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Model builder level 2 sprint 2 : question about page selectors
HI I have a question about this activity : You say we need to create a dashboard and this dashboard "should include two page selectors - Years and Accounts" However in the DEM03 Module, we have to synchronize Account and SKU. How can we synchronize the SKU with the page selectors if we don't take the page "SKU" like a…
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Is there no option to put 'create action' on the New UX Boards
Hi I was exploring the New UX. Trying to replicate one of the dashboards. I used 'Actions' Card on the dashboard. But in the list of action I could not see the create action. So dont we have the option to add the action which creates an item to a list on the dashboard Thank you, Vamshidhar Reddy
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Sort List for Page Selector
Hi team, Is there a way that I can display a list in the Page selector based on the sorted order from another module? I have a Customer List that I am using as a Page Selector in 1 module and wish the List to be sorted from Highest to lowest revenue gap (it's a query to a employee) which I have created in another module…
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New U/X Updates
hi, is the specific new U/X Forum section not being used anymore? Doesn't look like you can start a topic in there (https://community.anaplan.com/t5/Your-New-User-Experience/bd-p/platformuxforums) It's quite useful having these updates all in 1 place, to see what developments are being made. Thanks, Andrew.
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Median Calculation/Exclude NAN from MAX function
Hi team, I'm attempting to calculate the Median revenue per customer over a period of 4 months (excluding negative revenue months due to credit notes etc) but cannot obtain the Max value per customer due to it returning the NaN value (if there is 1) My process has been: 1) Module dimensionalised by Customer & a dummy Month…
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Ability to disable selective access for a specific module
We have selective access activated on several lists (mainly organization) and for 90% of our needs it works well. However, in some modules we would like the users to be able to see the data of the entire lists (even if they don't have read access on parts of this list). Currently, the alternatives as we see them are: * to…
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Have an option for action buttons to only be clickable is a defined criteria is met
as a model builder, I want to be able to publish an action to a dashboard for my end user to run, for example, an import. I only want this action to be selectable if certain other criteria has been met (for example, a boolean is checked confirming all relevant information has been entered)
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Do not show zero values in charts
Description: As a model builder I want to have the possibility of not displaying zero values in charts, so that the display is not impacted by the fact that there may not be any values (not that the real value is zero). It would still be great to keep the option of showing the zero values when desired, as in some cases it…
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Anaplan Planning Strategy
What is the planning strategy followed by Anaplan platform ? Is it level by level planning or order by order planning ?
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level 2 model builder : i can't go to the sprint 2
Hi, i realised the sprint 1 and i have two problems : - The first : i can't reach the 100% because I can't validate this : - The second : there is a problem with the "Sprint 1 exam". Indeed i took a break on the question 9 and now my exam can't be validate. I answered to the question 9 and 10 and I finished with a score of…
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Hide Saved Views
Before I go and put this on the idea exchange wonder if there's a way of hiding saved views from the contents panel so that just the main module name is visible?
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UX view Management and Generation
When creating a new Dashboard for the UX, on occasion you may want to duplicate views, but when you don't and you would like exclusively for UX, adjust in the UX then have available for classic, or you may generate a 'custom view' in the UX, aside from duplicating your work you have no way to retain those actions. Having…
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Level 2 - Cannot mark as "Completed"
Hi, I am doing the Level 2 training, sprint 1, and have found a small issue. There are 4 steps (discovered so far) that aren't marked as "Completed", see picture below. All these steps are just downloading files. The first three are downloading Regions.csv, Countries.csv and Locations.csv. The last one is SKUs.csv. Does…
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IRR - returning NaN
Hi, I have a module with below dimensions. I need to calculate IRR for additional planes. I have followed the suggestions and created a transaction module with the following dimensions (Schedule, Aircraft, Airlines, Time month scale, versions). It is not returning a valid result in below module. Any suggestions that would…
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about date format
Hi, I'm trying to import date data. I failed importing as date format, so changed to text then succeeded.(below "week date") Next I'm thinking that changes to date format. So I tried using Mid function and Date function, but the value wasn't filled with cell. What should I do or is there good way to import date?? Best…
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Summary Default to None for Numeric Line Items
Can the default Summary for numeric line items be None rather than Sum. This way it's a conscious action to turn the sum on, rather than a need to remember to turn them off. I know there's another post to have this an option that can be set by each module, which would be advanced, but I continue to hear about sums being…
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The Anaplan Way Completion Certificate
Hi, Do we receive Completion Certificate for 'The Anaplan way " , if so where can I access it?
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create list
Hi, I'm thinking 2 parent relationships(below photo) and I want to share information of the child element(people). Are there any ways? Best Regards,
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Copy Dashboards - Same as Module
I would like the ability to copy a dashboard from the "Dashboards" area under Model Settings. This would provide more consistency to model builders. Right now, I have to open the dashboard and copy from the dashboard from the user dashboard menu, which isn't quite as intuitive.
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Planning functionality
Anaplan allows planning at different level of detail using its multi-level master data. Is there functionality like automatic aggregation/disaggregation? Is there data available over a time horizon?
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List Item
I have a numbered list with (with 3 hierarchy levels) which is populated using data source nightly. However, User also requires the ability to manually add items to this numbered list at any of this 3 level with dummy name. Based on this dimension (numbered list) user will be planning and forecasting values. I want to get…
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Employees per Team
Hello, I have this "Employee Profile" module with dimensions Time and Employee list as shown below: Immediate Superior Line item is a list-formatted line item, that uses also "Employee List" as format. Is it possible to make another module using this data, to show all employees reporting to each Immediate Superior every…
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Line Item Subset Missing % Sign
Hello! I have created a variance analysis without using a version and instead using a line item subset. In the attached snapshot, Revenue, Gross Margin, and GM as a % of Revenue all belong to a P&L Line item subset and Actuals, Prior Year, and Versus Prior Year (VPY) are line items in the module. In the module in which…
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Matching
Hi, Please see attachment Regards,
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299 Case study enhancement
I am trying to create a line item and a notification where if the sales manager declines the sales rep input, the sales rep can reenter a value and the sales manager is notified.
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Production Data Masking
Hi We copy the production model into our test workspaces, but as per policies we need to scramble/mask the data in test workspace How it can be done while copying the data ? or it has to be done manually in test work space by identifying the relevant data ? Any advise will help us greatly thank you
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Formula Summary Method for List
Hi, I have module with two lists L6, Metrics List and one line item L6 List is parent child hierarchy list Metric List is flat list with one parent (Total Metrics) Source(Line Item): ITEM(L6) The Ask is, In Source(Line item) values are not getting populated at Total Metrics Level Thanks & Regards, Asha
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Case Study 299 HR planning costs
So for the HR Planning Costs dashboard there is a module where you can input social security, pay raise % and pay raise date and that module affects the details of each employee module. Is there a way where the social security, pay raise % and pay raise date module does not affect every employee, whereas I can choose which…
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Import file with several sheets
Hi, I have a module where I have a number of line items and two lists as dimension. One as rows and one as page selector. I want to build a function to export all data from that module, edit it in excel and then import the same file again, and hence get the values updated in Anaplan. Now to the issue: When the file is…
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Display message on Period Level
Hi I have module which shows variance of data populated by month this module is published in the Dashboard. and a Text message in the dashboard is displayed "Having variance" or " No Variance".(This is a different module) which works fine based on data available or not. Problem here is, for example when 'FY17' or 'All…