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Completed lessons
I have completed lessons and it's showing that I only completed up to lesson 3....how do I confirm that I have completed lessons? without having to go back to every single one
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L@ Model Building UX pg's
Hi, Not Understanding how to choose which Context Selectors levels are needed for certain List. It is on the Exam and I have watch the recommended videos and just need more explanation. Thank you
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Breakback with rounded integer numbers
Hi, Is it possible to set a Breakback function with auto-rounding? We're working on a project where exploiting breakback is useful. Product units should be integer, never fractional, but we can't find how to auto round numbers derived from breakback function without setting a process. Is there a way to let user insert a…
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Level 3 Commission Forecast
I'm currently struggling with the calculation of the monthly commissions FC. Issue: Quarterly commission Forecast: Unable to get quarter values by sales rep. How to bring down Annual sales target into Quarterly? Kindly help me on this.
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Sprint 3 - 3.5.4.2 Create Distribution Center Capacity Module
Hi, In activity 3.5.4.2 Create Distribution Center Capacity Module formula I gave for Percentage Full is Total Beginning Inventory / Distribution center capacity. But result is greater than 100%. I'm attaching the screenshot. Please help. Thank you very much
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5 Steps to Connected Planning Health Check
This article describes how to use health check audit on Anaplan models to identify gaps, deal with data quality, manage user experience, connecting models and user adoption. Based on experience in maintaining and deploying new models across FP&A and operational business functions as the Enterprise Connected Planning…
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Event recording available! Modeling tips and tricks
Last month we hosted a challenge inviting Community members to share their thoughts on modeling best practices — over 30 tips were shared! Yesterday, we held an event highlighting that guidance every model builder should know. Jason Blinn (@jasonblinn), Principal Solution Architect and Employee Community Boss at Anaplan,…
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How can I permanently HOLD the TOTAL figure and let the Breakback happen?
Hi Community, Need your help if you have a smart solution to HOLD / LOCK the Top/Total of certain dimensions of a line item which is Breakback enabled! Example screens is given below: So, all I want is to HOLD the yellow circle i.e. 1849 amount and let the below gets change which is 4 levels hierarchy.. We know the HOLD…
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Multiple Models | One Page
We have multiple models, Model A is where user inputs the data, Model B is where the submitted data would eventually sit. Model B receives data from Model A via an action. So once input is done as a user can i press a button (from model B) to technically import data from Model A to Model B. Can we have the action in one…
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Anaplan Level 2 Conclusion - Create Demand Export Module and Create a Saved View
Can someone help me why I am getting different demand number pulled up? Instruction: My Anaplan Blueprint Mode: My data Check your Work:
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3.4.3 Activity: Create Country Summary Module formula is wrong ?
hello I have put the formula for Safety Stock Flag Count but in the exam it says wrong when i pasted it . i dont why couple of times it got rejected ? any advice will be helpful
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Filtering a subset
Anaplanners, Is there a way i can filter a subset ? So, we have Projects module, where each project can be either active, inactive or done. This is a list formatted line item. However, the option to select done should be based on another line item in the module, actuals uploaded : Yes/No ? If the boolean is true only the…
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Organizing templates for data imports
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. I am sure many of us have seen the below message many times in our experience, and at times it may be very time consuming to retrieve the file which was used to create the import action. And there are also chances…
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Alternatives to Rank in Polaris engine
Hi Community members, I am looking for some alternatives to assign sequential ordering in Polaris model as the default "Rank" function is unavailable there. Thank you!
