About dkolka

We're embarking on Finance revamp project that includes building out of a Fi data hub to support multiple spoke models.  At least 2 of the spoke models will need DTT.  One of the spoke models already uses the existing functionality in Classic.  However, going forward classic really isn't an option as all existing UI's are moving to the UX.  Either is mirroring transaction data in the spoke models. ... View more

Hi, we have a long standing customer that is asking for this functionality.  Any progress in the NUX? ... View more

Hi,   Please send along a screen shot of the error message and steps to repeat the problem.   A couple of things to check initially: Make sure you (at least for testing) have Full Access in User Roles Check in Dashboard Design mode for the particular element Options > Import is checked   Regards,   Dave   ... View more

Hi,   Depending on the nature of your search there are few ways to go about it.  If a user is trying to do a search and see all possible occurrences you could use a search feature and filter on the results using the find function. Here we have a simple example with family members and properties concatenated into a unique code.  The user performs a search and the underlying records are flagged if they contain the search string. In this case a search for John results in relative match.   There are 2 modules, 1 unique code and search field line item:             Regards,   Dave ... View more

Hi,   Please review Anapedia - Export Dashboard to PDF.  It has specifics on configuring exports.   Regards,   Dave ... View more

Hi, as a follow on to the documentation component this is a very good article. https://community.anaplan.com/t5/Knowledge/Best-practices-for-revision-tag-documentation/ta-p/33597. Dave ... View more

Hi, In addition to what Rob highlighted, Revision Tags can be utilized to manage change within a Customers Model Landscape even if ALM is not being used. Along with that and if your IT department doesn't have utilize a code management a separate logging Dashboard can be devised to track detailed change. Here are some additional details on Revision Tag functionality. https://help.anaplan.com/anapedia/Content/ALM/Revision_Tags.html   A few Key Points to Consider Track all significant changes manually or in change management system Use Revision Tags to compartmentalize key solution changes details of which are in the change log Utilize Anaplan Functional Area, shell Modules and List to categorize new development work in Anaplan Maintain 4 Environments (sounds like a lot and this very dependent on your Environment) Sandbox - Perform ‘Green field’ development here.  This could be your personal space. New functionality is moved to Dev. Dev - Finalized solutions are built here and synced with existing functionality. Test - Dev solutions are promoted (ALM or manually) to Test for extensive testing by admins and even for UAT Prod - Once testing is approved again promote Dev solutions to Prod as was done for Test When starting a new solution Create a new Dev from the Prod Model Publish to the user base none maintenance windows. Communicate day before and day of the outage is coming Typically maintenance windows occur   on Thu/Fri/Sat - this provides time to remedy issues before Monday   These are just a few common best practices for software solutions.  Hopefully some of these help for your particular situation.   Regards,   Dave ... View more

Hi,   I was able to recreate the error message although I had to interpret settings.  Some may be applicable to your environment/situation.  Short story is to check that users have correct Selective Access for the Lists flagged as such and next check correct Access to Version.  If its set to NONE then you could get this error.  I suspect that the "sometimes" it works phenomena is related to Versions changes from a read/write list item to one without access.   Steps to Recreate: First even with Full Access IF Selective Access is flagged for a list a user or team needs to be set to Read or Write Access. In my test I set the Parent level list to Selective Access and set my self as Read Only.  This Profile is inherited by to the child list. Next I set User Security > Role > Version for Actuals to None Then ensured that in my Module Versions was set to All Lastly I tried to add a new list item.  This resulted in warning message. If this still doesn't resolve it please send along exact steps to recreate along with scrn shots of User secruity, List and module settings.   Hopefully this solves it.   Dave ... View more

Hi,   Please check security to make sure users are appropriately assigned. ... View more

  Hi Mikhil,   If feasible, consider breaking out Customer from Sales Rep as a separate list. In this case dimensionalizing Customer would allow the data to be rolled up by various data points along Geography hierarchy set (by Customer. Then use an module to assign customers to a sales rep. The added benefit is the easy re-assignment of reps to customers. In addition, as often is the case, reps span regions or geographic territories this approach would make for simpler list management and cleaner reporting. It may also allow the rolling up of other hierarchies to Customer like Products.   Recently there were a couple of very good blogs on sparsity and the fact that its ok to NOT combine all hierarchies into 1 list. Model 'naturally'!  Give them a read. Truth about Sparsity Pt 1 https://community.anaplan.com/t5/Blog/The-Truth-About-Sparsity-Part-1/ba-p/44493   Truth about Sparsity Pt 2 https://community.anaplan.com/t5/Blog/The-Truth-About-Sparsity-Part-2/ba-p/44736 Hopefully this provides a different way to think about the challenge!   Regards,   Dave ... View more

