About abhay.kanik

  Graphs and Charts are very important part of planning process and reporting, they make reporting easy and understandable for executives which ultimately helps in making decisions. One such aspect which creating a combination charts is how dynamic the charts are. Executives from different Departments might need different metrics in their charts. Also, the content on charts will change depending upon the phase of the Financial year. One such way to make combination charts dynamic so that users will be able to select the fields they want to see in their charts is by using list item subsets(LISS). Step 1: Create a reporting module with the required metrics as line items For this example we are going to create 6 reporting metrics which will be Rolling MTD, Actuals MTD, Budget MTD, Cumulative Rolling, Cumulative Budget, Cumulative Actuals which will be derived from our Country Sales module. We create the line items and put appropriate formulas to calculate Month to date(MTD) and Cumulative numbers. Step 2: Create a Line Item Subset (LISS) Go to Settings (the gear), below General Lists, and you will see Line Item Subsets. Create a new one by clicking Insert and then type the name of the Line Item Subset. Please be aware of Planual Rules which speaks to the naming convention of the LISS. Click OK to save the LISS. Select the Module which is having metrics line items and also Enable Include New Items? So that in future when you add new metrics it will be automatically added. Open Line item subset and add all the line items from the module Step 3: Create a Filter Module Using LISS Create a new module with user list and LISS as dimensions with a Filter Line item, Also set the line item formal as Boolean. This is how your filter module will look like   Step 4: Filter the metrics Module Go to Reporting Metrics module and Filter the line items using the line item from Filter module which was created in Step 3 Save the view with filter so that it can be used in dashboard. Now, Any changes in selection at Filter module will filter the line items in metrics module, You can see in below Image only the enabled Line items are visible in the modules and rest others are filter Step 4: Setup Dashboard to filter the graphs Once you are done creating filter create a dashboard to publish the metrics line items from the graph. Remember, before creating dashboard make sure you enable all the line items in filter module so that we can setup graphs for all line items. Publish the filter module and enable user editing on dashboard for the module   Now, to publish the metrics module with the filtered view, Select chart element from panel. Click on view designer and select the metrics module and click update at bottom right of page. Click on chart in panel and setup the graph, for this example we have kept MTD line items and columns and Cumulative line items as lines Publish the Dashboard. Users will be able to see metrics graphs as per their own using the filter. Final dashboard will look like below images         ... View more

Recently I came across and issue where Anaplan users won't be able to work if another user is importing a big file or running a process. it was reported by users that during those time Anaplan stops responding and the dialog box appears which says some user is making changes. Does anyone faced same challenge and what can be workaround for this? ... View more

I found that in NUX while I export the grid on a dashboard I am not getting options to Include labels in my export like properties or codes we use to get in Old UX.Is this feature not available or I am missing out something in config?           ... View more

Anaplan yesterday announced that now platform has capability of AI predictions  for sales planning I am not able to find any documentation or anything on platform  does anyone have idea where to find it? ... View more

HI All,   I am trying to convert the anaplan .cer file to pfx for java key store using openSSL But it is asking for a .key file which is not there in anaplan. what is the workaround for this?   ... View more

I am trying to use anaplan connector in Informatica cloud and it says the connection got created , But while using it in data synchronization  it is not able to load imports and export definitions. APi major version is 1 and minor version is 3 as shown in Turotial videos on Anaplan site Basic authentication is used.   ... View more

I have created a module where i have some list formatted line items and some number formatted line items (all as columns) along with a Numbered list with display name as 1,2,3,4,.....(manually given by us) to create a blank view for the end user to enter records in each row(for reference; see the below attachment). The end user will upload a file with the mapping of Index column(1,2,3,.....) and other columns to see the records in rows. Now, the end user wants to delete a record amongst all the uploaded records as well as remove the blank row that is left after removing the record from the row. If we provide an "Action button" for deletion of that index(numbered list), we can remove the empty row but it will affect the sequence of the numbers given as "Display Name Property" (for e.g: 1,2,3,4,5...... may become 1,2,4,5,7,.....). This will force a manual intervention to restore the sequence of the numbers by the modeler in the "Display Name Property" else the upload by the end user to the module view will fail for that particular index number. Is there any other way to handle this problem statement ? Attaching the screenshot of the view for the reference. ... View more

Hi,   Is it possible that someone has made changes in model but their username is not visible in model history. Activity records are present in history but username column is blank for some records? THANKS ... View more

Hi ,   I have assigned myself role of tenant auditor but I am not able to see audit in side menu , anaplan documentation says i also need to enable audit feature in my tenant. How it can be done? ... View more

I have a module in Anaplan whose one line item is date formatted. I imported a csv file which is having a date column with the format MM-DD-YYYY.  The import results showed a failed report becasue it accepts date format as MM/DD/YYYY. Is there any way to map my csv file having the abovementioned format with the date formatted line item in Anaplan without having to change the date column format in my csv file from - to /  ? ... View more

Hi All, I was trying to import a list from another but came to know that when i add an item in source list it gets reflected but if i delete an item in source list it does not gets reflected in target list. is there any way to implement that part?   ... View more

Is there a limit on the size of data imports taken through the Anaplan Connect? ... View more