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Selective Access on Flat List Subsets
Currently, selective access write permissions must be granted to a parent item for end users to modify an item's subset membership. In the case of a flat list, the items do not have a parent, which means users cannot modify the inclusion of these items in the subset. This has created challenges within my organization, as…
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Is there any way i can convert number to text format but still following the number format for comma
Unable to convert number to Text following comma format, Could anyone help me out of this problem? Thanks in advance
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How to use notifications effectively
Author: Vinay Varadaraj Mirajkar is a Certified Master Anaplanner and Senior Solution Architect at Anaplan. When you think about creating simple workflows or enabling collaboration between/within the planning teams, some of the features which can help achieve this are: sharing pages, card comments, notifications, and last…
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New UX - Conditional formatting multiple line items the same
Hi, I have a dashboard with 20 columns, all of which share the same complex conditional formatting rule that consists of 12 midpoints. Setting up one column takes a little time, and I need to repeat this process for all 20 columns. It would be really helpful to have the option to apply a formatting template to multiple…
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Bulk Copy Action - Line Item Input
Great addition this past weekend with the Bulk Copy Action so that it can be tied to a process. As another enhancement to this feature - it would be great if the model builder can set line item values to drive the input - similar to the update current period action released prior.
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Allow for line item subset to be more than just number formatted
Description of the enhancement required: Line Item Subsets are often used to build filter modules, as an alternative to using the Show/Hide functionality. Using a Boolean against a Line Item Subset on a filter module makes it very easy to select which columns should be shown or hidden on a dashboard. An example of the…
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Composite hierarchies List and Production Data
Hello Everyone, I recently took over the model development from a previous team, and I'm looking into optimisation options. One issue I came across has to due with Composite hierarchies List used for Selective Access, as per the example below: G1 Group - Used for Selective Access - Set as Production Data - No changes in…
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Ability to mask or sanitize all of the Production Data within a model
I would like to be able to easily mask all Production Data within a model. Currently, this involves a lot of manual effort. For example, replacing all names with fake names, and all numbers with fake numbers. Being able to do this is useful for a couple of different purposes: * If I need to have Anaplan Support take a copy…
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Event recording available! Model design best practices
If you missed our event yesterday, November Challenge Recap: Model design best practices, a recording is now available. Last month, we invited the Anaplan Community to share their best advice for model design. In this recap event, speakers Rob Marshall (@rob_marshall) and Adam Trainer (@AdamT), both from Anaplan’s…
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Calculate the total interest from the first blank to the last blank in the 'Interest Expense' column
I have a sample where there are loan dates. For each loan date, the nominal interest will be calculated from the first non-blank 'Date of Loan' entry to the last non-blank 'Date of Loan.' The total interest will then be inserted in every non-blank 'Interest Expense' line item.
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Send an Email Notification if a Line Item Doesn't Equal 0
Is there a way to send a notification to specific users if a variance/line item is not equal to zero?
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Copy Branch Workaround for the User Experience
The ‘Copy Branch’ action hasn’t currently made its way onto the UX, so I was recently challenged to create a workaround. This is my relatively simple solution, which could be amended for “Assign” by deleting the items in the ‘copy from’ list once copied. It should be noted that it is not a best practice for users to run…
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Calling all model builders: Share your feedback and impact our future plans!
The product and UX team at Anaplan is looking for your feedback on your current modeling experience, specifically focused on building an appreciation for the challenges you face as a model builder in Anaplan. This survey is designed to capture this detail, so that we can explore how to simplify and accelerate the modeling…
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ALM- How and why anaplan saves data in module after replacing list with new subset of same list?
