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Import Shipping Expenses into OTH01 Module
I have been stuck on this for hours can someone please help me I also noticed when mapping, There seems to be an extra location called Bombay. I don't know where this came from and cannot map it. It looks like Montereal is also spelled incorrectly. I did not create these lists so I do not know if I should change them. Can…
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3.3.5.3 Check Your Work
Hello, I need help with the "Shipping Method" & "Shipping Time Weeks" calculations. Below is a comparison of how the module should look like vs. how it looks like on my end: How it should look like: How it looks like on my end: Please let me know if I'm missing something. Thanks!
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level2 - Create Inventory Ordering Saved View and Export- export setting
I am trying to do this activity: This is my export view: I used Tabular multiple column export, and got this result: which is differ from expected one: Which export setting needs? Regards Roya
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Option to set default label height on Boards of NUX
We have to manually change the label height for each and every card on the Boards of NUX from the default of 3 lines. This consumes a lot time and effort. An option to be able to set a default label height would be so useful.
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Ability to see model mode change and deletion/creation as a Tenant auditor
As a tenant auditor it would be useful to be able to track some additional model events such as changes in model mode or when a model was created/deleted. One such scenario is if a model is accidently deleted, a tenant auditor would be able to see when and who deleted said model without relying on Anaplan support. Another…
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Option to change card type
Option to select a card and change the type of the card would be a nice to have feature. For example, selecting a grid card and changing it to a chart. Presently we have to delete the previous card and create a new one. Meaning reapply filters, reselect line items, re-pivot the dimensions, re-select the levels to show.
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To have flexibility to adjust gap between modules in a Dashboard
My client will like to see te flexibility to adjust gap or removing whitespace between modules in a dashboard as they felt that there are too many white space in between modules in a dashboard. The benefit of that will improve the user experience especially if the user has a small screen size to view the dashboard (which…
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Option to insert shapes for Boards in NUX
The option is presently there only for Management Reporting. A similar option for boards will give us much more flexibility in designing
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IRR function to operate on a specified time period ranges
Hello team I would propose an idea of IRR function enhancement to operate on more dynamic environment and respect Anaplan time dimension in the same way as TIMESUM function. Why it is necessary? For IRR calculation when the sign of the cash flows changes more than once, for example when positive cash flows are followed by…
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Extending the number of cards to publish in Apps page
Suggest that the limit of publishing cards in Apps will be increased, to address the extensive reporting formats
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Predictive Insights (PI) - Predictive Model Evaluation
Model evaluation is the operation through which users can estimate the expected performance of a Predictive Insights (PI) predictive model and assess its effectiveness. Since predictions and account prioritization can play an important role in your sales programs or other business initiatives, model evaluation is key and…
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Predictive Insights (PI) - Use Cases and Model Types
Predictive Insights (PI) supports multiple types of account scoring models. Each model type requires different input data depending on the use case. Configure PI by filtering and adjusting the accounts in the Customer and Prospect datasets. Use this page to understand the most common use cases supported by PI and what…
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Configuration & Release Management System
The Situation I currently help manage a set of models ranging from Dev, Test, & Production. Our Production model is live with close to 700 users. We release changes into production on a 2 week cadence but there are times where a fix must be pushed live immediately patching. Some new features may take longer to develop 2…
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Level2 Sprint3 3.3.5.3 Check Your Work
Hello all, After inserting the formulas to INV01, my numbers aren't exactly the same as the screenshot on the instruction. Where I might've made mistakes? This is my blueprint view:
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Simplifying User Access Management in Anaplan with the SCIM API
Introduction: In today's fast-paced business environment, effective identity management and governance play a crucial role in maintaining data security and ensuring smooth operations. Anaplan, a leading cloud-based planning platform, offers a powerful SCIM (System for Cross-domain Identity Management) API that integrates…
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CoE Connect - Newsletter May 2023
Welcome to CoE Connect, your monthly destination for news and insights from the Center of Excellence Program! We hope this newsletter proves both informative and inspiring, and we always welcome your thoughts and ideas for future editions. Thank you for being an integral part of the CoE community—let's stay connected and…
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OEG Best Practice: Anaplan Performance Triangle
Building well performing models is a balance between the complexity and functionality of a model versus the number of concurrent users. If you have seen software development / project management triangles, where scope, time and cost control quality, this will be familiar. It is a good way to show the constraints of any…
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Joint Deployment Blueprint
Hello, In Anaplan Way training (The Pre-release Phase) the Joint Deployment Blueprint document is referenced, but the link does not work. I also searched but could not find a result. Is this document updated and renamed? Best, Murat Akkas Excerpt : Joint Deployment Blueprint for Anaplan employees and partners–Anaplan and…
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Is it possible to change the order of list items in Saved View?
