About abhay.kanik

abhay.kanik

@rmat066sysf I have a different approach from @andrewtye @nikolay_denisov , Please suggest if this approach has a particular issue . In this approach you wont be required to do current date hustle. Add 3 line items to your module Line item 1 - Date (Date Formatted) - Import date into this one Line item 2 - Rank(Number formatted) - use the formula Rank(Date) . It will give rank to your date from latest to oldest by default. Line item 3 - Delete Flag (Boolean) - Use the formula Rank>5 , All the dates older than 5 days will be true and you can run a delete action using selection with this flag to delete older days data. Thanks Abhay

abhay.kanik

That is a great approach @jasonblinn , @riddhishah17 I have done it using DCA till now, You will need 4 more line items to do it. Line item 1 - Locking Driver(Boolean) - Set it as true Line Item 2 - snapshot scenario Flag(Boolean) - no formula Line Item 3 - Read Driver (Boolean) - if item(Scenario List)= Scenario List.snapshot scenario and snapshot scenario Flag then true else false Line item 4 - Write Driver (Boolean) - Not(Read Driver) Use the read and writer driver for DCA Now to make this work update your saved view for action and make sure you import from Locking Driver to snapshot scenario Flag after copy action . Keep action separate and you can put both in a process. This will allow you user to update once but not second time as it will be locked once flag is imported. You can also Create an admin action just to reset the flag back to normal at the time of reforecast. add a new line item for that . Thanks Abhay

abhay.kanik

@yashbhadoria You might be using 'My pages'. There you cannot use actions. If you wish to do so create an app in 'Apps' and there you will be able to do it. If you don't have access to create an app ask your tenant administrator to provide you Page Builder access Thanks Abhay

abhay.kanik

@hyudolee You can calculate your end period for formula in a separate line item which will reduce your length of formula. Use the day(Date formatted line item) function to figure out the day. now you will be able to recreate your formula like this IF Inventory <= MOVINGSUM(Demand, 1, DAY) THEN DAY ELSE 'OTHER CONDITION' Thanks Abhay

abhay.kanik

@ashish.banka I can assure you currently there is no way of doing that, but it might be in cloudworks roadmap. Its an Important feature to have so that data owners should know the statuses of integration running You can post an idea for this in idea exchange if its not already there. Thanks Abhay

abhay.kanik

@soumyarani Yes, Qliksense can consume Anaplan APIs Using its REST connector. You just need an export action in your model You can go through the details in the article below https://community.anaplan.com/t5/How-To/Extracting-Data-From-Anaplan-With-Qlik/ta-p/88214 In general any BI tool which can consume API can be used with Anaplan APIs for data load into it and for those where Anaplan Connector is available it is a straight forward point to point approach. Thanks Abhay

abhay.kanik

@nicoledawis I can see you need manly time and a field in bottom which is a free text field. I suggest to create a separate module with time and your line items . it will be a straight forward approach. Thanks Abhay

abhay.kanik

@eang92 It is very crucial feature to have. But I believe its not in roadmap. You can see the same Idea is posted earlier. You can support the same. https://community.anaplan.com/t5/Idea-Exchange/Enable-Power-BI-Anaplan-Connector-with-SSO/idi-p/92071 Thanks Abhay

abhay.kanik

@ginjupalli09 I believe it is some issue Anaplan issue, Please drop a mail to support@anaplan.com they will be able to help with it.

abhay.kanik

@MarkTurkenburg As I can understand you want to filter the line items on be basis of the item selected in the selector. You have to crate a custom filter to achieve that. If that is the case you can do it with the steps below - Create a line item subset(LISS) of the line items . Create a system module dimensioned by user list and add a line item 'Selector' which will be formatted by the Line item subset you created. Create a filter module which will be dimensioned by the LISS ad User list, Create a boolean line item and put formula Selector = item(LISS) Use the boolean to filter the line items in module ,save and publish the view Publish the selector line item on dashboard and it will act as a filter. This will also help you in NUX Thanks Abhay

abhay.kanik

Saw codes Column for line item in blueprint today, is this already released?

