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Identify upgrade/downgrade a record in a list
Hi, Please go through the attached file. here each userid has a plan and start /end date of each plan. User can upgrade/downgrade their plan. here i m looking at the solution where i can identify which is the latest plan for unique userId to consider them for the pricing. Ex : User1 has A plan . after that he has upgraded…
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Ability to create ad hoc aggregations via multi-selections in filters
I want the ability to narrow down the summaries I see for a parent. I need to give end users the option to see summaries for any combinations of list elements in any dashboards and modules. At the same time, users should be able to select several list items for tables to synchronize with all of them simultaneously. If you…
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Ability to enable/disable multiple filters under "Filter Segment based on data in..."
Description of the enhancement required: I want the ability to narrow down the summaries I see for the parent. If you select a parent, you see all summaries for the child, but I want to be able to have the ability to select multiple parents, or multiple children, while having the ability to exclude others. For example…
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Linking Calculated Values Vs Re-Calculations
What’s more efficient ? Linking (using Module.Line Item): A Line Item in the Target Module to a Calculated Value in the source Module OR re calculate the same scenarios in the Target Module as all the requirements for the formula are in the target but you end up with two formulas ( giving the same answer ) in two different…
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Number format being changed when importing between models
I am attempting to set up an import between modules in two models; the target module has a has a list of numbers as the 'applies to' while the souces has a list of business areas. To get around this I have created a line item in the source module to assign each entry a number reference. This number is formatted at zero…
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Model Import Failure
HI All, I'm trying to import a model from one workspace to another but I'm getting the attached error. This error is happening only for specific models and not all models to which I have access to. Can you please let me know what is causing this issue. Thanks & Regards, Prateek
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Line Item Indent Formatting Options
I continually receive comments related to formatting of line items on the dashboard. The current Heading/Summary Formatting Styles are pretty limited which forces some of our to continually export data back to excel to allow for additional fomatting. It would be really helpful if we could have line item formatting settings…
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See error dumps for previously run imports
As a model builder or data integration user, I want to be able to see a history of all the recent imports into Anaplan as well as access the associated error dumps for each of those actions. Currently, when I run an import or import process via the UI and there are errors, the error dump shows on my screen and I can…
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Last Non Zero
Had a Partner ask if there is anything that does a "last non zero value" like our first non zero. Discussed ranking, but apparently that wouldn't work.
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Convert multi-dimensional form to RDB form
Hi, Anaplan friend I understand Anaplan is capable of converting RDB format to multi-dimensional format, but how about opposite ? Would you take a look at the attached file ? Now I have a module on the left hand side, and this has to be what is shown on the right in order for another system to import. I appreciate if you…
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Ability to use Roles as a dimension
Enhancement Request: Ability to use User Roles as a dimension To provide more clarification, could you please explain how you hope the enhancement would assist in your business process(es)? It would be quite efficient for the customer in terms of usage the dynamic cell access functionality. That gives our finance users…
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Search model and Display results across Actions, Modules, Dashboards, Lists in one screen
It is common to use the exact wording between actions, modules, dashboards etc., however in order to see the results of items from these different groupings, currently I have leave a view (say the module view) to go to another view (actions) and search the results again (which also resets my search from the last view).…
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Specific Count function ?
I am currently looking to build a line item in a pre-existing module that shows a count of open shift request sent to only one employee. I have the "amount of shifts sent to" data as well as list of employees. Wondering if there were suggestions on how to make this work. Maybe a Count if blah = true then 1 else 0 then…
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Calculating date 90 days past identified date
Hello - I am looking to calculate the date 90 days past an identifided date. I know there is an ADDMONTH and ADDYEARS calculation, but not an ADDDAYS, which would have been helpful. Is there another approach to do this? Example: What is the date 90 days from 11/15/18. Thanks K.