My module contains 5 dimensions, and I am replacing one of the list subset by another list subset of the same list, I have tested it using ALM, but I would like to understand how anaplan ensures even after changing the list subset anaplan preserves input value in that module. I have updated list subset first in test…
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Convert month number to month (month period)
Hi, I am looking for a way to convert a month number (f.e. 1) to month name (f.e. 'Jan 20'). How would you do this? Kind regards, Catheline
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Convert CUMULATE functions to PREVIOUS | Model Optimization Team series
Hello! 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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August 2021 Release and Sneak Peek at September
August 2021 Release and Sneak Peek at September Bulk Open from Table of Contents: From the Table of Contents section of New Modelling Experience (NMX) you can quickly open the objects of a particular functional area for faster access to the information that you may need. It leads to increase in productivity. Tab…
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Share your model design best practices – November 2024 Community Challenge
We’re excited to announce our second Best Practices Challenge of the year! This Challenge series is open for Community members to share their expertise and tips on a specific topic. Join us to spotlight your knowledge and explore fresh ideas from other members in Community! For our second Best Practices challenge, we’re…
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Summary module - referencing list with properties
Looking to create a module that provides a summary of a fairly detailed data set that has multiple dimensions, with having originally built this by adding the relevant dimensions to the module and then using a formula similar to the below, just referencing more elements…
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Multi-select filters and their extension
If you are asked to name a few features which you use very often in Anaplan, there is a high chance that FILTERS will find its way to that list. There are so many places where they are used: saved views for imports/exports, report creation, calculations, and the list goes on. They are basically ubiquitous! Premise: Ability…
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"Edit From" and "Edit To" in "Versions" don't prohibit users from importing values to that time peri
Description of the enhancement: The RFE would be to disallow users from importing into a timescale that they cannot edit. To reproduce: 1. Create a module with "Versions" and "Time" as dimensions. 2. In "Settings"->"Versions", change the "Edit From" to "Feb 16" on the "Actual" version. 3. Back in your module on "Actual"…
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Returning same value from same Line Item but different items
Hi all, Is it possible to return a value from an item on the same line item? For example, picture this as my module: I want to be able to calculate a delta between S1 and S2 or S3 and S1, like this: Here I'm using SELECT but this will be a lookup since I want the user to be able to select which scenarios he want to…
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Select Function using Versions
Hi, In version settings, I have 2 versions 1. Actual 2. Forecast but none of those versions are marked as True for Current (Refer screen-shot). I Created 2 Modules 1. Source Module 2. Target Module Source Module has Versions and Locations as a dimensions, Line Item - Source LI (Number) Target Module has Locations as a…
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Definitive Current User in a formula
Hi, I have a list of invoices with an approver selected from the user list for each line item, what I want to do is check if the 'current user' is the same as the 'approver' and if so then allow them to write to the item. I have a fake users list, and i can have a module with users with show all set to off, but none of…
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Modules or Actions Used in NUX Pages
Currently we are able to see where a module or process is used on a Dashboard. We need to have a similar ability for the NUX which warns or stops you deleting an object if it is referenced on a Page or App.
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Ability to Add Data Write Action to Existing Process
1. It would be really a game changer if we are able to add Data Write Actions to the existing processes, It would not only scale up the usage of the Data Write Action but also would save a lot of time and effort and would save us from creating multiple saved views and actions. 2. Currently, Data Write actions can only…
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How to transpose data
I have a module A - Dimension Class and Subject In the module, I have a line item (list formatted) called Order. User will use this module to define Order for each Subject for each class. eg. For Class X; SubA - Order 1 , SubB-Order2 etc. Now I want to create another module dimensions by Class and Order, That can show that…
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How to make picklist selection user dependent
I have a situation where target lineitem is populated based on the picklist selection. The problem is when multiple users are making the selection, the latest selection is being used. I need this to be dependent on users i.e., one user selection shouldn't affect the other.
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Can a List be Copied similar like Modules?
Dear Community, I have a basic question, many will feel it might be silly but still need to ask whether we can create a copy of the lists available in the General list sections like modules? If NO then why & if YES then how can we do it? Hoping to get answered by anyone of you soon!!! Regards,
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Model Concurrency & Sanitization
Hi Friends, Do we follow these in Real Life Scenarios? Model Sanitization Guide Model Concurrency Testing Types Model Concurrency Process