abhay.kanik

@QJ Go to third tab at the top 'S08 employee details line item' nad map line items in the excel with the line items in the module. Thanks Abhay

abhay.kanik

Hi All, We are facing a challenge in Anaplan where user edits some data in anaplan but after some time there is a scenario that user might want to revert the changes back. Currently we are driving it will a boolean which user will confirm to update a row post that user will run an action which will populate the form which is a intermediate input module we created so that user wont make change the original data directly without confirming. with a selected row. Once done with update user confirms again by clicking a button which will run a action which will take a backup copy of original data in another module and then update the original module with new data. We are usnig the backed up module for reverting back to original data. Does anyone has a better suggestion where we can remove the user selecting the boolean and action before updating Thanks Abhay

abhay.kanik

@JoannaAn If you use a field card to filter it will not automatically synchronize , It is just like a normal selector. To enable filtering with that you have to create a system module compare the user input in the field card and the data in module and apply that filter in your saved view or Custom view. Something similar to this - https://community.anaplan.com/t5/Anaplan-Platform/Line-item-as-Page-selector/m-p/112647#M27406 Thanks Abhay

abhay.kanik

@VuChau Prefect then,I am Assuming you have switchover for forecast. Import actuals in a separate module without versions, and refer it in the target module in a line item. while you do it in blueprint change the formula scope to 'actual Version' only. Now you have the actual values in target module and it is also locked. Now you can import forecast into target module directly. Thanks Abhay

abhay.kanik

+1 Very important features as many users miss to follow the instruction and run the action anyways which made them think they have completed the action. Action can be enabled/ disabled on a a condition

abhay.kanik

Allow selective access for integration admin role so that the admin will only be able to setup the schedule in Cloudworks for the actions for which it has access. Currently if you assign someone integration admin they will be able to setup any action in cloudworks It might cause security issues when data is very much sensitive between models.

abhay.kanik

@VuChau aren't you using versions?

abhay.kanik

@margauxplet In addition to what @LipChean_Soh suggested , there is a 3rd long way if you have to do it repeatedly and is more strategic than tactical. Step 1 - create a numbered list name it fake users import users into it with code as email ID, name the action accordingly. Lets suppose it as 'Action 1' for now. Step 2 - Create a module using that list, name it 'User details'. with line items email ID, first name, last name, role, Delete Flag(Boolean) and import the data into it. lets call it 'Action 2'. keep formula in delete flag as 'TRUE' Step 3 - Setup and action into user list from User details module .'Action 3' Step 4 - Create a delete action using delete flag .'Action 4'. This will clear out your list fake list an data after import so that you don't use unnecessary space for it. Put all the actions in a Process in same order created, Publish it on dashboard. It will allow you to select file and add users in prod model. Don't forget to mark fake list as production. Thanks Abhay

abhay.kanik

@jrimmer93 In My experience we always had 3 workspaces for Dev, QA/Testing and Production for each functional area or planning area. So if you have Finance and WFP use 6 workspaces. Recommended Size of workspaces will be in the order Prod>QA>Dev. Except all these keep separate ones for datahub( Dev, Prod and QA) because that will simplify your entitlements. Although these are not defined best practices but this setup works and is easy to maintain. Hope it helps! Thanks Abhay

abhay.kanik

@NancyKhurana If you don't have quarters in your target modules how you plan to show the final output. Where you will land values for Q1,Q2 etc. separately? Are you planning to have separate line items for each quarter? Thanks Abhay

abhay.kanik

@Nimit In any case support team can help or they will redirect you to the responsible team.

abhay.kanik

@Nimit I Suggest to drop a mail to support@anaplan.com that will solve your problem Thanks Abhay

abhay.kanik

@NancyKhurana Create a line item for quarter and keep it time formatted- quarter apply formula period(date line item) . This will give you quarters irrespective of the summary in model calendar Thanks Abhay

abhay.kanik

@rajupgl Turn off the SSO for integration user then authentication will work. Thanks Abhay

abhay.kanik

@Vipul84 Please check with your tenant admin/ workspace admin for your access, If you are on trial version l Suggest you to drop a mail to support@anaplan.com Thanks Abhay

abhay.kanik

@9604926898 Your structure of the file which you are using for import is not the same when you created the definition, Might be mismatched column names. Check source file if it matches with your action. Thanks Abhay

abhay.kanik

@9604926898 while import you can set the format of time to custom time format, make it YY MMM for your case and it will map automatically. If its a line item then also in line item mapping you will see a small edit option next to date formatted line items where you can set the same. Thanks Abhay

abhay.kanik

@NancyKhurana if you don't have user list in your dimensions the you have to click refresh after selection, adding user list will do the refresh automatically. Thanks Abhay

abhay.kanik

@NancyKhurana You can create a custom filter to filter out the items based on your grouping. Create a line item formatted by grouping to which will be published on module. In another Boolean line item in your module with data put a formula to compare whether the grouping line item matches with the user input module. Use the Boolean to filter your view. this way you can publish the grouping as an selector on module and filter the data with that. Thanks Abhay