Hi! I want to change the order of items in the list used in the horizontal axis of the Saved View used in the Export Action. It is possible to rearrange the order of list items in the Apps screen, but is it possible in Saved View? Is the only way to change the order of items the only way to change the item order in the…
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3.4.4 Exceptions Review
I am in the process of creating the 3 different grids in the exceptions review dashboard. I added another grid with a link to the INV01 Inventory module and just included the stock exceptions line item. is this a correct approach? i was going to do something similar with the other grid as well. Lastly, the screenshot…
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12.4.2 Create Saved View for Country Margin Report
Hi, I'm working on Lesson 12 in Level one. My issue is that the example data is slightly different from what I've been building so far. I'm not sure if it's the format or formula from the other modules. Please send suggestions
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REV03 Margin Calculation Module (Margin%)
Hi, I am a newbie and I am confused when working on the Rev03 Margin Calculation on the Margin %. It should be an easy formula. My formula is the same as the "check your work" section but the result I get is not correct. The first attachment is the answer provided and the second one is mine. Could anyone tell me what I did…
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Mail anaplan report to email as attachment
Hi, Is there any possibility to schedule anaplan report everyday as attachment to user email…
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Re arrange view in apps
HI, quick question This is my Prod app: This is my UAT app: as you can see the information is flipped, I couldn´t find a way to make my UAT look like my prod. how can i make this changeS? TY
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How to Import Data from one drive into Anaplan Using Power Automate
Hi Community, We are trying to import the CSV file from one drive to Anaplan using the power automate custom connector. But we are having a challenge importing the data into Anaplan, it is not coming as expected in tabular format. Any thoughts and solutions on this one? @JaredDolich Thanks & Regards Badam Anjani Prasad
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Add the feature to hide "Copy Down" and "Copy Across" buttons
The buttons "Copy Down" and "Copy Across" are too dangerous for the users. A popup message, where the user can understand what it is going to happen and then confirm the copy, could be helpful. As it is, there is the risk to accidentally override a lot of data with just one click, especially in those cards where there are…
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Anaplan Certificate obtained from Sectigo - Private Key issue
I recently helped a client obtain a certificate for use with Anaplan Connect from Sectigo, using the document below. https://community.anaplan.com/t5/Releases/How-to-Use-Third-Party-Certificates-With-Anaplan/ba-p/49116 The public key that Sectigo send as per the guide works when installing it in Anaplan tenant admin. The…
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Is Summary Behavior
When a line item is included in a sum the Is Summary automatically enabled. This can be disabled manually in blueprint mode. When adding additional line items to that sum, the Is Summary automatically re-enabled. This default behavior has some undesirable impacts for exports where summary items are omitted. A quality of…
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Summary settings to Formula Issue
Hi All, I have a module dimensioned with 4 lists, version and time. In one of the line-item I have this formula below, which has a division:- IF ITEM('L2 One-off Components') = 'sys99_Lookups'.Care THEN 'dat20_One-off Credits Actuals'.Revenue / Days in Month ELSE 0 The issue I'm having is that when I go to the summary…
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In memory of Matthew Kuo
It is with great sadness that we inform you of the unexpected passing of Matthew Kuo, a valued member of our community. Matthew became a Certified Master Anaplanner in 2018 and worked on the Anaplan platform for four years prior to that. During his time with us, he made a lasting impact on many individuals and contributed…