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Hosting YouTube videos on dashboards
Hi Anaplan, It would be great if Anaplan could host youtube (or another provider) videos on dashboards. The use case is for hosting instructional videos/content to guide users. I'm sure there would be many other potential use cases for this too. Thanks, Usman
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Additional practice models/builds
Hi Anaplan Community! I've completed the certified builder program, but am wondering whether there are any additional practice builds out there that I can attempt? e.g. I'd like to practice building an ICM/SPM model. Thanks!
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L3 sprint 2 2.3.1 QUO01 Territory Account Validation
Hi everyone, I am a bit confused and have been stuck for a while, how to approach the line :" Assigned>1?: Is the account assigned to more than one territory? " also, what is the purpose of "cf_account" line? which modules should I reference? any ideas? Thank you!
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2.4.8 Activity: Create Detailed Demand Review UX Page
Hi guys, I am confused about what 'sync the grid' means in here referring to. In a card configuration, I am not able to find any buttons corresponding to sync the grid to 'P3 SKU, Account, and Time'. Can you please let me know? Thanks! -Anaka
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Level 3 sprint 1 8.4
Hi Everyone, I am trying to validate my data for the "Final sales target" after applying the "Factor". However, looks like my Factor is off. I have confirmed that "previous year actual revenue" and" initial account sales targets" are correct. so not sure where it is off.... Mine: Anaplan: needed formula concept : Thanks…
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Level1 Training 4.6.5 Activity: Import Data into G3 Location List
Hello, I get an error message saying invalid parents -Mapping Column2: Location Name => G3 Location Column3: Country => Parent Column1: Location code => Code -Items uniquely identified by Name or Code (same error with Code Only) Thank you
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Level 2: 3.3.5.5 Update Inventory Ordering to Allow Override of Shipping Method
The instruction states: Line Item: Final Shipping Method "The majority of time, end users will NOT be overriding the shipping method for the re-stocking orders and will use the standard shipping method for the product SKU and Distribution Center. The Shipping Method line item will only contain data when a PO has been…
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L3 model building sprint1- 4.6 Model Build Specifications
Hi Everyone, I'm working on L3 training and feeling stuck. in section 4.6.5 we are asked to build the module that references PY FY19 sales. I was able to do it, but on the confirmation page from anaplan dimensions look different, but the numbers are correct in total and by product. I used A1 accounts, P2 Products lists. do…
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how can i get 90 days access
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13.3.1 Level 1 - Unable to create Margin Summary page
While creating Margin Summary page, I am getting error as "A page with this name already exists" and unable to create the page. Please help, thank you!! However, I am creating this page for the first time. (I am on 90 days Free trial)
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6 New Year Resolutions for driving Anaplan ROI and value
A Happy New Year! Many of us have made personal New Year Resolutions but what about New Year Anaplan Resolutions? Are we going to continue good practices? What about changing an undesired trait and behaviour? Perhaps accomplish a goal? How can we improve our behaviour? Let us share some suggestions with you.…
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Pop-up notification about upcoming timeout
Would be nice to have a notification about timeout due to long inactivity in both NUX and Classic. Good addition will be to have a button to be able to reset the timeout countdown. This way end users and model builders will be able to save there progress and won't have to re-open every tab/page they had on their screen.
