text boxes to other existing dashboards.
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UX - Set Default Column Widths in Edit Card/Page View
In the new UX, when you drop a grid into the Page, being able to set a 'default' column width, when using a custom view made using the UX. Setting the column width would be helpful, which would make it so you do not cut off line items or can widen columns with content that is greater then the default sizes. Edit:…
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Improve Drill down functionality to display the right figures
Issue : Drill down functionality doesn't display the correct value when using SUM. Let see an example : Drill down display the wrong result. Expected : Displaying only relevant data that contribute to the result (30 in my example)
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Add a new Referenced Field in the blueprint
There should be a referenced field in the blueprint screen that allows the user to see where filters are being used in the UX. Also, where the module is used on the UX
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3.3.7.2 Add DCA to INV01 Inventory Ordering
I have tried working on this for hours (!!!) and have read every community article regarding this lesson and it is not working. Can someone explain to me where I am going wrong? PLEASE HELP!
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Format of blue box outline
We want to format the blue box outline that appears when I select an individual row or column or cell. (for example, line thickness, color,etc.) Thanks!
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How I Built It: Combining two custom time schedules
Author: Moriah Reyes is a Certified Master Anaplanner and Manager at Lionpoint Group. Hello Anaplan Community! I’m excited to share my ‘How I Built It’ tutorial with you all. This video shows how you can cleverly use an index list and text list to combine two custom time schedules. Building a custom time schedule can be…
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LAG function - date format
Hello Anaplan Community, I've encountered an error message that's been causing some confusion for me. I'm sure I'm missing something crucial with the LAG function, and I'd greatly appreciate your assistance in resolving this issue. As far as I understand, the LAG function in Anaplan is used to return values from a prior…
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Year to go calculation
Has anyone worked out a Year to Go calculation (amount of spend that is left in the year)? I thought it was as easy as YEARVALUE(Amount) - YEARTODATE(Amount) But this doesn't work on a versioned line item with a switchover that happens during the year. Full year for the actuals part is different to full year from the…
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Copy Process, actions of imports, exports, deletes
Hi Anaplan, I miss the functionality where you can Copy whole process in Action tab, also the imports, exports, and delete actions. When you need import data from different model, just only you need to change the source, when the rest is the same. BR Robert
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Can't open models
Hi, I just Anaplan access. However, I'm not able to open the models sent to me. I saw them when I first got the access, but not any more. Does anyone have similar issues? I generated a ticket through IRIS but no one was able to help so far. Thanks.
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Automatic sort on Individual Waterfalls based on Context selector
A user has requested that waterfalls charts have the ability to sort non-total waterfalls in either ascending or descending order. Image 1: Standard waterfall from card, with no adjustments. Currently, to order waterfall charts, the line items in the custom view need to be reordered manually by the user. This can be…
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Automatically generate Keys for Importing fact data into Data Hub module
Importing fact data into "flat modules" in a Data Hub is challenging when your data source is unable to provide a single unique Key to act as a List Item. That work ends up taking place between the extracted data and the import into Anaplan and oftentimes involves concatenating Key columns into a single column, sometimes…
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DCA on a certain user Function
Hello, Need your help with a modeling formula and DCA: i have Boolean A - when it's checked , you can't override it. Boolean B, when it's checked, you can override it with Boolean C. My check on Boolean C workes fine : it gets checked as I want. The issue is that, when going in the UX, even if Boolean C is checked, I…
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Export User Access with Display Names of Selective Access Lists (if Numbered)
If in the system Selective Access is set to Numbered List, when you export User Access list, all items are shown as #NAME instead of display name. Currently, on quarter basis we are preparing current user access lists to provide to responsible people. An it takes a lot of time to manually replace #NAMES with Display one,…
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NUX Drill-Down side panel: hide or fold the Formula section to end users
When we drill down from a grid, if there is an underlying formula included in the path, the corresponding level will also show a “formula card” in the side panel above data. Since this formula is irrelevant to end users which may cause confusion, it should not be visible to end users. So, proposing potential solutions that…
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Anaplan Api call via postman
Hi, I am trying to call Anaplan API via postman. I tried Authenicate with https://auth.anaplan.com/token/authenticate and generated token Then i tried calling imports pasting the token through the url https://api.anaplan.com/1/0/workspaces/[workspace id]/models/[model id]/imports and its retrieving the data. But i am not…
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What does a home run ball look like?
Author: Aaron Overfors, Certified Master Anaplanner and Principal Architect at Spaulding Ridge. Not every software system is designed to do everything. In the early 2000s, however, this was the focus — one platform that could handle everything: resourcing, customer relationships, supply chain, HR, financial planning,…
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The art of the possible: Predictive profitability
Achieving and maintaining predictive profitability is a common strategic imperative. Anaplan can help organizations with this strategic imperative more effectively manage and optimize their margins. Doing this effectively crosses finance, sales, supply chain, and marketing. Anaplan allows each part of the business to…
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Community perspective: Version compare and dynamic module line item description update
There are times when we need to generate output modules with the ability for version comparison. Although Anaplan has its own version comparison function, sometimes we need to build a dynamic scenario creation and comparison function. Please see Planual instructions for versions before proceeding with custom versions, as…
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Workflow Owner Role
I cannot find a workflow owner role to assign. I am a Tennent Admin and so I thought I would go to Administration and find it there with the other roles but it is not there. Is it someplace else or is there a secret button to press to make it appear? bottom line, how do I assign the workflow owner role?