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New Page Builder interface could use some work
Anyone else caught a bit off guard by the new page builder/app interface that was rolled out this morning? Seems a bit clunky. Everywhere you click on the page expands or collapses a section, except for the left-side quick access panel which can't be collapsed or expanded. It's also difficult to distinguish the section…
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Multiple selector filter not working for other users
Hi team, I have a module on an app page that I am trying to set up for users. the main module is called risk and opportunities. its dimensions are cost centre l2, account l3, time and version. There are 6 system modules for users to control the filters. they are cost centre l1, cost centre l2, account l2, account l3, years…
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Five tips for a (mostly) painless model rollover
Author: Clarissa Hassfurder is a Certified Master Anaplanner and CEO at Double10 Consulting. As Anaplanners, we all hope that when a model is being build the Solution Architect and model builders think about and document all maintenance requirements for the admins. But this isn’t always the case, especially when many hands…
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remove double counting of projects
Anaplanners, I have a query on how i can remove double counting of Projects. Case artifacts: T1 Teams, which is a hierarchical list, so for example Team A.1 & Team A.2 rolls up to Team A, like wise Team B.1 rolls up to Team B; all rolling up to total teams. M1 Members: Flat member list. P1 Projects: a Numbered list of…
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Problem by selecting Zone with my Export button on UX page
Hello, I have created a UX page, and I would like to add an export button in it. The export button should export : Fixed unit of measure (here PAL or TO) : I would like 1 button for PAL and another one for TO Flexible Country Zone : Depending of what it's filtered by the user I succeed to do the first point, however I…
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How to add a button that creates a new line item in the GL that has a hierarchal structure
The current button we have in place has us add in a new SUB-GL/ vendor item to a numbered list. That numbered list uses an OpEx subset that layers in each new vendor into its respective opex area such as adding "Anaplan 2.1" under Software subscriptions in the GL. The problem im running into is that this current structure…
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Do not block other models when importing another model on the same workspace
As a model builder and workspace admin, I need to be able to continue to use my other models while another model is currently being added by importing. This is required because currently, when we Import a model (from another workspace), this operation will block / freeze all other model in the target models while the…
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Assistance needed adding a column filter to a UX custom view dashboard
I'm trying to add a filter to the columns of a UX custom view and not getting the expected results. Any assistance would be appreciated! Purpose of model – allow users to allocate employee salaries to multiple locations. Model hierarchy: C1 Company C2 Balancing Unit C3 Cost Center C4 Provider (these are the employees) We…
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Button
Hello Everyone, I have a question. The button below "Show Accounts without Category mapping" but as you see in the table "List of Accounts and Mapping", accounts are showing up that have category mapping. Does anyone know the possible reason for this and potential solutions on how this can be resolved?
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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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Better Formula Editor for Anaplan; A Chrome/Firefox/Edge Extension
Hello all! A while back I made a Google Chrome and Firefox extension that enhances Anaplan formula editing by using the Monaco editor (currently 700 users). This is the editor used by Anaplan's new modelling experience. My extension works with this new experience adding enhancements over and above what Anaplan have done.…
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Optimizer: Dynamic Time Setup
This video will demonstrate how to setup a dynamic time list for use with the Optimizer. Download the attachment for instructions on how to setup Dynamic Time. https://www.youtube.com/watch?v=hD7Wt4wcxwM
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Optimizer: Exercise Walkthrough
This video is a walkthrough of an Optimizer exercise. Download the attachment for a printable version of the exercise instructions. https://www.youtube.com/watch?v=rwwXAB9Rbp4
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Removing unnecessary Top Levels
Removing unnecessary Top Levels (or better yet, not adding them in the first place!) Author: Allison Slaught, Certified Master Anaplanner and Principle Solution Architect at Anaplan. To improve efficiency in your models, it’s important we only calculate where necessary. One way we can do that is to only use Top Levels…
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L2 Sprint 3 - 3.3.6
Can anybody please help me with why my data is showing 0 instead of 16388 in Confirmed Purchase Order Receipt (week 3) after following the instructions in the screenshot? I have applied the following formulae: PO Submitted: IF Submit Purchase Order Request? THEN 1 ELSE 0 Confirmed PO Delivery: POST(PO Submitted, Final…
