How to

Easily Get Current Date Using CloudWorks
Almost any model builder has had to come up with a solution to get the current date in Anaplan. We used to build integrations and use API for that. @JaredDolich posted a great article about using python for getting today's date. But this approach has some cons: * You must learn to code or involve someone who can do it.…
Dynamic renaming of line items
Consider the following situation: As part of a planning process, a planning user requires the following items to be presented in the module: * Current year revenue actuals - year to date, needed to plan for the next year around the third-quarter quarter mark of the year * Current year revenue projection, based on the run…
License Management Reporting機能について
皆さん、こんにちは！ Anaplanカスタマーサクセスの藤﨑です。この度リリースとなったLicense Management Reporting機能について、機能の詳細とご利用方法をまとめた資料を作成しました。機能のリリースと同時に別途トレーニングをご案内差し上げておりますが、手短に機能の詳細を把握したいといった場合や、Anaplan管理チーム内で資料にて共有したいといった場合にご活用ください。トレーニングのURLはこちら：Academy Training
Anaplan optimizer - cumulate function
Hi guys, We are currently working on an optimizer, and one of our constraints is a cumulative function (monthly quantity accumulation to consider). However, the optimizer doesn't handle the use of functions in its constraints well. Has anyone encountered this issue before? I can provide more details if needed. FYI it works…
Evolve your Anaplan ecosystem with enterprise governance
In this article, you'll find resources to support evolving your Anaplan ecosystem with enterprise governance. This broad topic was covered in depth during Anaplan Live! 2022 — including focused discussion on Centers of Excellence; model governance; workspace architecture; data hubs and data integration; build and…
[Start Here] User Access Management - Part 1: Get Started
A foundational design element of any Anaplan model is User Management. This includes creating the design within the Anaplan model and app, as well as establishing the process for managing and maintaining access once users are active. The table below contains questions that are typically asked as part of the Foundations…
Introducing the Optimizer Toolbox
What is the Optimizer Toolbox? The Optimizer Toolbox is a Model Builder’s reference guide that details common linear program constructions for themes such as allocation, scheduling, and time-phasing. Each theme is dissected in a sequence of modules that progress from simple to complex. For example, the “drawer” on…
Managing frequent structural changes during development
Imagine the following scenario: You need to make regular structural changes to a deployed model (for example, weekly changes to the switchover date). You can make these changes by setting revision tags in the development model. However, you also have a development cycle that spans the structural changes. What do you do?…
Melhores Práticas para Configurações de Tempo em Modelos Anaplan de Grande Escala
As configurações de tempo no Anaplan vão muito além de uma etapa inicial de configuração, elas representam uma das principais dimensões em um modelo padrão. Com exceção dos modelos do tipo Data Hub, a maioria dos módulos utiliza a dimensão de tempo, e qualquer alteração nas configurações de tempo impacta diretamente o…
Need help finding a possible error in SYS01 Time Settings by Week and INV01 Inventory Ordering
Hi all - I have been trying for days to figure out where there is an error on my own, and I have not found the solution. I believe the error is somewhere in the SYS01 module as my formula for Beginning Inventory (which I've confirmed is correct, as far as the Anaplan Community is concerned) just resets every week that…
Displaying your data as a Calendar view
Problem Statement Ever wonder how to display your data in a calendar format in Anaplan or simply just want to have a color-coded display based on a specific alert/indicator in a calendar form? Step-by-step guide We just need 2 simple lists Day of Week and Week Number to start with. Then we need 2 modules Day of Week…
AnaplanXL conditional formatting
Is there a way to use conditional formatting on and AnaplanXL grid based on another lie item value. e.g. I have a separate line in the module that flags whether a period value is actuals or forecast (boolean or number), I want to use this to dictate the format of the cell and replicate the functionality in the Anaplan App.…
Save incomplete changes when synchronizing in ALM
Imagine this scenario: You are in the middle of making changes in your development model and have been doing so for the last few weeks. The changes are not complete and are not ready to synchronize. However, you just received a request for an urgent fix from the user community that is critical for the forthcoming monthly…
NUX - Add several entries at one time in a module dimensioned on a list
Hi in the classic interface, when a module is dimensioned on a list, it's easy to add several entries at the same time with the action of creating items as showed below (which eases also the fact to copy-paste information which can be the same on several lines created): In the NUX, it seems that the only way is to create a…
Balanced vs. unbalanced hierarchies
