About johndorma

johndorma · ‎12-01-2020

Hey @aakash, Not 100% sure what you have included in your code but hopefully this will get you in the right direction. With Imports and Exports with the API you have to conduct multiple steps. Running the export will start that export task in Anaplan and return a task ID. You can use that to monitor the task to confirm that it has completed. Once it has completed you need to confirm the number of chunks to then get that chunk of data. The API includes these additional steps within the Export Actions and Download Files for Actions section. https://anaplanbulkapi20.docs.apiary.io/#reference/export-actions

johndorma · ‎11-11-2020

@Misbah thanks for the follow-up comment. We had done some testing internally the moment it came out and we were not seeing the comments sync to the context selectors but it does appear to be doing so now. I just did some further testing and it appears that it syncs based on dimensions pivoted as selectors but not if you click on the dimensions within the grid. It also seems to have inconsistent results with the page sectors but I will need to conduct further testing.

johndorma · ‎11-10-2020

I'm excited to see new collaboration features coming to the platform but the lack of context being applied to comments makes them not very useful and will require very specific training and notice for users to make sure they do not share sensitive information with other users. A specific example is incentive compensation where your selective access is specific to your own pay. Since everything else in Anaplan is context-driven, a user could very easily comment on the card thinking it was specific to the context selection and not just associated with the card. A few features that would address the security concern here: Have comments context-driven Allow the comment option to be turned off Allow a user to delete their comments Provide instruction that the comment is for the card in general and all users with access to the card will see it

johndorma · ‎11-03-2020

In a client model, we are bringing in the current date via anaplan connect every morning. They already were using a formula to calculate the difference between the current date and the date on the record which returns a number. If you happen to be bringing in the date it's an efficient formula.

johndorma · ‎11-03-2020

I've found the KPI card a great way to display text on boards. Unfortunately, these are not editable but look a lot nicer. Depending on the use case you could have entry into a line item and if it needs to be displayed elsewhere you use the KPI card. We have used this a lot for messages to end-users.

johndorma · ‎05-19-2020

I'd be interested in why you can't use time. While it might be the case that you really can't use the time dimension, I would take a step back and rethink why you can't use the time dimension. Understanding that the model is older and it likely would be a lot of work to deploy the change, it will likely be well worth the effort and time to make the change. Over time it will probably even save time overall due to maintenance and scalability issues.

johndorma · ‎05-18-2020

It's not the same as assign but I would check out forms within the new ux. It provides a nice popup for adding to a list and populating line items within a specific module and list properties if applicable. You can add or edit current forms in the "Configure Actions" menu.

johndorma · ‎05-18-2020

They both open. You have to click the word not the icon to the left.

johndorma · ‎05-18-2020

You can open multiple dashboards with a single click via the functional area in the contents page. In the example below, when I click "SETUP", it opens both the Process Dashboard and the New Dashboard at the same time.

johndorma · ‎05-11-2020

You can create the on a board by going into the menu of a published card and then going to Forms. This menu also allows you to add the form action to that card's menu which saves on real estate on the board. It also syncs when that item is created within the board you are on. These may have been updated since your original post but I have had success using this functionality. There are still things missing but it's certainly getting better with each release.

johndorma · ‎05-07-2020

If the transaction list has a top-level you can use a summary method of min/max on the original line and then add a second line with the other summary. For large transaction modules this will reduce the number of line items and avoid issues with the RANK() formula after 1 million (performance) and 10 million (artificial limit). If you only have one day per line then it shouldn't really matter as you would be unlikely to hit these numbers. To get a list count, depending on what you are trying to accomplish, you can add a line item to a module with the formula = 1. This would require the top level again but if you have that you can grab from the top, otherwise you could use a SUM against it.

johndorma · ‎04-20-2020

Correct. In the second screenshot, you are referencing a line item that does not have a summary on so it does not have a value to grab using the YEARVALUE() formula. I've included an example. I may have misunderstood the question though, if you're are looking to mark every period as true no matter what, you can just make the formula "TRUE".

johndorma · ‎04-20-2020

In the first example, you reference the current period line time which has a summary on so there is a value at the year summary. It appears in the second example you have a current period test 2 line item which does not have a summary on and therefore no year value is available or returned in the formula.

johndorma · ‎04-14-2020

SUBSTITUTE() is also an option and that will allow for replacing multiple instances of the same character without something super complex. https://help.anaplan.com/anapedia/Content/Calculation_Functions/All/SUBSTITUTE.htm?_ga=2.210251925.1256721239.1586888949-1317535828.1586888949

johndorma · ‎04-14-2020

The decision to use the API over other options often requires a lot more time and experience to be successful, as @schulze mentions, you have other options that are work exploring. With that said, Postman is a great tool for starting to interact with various API. https://www.postman.com/. @Jason_C posted some postman examples here which are worth checking out. https://community.anaplan.com/t5/Anaplan-Platform/api-v2-POSTMAN-examples/td-p/52898

johndorma · ‎04-14-2020

In situations where I need a lookup but have a ratio or percentage, I bring in the components of the calculation using a lookup into the module and then calculate the ratio or percentage in a separate line item which will allow for the formula summary method.

johndorma · ‎03-27-2020

As an Anaplan admin, I want to be able to create apps and pages without users having access to them via the mobile app. I know this is successful when I can either turn off mobile app access in general or select by app/page to be included in the mobile app access. This would allow anaplan clients to use the new look and feel while having more control of what devices are being used to access the content.