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Excel Add-in (Submit data from multi spreadsheets to Anaplan)
Hello, We are using Anaplan Excel Add-in to upload data. We create a write connection with a one module which have Country dimension. Each Country is presented in separate sheet, can we upload data to Anaplan from all these sheets by clicking only one button - Submit? Thank you in advance for help. Best regards, Dominika
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Anaplan Excel add-in 4.3 Cloning
I am trying to copy an excel sheet with an existing Anaplan connection into another workbook. However, once the copy is done, the Anaplan connection seems to be broken and cannot be refreshed. I understand that the cloning function currently works within a workbook only, does anyone have any workarounds with respect to…
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Sum and Lookup using 2 mapping tables
Hi All, I currently have a module with 2 lists with data that need to be in another P&L list via 2 mapping tables using a methodology. Source Data dimensions: List 1, List 2, Time: Month Target P&L dimensions: P&L List, Time: Quarter This is the methodology: * If List 1 Mapping Table.Methodology = Methodology List 1 then I…
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Anaplan API V2 Line Item Extraction Missing All Fields
I am currently working to extract line item detail via the API V2. Is it possible to have all fields available via the API show even if they are blank? When pulling detail from multiple models the JSON extract will have a different number of headers/columns as I show in this example. To remain consistent is it possible to…
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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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Help with Formula LI 'Currently Optimized Through'
Hi, I'm trying to create a formula that will pick up the first day when the LI 'Y02 Accounts (Forecast)'.'Closing Balance (01)' is less than 1 million in the forecasting days. The formula below is what I created. It is not pulling in a date. Formula IF 'Y02 Accounts (Forecast)'.'Closing Balance (01)' < 1100000 AND 'S01…
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Level 3 Sprint 1 3.2
As a Regional Sales Executive, I need to be able to add an annual percentage increase “stretch goal” to the Baseline Financial Forecast to establish the Initial Country Sales Target for each country that I manage. After completing the necessary model building activities to allow for the input of the percentage increase by…
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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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Employee Expenses User Experience Page
hi users, how to build "Employee Expenses User Experience Page " in workspace, just learning now
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Excel add-in save & refresh: possible to fill line item data with formula's in excel?
Hi, Using the Excel add-in, I am curious whether it is possible to auto-populate line item data using formula's in Excel. Can anyone tell me if it is possible to set this up and if so how? As an example: consider a module linked in Excel where cell A7 contains a line item with B7 a number that is editable. Is it possible…
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Anaplan Google Sheets Plug-in
Anyone knows why Google Sheets Add-on would really slow down and then not let me sign in on Anaplan on a specific google doc? Could it be because of the size of the google doc? When I try to create connection on a new blank doc - it runs as expected. Thank you
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How to upload a file using Anaplan APIs? [Anaplan]
0I wish to upload a file using Anaplan APIs but as mentioned in the API docs here is that Note: To upload a file using the API that file must exist in Anaplan. If the file has not been previously uploaded, you must upload it initially using the Anaplan user interface. You can then carry out subsequent uploads of that file…
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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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UX - App Page Management Update
Looks like you no longer need to do app management at a super granular level (time consuming and frustrating) but can do it at a User Role level for add, delete, override. Not sure how long it's been live but have only noticed it in the last couple of days. Here's the Anapedia…
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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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Transactional API for Direct Module Data Access
Hi All, Has anybody built a solution using the Transactional APIs to Retrieve cell data for a view yet. There is reference of Denodo Virtualization tool on forums but it does not work for modules above 1,000,000 cells since there is restriction on the API endpoint.
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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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PLAN IQ DEMO
PLAN IQ Demo happening soon for Modelers Forum India. Don't forget to join the group so that you don't miss out on any latest updates Link Below Modelers Forum India - Anaplan Community Stay tuned!
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Add items using action button in new UC for the selected hierarchy
Hello Team, I am facing an issue where i am working on list with hierarchy Plant>> Building>> Process>> Scenarios. I have imported the table in UX and using context selector i am on the view specific for process (lets say A). This table have Process A and 3 scenarios below it. Using Add button, i want to add 4th Scenario…
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Level 2 Sprint 3 3.4.4 Activity: Create Stock Exceptions Review UX Page - SKU Product detail
While Creating UX page as per instruction I have problem with 3rd view How Can I get Stock exeption at product SKU level , where as my module has Product Family ? My Module is
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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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Level 3 Sprint 2 US 2.5 Account Exception UX
JaredDolich I created the dashboard Account Assignment Exceptions, but the button "Finalize Assignments" did not work. I created the Action " Finalize Assignments" with "G4T Territory>Account#.Display Name". How did you realize it? Can you please suggest if I am missing any other instructions? I went through all the use…
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LOOKUP function
Hello everyone, Want to the mapping criteria you could use, the time source data does not have the same dimensions as with the target the result by using LOOKUP function. Thanks,
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Anaplan for Financial Consolidation Use Case
Dear Anaplan Community, When implementing Anaplan solution for consolidation, what are factors that needs to be accounted. We have taken into the * Complexity of the calculations, * Data sources (Local / International) * # Of Entities * Account mapping * Currency Translation * Intercompany matching and eliminations *…
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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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TAR03 Country Account Calculation
Hi @Misbah,@JaredDolich How are you? I am filling the TAR03 Country Account Calculation module. I want to know if Targets is SUM of Initial Account Sales Targets. What is the Check? Any hint/clue is very appreciated. I am looking forward to hearing from you soon. Best regards. Wei
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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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Plan IQ forecast model - is there any way to detour a limit in forecast horizon
Hi I'm new to PlanIQ - I'm curious with simple prediction setting can I make a prediction of, for example, data in 2022 with the historical data of 2020 in planIQ when my forecast horizon is limited? (without setting 24 prediction months & giving more data?) since it has a forecast horizon limit when creating a forecast…
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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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Average of active months
Hi, I have a module which shows asset values on a quarterly basis. For terminated products, the current asset values are nil. However, instead of showing nil, I want to show the average asset value when in existence. In my module there is a line item for product status and this can be active, liquidating, terminated but…