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Anaplan Connect: Difficulties setting up export from Anaplan to SQL Server
Hi, We're trying to set up a connection to export data from Anaplan to Microsoft SQL Server. We already have a working connection to import data into Anaplan, but we can't manage to set this up the other way around (export). We set up the export connection using the Anaplan Connect guide and our working import actions. We…
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3.3.5.2D Remaining Line Items , Reorder flags
Hello can you help me in perfecting my formula ? Reorder Flag: Identifies the week that an order must be placed before the ending inventory would drop below 0. As you see in the week 11 FY20 column, the reorder flag is not ticked even though the value is negative My doubt is, as per the hint, they suggested the use of the…
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No of sums in a single line item
Hi, Need to know that how many number of sums we can use in a single line item so that its performance will also won't downgraded. Thanks, Vicky
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Adding comments for individual cell in UX page
Hi All, Can we able to add comment on individual cell in Anaplan. For example: let's say I have added 62 and I want to enter some info about override forecast. If I have not able to enter the comments on single cell then how can I achieve this. One way is we can comment in the grid level even if I have added any comments…
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3.3.5.2A Beginning Inventory formula
Hello I need some help in this formula Beginning Inventory: This line item needs to display the value from the Beginning Inventory line item in DAT01 Beginning Inventory module for the first week of the year and the Ending Inventory from the previous week for all other weeks of the year. i have just created these in my…
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2.4.7.1 conditional formatting add new rule option is not avaliable
Hello Can i know why I cant able to apply conditional formatting? why there is no new rule icon available when i select conditional formatting icon ? I have selected even a line item row or column and selected conditional formarting icon but still i there is no New rule option avaliable
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Anyone who can help me configure the SAP HANA JDBC driver?
I have a SAP HANA JDBC driver (ngdbc.jar") in my ANAPLAN CONNECT lib but am not able to configure it. I have attached a screenshot of the SAP HANA JDBC driver window. https://developers.sap.com/tutorials/hana-clients-jdbc/jcr:content.github-proxy.1698070514.file/JDBC-Driver-Trace-Config.png
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Level 3 4.6.5 Sale Planning Model: DAT01 module
Hi Community, I was wondering if I did my DAT01 correctly? Because to import DAT05 historical sales from Datahub to Sales Planning module, I will need to set both dimensions as A1 Account and P2 Product list. However, when I start to build DAT02, my dimension was A2 Accounts>Product list (according to the learning module)…
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Do ignored columns (from imported files) take up space from my model?
Hi guys! Do ignored columns (from imported files) take up space from my model? Thank you very much!
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Seeking Insights on seasonal forecasting within Anaplan: Share Your Experiences and Best Practices!
Hello Anaplan Community, I hope this message finds you well! As we approach the holiday season, I am eager to learn more about how companies in our community are leveraging Anaplan for holiday forecasting. This is a crucial aspect of planning for many businesses, and I believe there's a wealth of knowledge and diverse…
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Ability to input text commentary with text formatting options in Management Reporting - New UX
While working on a project, a useful implementation emerged. Currently in Anaplan, via Management Reporting, it is possible to create documentation that cannot be customised by the user. In fact, the end user using the system can only look at the data and comments previously entered by the Page Builder. We tried creating a…
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Report: Font Size and Spacing
The New Report Designer Font sizes limit you to - Normal, Instructions, Heading 1, Heading 2, and Heading 3 which is on par with other Anaplan functionality in Model design and UX. However, for such a dynamic tool it would be helpful to have the option to set font size similar to other report designer tools which allow you…
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2.4.4 circular reference error
Hello Everyone can I know why there is a circular reference error when I try to enter this formula ?
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2.3.10 Activity: Create Demand Forecast (Big doubt )
Hello Everyone I have a logical question to make sure my approach and formula is correct for demand forecast in question on the LEVEL 2 SPRINT 2 activity . As we see, we have to create the baseline forecast for the current FY by importing the historic volumes data to the current FY from previous year FY19 data which we…
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1.3.6.1 Create Build Region Saved View Level 2
1.3.6.1 Create Build Region Saved View Create a saved view for importing: Module Name: SYS05 Region Details Saved View Name: Build Region Include: Code and items Make sure to select SHOW for the Code line item and save the view. This will ensure that as new line items are added, they will not be included in the saved view…
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Is it easier to find a job after finishing model builder certificate ?
