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OEG Best Practice: Implementation best practices: Leveraging personas
If you are transitioning from Classic to the UX, you may have read this article about our recommended methodology: U.S.E.R. (Understand, Sketch, Execute, and Repeat). One of the key concepts during the Understand phase is to really get to know your users. For this, we recommend a classic UX tool: Personas. Personas What…
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Formula Help
Hi, Need help creating a formula that will look at LI for a rolling 5 day forecast and return back the max number of those 5 days. I set up a systems module that looks at the forecast for 5 days, and then tried to use it in the formula below.
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New — Get inspired with UX Designer Quick Tips
Introducing the latest way to learn and develop Anaplan skills — UX Designer Quick Tips! Hear from a variety of Anaplanners as they share actionable tips designed to optimize the UX experience. Visit the UX Designer hub to view a new featured tip each week. The complete list of Quick Tips is also available to view at any…
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Fastest way to replicate changes in SYS Property modules
Hi Everyone, I need your help to replicate same changes from one SYS module to some of the SYS modules. Let's say I add some line items in one SYS module and there are 30+ similar SYS modules. Is there a quick way to replicate these changes in other modules so that name, format, formula and summary settings can be updated…
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Detect CRLF character in a text line item
I have to replace CRLF (carriage return / line feed) characteres form a text line item. How can I use the FIND function or more better the SUBSTITUE function to replace such a CRLF char. Result = SUBSTITUE(line item to replace, CRLF character, " ")
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Level 1 Activity 5
Hi- Having trouble with Activity 5, particularly, I'm getting an error with the line item Medical Costs. I don't understand why this is. Here's what I have so far, any help would be greatly appreciated. - Kayla
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Export list updates
Hi Everyone, I have a problem statement in which I have to export the updates in list items. Here is a scenario to picture the problem:- I have 6-10 lists in my model and each list has 6-15 members. Let's say, user updates a list item in one of the list then I want to export this information that which list item was…
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Prior financial year result
Is there a formula that can be used to get the prior financial year (full year) P&L? Question/Context: If we have set-up Anaplan with correct time dimensions how can we get the prior year result in the current year. Example in July 2022 how can we pull in the FY22 (assume March year-end) P&L total and continue to pull that…
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Level 2 model building conclusion dat02 sku volumes
I’ve been stuck here for hours , i would really appreciate it if someone could help me figure it out.
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Time Setting
Hello Community, I have created a module where I have set Fiscal Year Start Month as "April" There is some module where I need month to be started from "January"... What is the solution? Thanks in Adavance Regards, Jeeva K
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Ability to change color of font or any card in the UX
We were asked by our client if we could use different font (type) or color on the grids published on the UX. Additionally, it would be of great help if we could also be able to apply a color to any published card on the UX (currently, we can only toggle between a transparent background or it defaults to white )
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2.3.11.2 Create DEM03 Saved View for Global Demand Assumptions UX
Hi, It should show monthly Baseline Forecast and Initial Demand Forecast for two years but it shows them for just one year. I think my time setting is correct. Like this: Please guide me. Thanks Mark
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unable to get access anaplan
i have credentials to log in anaplan community.but while log in to the worksapce by using same credentials it showing as incorrect .while going to password reset, unble to get reset password to the mail id. please do needful.
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L1 - Exercise 6.8.6
I am working on L1 Model Building training and I am on exercise 6.8.6. It says "In your model, open the SYS04 Location Details System module in Blueprint view. Add the formulas to the line items:" Line Item Formula CodeCODE(ITEM('G3 Location'))CountryPARENT(ITEM('G3 Location'))RegionPARENT(Country) The desired outcome…
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Lesson 6
I am stuck here, it keeps saying the formula is invalid. Need some help!!!
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L1MB 6.11.1
Can anyone help me with this? I added 3 line items but only 2 columns are showing up. I checked my work and I am missing the budget column
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L1 Lesson 6.9.3
Hello, Is there a way to delete the All Products column? I can't delete it from the Products list because it is considered a top level item somehow. I'm not sure how it got there.
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Boolean, lookup and lists
I am stuck - I have a Boolean that I want to populate based off the value in a given list. If this was excel I would write the formula as If Pay type = H then True else false. But I know that I can't do that. So I moved on to thinking I need to use the lookup function, but I am at a loss on the syntax to ensure it is a…
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Level 1 Lesson 6.6.3
Hello, I am not understanding why I don't have a date showing in the current period start row and why I don't have a check in the actual period row as well but in the forecast period and forecast months only instead. Any help is appreciated.
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Importing into a Numbered List from a saved view
Hi All - I feel like I am missing something simple here. I have a saved view from my data hub model that I am using to import into a spoke model. I am setting up a numbered listed in the spoke model b/c of duplicate data. I have set up a display name and have successfully imported the data from the saved view. What I do…
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1.3.4.3 UPDATE SYS07 LOCATION DETAILS MODULE
HI ALL, I'm stuck in this activity, i download the file location but i have issues like you can see in the screen shoot can you help me please ?
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Level 1 Lesson 4.6.8
Hello, Any advice on how I can get the codes to show in the code column? I'm not getting any errors when importing the data.
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3.6.1.1 Create Product Supply Manager Role - Where do I start?
Hi, community, I am working on this one now. So looking at this: * Each Product Supply Manager should be able to update their assigned products and product SKUs, but only view their assigned Product Family across all regions. This is how I saw it: * I need to create ACCESS module where I map user against SKU. * I can use…
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Driver Calc help with logic
I have a driver called "set to plan" which is just assigning the planned amounts to the forecast periods, but this is only happening for 2022 forecast periods. The previous driver Calc: IF Driver Method <> 'SYS002 - Model Lookups'.Set to PlanTHEN 0ELSE 'REP001 - Balance Sheet (Reporting Output)'.Amount[LOOKUP: 'SYS006 -…
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3.5.4.2 Create Distribution Center Capacity Module
Hi, I am having trouble getting the Total Beginning Inventory to map correctly. I am using the formula: 'INV01 Inventory Ordering'.Beginning Inventory [SUM: 'SYS08 SKU Details'.Supplied By]. I get the following error: "Datatype mapping used for aggregation doesn't match any dimension of the result" I'm not sure how to map…
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Selective access in dropdown list
Hi, How can i apply the selective access write only in my dropdown list ? I have a list with selective access both write and read and in my dropdown list i only want to allow users to select those members that they have write access. Thanks in advance for helping. Regards, Tom
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Boolean Format Option - Radio Button
Hello, When building a model & NUX page, I would like the ability to set the format on a Boolean such that it can be visually displayed as a radio/toggle button (example below). This would help end users more easily understand certain inputs when setting parameters. Boolean Format Option: Thank you, Jeffrey
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UX Idea: Toggle Allow editing at Worksheets
Hi all, I found lack of functionality in worksheets related to editing. You cannot apply read only mode to input module on Worksheet like you do on Boards. Currently all worksheet pages are editable and can be controlled only using classic UX role-module access. To keep UX consistent I propose to add Allow Editing feature…
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Rename a list item through a NUX page
Hi Everyone, Is there a way to rename a list item through a NUX page? Thanks! - Shubham
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Sum over a specific periode
I need to sum values inputed in months into a line item independent from time over a specific time period already determined by start and end date how can i do that please ???