How 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:…
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…
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…
Workflow - Add Machine task on Reject
As a workflow builder, I want to have the possibility to add a machine task after a reject, so that I can run a process or write data. For example: A Decision task can end on Reject. Afterwards, it should run a process/task, specifically designed for rejection (Import Item, write task, run Anaplan Process). This…
Copy Branch Workaround for the User Experience
The ‘Copy Branch’ action hasn’t currently made its way onto the UX, so I was recently challenged to create a workaround. This is my relatively simple solution, which could be amended for “Assign” by deleting the items in the ‘copy from’ list once copied. It should be noted that it is not a best practice for users to run…
Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
[Start Here] Anaplan Connect 2.0 and JDBC Connectivity
* What is Anaplan Connect? * What is covered in this article? * What is NOT covered in this article? * What pre-requisites do I need? * Deep Dive on Integration * Integrating with SAP HANA Cloud * Integrating with Snowflake * Integrating with Azure SQL Database * Integrating with Google Cloud (GCP) BigQuery * Integrating…
How to enable Notification Functionality across apps in NUX?
Hi Team, I have a requirement where, I have 2 Apps i.e., App A & App B. I have an access to App A but not App B. Conversely, the other user has an access to App B but not App A. My ask is, if I click on Notify Button on NUX, user received a mail and when the user clicks on the "Visit the Page" link, he should be redirected…
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.…
How can I find Line item ids?
Using the following: https://us1a.app.anaplan.com/2/0/workspaces/Workspace ID/models/Model ID/files to retrieve file ids. One can substitute "modules", "processes" for files to get those ids. Is there a way to line item ids?
Anaplan Connect: Wake-Up Script
Preface: Utilizing CA Certificates is the best practice for Anaplan Data Integrations. The wake-up script is best leveraged with CA Certificate authentication in the individual scripts for security purposes. If you would like to learn more about CA Certificates, click on this guide. Note: Basic Authentication used for demo…
Convert Values from a 445 Calendar to a Normal, Monthly Gregorian Calendar
Summary As a supply chain Anaplan modeler, you might be asked by finance to convert your 445-monthly forecasts into a normal, Gregorian calendar since their general ledger accounts are usually set up that way. This user-story will provide a solution using a one-year model that uses a 445-monthly calendar. This solution was…
Question about Anaplan model-building process and support
Hello, everyone. In the near future, I will be introducing a supply chain model (from demand forecasting to supply and inventory planning) to a Japanese Manufacturing company as a Model Builder. As part of the preparation, I have completed Level 1 and Level 2 model-building training.Could someone tell me the process of…
Unable to Dynamically change Line Items names
Hi all! I tried to follow the steps of this article about dynamic line item names change but I can't get it to work, so I would like some help on why it's not working. For context: I am building a Price/Volume/Mix analysis which I gave the end user the ability to pick which versions they want to see the comparison, naming…
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…
Variance Analysis With Native Versions Made Easy
When creating a model using versions, one of the first questions is, “Should I use Native Versions, or should I create a Custom Versions list?” Will I need to do version comparisons; do the comparisons need to be dynamic? With Native Versions, I can create another Variance version and create a formula, but a) it is not…
[Start Here] Anaplan Connector for Informatica Cloud – Part 1: The Basics
Welcome to the basics of the Anaplan Connector for Informatica Cloud. What you’ll find here is a quick overview of the connector before we get to the fun stuff: best practices, use cases and tips and tricks! You’ll find notes on what the connector for Informatica Cloud is, who it’s for, and use cases to give you a taste of…

How to

Discussion List