Hi,   Good news.  A request for similar if not the same functionality is already on the roadmap. Alert Model Builders of Incorrect Formulas/References Prior to Testing Have a read and comment if needed.   Regards,   Dave ... View more

Hi,   The new UX handles selectors differently.   Module Views are modeled in Anaplan and made available in the new UX for building out Worksheets and Boards. The publishing of individual selectors and line items isn’t available today but the new UX is being updated constantly so stay tuned.   Given that views are the basis of a build consider carefully specific Views that contain the data, Line Items and Lists required for analyzing the data.   Line Items and Lists can be available as selectors if they are in the Pages section of the Pivot view.   So again its key to design the view with the end presentation in mind. Alternatively, a builder may be able to utilize linked Cards and the Insight panel to achieve similar functionality.   For more information and updates https://community.anaplan.com/t5/Your-New-User-Experience/ct-p/platformux   Thanks,   Dave ... View more

Same is true when editing aspects of a view such as Column Settings and Conditional Formatting all items are shown.  It would be great to only show those line items contained in the view.   Thanks,   Dave ... View more

Hi, Another area to check is the line item format headcount.  If its set to None or other results may not be whats expected.  It should be Sum, Closing Balance.   Regards,   Dave ... View more

Hi,   Alternatively Dashboard elements can be exported using an action instead of the entire dashboard itself while not the same depending on Dashboard design it may achieve the same results: Here's how: First use existing Dashboard design or similar suited for publishing this could also be done with a view if its simpler. Follow the steps the key step being to save the export definition.  Doing so will let the definition be available as an export.                               Now that the export action is in place another process action can be created to actually run the export.  This process action can then be published to a DB as a button.   Regards,   Dave ... View more

Great mention about the using the Model Map.  Its an underutilized tool. ... View more

In addition, to filtering on lists names, codes, hierarchies and properties it would also help solutions if 'Group By' functionality was available on lists.   Regards,   Dave ... View more

Hi,   Recommendation is to start with an understanding of Anaplan Connect and HyperConnect.  Based on the request thats a good place to start in terms of integration.   Good introduction to the available ETL tools https://community.anaplan.com/t5/Knowledge/tkb-p/communitykb/label-name/data%20integration   Anaplan Connect (1.4.1 upcoming release) https://help.anaplan.com/anapedia/Content/Data_Integrations/Anaplan_Connect.html?cshid=1440   HyperConnect https://help.anaplan.com/anapedia/Content/Data_Integrations/Anaplan_Hyperconnect.htm?Highlight=hyperconnect   Additional On-Demand course work https://community.anaplan.com/t5/Academy-Classes/Anaplan-Course-Catalog/ta-p/24011#toc-hId-1011354252   Regards,   Dave ... View more

Hi,   Anaplan features mapping/ETL support for imported data.  Without knowing the specifics of your file format I've mocked up a simple example.    Using a basic txt file for import with the date format in question.  In this case row 1 is the header row.  Data starts at row 2.   Now with the module open to the data grid view import the file. Import mapping windows will open.  Make sure Header row and first data row are correct as well as separater.  Anaplan is very good about pre-determining the incoming format but its always good to verify. Hit next to map the data. Lets focus on time and assuming that all other columns map correctly. Anaplan has the ability to map various date formats to the anaplan format. Now map the Source to Target on the Mapping tab and then go to the Time tab. See illustration below.     Go ahead and map the rest of the columns and load the data. You may need to try this a few different ways demanding on the source data format.   Hopefully this provides a few idea on loading data files that contain dates.     Regards,   Dave     ... View more

Great David.  Follow on question:  please layer in how properties are handled in terms of indexing and ording of lists.   Thanks. ... View more

In addition, it would be great to have labels/alias for Modules names to decouple administrative naming constructs from names applied to published content elements. ... View more

Yes, rule based validation similiar to Excel Data Validation functionality.  It would be helpful to be able to apply validations by cell, line item, list or property.   Regards,   Dave ... View more