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When a Boolean is selected the model refreshes automatically to update any dashboards modules
Hi When a boolean is selected in a dashboard to apply a filter based on this you have refresh the dashboard or create an action button that re opens the dashboard. It would be if when a Boolean was selected that the model would automatically refreshed dashboard and modules real time to reflect changes. Saves having to…
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Create a saved view on a dashboard and push it to the source module
Hi, It would be an amazing feature to create a view on a dashboard and then push it back to the source module. Clients have asked for this. Thanks, Usman
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Create formatting on a dashboard and push back to source module
Hi It would be amazing if it was possible to format on a dashboard and then push the formatting back to the source module or saved view. Thanks, Usman
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Modules and Dashboards Display Who Is Currently Viewing and Last Viewer
Hi All, Modules and Dashboards actively show who is viewing the module and dashboard currenty and who the last viewer was. This will help to show who has seen updates or currenlty active or might be changing something in a module or dashboard. Thanks, Usman
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MAKELINK -Should be easy...
All right, I did the very easy Makelink modules and added it to a dashboard. What my "click here" button should do is direct users to a Sharepoint on our network where we made/created documentation related to our dashboards. If I make the URL www.google.com it works. If I put our HTTP://Company Sharepoint URL (example:…
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Allow users to add multiple numbers into a cell
Adaptive Insights has this feature where an end user can "split" the value of a an input cell into several values to have that amount roll up and be displayed as a line item. Customers of Adaptive really like this feature and in competes with Adaptive, we get asked for a similar function.
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Anaplan Connect
Hello Experts I am new to Anaplan . Want to know the sequence of releases for Anaplan. Also let me know any reference document with this details Regards Sam
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Returning one line items value using other line items
Hi all, I'm trying to find a way to return the value of one line item in a list, using two other line items. Background: I have one large module built off sequence numbers as the rows, and line items as the columns (no page dimensions). Each row is a seperate transaction (either a product being added or a product being…
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Copying data from one list member to another
Hi I need to copy data for a particular line item (number format) which is a user input from one list member to another. Use case: We have set up a target setting model wherein User will input targets for their Financial Metrics at various stages throughout the year. The stages are performed one after another in a periodic…
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Allow scaling in Module formats for line items
Allow scaling in Module formats for line items. For example to allow dollars to be expressed as "Millions of dollars" or "Thousands of dollars". How would it help your business process: One example- We use Anaplan for budgeting and drop Anaplan data into reports for senior leadership. No executive wants to see the budget…
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Importing Line Items with 4 or more dimensions to a Numbered List
In my model I have a number of modules that are dimensioned by 4 Lists, typically Time, Region, Resource and Product (e.g. hours worked by Resource A on Product B in Region C in Week D. I want to save changes to line items in these modules to a Numbered List with Time, Region, Resource and Product as Properties along with…
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Copying a model
Hi We are trying to find out if we can create a process to copy a model into a new model. Anybody having any idea about this? Basically, we want to autoamte the model copy activity. Thanks Regards Prabakaran
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Anaplan issuing new certificate on Dec 8, 2018
Update (May 31, 2019) Please see the Anaplan-Generated Certificates to Expire at the End of 2019 blog for more information. Original message: Based on customer feedback and to allow admins additional time to transition to new integration clients, Anaplan will be issuing a new Anaplan certificate on December 8, 2018. The…
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turn off subsidiary view in module after "version" is added
Hi All, I was wondering if anyone might have experience in this issue I am having. I built out a few modules and am now realizing that I need to add the versions dimension to a few. However, when I apply the versions the module changes to a subsidiary view and therefore eliminated the ability for data to be manually…
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Define Conditional Formatting for a Line Item in the Blueprint
Currently Conditional formatting has to be defined for a view and then published or republished to a dashboard if changes are made. I would like to see the ability to define a conditional format against a line item in the Blueprint instead. In addition the ability to choose whether to show conditional formats or not when…
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Time Summary: MoM, QoQ, and YoY on the same line item
Hi all, I am trying to create a "% growth" line item, where this line should be able to represent MoM, QoQ, and YoY on the same line (with or without the use of working line items) As time summary does not allow us to use OFFSET or PREVIOUS, what should be the best workaround for this? (Note: with the creation of new…