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Designating Sales Reps to Accounts Process
How the scenario for New Territories and New Sales representatives are handled? when there is no previous year data , when the New territories is planned not starting from First month. What if new sales representatives are planned?
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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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New UX : Source model selector unsable from page to page
Hi Sorry for the repost if somebody already realized this issue. A client implemented to new ALM feature for the standard UX. She realized that the selector can randomely switch form one source to the other while switching the page. Of course it's very dangerous. She is performing some UAT on the DEV and suddently she…
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New UX ALM
Do read it please. New UX ALM - Anaplan Community Misbah
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Top-Down Allocations
Estimated Level of Effort:4-8 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L2 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased planning time Increased accuracy of targets/spreads You Might Also Like: * Historical Snapshotting Top-Down Allocations Whether it's…
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Historical Snapshotting
Estimated Level of Effort: <4 Hours of Model Building Level of Difficulty: Beginner Recommended Training: L1 Model Builder Training Persona: Casual Model Builder Potential ROI: Decreased response time to address risks Increased forecast accuracy You Might Also Like: * Tops-Down Allocations Historical Snapshotting One of…
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MAILTO - CC users with selective access
Hi All, I'm trying to add all users with selective access to in CC of an email to be send via "MAILTO". But can't seem to get it working. Did anybody already try something similar? Thanks,
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Anaplan connector 3.1.0 for Mule 4 Integration
I am getting below when we use load data Anaplan component for model and workspace. Can some one help on this? details" : [ { "localMessageText" : "Import into FDL001 Data Hub - Casework module failed: The dimensions in the target module do not match the import definition.", "occurrences" : 0, "type" :…
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PowerPoint Add-in: Installation requires elevated privileges
This item has been identified as an outstanding known issue. A workaround is provided until the issue is officially fixed. Issue For versions 1.6, 1.7 and 1.8 of the PowerPoint Add-in elevated privileges are required to install the add-in through command line and for the "all users" option. Workaround * Installing through…
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New UX: Syncronise all cards on a page without having to hit the refresh button!
Hi I have a Page within the NUX which displays a specific week based selecting a date line item in a time filter module. When I change the date the correct Week is displayed based on the day selected and the Weekly Variances change to show the variances for that selected week, however the daily view of the selected week…
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Level 2- Sprint 3- INV01 Question
Could anyone help me with the questions below? 1. My Beginning Inventory is not showing correctly with the effect of ending inventory, it shows the same number, please see the attached screenshot. My formula is IF NOT 'SYS01 Time Settings By Week'.'1st Forecast Year?' THEN PREVIOUS(Ending Inventory) ELSE 'DAT01 Beginning…
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Anaplan Access (Beta). Build Guide for Page Builders.
Hi All, I got Anaplan Access (Beta) then downloaded New UX Training Model v2 (I found link at Build Guide for Page Builders). But I can't find create an app button on the app page, if I'm doing something wrong or beta access do not include page builder access? Thanks, Sergey.
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Data Encoding & Feature Scaling
Was wondering if: * there are Data Encoding features (like one-hot encoding) available to process categorical data into ordinal/numeric values, so that they can be fed into forecasting/ML algorithms available in Anaplan. * there are Feature Scaling (min-max) methods available to bring columns within specified ranges. For…
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Activity 4.6.4
When importing the excel file I keep getting an error message saying “import complete but with failures” and the failure is an invalid code. It says US is not the correct code. Anyone know how to help?
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Issue : Possible New UX Bugs - Time Range
In the new ux, I've encountered a few issues when working with time ranges, am not sure if it has been raised before or fixed. 1) When a mixture of Anaplan time & time ranges are used on a board, the years does not sync up automatically to the page selector that is linked to Anaplan time - The workaround would be for the…
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How to Detect Retail Sales Trends in Anaplan
Retail Knowledge | Detecting Trend INTRODUCTION Using machine learning to detect a sales trend is a science and an art. Obviously no computer program or set of calculations could ever know everything that’s going on with your business. The creative side of detecting a trend is built upon your familiarity with the way your…
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Docusign integration
Hi , I have a requirement where i want to send document to employees in batches. E,g country managers want to send letter to their employees on specific dates . While going through docusign documentation it is mentioned that hierarchy is not supported . Please help to understand how it works .
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Cloudworks Integration run vs Schedule
Now using the cloudworks integrations and have come across an annoying situation. Once I set a schedule for an integration the option to run it now disappears. Only way I can find to run it now is to cancel the schedule (deactivating not sufficient) and then rebuild the schedule after I have run it and made any changes.…
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New UX - Mobile App
I have designed a simple new UX Page (Page:A) so it can be viewed on a regular laptop / monitor size screen. This Page (Page A) is also viewable on the Anapaln mobile App (with no loading issues), but involves lots of scrolling to see the whole Page content I have been trying to design a simple mobile App friendly size…
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Latest Article: Importing with Varied Dimensions
Please read out my latest article on Imports featured under best practices. https://community.anaplan.com/t5/Best-Practices/Importing-With-Varied-Dimensions/ta-p/89698 Misbah
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Stacked Column Graph
I would like to reproduce the above stacked column graph in Anaplan, but can't get the labels on the bottom axis to appear in the same way. The best I have achieved is this (I have limited the data selection to make the issue more obvious). I have two columns for each month, but it doesn't show which is forecast and which…
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Building a Cash Flow Model (Need Advice)
Hi, So I'm playing around with trying to build a Cash Flow Model in Anaplan that is on a Daily Time Scale [WeekDay Function I plan to use] and has Line Items of different Accounts in the company that must stay at a min/max balance daily. I want to try and make this an Model that will automatically allocate the money around…
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Reorder flag
In module 2 sprint 3 it says keep the reorder flag referencing to Suggested order amount. WHile my formula for reorder flag is OFFSET(Ending Inventory, Shipping Time Weeks, 0) < 0 I cant get it Pls clarify
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INV 01 inventory ordering final forecast figures
HI My final figures for Forecast Demand in Inventory ordering s not matching with the one shown in training module LEvel2 sprint 3 .Please find attached the screen shots training and mine.i know figures are being pulled from DEM03 final forecast hence pls find below the blueprint view for the same too and let me know what…
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model building activity 6 add formulas to REP04 module line items
hello. is there anybody, who can help with the LEVEL 1 Model Building Exam? I do not know what formulas to write in the model building activity 6
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Level2 sprint 3
My figures in Inv 01 ordering is not matching with one given in training module I have attached both figures and formulas used please guide whta I am doing wrong
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Building a Cash Flow Model
Hi, I have started Building a Cash Flow Model for my Excel Spread Sheet and I need advice on how to decide the structure of my Model. So far I have made Module's made after the Yellow Tabs in my Excel Model and made the Line Items of my Modules the First Columns in my Excel Sheets (The things that I need to calculate and…
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Domain and IP Allow Listing
This content is now available in Anaplan Support.
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Anaplan Live!—Your Opinion Matters
We're getting ready for our next Anaplan Live! event. As active Community members and model builders, your input is extremely valuable. Our mission is to bring you content to boost your model-building skills, no matter what level you're at today. Take this brief survey, and let us know what you want to learn more about.
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Job Aids During Discovery Phase?
Hi Everyone, Are there any documents/job aids that summarize the key questions to ask clients during the Discovery Phase? I'm referring to more specific questions than the broad overview in the Anaplan Way. For example, there are great posts here with questions you could ask a client when figuring out what dashboards they…