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List Formatted Line Item-Dependent Drop Down
Anaplanners, I have a line item which is list formatted, wherein end user selects a list item. List: R3 Category List: List Items Important Semi Important Not-Important with a top level item "All Categories". Problem: User is also able to select "All Categories", which is actually a top level item and should not be the…
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Level 2 Model Builder Training - access to Sprint 1
Hi Team, I am trying to start Sprint 1 section from the L2 training. However, I the link to Sprint 1 training is not active for me. I do have Level 2 introduction course completed. Can someone please help figure out how to move to the next step? Thanks, Maggie
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How to add a button that creates a new line item in the GL that has a hierarchal structure
The current button we have in place has us add in a new SUB-GL/ vendor item to a numbered list. That numbered list uses an OpEx subset that layers in each new vendor into its respective opex area such as adding "Anaplan 2.1" under Software subscriptions in the GL. The problem im running into is that this current structure…
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How to calculate intercompany ownership% calculation for a group companies?
Problem Statement: I have a requirement where I have to calculate the indirect ownership% of the entities based on the input of direct ownership% Example: The direct ownership% of the entities 'Entity 1' is the ultimate parent'Entity 2' is held by 'Entity 1' by 50%'Entity 3' is held by 'Entity 1' by 100%'Entity 4' is held…
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Level 2
Hi,
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Level 3 - help
Is there anyone on Anaplan training team that can get on a call to help me understand where i am going wrong with this? Can we arrange for a brief call? Re-loading the data didnt work. I have checked anything i know how to check. Is it possible for someone to get in my model and check my work to let me know where i have…
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FX Rates Conversion
I have two list one is Local currency and other one is Reporting Currency In Local Currency I have SGD and USD but in Reporting Currency I have Local Currency and EUR as list items. The Data is coming in the Input FX Rates via the Hub and the rates are update monthly and then the Data flows into Data FX Rates modules which…
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Tableau to Anaplan integration
Hi team, Could you please help me with best possible way to export data from Tableau and load it in Anaplan by writing script or something. Regards, Venkatesh
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Using Users Dimensioned Line Item in a Formula With No Users Dimension
Hello, I have L1 and L2 lists, and recently I added a new flat list as A, and A is actually acting like parent of L1 that determines the groups L1 list members belong to. Since I do not want to mess the existing hierarchy and model functionalities, I prefered adding A as a flat list. In an L2 system module, I have an L2…
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Level 3 - Ask the Stakeholders - Designating Sales Reps to Accounts Process Questions
Level 3 - Ask the Stakeholders Designating Sales Reps to Accounts Process QuestionsThis forum is for asking the stakeholders of the Unicorn Candy Company questions about the Designating Sales Reps to Accounts Process. The Anaplan Academy team will be monitoring this forum during US Central standard business hours. Please…
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Sample Reporting
Good Day All I m looking for a sample report template on the assessment of incorporating two models into one ( like workspace optimization, impacts, and advantage ). Can anyone help to share the same? Thanks in advance.
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How do you build crediting modules?
Hi Anaplanners, Does anyone know how to build the calculation modules that would assign the business rules to the transaction details? My current method involves me building a boolean module to fetch the correct combination, and then creating views to import the "Sales Rep" to the correct transaction level account.…
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Looking for Anaplan End-Users to take a short survey!
We are looking for Anaplan end-users to provide feedback on their experiences with the Excel add-in. Interested individuals will respond to this 5-minute survey to help us understand personal needs and behavior when using the add-in. The feedback provided by survey takers is essential to the roadmap of Anaplan's products.…
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Model Builders & SAs: Help us understand your model optimization processes.
