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show parent hierarchy results in bold in modules and dashboard
As an end user I want my parent hierarchy results to show in bold in tables so that they are quickly and easily distinguishable from the rest of the data Currently the parent item name in the list shows as bold when it is used in a table but not the attached results
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How to roll back a production model to recover lost data
Author: Jessie Zhao is a Solution Architect and Certified Master Anaplanner at Anaplan. Working with a model in ALM has a lot of benefits. These include building new features in a development model anytime without affecting production users, securely managing production lists by identifying structural data that needs to…
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Build a game in Anaplan! Recording from the Builder Challenge event
Our August Community Challenge invited people to share creative or useful Anaplan models they've built, and WOW — the Community delivered! We recently hosted an event to walk through a few of the unique and fun model builds — a recording is available below. Tune in to see four fun model builds: Kirill Kuznetsov…
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Multi-Dimensional Scatter Plot Alternatives?
Hi all, Bit of a complex one here. The application use case is calculating the Minimum Variance Efficient Portfolio for those familiar with Finance / Portfolio Management. The Anaplan question to be solved in simple terms, is how can I combine these two charts to display as two different "lines" within the same chart (in…
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NEW UX: Insights and Quick Links on Board Views
After sitting with @monica_girel and fully realizing how powerful / useful "Insights" and "Quick Links" panels can be in the Worksheet pages, it fully baffles me why this isn't part of Board views. Adding these to board views makes for a serious improvement in user navigation / experience by de-cluttering the main screen…
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Display timestamp on your Anaplan dashboard
Author: Hannah Shan is a Certified Master Anaplanner and Senior Consultant at Lionpoint Group. I've come across discussions about whether there's a way to display the action timestamp on the UX for the end user — and there have been some great suggestions to bring in the date by leveraging CloudWorks. But what if the end…
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Share your modeling tips and tricks — Best Practices Community Challenge
As we step into September, we’re thrilled to introduce a new and exciting addition to our Anaplan Community Challenges: the “Best Practices” challenge! Throughout the year, we’ll be inviting Community members to share best practices and tips around a specific topic. It’s a fantastic opportunity to showcase your expertise…
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SUM and LOOKUP | Model Optimization Team series
Hi! Welcome to the Model Optimization team's monthly blog post. This is an eight-part series, following the topics we see occurring most frequently in slow customer models. Our aim is to inform and guide how to build with best practice intentions for these model building topics. Each month, two of our analysts will take…
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New User Experience UX Page Ordering
I am requesting the ability to order pages in any order we choose. Currently, the new UX defaults to alphabetical ordering of both pages and categories, but I would like the ability to order these in any way. For example, our users navigate through a series of dashboards in the Classic view in sequential order (i.e.…
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Create DEM03 Demand Forecast Module
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
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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…
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2.3.10 Activity Create Demand Forecast
Hi, I am struggling to get numbers for the Baseline Forecast line item my formula looks like the below: IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG('DAT03 Historic Volumes'.Volumes, -52, 0, STRICT) ELSE 'DAT03 Historic Volumes'.'Offset Volumes for 1st Forecast Year' I do see the numbers for the year…
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Apply DCA by User Group/Role
The ability to have user specific DCA is great as it allows fine grain control of line items/modules without add dimensions to them, but... As we are dealing with large models with increasing number of users the DCA modules themselves can become very large thousands of users by thousands of CC plus maybe a few other…
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Solution Architect Certification
Hi Everyone, I have completed my Level 2 in April 2019 & Level 3 in June 2020. After that, I have switched my job so both the models are in old organization's workspace & transferring them to new workspace isn't possible. Now, I wanted to get Solution Architect Certification & for that I have to update my models. So, can…
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Suggestions on how to optimize data imports for a Real Estate Company with many products
Our company is a real estate developer and I am having a problem dealing with too much data. For example, we consider our condominium units as our products. These units are unique from each other (i.e. they have different unit number for each building and for each project development.) In short, no two units are the same…
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Created Time Settings by Year module
Created the SYS01 Time Settings by Year module, added and formatted the line items, and added the formulas .. How do we properly add dimension on this one?