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Module Lines System Generated 'Created by' and 'Modified by' Detail
All module lines should include system generated "Created By" and "Modified By" detail for audit trail, compliance, and support reference. It is not always clear as to whom created or modified a line in a module. If a consultant or contractor is making changes to lines, the only way to find that detail is by combing…
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Allocate a summary level data input into other
Hello, In one module, I want users to enter one growth number for a country. I then want that growth number to be applied to every single product in that country (in another module). There are thousands of products in the country, so I don't really want to have to enter the same growth number multiple times. However, I…
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Add back the 'Used in Dashboards' reference for Modules (with NUX)
With the NUX in place and being the standard for dashboarding, it would be good to have the ‘Used in Dashboard’ reference working again within the Model. This would be good for the transparency/auditibility of the model, for all users. With the Classic UX, it was easy to see when a Module was used in any of the Dashboards.…
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MailTo Limits in Firefox vs. Chrome
We are using the MAILTO function to generate an email to a BCC-ed list of users of action required in the model. The list of BCC recipients is lengthy (>100 email addresses), and the MAILTO function appears to work in Firefox, but not Chrome (OS = Windows, email client = Outlook). Has anyone run into similar limits? Are…
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How can I restrict users selection of months
How can I restrict month selection drom a dropdown? For example I would like to set a dashboard where end users can only select pre-defined months i.e. Jan 23 to Mar 23. Is there a way I can easily change this by adding (locking/unlocking option) additional months if needed. Thanks!
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L3 User Story 1.4 Steps
I am unclear about the process for creating the modules for User Story(US) 1.4. On the surface this seems to be the exact process for the previous US where we combined Accounts and Product, except now we're combining Accounts and Territories. Where I'm confused is how we process the G3T Territory data. Since a territory…
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Setting a Date formatted line item to Blank
I am trying the following. Not sure if the issue is that the Date format items can´t be blank or something on my formula
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Model Builders and Solution Architects: We want to connect with you!
Are you a Model Builder or a Solution Architect who works to create a set of rules and validations for data in Anaplan? If so, we want to speak with you! We invite you to join us for a 60-minute remote research interview, during which you'll be asked to weigh in on a new way of creating rules and validations in Anaplan.…
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Asana is looking for a Product Owner Planning Systems
Come work for a great Enterprise Technology team, implement and support FP&A, Workforce and Territory & Quota planning. For more information about the role go to:
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How to fill a line item recursively
Hi! I have one module where one of the line items is my inventory amount and on the columns I have a list where I put diferent fiscal years (note that I cannot use the formula PREVIOUS() because this module is not connected with Time, and I can't connect it either). So my list is composed by: FY22, FY23, FY24, FY25, FY26,…
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How to convert Month Line item in text format to Month Format
Hi All I have two month line items in text format as shown in picture and want to convert to Month formatted line item. What steps should I take so that I convert it into Month formatted line item. Thanks in advance
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Extending a week
Hi All, Is it possible to add a week in the model calender for a new year without adding a new year in the time settings. TIA.
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How to differentiate when a line item is input and calc on the same module
Hello! I'm trying to build a module where one of my line items is an input on one hierarchy but a calc on another level of the hierarchy, but I'm not sure if this is possible to build in anaplan, let's have an example: My Hierarchy is: Season Winter Summer On the module I have the following line items: Account Receivables…
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Shortcuts for Anaplan in new user experience
Having in mind recent improvements in the way that anaplan is using new formula formatting and "inteli-sensne" like interface when using bottom formula bar, its so much wast that there is so few shortcuts inside anaplan. Some of them are not working at all with new experience (Ctrl+>, Ctrl+< - working only with anaplan…
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Help me with this issue.
I have this two modules: AND I want to pull the territory ref ID sys/fil07 to the inp/ter01 so it would only show territories available for that employee, i have tried to do loots of formulas but they dont seem to pull it correctly, not sure if because inp/ter01 is made with subsets its messing it up or something is wrong,…