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App Dashboard Exports
Hi Anaplan Community, I am wondering if there is a way to do a mass export of multiple exports and combine them all into one excel file with multiple sheets. It would be one sheet for each export, but they would all be in the same excel file. I am hoping I could publish this process button to my app dashboards. Thank you!…
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How can we create action to load Existing items line item to Applicable Products line item.
This is the screenshot of the module containing both boolean line items.
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Applying a TRUE boolean across all months when a single month is TRUE
Hello, I have a module with three relevant dimensions: Position ID (FLAT Position ID) Component (FLAT Components) Time (monthly) For a component under a position, if any month is marked true in an initial line item, every month should be marked true in an associated line item. Screenshot attached, but in the example if TBR…
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level 3 - 4.7 Check Your Build
I have completed this but wanted to check: my numbers seem correct (totals) but I have sparsity in my data also - null values; is this correct? Please see my attached screen shots for dat02, a2 account>product list, and screen shot for checking build. Can someone guide me if this is correct?
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Level 3 sprint 2 - 1.3 data hub
1.3 Check Your Build As you complete the model building activities for Process 2 Assigning Accounts to Territories, User Stories 2 1 to 2 5), you do not need to manually assign the accounts to a territory. You will be provided a data file to check your model in the Check Your Build section for User Story 2 5 Hi Please…
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Formula Edit Window
Dear Anaplan Developpers, Is it possible to not close automatically the Formula Edit Window after validating modification ? It will be very usefull when we are auditing and editing several line items in a specific module Thanks a lot
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Filters in List Grid View
Same as in modules, there should be an option to add filters in Lists grid view. This will help to filter list data view based on properties or subsets. Currently, we have to export list data in excel to do any data analysis based on properties and subsets.
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Need a way to identify line Items being used as Filters.
There needs to be a way to identify line items that are being used as Filter in same module or any other module, This would be totally helpful while deleting line items that are no longer required.
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Remember search criteria in Model Search
It would be really helpful if having done a search in Model Search and opened something up if the search criteria for last search remained for a while or till next login. I so often seem to find myself opening what I think I'm looking for only to find it was not the case but I then have to go back and start the search…
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L3 Model Building Sprint 2 - User Story 3.3
Hi Community, I was able to match my Target with the screenshot provided in the training. But after applying the commission and attainment % to Quarterly Target and then using Quarter Apportionment to divide quater values into monthly interval. My screenshot doesnt match the check your build. Commission% for Janell is 10%…
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Email notifications : Sending Email Actions without using mailbox
Request from Amgen Europe : Anaplan is currently not able to send email notifications based on a pre-set condition. e.g. whenever a price is submitted below a certain threshold. The idea would to have an action that sends email based on a threshold but without having to use your own mailbox
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Compare format option to be available in UX pages
I have been using the COMPARE format to visualise differences between versions of data sets in classic models and dashboards. it is a great tool for simple, one-off/occasional analysis to sense check data entries. After trying to replicate classic dashboards in UX and working within Anaplan support it has been identified…
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Data loss issue
I've encountered a strange issue in our model. To give you the context - We run a scheduled process through REST API to copy data from one version to another version. We tried running this using cloudworks, it did not work (I'm assuming because once of the action in the process has filter based on User Write Access). So we…
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Issue in LIS where one line item is shown as a parent of another.
Hi, I have created a LIS from two different modules with a total of 3 line items. The two line items I selected from the first module however are having a parent child relationship when I use the LIS as a dimension in another Module. This should not be the case as all the line items are independent. The First Image is the…
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How do I audit a specific line item that is used for DCA access?
Hi, I am trying to trace all line items in a model that reference a specific line item in a specific module for DCA access. Is there a function in Anaplan that allows you to do this?
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Streamlining travel data: A comprehensive approach to trip parsing and expense linking
Author: Steven Kraplin is a Certified Master Anaplanner and Senior Financial Analyst at The MathWorks. In a recent project, I was faced with the task of designing a model that could efficiently consolidate travel data from various systems. The goal was to organize the data into trips and link all related expenses incurred…
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Need ability to automatically run Workflow template as an action button in UX page
Would like the ability to go to add an action button in a UX page that would run a specific workflow template that has been pre-configured against the action button. At the moment you have to go workflows and manually select the workflow template you want to execute and add extra information as an instance name for the…
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Level 3 Sprint 2 US 2.5 Account Exception UX
JaredDolich I created the dashboard Account Assignment Exceptions, but the button "Finalize Assignments" did not work. I created the Action " Finalize Assignments" with "G4T Territory>Account#.Display Name". How did you realize it? Can you please suggest if I am missing any other instructions? I went through all the use…
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End Users being able to see all Users in a User dimensioned module
I did think that this didn't used to be the case but it would seem that a module that's dimensioned by user an end user can only see themselves when viewing it. If you're a workspace admin you can see all the users - which when you want to push out user-level DCA isn't particularly helpful. Clearly I can create a fake user…
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UX Page description
I would like to be able to add description to the pages the same way as i can do it for an app. This field have to be available on pages screen as a column It can be available for editing at Page settings screen
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NUX Forms: Exception handling when duplicate code entered
When using forms to add to a list (where the code can be entered), users can accidently re-enter an existing code which triggers a model roll back, as it's considered a duplicate. There's also no notification the model is rolling back so it looks like the app is spinning its wheels. This leads to confusion and potentially…
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I can't create a model
Hello everyone, I want to create a model but when i click "manage models" , the error below shows up. If anyone has faced this issue before , I need help to resolve this. Best Regards,
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Time Period Formatted line items dependency on Time Range
Currently dropdown for time period formatted line items shows all time periods for Model Calendar. There should be an option to make them dependent on Time range applicable to that particular Module/Line Item. For Example: If Model has 5 years, a Month formatted line item will show all 60 months in dropdown even if that…
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End Users being able to see all Users in a User dimensioned module
When you've got a module dimensioned by users only if you're a workspace admin can you see the whole list - not very helpful if you're pushing out user-level DCA to end users to manage themselves. Now I can have a separate "user list" that's can be interacted with but it should be the case that end users can see the whole…
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Delete Multiple Users from the Model in one shot.
Hi, Is there a way to delete the multiple users in one shot from the model. Thanks, Ashoka GK
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OEG Best Practice: Data Hubs: Purpose and peak performance
You may have heard about a model called a Data Hub, but perhaps you aren’t confident that you understand the fundamentals, primary functions, or considerations when architecting one. There are three main advantages to incorporating a Data Hub: Single source of truth : Stores all transactional data from the source system.…
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Text to Column feature in Anaplan
Anaplanners, Is there a way we can convert a text to column like how we do in excel. Example below: You can see Column A (member name) and Column B (Projects Involved/textlist). Using Texts to Columns we can convert column B dynamically to different columns. As its dynamic some members have 3 projects while some may have…
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Comments within formula
There should be a syntax to add comments within the formula. All programming languages provide this feature, for example: /* comment */ is used in Java, plsql. This will help to temporary remove any part of the formula for testing or add meaningful comments for reference.
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Ability to sum based on boolean
Description of enhancement required Ability to allow to aggregate using Boolean mapping. Currently mapping can only be applied over List elements. It would simplify many formulas if we could simply SUM/PRODUCT over TRUE/FALSE Boolean values. An example of enhancement - See example below *List called "Client" with 3 items.…
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Hi Everyone, I am reaching out to the community for some help with a formula.
I am looking for a way to automate the Batch Index column with a formula. Any help or advice would be greatly appreciated! Thank you!