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How to make Home Dashboard or Default Dashboard
Hi Team, I have created following three new dashboards in Anaplan model, how to make one of them as default dashboard when we open the model. Below "Home" dashboard should always open automatically when i open the model. I appreciate your help on this question. Thanks, Suman.
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Allow to delete all actions in a process when deleting the process
Hi, I am currently working on a model split and I need to delete multiple actions, but before deleting them I need to delete the processes they are included in. It's very time consuming to delete the processes first and then the actions. I think it would be useful to have the option to delete all actions included in a…
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New Community Challenge – share your fun Anaplan builds and collect a badge!
We're thrilled to announce a brand new Community Challenge kicking off this month — the Builder Challenge! This is an opportunity to showcase your creativity and share the fun and innovative Anaplan model builds you've created. As a bonus, we will select participants to present their model builds in a special Community…
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Snapshot
Hi, I have a scenario where I have to take a snapshot every week(forecast periods) -max 6 weeks forecast period. Source Module -Standard Time Scale, Article List, LineItem(which I want to take a snapshot) Target Module- Standard Time Scale, Weekly snapshot LIST(Contains list member of Lag 1, Lag 2, Lag3..6), Article List,…
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US$ Currency Display on NUX Boards
Hi, Recently, 2 users from different regions have started to see US$ prefix their cells. We have it configured it be $ in the backend, so we're not sure where the US prefix is coming from. Example shown below: For one of the users, the US$ prefix went away after a day. One user is based on Canada and the other in China. Is…
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Builders Challenge! に投稿してみました!
皆様こんにちは。マスターアナプランナーとして活動しているAmayaともうします 日本のコミュニティを盛り上げるべく(再び)情報発信していければと思いますので、どうぞよろしくお願いします! さて今週いっぱいComuunity ではビルダーズチャレンジ!として「あなたが作成した楽しく革新的なAnaplanモデルビルドを共有する機会」というのを開催しています。 私も何か楽しいモデルを作って、世界の人に見てもらいたいと思い、昔懐かしい「15パズル」を作ってみました。New UXだと色も選べて、華やかになりますね。(あとはセンスだけ。) 動く様子を動画に取りましたので、ぜひ見てみてください!…
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Current Date and Time
It would be great to have a function to get current date and time. Timezone settings could be common for all users and maintained in the settings section
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Forms : Choosing Parent (block edits)
Anaplanners, We have a list, P1 Projects List, We're creating project checkpoints as its child, giving options to the end user to create them on the fly. Challenge: While creating the form, its great Anaplan picks up the last selected Project however, Anaplan also provides a dropdown selection, to select another project,…
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Change Time Period names by allowing an alternative
Without creating Fake time and having to do mappings in modules, why not allow an alternative to be displayed, which would simplify the build, but also give the customer the desired headings on time. They can have this simply on any other list. The example is a retail customer who has 4,4,5 and a non January start of year.…
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Optimizer General Constraints
Hello All, I'm working on developing my current model with the Optimizer to add some levels of complexity. I am looking to use a General constraint (OR), does the Anaplan integration of the Optimizer support this? For Example I wish to constrain to a zero value OR a value above the minimum. Working: 'OPT04…
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Is there a way to view model history on the front end?
Is there a way to view model history on the front end? Example: As a front end user I would like to be able to pull the model history, similar to the one available in the back end.
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Hierarchy Mapping from flat list
Currently we report our P&L using list Entity L2 which contains all our entities as a flat list. We want to create a new module that reports the same P&L information but not on a flat hierarchy. The dimension of this module is New Hierarchy L6 which rolls up into our highest consolidation level (TopCo) This is the mapping…
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Ability to filter / show only modules for a single functional area
In as much detail as possible, describe the problem or experience related to your idea. Please provide the context of what you were trying to do and include specific examples or workarounds: For large models, it would be beneficial to be able to show only a certain Functional Area (i.e. use a drop down to only show "Data"…
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Dropdown Selection - Deletion & Deletion of Data
Anaplanners Is there a way we can restrict the end user from deleting the data. For example a line item A is list formatted and has 3 options, currently Anaplan enables the user to click delete and remove all values, can this be restricted where users are forced to choose from the 3 available options all the time ? Thanks
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Four tips on Anaplan model documentation
Author: Timmy Thomas is a Senior Anaplan Model Builder at Autodesk, Inc. Documentation within Anaplan may seem like a mundane topic, but it is crucial to the long-term success and vitality of an Anaplan model. Inevitably, there will be change management to deal with throughout a successful model’s lifespan. Whether the…
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How to create a module with a Boolean option that switches off "write access" on all Boolean boxes?