The Anaplan User Research team wants to better understand the model optimization process, including view clean-up. We are looking for model builders and solution architects to walk us through the process of optimizing/cleaning models. During a 60-minute remote research session, participants will be asked to share their…
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User unable to refresh a connection on PPT
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue The below error message is displayed when a user attempts to refresh a connection after authenticating using the dropdown for login as shown in the image below: Workaround This issue can be…
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Anaplan Mobile users: Earn $150 and improve the experience
Hi all, We’re inviting current users of the Anaplan mobile app to share details about their experiences. We are looking for business users, not model builders, so please forward this on to your colleagues if needed. This two-week research study involves completing a series of four brief tasks in the Anaplan mobile app…
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Copy models from a workspace to an empty workspace
I’d like to copy the two models from the source workspace to the target workspace. The target workspace is empty. Turns out without anything contained inside the target workspace, the target doesn’t show up in the list of workspaces when I try to use the Import feature in Manage Models. What is the solution to that problem?
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Model Builders: Help us shape the future of the modeling experience!
Anaplan's User Experience Research team is looking to understand how model builders are currently creating modules. Your response will help us build out the modeling experience in the new UX. Please complete this short (less than 10-minute) independent exercise to provide your expertise. Thank you!
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Transactional API For Meta Data missing information
I am building a workspace audit model where I want to extract all information about models, modules etc. When extracting the data some fields are only partially populated. For Example: Model Information - The Size is not always populated Module Information - The Module id is not always populated Has anyone else experienced…
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PowerPoint Add-in 1.6, 1.7 "Ghost Installation"
This item has been identified as an outstanding known issue. Issue When installing a later version of our PowerPoint Add-in, if a machine has both 1.6 and 1.7 installed, you will be left in a state where both programs exist in your list of programs but neither function (missing in the ribbon of PowerPoint) and you will…
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Summing on Period (Quarter)
Hi, I need some help in summing on the maturity period (quarters). Module 1: no time dimension, standing data showing loan amounts in various currencies, and maturities. Module 2 is dimensioned by time (quarters) and the loan amounts are converted at the quarterly FX rates. Module 3 is dimensioned by time (quarters) and I…
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Production Adjustments in ICM model - looking for ideas
Context: * We have an ICM (Incentive Compensation Management) model with a DAT03 module that is an upload (from our data hub > SQL query) of all the monthly transactions we need to pay IC on. It includes all the production amounts, sales reps, product type and many other dimensions. * Our module also applies production…
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Dependent dropdown
I want to create dependant dropdown for Accounts (Dependent on Country and Segment) to complete the user story 2.5 Level 3. However I am able to select only one either country or segment. How can I create account dependency on both? Thanks -Pooja
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Get values from a line item looking for a market zone = X, separate column Market zone = Y
I have separate columns of forecast and typology each divided into different market zones. Forecast EMEA, Forecast APAC .. Typology EMEA , Typology APAC The data is with one line item with all market zones dimensions I need to split it into separate values, I am having trouble with the formula. I am trying to get Market…
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Mail Attachment
Anaplanners, Is there a solution or a way to have mailto generated out of Anaplan to also include an attachment. I did try my luck online but couldnt get a solution. Have any of you faced this requirement and how was it resolved if we cant automatically attach. Thanks
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File/Data Encryption During Export using Informatica
Need guidance around how to encrypt data for an Anaplan export using IICS (Informatica). As soon as there is an data export and before it hits target (FTP location or Cloud service), data in transit has to be in encrypted status. So I guess, the question is - how do I encrypt the data as soon as export action runs. I was…
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Automated attribute change capture
Anaplanners, I had a query, I had created a mailto functionality for various projects based on the location for example if Project is based out in London then mail should automatically pick out the Europe mail address and so on for other countries based on region, the mailto functionality is disabled by the receiving team…
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Plan IQ. Data Collections. Data format
Hi! I have a question in regards to the 1st step of Plan IQ. (I went through Anaplan Plan IQ learning, but still cannot really figure it out) I set up data like in the example, but still it failed. It says: Historical or Related data Time column contains time format that is not recognised. Refer to the Anapedia article…
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Workflow Process Approval
Hi! I just wanted to ask for assistance because my driver module wasn't able to lock the input cells on my Input module. On my input module, dimension is the child while on the driver module, dimension includes the parent and version. Thanks.
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Metadata
Can someone explain what exactly is metadata, and what is the role of metadata in the datahub and how it is better to calculate the metadata in the datahub itself rather than importing it to other spoke models?
