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Saving document Errors when using PowerPoint Add-in
Hello - looking for some answers to an issue we are seeing when saving using the Power Point Add-in. This does not happen all the time and we can not determine the cause. Once we have created our slide and done work to format the information in the proper charts and may have been able to save previously, we begin to get an…
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Selective Access
Please note: this course has been retired. You can find related content in the following micro-lessons: Selective Access Roles and Selective Access Thank you! …………. Summary: This course dives deeper into selective access. Using selective access allows the model builder a greater amount of control over what individual users…
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User Access & Roles Overview
Summary: Understanding how to set up user roles and selective access is key in the model building process. Take a closer look at the controls available for this process. It provides an overview of both user roles and selective access before moving into more details around the user role feature. Course Objectives: By the…
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Anaplan Administration
Summary: Anaplan Administration enables you to streamline user access and model administration across your entire Anaplan footprint. This feature allows your customer-level administrators greater governance and control, giving them the ability to implement user changes and organize models across the enterprise. Course…
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DocuSign Integration
This course includes an overview of the DocuSign Integration functionality, what is needed to use the integration on a project, and a flow chart that walks through the process. It includes links to Anapedia for details on the steps in the process. Note that this course was developed with a web-based tool. Instead of…
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How to query history/logs in a high scale environment
For those of you in high scale environments, that wants to query & audit logs, you may find it usefull to export logs on a daily or weekly basis and then query them like a database. I do this with Apache Drill (https://drill.apache.org/) which allows me to download multiple history files to a directory, and then query…
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Informatica Cloud - Error with line feed in source anaplan lists
Hi, If I use an Anaplan list or module as source in Informatica Cloud and one of texte properties or texte line items contain value with "line feed" I get an error. Is there a workaround to be able to use these lists or modules as Informatica Cloud source ? For module, I try to create a new line item with "line feed"…
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Create a rolling balance using dummy time scales
A common problem with dummy timescales is that you cannot use the Previous() function to create a rolling balance. In this example I have exchange rates which are only provided on week days (on a dummy daily timescale of YYYYMMDD). I need a rolling balance to ensure that all days have an exchange rate. To produce the…
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Waterfall chart missing items
Hi All, I'm new to develop charts in Anaplan. I'm building the waterfall chart in anaplan with attached sample .csv data file. After building the waterfall chart it is missing few items i.e; TOTAL UTILITIES, TOTAL TELECOMS, TOTAL while plotting the chart, why it happens ? Please find the attached sample data and waterfall…
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Anaplan Connect archive error file
Hi, We currently are using a batch file which moves the loaded file to an archive folder when the script is done. The issue we are currently having is that the file is moved even if the process of loading is failed. To improve transparancy and tracking of the process we would like to change the script so that when the…
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Multiple List Items Selection - manual
Hi everyone, A new video tutorial on how to select several list items in a dashbaord to see a combined result is available here. Hope this will be helpful, Egor.
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Anaplan Connect Automation
Hi, Can someone help me setting the script variables for sending success/error logs via email? I tried the following according to the "Anaplan Connect Enhanced Automation" manual, but got errors that returned that it failed to find the gmail host. Error message: Could not conenct to smtp.gmail.com:25 Error: Could not…
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Re: Release Management
Hi Andrew, Our Anaplan FP7A project went live recently and we are using ALM for change management. Below are some pointers which might help: 1) Restrict workspace admin assess to very few (1 each for each function) 2) Users need to submit story for any new enhancement or change 3) Have bi-weekly release cycle 4) Follow…
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Data Types Conversion - manual
Hi everyone, A new video tutorial on how to convert most used data types is available here. Hope this will be helpful, Egor.
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Delete items from lists using actions - manual
Hi everyone, A new video tutorial on how to delete items from lists using actions is available here. Hope this will be helpful, Egor.