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Starting your Anaplan Journey - pathways to success
Handy reference point for guiding you, your teams, and your end users through Anaplan enablement and ensuring self-sufficiency! Model Building - a solid grounding: * Level 1 Model Builder * Level 2 Model Builder Other good starters for 10! * Start your Anaplan Journey * Anaplan Foundations - end user training to introduce…
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New Model Experience - Formula Editor Function Tool-Tip
To further enhance the modeling experience, particularly for new modelers, having a hovering tool tip when typing parameters within a function would be useful. It could be structured such that after typing the start of any function, a hovering display lists the required/optional parameters needed. As an example, typing…
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Starting Your Anaplan Training
Getting ready for Anaplan is key to a collaborative and successful project, and our Level 1 Model Building course provides the quick start you need! Level 1 Model Building is comprised of 15 parts and a certification exam that gets your team enabled, empowered and excited about using Anaplan to drive business value.…
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Anaplan Connect 3.0 Training Refresh
The Anaplan Connect training was recently revised to include updates and best practices. Anaplan Connect is a simple connection tool for integrating data to and from Anaplan. This training provides an overview of Anaplan Connect 3.0, this includes: * 3.0 Overview * Setup requirements * Anaplan Connect Guide * Downloading,…
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A Good Plan: Spend Time on User Stories
In this guest blog series, Anaplan partner Spaulding Ridge examines what they have found to be integral parts of a good plan: the level of detail, the process, the people involved, the timing, and pitfalls to avoid. Writing user stories is one of the most impactful and exciting phases of the early Anaplan implementation…
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Persona based resources
Now introducing to the Anaplan community persona-based resources to support your individual Anaplan experience. Check out the details at https://community.anaplan.com/t5/Blog/Introducing-persona-based-resources-to-support-your-individual/ba-p/130962
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"Your card failed to load" errors following 2021-09-11 platform update
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue Upon loading a page in the UX, you may see all cards displaying "Your card failed to load" messages. This can be caused by the users role not having access to one or more cards on the page.…
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Page - Description
Currently, Apps have a short middle description column, which helps for end user context, however, the list of pages does not currently have a 'Description' center column. When you have several reports listed, end users can get lost in the pages. This would be helpful for adoption.
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Toaster Time / Blue Box Culprit Anonymity
One of our best Anaplanners at Tableau recently left the Sales Operations organization. She unfortunately will not be an Anaplan user in her new role. Before she left, I made this "best practice" image for her, referencing an incident 2 years ago, when I was only 2 months on the job here. Joking aside, I've recently been…
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No sounds in Anaplan Level 2 Model Building: Sprint 1's 1.3.2 Import Errors's Summary sections
No sounds in Anaplan Level 2 Model Building: Sprint 1's 1.3.2 Import Errors's Summary sections, as picture shown where the exact part as I am referring.
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2022 Re-certification exam for Model Builders and Solution Architects
If you are already an accredited Anaplan Model Builder or Solution Architect you can now stay up to date with the latest platform features by taking our recertification exam. To be accredited through to the end of 2022, simply answer 10 multiple choice questions all based around recent release features. Good luck! The exam…
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Google Sheets not working properly using Subsets
We are experiencing some strange behaviour from Google Sheets Addon when the Module uses Subsets, if the Module has a No Data formatted Line Item as the first Line Item, normally we use this as header for our Line Items inside the Modules, to confirm that I've made some tests using different combinations of Line Item…
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NUX Comments - Security Driven Comments
I'm excited to see new collaboration features coming to the platform but the lack of context being applied to comments makes them not very useful and will require very specific training and notice for users to make sure they do not share sensitive information with other users. A specific example is incentive compensation…
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Dates for Your Diary
We have the following events scheduled with links to register where available. Anaplan Live Anaplan Live – 28th April Anaplan Live – 9th June Digital CPX - virtual conference Digital CPX -10th June UX Discovery Programme - launch your adoption of the Anaplan UX Tue 25th May Thu 8th July* Thu 9th Sep* Thu 25th Nov* Product…
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L2 Model Builder Training instructions in NUX needs refinement
Customer feedback/suggestion is that the instructions for NUX Level 2 Model Building seem to be geared more toward Classic than NUX (i.e. conditional formatting). Could these be reviewed for possible refinement?
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Current page filters and sorts are applied to all pages of multi-page exports
This item has been identified as an outstanding known issue. Issue Setting a current page filter or sort and then exporting this data to file, will apply the current page filter/sort to all pages of the data. Workaround Remove all filters/sorts, export the data, and apply the filters/sorts in Excel --- Internal Reference:…
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Name an action on set up
I would like the ability to, when setting up an action initially, give that action a name that would be used in the Actions section of the model settings library and indicate if it is recurring or single use. Then by running that action it would either be kept with the name given - recurring - or be cleared from the…