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 automat…
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: When user…
Hello, We have a series of reports that we want users to have the option to select a Year over Year comparison (such as 'FY25B vs FY25A' in the dark blue) and the corresponding light blue to be filter…
Is there a way to create custom calendars in Anaplan? Our customers work out of different calendars and we would like to be able to enter and report data according to each specific customer's calendar…
Thought I'd drop this here in case it's helpful to anyone. Business Need To promote a consistent user experience and an intuitive application, we want colors to be used in a consistent manner across a…
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 manag…
Author: Judee Dimapilis is a Certified Master Anaplanner and co-founder at Malaya Tech Consulting. Within the ever-changing landscape of business operations, reporting that is both accurate and inform…
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 certa…
Hi, I am stuck with creating formula for Baseline forecast, I have used formula "IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN LAG(Default Forecast, 52, 0, STRICT) ELSE 'DAT03 Histori…
I'm trying to optimize a module for space. At current the module alone occupies 33 GB of space. The module is a cross dimension of 4 lists as seen in the picture above. with time month granularity. Th…
Hi there, I am looking for sample screenshots of Dashboard reporting for ICT Investment and Cost Management. Appreciate if you can point the links and resources. Thanks!
Hello, I have a list with several emails address. I want to have a formula to return only emails adress from the company Test (so that ends in @test.com). I avoid hard coding as not best practice. I h…
I would like to be able to select my approver from a module, in the same fashion as for the tasks. Otherwise, I am not able to use the functionality in complex approval flows.
Have to run a variance reporting for 3 Line items. In the source, the line items have dimensions and Time(Quarter). The variance Reporting module is run by the same dimensions, the source line items a…
We need a way to sort hierarchical lists by multiple dimensions. Currently, Anaplan's 'Sort Order Action' for hierarchical lists only allows sorting by parent or by child, which limits our flexibility…
Hello, I am trying to do a workaround where I am not able to directly map a Parent and Child relationship but the users would want to be able to alert owners of a subsidiary account living in a differ…
Hello, Can I choose the level under particular dimension once creating the report in Excel Add In? I cannot find it easily. There is a such option directly in Anaplan for example under MyPages. The ex…
Hi, What is best practice for building out a P&L? The P&L applies to an existing list L2 GL accounts however, there are additional summary levels (ex. total travel) and calculations (gross margin, net…
Hi all, I am running a download API in logic app to get a list of my exports, i am able to get the result, but its in octet-stream format while i want the data to be in JSON format so that i can creat…
Hi - looking for some thoughts on how best to support financial reporting in Anaplan where there's a requirement to faciliate financial year reporting (Jul - > Jun) and calendar year reporting. By def…
Author: Einas Ibrahim, Finance and SPM Consultant and Certified Master Anaplanner. In the world of sales, tracking and analyzing key metrics is vital for assessing performance, identifying areas for i…
Column Resizing! It is finally here, the folks looking at large numbers will be able to see the entire number. I am clearly excited after 4 years this finally came out. This enhancement is regarding w…
As a page builder, I would like to be able to select the slide size (4:3 or 16:9) when creating a management reporting. Slide size in (Management) Reporting, both within Anaplan as well as in the .pdf…
Hello, I am looking currently at the Transactionnal API. I see great usage associated to Transactionnal API reading function for direct reporting through third party tool (ex : POWERBI), which offer m…
Similar to PDF, would be helpful to add page numbers and text in the footer section of each slide. My managers use the web based report functionality but they get confused on which slide they want to …
Hi Does anyone know how to create Variance analysis. I use reporting tool (Insert Calculations) but Varian (%) doesn't seem to work for all type of costs, for example revenue is favourable if actual r…
The next step in the evolution of our Management Reporting look and feel! Check out the this video to see how to incorporate the new Shapes card option into your report!
Use Case: We need the ability to change dot colors on a scatter plot (not based on conditional formatting) so that the scatter plot can better visually represent the data. For example if we have 6 com…