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Windows 10 Issues
I had to do a fix on the back of a recent Windows update which was not obvious so wanted to share on the forum in case anyone else has run into something similar. Following a recent Windows Update (May 17) I found that when trying to access a model using Google Chrome, my browser stuck on the model open load screen. To…
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Tableau 10.2 to make advanced analytics easier for enterprises
Tableau 10.2 adds advanced mapping capabilities that claims to make data analytics easier and more scalable for enterprises. Intro: Data visualization company, Tableau software, has announced the overall availability of its new version, Tableau 10.2. The organization states that the release includes advanced mapping…
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Semi solution
I have been thinking about the issue and I found a solution, however to keep it feasible with formula's limiting the IF-function, I need a bit more help. Currently my solution is to recalculate the percentages in the final module, however I need IF function for every line item, as all of them are calculated differntly. For…
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Licence management
Being a global organisation we have a number of groups around the world that utilse Anaplan. Each group pays for a certain number of licences. Now some of the users from one group can access another group's workspaces. Hence when we look at the active users list in tenent adminstation we may see more active users in our…
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Open a Different Dashboard Depending on List Property
Hello Fellow Anaplan'ers ! I have a requirement wherein I need to open different dashboards with the same action, based on list property. I use the native functionality provided for this; however for all different values of the list property, the button opens the default dashboard instead of the relevant dashboard. I also…
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201 Delete dates for new hires prior to exam
The Training Guide instructs you "If you’ve added any new hires delete their start dates" prior to beginning the exam. Does this hold true for the two new-hires we entered in Activity #21 where we added Julie Mitchell and TBH? Thank-you!
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Freezing Data
Hello, Is there a method within Anaplan to freeze a version i.e stop it from being rules calculated, whilst retaining the data? For example in a module I have two versions - Fcst 1 and Fcst 2. The same rules apply to Fcst 1 as they do Fcst 2. However, at a future point I would like to freeze the data on Fcst 1 whilst Fcst…
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Dashboard Bursting
Hello, I am curious to know how we can create and export individual products/sub region dashboard to PDF without creating it one by one . ( similar to one like report bursting) Thanks, Suneesh
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Transaction Roll Forward on a Custom List
Transaction Roll Forward on a Custom List
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Scheduling SFDC Native Connector Actions
Hello, I am looking for information on setting up the batch script to schedule actions that use the SFDC native connector. Scheduling does not appear to be possible inside of Anaplan so I am looking for the correct batch script to complete the SFDC login information that the Anaplan native connector requests when executing…
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Separating List updates and propreties updates
Hi, There are a lot of situation in Anaplan where you need to make a distinction between actions which ADD / UPDATE Lists items and actions wich updates ONLY PROPERTIES WITHOUT adding new items to the lists. My assumption is that you are usig a Hub mode, as you should. This Hub model manage all you Lists, and the…
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Naming conventions : saved views name for sources
Hi, Modules are used as sources for lists or others models (and fro time to time as source for modules within the same model). In addition to the Convention for naming you will use in Anapedia, I use the following for the saved views of theses Source Modules : Source for List Source for Subset (a new one since Peter gave…
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Naming Convention : lists vs properties
Hi, in addition to Anapedia Naming Conventions, which you should apply, I used the following practices or my models : * Lists : all names in plural. * Properties of list : singular. Example of lists : * Products Families * Products * Countries * Customers Types * Customers Example of properties : in the products list : the…
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AdHoc Subsets as an alternative to Select function
Hi, I posted this years ago (2012) but I realized that new comer do not go that deep in the forum history. Thus I post in again for the newcomers. From time to time, it may be convenient to create an adhoc subset as an alternative for the SELECT Function. Business case : * Source module : full list * Target Module : need…
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Custom Sum without Introducing New Dimensions
When you perform a custom sum (either because you've switched off the line item's sums or because you're calculating a partial sum or using a different summary method), the usual method is to define a list called, e.g. Include, containing just one item, say Include.Include, and then add that list to the dimensionality of…