Hello Everyone I have been searching for a job for quite some time, and I came across anaplan and started learning it. Since I am switching my career from accounting and trying to find a job in operations, project management etc, I feel Anaplan can help in find the job easily with this skill set. I just wanted to ask this…
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Editable nature of cells within grid is inconsistent over time, not due to version
Hi Anaplan Community! I am working within an Operating Expense financial model, I have a module to allow for manual adjustments by department. This module contains a line item "Amount" with no formula, to facilitate the manual input of adjustment amounts by spend category. The Model's Time frame is 2022 - 2028, and I am…
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Import action failed while running through Cloudworks
According to the given screenshot, error thrown by Cloudworks is - "Hierarchy import has both Name and Code unmapped". Although, manually the import action is running fine. Need some help. Thanks,
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Automatic Export of 60 pages
Hello guys! Can anyone solve this? I have a module with 60 pages, and I need to export each one of those pages into a different excel file. Does anybody know a way of automate this process? I mean, facilitate the manual process of selecting pages 60 times and export each one of them individually? Is there a way to iterate…
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Assigning List item based on Text line items and looking up - COMPLEX
Hi Community, To give the backstory of this - I have a module, where I first import one data file into, with Loan-Hedge ID List) and line items as the dimensions. The second file I import is a similar one, also with Loan-Hedge ID (List) and line items as the dimensions. When importing the first file, these Loan-Hedge IDs…
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Add Anapedia results for a global search
As Anaplan Community User I would like to see Anapedia result when I search somethings on global search bar. With the new UX of Anaplan Community site we lose the quick search on Anapedia.
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Date Line Item using Min Summary
Hello I am using line item formatted as date with 6 level hierarchy. I am using summary as Min for the same. I am facing issues where if there is no date in my list P6, i am getting 12/31/2399 for all NonBlank list members. Please advise best way to handle it without doing any hardcoding. Regards MO
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Boolean dependent selection with DCA
I am trying to find a solution to my module : I have 3 booleans Boolean A Boolean B Boolean C The Booleans B and C can be selected only if Boolean A is selected. I have used the DCA for this. The DCA is a simple one : A. The DCA is applied to B and C. My question is : when I deselect the Boolean A, the Boolean B or C that…
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Improve the "Search the Anaplan Idea Exchange" on the Idea Exchange page
A couple of ideas to improve the search functionality; * Automatically enable the "idea" filter when using the search function on the Idea Exchange page* Currently, if I search the page for a phrase/idea to see if it has been raised, I am taken to a page that returns relevant results from across the entire community. It…
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Native Time must shift with snapshot period
I have native time and snapshot period as my dimensions, I want the data to populate when I select (snapshot period as a page selector) Snap - Feb 23, the native time on the grid below must show from Feb 23. Created module with Snapshot period as a dimension to use that to show the forecast months, it is of no help as the…
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Dimension Help for Equity Waterfall
I am new to Anaplan and am currently doing a project for fun. I am trying to recreate a equity waterfall that is commonly used in Private Equity. I am currently stuck on an issue on setting up dimensions that will be used for the waterfall calculation. Attached are screen shots of what I am trying to recreate in Anaplan.…
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Email Notification
I created a action - to add list member. Additionally also a notification to notify me via email if there will be a new List member added. But unfortunately it is showing me two different buttons to execute the process. Is there any way i can create in one process the adding of list member followed by Email notification?…
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Data Copy Model to Model
Hi, I want to copy the data from one deployed model to another deployed model, what would be the best strategy to complete it with using minimum import actions? Thanks, Anmol Sarna
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Delete from list using selection
Hello Everyone, I have a module dimensionned by two lists, in which I added a boolean "Delete" which is codded by true, and I wanted to create a delete from one of the two lists using selection in the "Action" table, based on that boolean, but when I look for it I don't find it in the droplist of "selected using", which is…
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Stock Re-balancing between Stores
Hi Anaplan Experts, I'm trying to calculate the re-balancing of stocks from one store to another based on the logic below. Step 1: Rank Supplying Stores based on their available stock to give (OUT) Step 2: Rank Requesting Stores based on their needed stock to take (IN) Step 3: Re-allocate available stocks from Supplying…