One of the foundational elements of any Anaplan model is hierarchical lists. When creating hierarchies there are two basic choices: balanced or unbalanced. In this article, we'll look at the differences between balanced and unbalanced hierarchies, areas where they behave differently in Anaplan, and some questions to…
Code formula
Hi All, Just another simple one this time. I need to capture the code of the L0 Hospital subsidiary. I tried code(item('L0 Hospital Subsidairy')) formula in a text formatted line item i keep getting an error. i need to put the L0 code on the hospital code column to match the L3 department. the hospital code column is text…
How to reference a Time Period in an IF statement please?
My PRACTICE module has time dimension as Months 2019. I want to create an IF statement in the RESULT line item that says IF Time Period < Jul 19 THEN TEST 1 ELSE TEST 2 How do I reference the Time Period in the IF statement? i.e. how do I write the IF statement so that in the RESULT line item there is 250 from Jan 19 until…
Axis for Charts
Hello all, Does the auto-axis functionality not work for waterfall when you have negative numbers? Case 1 - Positive numbers Case 2 - Negative Numbers The numbers are exactly the same & its the same chart with the auto axis turned on. In case of positive, the variances can be observed very well with visible bars for the…
Adjusting CloudWorks Integration Schedules for Daylight Saving Time (DST) Using Postman
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and Postman Resources Required: Internal Expertise: IT Developer / API User Tools Needed: Postman, CloudWorks Access Requirements: CloudWorks, Postman, Anaplan Integration Admin Estimated Level of Effort (LoE): Low Approximately 1-2 hours…
Adjusting CloudWorks Integration Schedules for Daylight Saving Time (DST) Using Python
Intended Audience Level of Difficulty: Intermediate Requires familiarity with APIs and python scripting Resources Required: Internal Expertise: Python Developer / API Expert Tools Needed: Python, CloudWorks, Code Editor Access Requirements: CloudWorks, Anaplan Integration Admin Estimated Level of Effort (LoE): Low A few…
Connecting Anaplan Connect to Snowflake Using JDBC Driver with Java 16 or Higher
Addressing JDBC Driver Compatibility Issues Intended Audience Level of Difficulty: Intermediate Requires some familiarity with APIs, scripting, or database concepts Resources Required: Internal Expertise: Data Engineer/IT Admin/Integration Admin Tools Needed: Anaplan Connect, Snowflake, Notepad Editor Access Requirements:…
ALM explained—Part 3: avoiding data loss
Introduction In part two of the new ALM Explained series, we discussed the best practices for testing and validating changes prior to deploying them to production models. However, we also know that testing protocols are not always followed, especially if the change is an emergency patch, and sometimes, the synchronization…
How can we retrieve Module IDs & Line item IDs?
Hello, Is there a way we can retrieve the module IDs & line item IDs? It'd be really helpful in understanding the MAPS report instead of having to copy paste & check the id for each line item. Thanks!
CloudWorks—This is how we use it, Part 3: The CloudWorks API
In Part 3 of our CloudWorks - This is how we use it series, we will introduce you to the CloudWorks API. This is typically for an audience comfortable with REST APIs concepts and programming. If you need a refresher on What CloudWorks is, see Part 1 or, for how to set it up, see Part 2. CloudWorks API will allow you to…
Error in Uploading Screenshot for Anaplan ADO Maps.
Hi All, Facing an issue while uploading the screenshot as it is showing "error while uploading the file". Is it only for me or is anyone else facing the same. Can anyone help in resolving this at earliest? Attaching the screenshot of the error below. Thanks,
Seasonality Chart—Simple as That
Comparison By Year Comparison By Year Several times I have been asked for a chart with the possibility to compare seasonality or month over years. It´s proven to be both popular and useful in its own simplicity. In a regular line chart, you’ll have all time periods after one another, whereas, in this version, you´ll be…
Setting production lists
*Content reviewed for accuracy June 2020 Making sure that production data lists are correctly marked within a model is a key step to setting up and using Application Lifecycle Management (ALM). This guide will provide a solution to how someone can make revisions to their model to allow for the tagging of a list as a…
Where to start?
I've just created an account and I am looking for the starting point to learn about Anaplan. Any recommendation or tip? Thanks! :)
NEED HELP ON LOOKUP
Hello, Good Day! Need some professional help on how I can replicate the weeknum function from Excel to Anaplan. I am relatively new to this platform. I have a module where I should be able to get the Peak Week from a date value (Peak Date). » So it's like the Weeknum function using the 'Peak Date Mid" value. I have another…
UX obstacle course or scavenger hunt
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: As an end user, I want to upskill in UX pages in a fun gamified way such as an obstacle course or scavenger hunt, so that I can be…

How to

Discussion List