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Issue with Margin Summary Dashboard
I am encountering the same issue, and I guess the filters are not working as expected. The above screenshot shows the Forecast Periods Grid created inside REV03 Margin Calculation. The filter works perfectly fine to filter Forecast months, as shown in the output below. However, when I switch to a new module and come back…
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I need to add two lists of same hierarchy in a module dimension
here Abc and Xyz is a part of P2 list Abc1,2,3 and XyzXyz1,2 3 is their child P5 level respectively. Now how can I add both the lists in dimension in such a way iit will show only their respective child's I have created a list where I defined P5 and added P2 as parent and updated from a System module where we defined P2…
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Export from Management Reporting page for a Table which needs scrolling
I am publishing a Table in management reporting slide which is dimensioned by a list (having 100 items) and 2-line items. Now when the table is published, to see all the values of the list items I need to scroll in the table, which is perfect. But now, when I am taking the export of the slide from management reporting -…
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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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Anaplan Connect SQL - Cannot Connect to Database
We receive the below error when trying to connect to the SQL database. Anaplan API: Could not connect to database! (SQL server: Login failed for user) However, our test odbc connection on the server connects successfully, so the credentials are valid. What do we need to do to resolve this and connect successfully? Below is…
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Issue with Cloudworks Scheduled Process Not Updating Target Modules
Hi Team, I am facing an issue with Cloudworks. When I run a process manually, it updates the data in the target modules. However, when I schedule the same process in Cloudworks, it runs successfully but the data is not copied to the target modules. There are no Selective Access or DCA applied. Is anyone else facing the…
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Hierarchy card does not display the hierarchy
I have set up a list with 3 levels as shown in the module in the top part of the screenshot. I have added a hierarchy card to the same dashboard and selected the view of that module, however, the hierarchy does not get displayed on the card. Any ideas? Thanks!
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Plan IQ - Backtest Date
Hi All, Can anyone provide the details steps to import backtest data in Anaplan? Any suggestions appreciated. Thanks Ashutosh
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SOLVED
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Workspace Login Issue
Hi Everyone, I need help with Workspace Access. I am accepted in Talent Builder Program. I have received email stating that I have been added to 'Talent Builder ###' workspace. Unfortunately, I am unable to access it. When I try to log in, I get following message 'The email and password combination is incorrect. After 5…
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Workflow: Can we use Import Actions with Source Type = File ?
Dear Community, we are struggling with a topic and would be glad about some help. We want to create a Workflow that starts with an Import Action that requires the User Upload of a CSV file. The user has to deliver a lot of data on various planning dimensions, which is why manual entry of data is no option. Data is coming…
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Snowflake Integration : Anaplan Connect with Private key
Hi All Anaplan connect is unable to extract private key while making a JDBC connection to snowflake. Error says “Try setting the JVM argument: -Dnet.snowflake.jdbc.enableBouncyCastle=TRUE” I believe I am using the supported version of Java (v8) & the latest version of Anaplan connect(4.2.1). I have converted.p8 to .pem…
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3.3.7.2 Add DCA to INV01 Inventory Ordering
Formula Hint When creating the Override Shipping – Write? and Override Amount line – Write? line items in the AD02 Inventory Ordering Overrides module, make sure those Boolean-formatted line items are structured so that if the end user decides not to place the order, all relevant fields will return to hidden (as in the…
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Get Data From Combination to List item to Line item
Source: We have combination list and its properties with QTY value Target : I am using individual list except Application.i want application value by line items. Without using Application Dimension.
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Anaplan Reporting Page: How can we keep line item filter for hierarchy filter selection?
i have made a line item filter with formula= RANK('ROTD - 3M', DESCENDING, SEQUENTIAL, TRUE, 'text l4 n 3lag') which gives me as shown in pic - 2. the second line item filter with formula = RANK('ROTD - 3M', DESCENDING, SEQUENTIAL, TRUE, 'Lag 3') which is the 4 line item in from the pic above. 3. Now in reporting page when…
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SUMをするときに使用するTimeの種別について
TopLevelを持つリストでSUMをするときに、なぜデフォルトのTimeではできないのでしょうか? SUMの条件として指定するTimeだとできない理由は何ですか? (Propertyやカスタムカレンダを作成したTimeの値は使用できました。)
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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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Multi-Dimensional Scatter Plot Alternatives?