I am familiar with how to create DCA to switch off the write access for a list item. This example is costs for a land appraisal. Here is a module with rows that are editable. Here is an override module where I can change access from Write: To read: Now the Pricing method for the first 3 rows are greyed out: I can create…
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Nested Ifs | 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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Allow the same action to run multiple times within a single process
Description of the enhancement required: Allow the same action to run multiple times within a single process How would it help your business process: There are many situations in which this would be helpful. One example Setting a production plan based on prioritising SKUs. i.e. The capacity of a production line is…
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Running alternate hierarchy
We currently run the following hierarchy within our system This works for how the business currently reports, however in the future will need to still be able to report in the above hierarchy but then we would also need to report in the following structure. As you can see the bottom level would be the same, however I would…
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Build a random number generator in Anaplan
Author: Noah Jackson is a Certified Master Anaplanner and Principal Data and Insights Architect at Anaplan. Anaplan does not have a RANDOM formula or function, but random numbers can be useful — I was interested in it for generating sample data, but it could potentially be useful for other applications such as Monte Carlo…
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Variance Analysis With Native Versions Made Easy
When creating a model using versions, one of the first questions is, “Should I use Native Versions, or should I create a Custom Versions list?” Will I need to do version comparisons; do the comparisons need to be dynamic? With Native Versions, I can create another Variance version and create a formula, but a) it is not…
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New UX Idea - Apply one more model source to all pages of the app at once
One of our model a dev and multiple prod models linked to a single dev via ALM. We have developed New UX App based on dev with a lot of pages in it. My aim now is to apply all prod models we have to this app, but the existing procedure is not effective for this idea. I want to have ability to add new source to the excising…
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Model Changes Tracking
Hello, Recently, I have been involved in a Model Building activities. Project has two teams. Original MBs and my team to take over. My question is : if there is a way to track who created a particular module, line item or applied changes? (Apart from "History" tab)
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Level 2 sprint 3 INV02 Country summary module
I am a loss how to build the formula for the Iine item safety stock flag count in INV02 I know this inv02 module is linked to inv01 's line item safety stock exception count (ending inventory is lower than the safety stock target level) the picture given in Anaplan tutorial is fairly difficult to understand how to link sys…
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Level 2 Sprint 3 INV02 Country Summary module
I've created the INV02 Country Summary module and when comparing the "Stock exception Review Dashboard" the numbers do not reconcile. it seems like the safety stock flag count is not counting at the Product family level or it is individually adding up the "1's" per week as opposed to per month. I've attached my view as…
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Native Version to Fake Version
Hey Champs, I was asked to provide a solution to one of the problems that one of our community member (@Naveed - not sure if this is your right handle) is facing. I couldn't arrive at the solution but was able to provide him the workaround. Let me know your thoughts on this He is using Native Versions in his planning model…
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How to perform different calculations across list members in a hierarchy?
I came across the following situation and wanted to get more input on how others might handle this. If I am looking at a standard P&L hierarchy where the P&L lines are list members, is there a simple way to use Anaplan to calculate a line item differently for different list members (that doesn't involve long nested IF…
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Impacts of copying or importing a model
Introduction When copying or importing a model to a different workspace within the same tenant, it’s important to understand all the pieces that are impacted by this action. It's commonly thought of as 'moving' a model. However, the reality is that a completely new model is being created with a new model GUID.…
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Workspace Admin at model level
The ability to select which models in a workspace - where a user is either a workspace admin or not. Currently one is either an admin for all models in the workspace or none. Selective models for workspace admins is not possible. There is a need to select workspace admins for selected models in a workspace.
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Is there a way to get a timestamp automatically added to an export file name
It would be super helpful to have the timestamp as part of the export file name in Anaplan, especially when clients run reports every day during the budget season. Is it possible to do? And do automatically?