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Source Model and moving model between workspaces
Hi All, In one of my workspaces (Workspace1), I have two models HubModel1 and HubModel2 where some of the lists in HubModel2 are created based off saved views in HubModel1 (meaning the imports in HubModel2 are pointing to HubModel1. Say, I want to move the models to a different workspace (Workspace2). Looking for options.…
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Show whether a line item is used in an action
I'd like ability to see, in blueprint mode for a module, whether a line item is used in an action. This, along with an existing Idea requesting to see if a line item is used as a filter for a Saved View, would significantly speed up model clean-up time
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How to convert text to date
Hi , I have a text formatted line item which is a date .I want to convert it to Date format . I tried to break it into three Year ,Month and day using Value(RIGHT(Line item,4)) Value(Mid(Line item,4,2)) Value(LEFT(line Item,2)) It works for 12/10/2012 but what about 2/3/2012 ?? Note -- Can't change source text to date…
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Access Driver Behavior - Workspace Admin vs Regular User
I have a module X, that has two Line item Line item A which is Boolean Formatted and Line Item B which is Number formatted but has Write Access Driver set to Line item A. I have a process that Import data from Module Y to Module X. I am noticing a unique behavior depending on who is running the process on UX screen. If…
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Level 3 4.6.5 Sale Planning Model: DAT02 module
For the "4.6.5 Sale Planning Model: DAT02 module" step under Level 3, the data of Previous year is in a module having account flat and product flat. however, it needs to be imported in DAT02 PY Revenue to CY module, which will have A2 Account>Product# list which is a numbered list. Any clue on how to do move data between…
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How to grab value for chosen selectors to another module?
Hello Guys, I need your advice, I have created a Store Cost - Category % module and I have a second module PLD08 - Group P&L, I need to get one value from it for selected specific list elements. I would like the original value 2 for these specific selectors to be in Value in Store Cost - Category %. At this point he…
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Financial Planning & Analysis Model for Training
Hello, I just began my Anaplan training (level 1) and am looking for the Financial Planning & Analysis model they keep referencing but cannot locate it on my company's Anaplan site and cannot find anywhere to download it within the training. Can anyone assist?
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Is there a way to get current user value in a line item for a module that does not have user dimen
Is there a way to get current user value in a line item for a module that does not have user dimension
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Cutover activities: Things to do before UAT and before go-live
Author: Nikitha Kumar is a Certified Master Anaplanner and Sr. Principal Solution Architect at Anaplan. Cutover activities are the tasks that are performed to transition from DEV environment to UAT or PROD environment. In the delivery lifecycle, cutover activities are done twice: UAT cutover activities are done…
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How to change date format DD MMM YYYY
Hi, I have a date formatted line item (example: 4/1/2020) - this is in mm/dd/yyyy format However, i want to show as 1 April 2020 or 1 Apr 2020. How do I do that?
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Level 3 Sprint 1 TAR01 Detailed Sales Targets - please advise
Hello Anaplan Community! So here is a problem I’ve been struggling with for more than a week. Please help me to understand am I right or wrong. So I have a TAR01 Detailed Sales Targets module: In PY Country and Product Family Sales line item I have Baseline Financial Forecast from TAR01 Sales Targets module looked up by…
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Getting to know your model
Author: Stacey Gibbens is a Certified Master Anaplanner and Anaplan Solution Architect, leading the Center of Excellence at Globe Life. Maybe you’re a new employee at a company who has been using Anaplan for a while, or maybe your company has contracted with an Anaplan partner to have some models built. Either way, it will…
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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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Custom date log / History Log
Anaplanners, Currently, our user group updates a checkpoint where they record completed tasks, such as onboarding tasks, by entering the completion date in a date-formatted line item. We have developed a custom-built grid that displays changes in a funnel chart format, showing the latest update for each project, with the…
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Allow User to Enter Comments at Parent Level?
We have a text-formatted line-item where we want users to enter comments at both the child and parent levels. The current solution works fine for the bottom level, but Anaplan won't allow comments at the parent level (Marketing - Corporate Memberships). Is there a simple fix to this issue?
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History - Anaplan
Hi everyone! The use case we are trying to achieve is that an end user should be able to quickly check history at any given point ; currently only 24hrs is enabled or the model history at the back end ; what we would like to do is get the source data from anaplan and model it with an AI ( kind of a chatbox e.g KOREAI) ;…