Hi all, Bit of a complex one here. The application use case is calculating the Minimum Variance Efficient Portfolio for those familiar with Finance / Portfolio Management. The Anaplan question to be solved in simple terms, is how can I combine these two charts to display as two different "lines" within the same chart (in…
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Integration with SMFT protocol URL.
Hi Ananplanners, Would like to know if any one of you have experience working on Anaplan -Web transfer(SMFT URL) integration.? If yes. Could you Pls. share the integration process ? Thanks in Advance. ~Abhi
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CERTIFICATION BADGES - ANNOUNCEMENT
Anaplan Champions! The Community team just posted this announcement that certification badges may not be showing up on your profile probably until next year. Rest assured, you will get credit once you complete and pass the exams. https://community.anaplan.com/t5/Blog/Badges-Back-Soon/ba-p/123385
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Map Chart
Hi, I'm currently working on a "map-chart page" in NUX, and I'm experiencing issues with the scaling. My map is dimensioned with "world" and I'm using a hierarchy filter. So, when I for example pick the Nordics in the context selector this is what I see in the map card, but the map is not adjusting to the size of the card.…
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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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How could I see the new management reporting option when I click the "Create a page" button in UX?
This question has been asked many times by clients and internal Anaplan users. So the prerequisite is to ensure that the user account in question has the Page Builder role. If it doesn't, this is how we can ensure the Page Builder role is assigned:…
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Formula change in Opening and Closing line items.
Hi Team, I needed small help to optimize the formula from Half-Year to Full-year. Current working System: If Jan 2021 (Budget) H1 Opening HC we were referring to Closing HC of Dec 2020(Actual) and IF July 2021(H2) we were referring to Jun 2021(Actual) Proposed System: If Jan 2021 (Budget) H1 Opening HC we were referring to…
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August 2021 Release and Sneak Peek at September
August 2021 Release and Sneak Peek at September Bulk Open from Table of Contents: From the Table of Contents section of New Modelling Experience (NMX) you can quickly open the objects of a particular functional area for faster access to the information that you may need. It leads to increase in productivity. Tab…
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Not able to run Anaplan Command through Talend Server (But the command is running fine through Local
I executed the below command through talend remote server java -classpath /home/talend/properties/eur_finance_bi/anaplan/anaplan-connect-1.4.3-jar-with-dependencies.jar com.anaplan.client.Program -k /home/talend/properties/eur_finance_bi/anaplan/<jks file path>.jks -ka <keystore> -kp <keystore password> -workspace…
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Help needed on Sprint 3 Distribution center summary UX page
Hello guys, I'm having issues building the last 2 UX pages from Sprint 3. Especially the bottom 3 section of the prototype: What I have at the moment: Questions: * On the TIME page selector, I can only select half-year amount although I've enabled all the time hierarchy for individual grids. What could be the reason? * The…
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How to Authenticate an Anaplan SSO user(SAML) in React application.
We have configured SSO for authentication in Anaplan against SAML2.0 AAD, We have a requirement that user should be able to login to his anaplan account without entering username and password using SSO as user is already logged into machine. We want to Authenticate Anaplan User from React Application and want to fetch…
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PlanIQ Error Messages and Warnings
Users may encounter error and warning messages in PlanIQ. The table below includes descriptions of the messages and details what should be done in order to address them, where applicable. Message types: * Errors will fail the relevant PlanIQ step. Users will have to follow the instructions in order to avoid the errors. *…
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CIM Phase II - Live
You must be aware that CIM Phase - 2 has gone live today. With the advent of this phase, User admins will be able to * Create new users directly from Admin Console. Remember if the user has been added without assigning to any workspace then the user will be considered as a dormant user, meaning s/he will not have access to…