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Collapse / Expand Hierarchy Functionality in Modules and UX Grids
In current standard grid modules and UX Grids you can't Collapse & Expand hierarchies of Lists/Line Items/Sublist like you can do in Excel (see below). Considering that sometimes hierarchies can be huge or you want to Collapse one part but Expand another - it would be good to have such functionality
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Dynamic Line Item Label
One recent scenario was where the Line Item Labels are shown as CY, CY-1,CY-2,CY-3 and users wants this name to be dynamic like 2024,2023,2022,2021, I want this label to change in all modules each year as the current period changes. There were many occasions where there were requirements to change Line Item Label, which…
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Best practices for technical documentation of a model
Author: Arun Thakar, Certified Master Anaplanner and Vice President in the banking industry. As go-live approaches and admin and end user training gears up, the question of ‘how do we document the model?’ might be front and center in your daily standups. Fear not! This article will cover some of the best practices on…
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LEVEL 1 -Part 08 activity- Add Formulas to Line Items in REV03 Margin Calculation_ Error
The formula for Line item Revenue and Cost of Sales line items is not working and giving an error as below. This is from LEVEL 1 -Part 08 activity- Add Formulas to Line Items in REV03 Margin Calculation. Kindly help ERROR: The formula for 'REV03 Margin Calculation'.Cost of Sales is invalid ;REV02 Volume Inputs'.Volumes is…
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OEG Best Practice: Statistical forecasting
Overview The following is a guide for the Statistical Forecasting Calculation Engine Models (monthly and weekly). It includes enablement videos, practice data import exercise, model documentation, and specific steps when using the model for implementations. 1. Enablement videos and practice exercise…
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SUM based on Line Item Value
I have a line item that has a list value. In another module, I would like to sum based on that list value -- without adding that list as a dimension in either module. Is this possible? I know this syntax isn't right, but it would be something along the lines of Source.Amount[SUM: IF Source.Line Item = List.Value]
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Publishing subsidiary views in FluenceXL
Has anyone had any success publishing a subsidiary view line item in Fluence grids? I have a line item in a module that is a subsidiary view used for mapping GLs. I need an end-user to update the mappings. Fluence will not allow me to publish and edit the subsidiary view mappings since the dimensions differ from the…
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How do I exclude zeros from a MIN aggregation?
I am building an output module to show some statistics around account pipeline by industry. I want to be able to show the smallest pipeline. Since some accounts have zero pipeline, the standard MIN function returns zero, but I want it to return the MIN excluding zeros. How can I do this? Here's an example of what I'm…
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Pro tip: Process & Import IDs
When setting up data integrations the process or import actions are often referred to by name, however, this practice isn't robust and can cause process failures if names are changed in the model. During development and enhancements, a model builder may choose to edit the name of a process or import to the model. This…
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Advice on Optimizing Combined Export List in Anaplan
Dear Anaplanners, I hope this message finds you well. I am currently working on a project that involves two separate exports: one containing Project and Project Code, and the other containing Bench Code. Refer excel snip with samples. The receiving system can accept both Project Code and NPI Code, but in Anaplan, we have…
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Level 2 Sprint 2 DEM03 Growth Rate % line Item
For this line item, it is needed to align the dimensionality of the Source Module to Target Module, so that the Target Module can reference the Growth Rate % of the Source Module. See below for mapping reference: The issue I am having is that I am unable to properly map the formula. Resulting in various error messages. I…
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Zero Suppression
Hi, Is there an option to suppress zeroes in a module so all the cells that have 0 or blank as values can be hidden? Thanks Megha
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Processes within Processes
It's a really old idea from Exchange - Include Process Within a Process — Anaplan Community I thought I had a workaround of sorts - using Cloudworks but alas the "integration flows" element can't be put onto UX pages even though individually processes can be. Is this because of a page only being attached to a single model…
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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…