About l.bourgonjon

Hi Anaplan Community,   Where can I find information on the flexible time labeling which has been released on August 8th 2020? Flexible time labeling: Workspace Administrators can label the models they build out by calendar year (CY) or fiscal year (FY), to better inform end users about the timeframe certain models represent.   Thank you. ... View more

Hi experts,   I have built a model to capture all the data for the budget cycle of the next year. I don't work with Anaplan time, instead I have created a list Year which contains one item "Next Year" and has children quarters (Q1-Q2-Q3-Q4) which has children 'Periods' (P01-...-P12). If the budget cycle for 2020 is over, can I just create a copy of the PROD model and archive it. It will then contain the data for 2020 and I call it "Budget 2020".  Then I clear all the data in the original PROD model, start capturing figures for 2021. When that cycle is over, I take a copy of the PROD model and archive it and call it Budget 2021. Same approach for all the cycles to come. I want to be able to look back at least 2 budget cycles.   Is this the good approach? Thanks for your input.   Kind regards, Louise ... View more

Hi all,   I am building a dashboard for the finance leads to comment on the Operational Variance for every chart of account. (see attached) They need to comment on the Op. Var. for the current period, for the quarter and for the year. In the table on top they see the figures. I wanted to created a grid below to capture their comments, which is synced with the chart of account they select in the top table and which is showing the op var for that period/quarter/year. Comment is a text-formatted line item and that is why inputting a comment on the quarter and the year does not work.   Does any one have an idea what I could build in order to be able to capture the comments also on quarter and on year?   Thansk for your input! ... View more

Hi Anaplan community,   I am struggling to remove an old import action from my dashboard in the new UX. I only want to keep the upport import action (8). I already removed the other import action (7) in the action list from the model and refreshed the dashboard. However the action stays. When I click on it, it immediately returns 'import failed' which is logical since the action does not longer exist in the model.  Also in the configure worksheet actions, imports, the toggle is only acitvated for the action 8. I don't find the action 7 in there.   Can anyone tell me how I can remove the action 7? I don't want the end users to be able to select that one. See printscreens attached.   Thanks!     ... View more

Hi there,   Currently the pop-up windows in Anaplan seem to have trouble with displaying the & symbol. See picture attached. Does not look very professional. Can this be improved?   Thanks! ... View more

Hi,   I have created a module with dynamic cell access for a specific line item 'Transfer Site'. It is a list-formatted line item. In a separate access drivers module I have created 2 boolean line items for read and write access which are checked. This gives the possibility to a user with access rights to only 1 site to select from all the other sites in the line item 'Transfer Site'. I tried it in the module itself (by limiting my role to one site) and I am able to select any other site in that line item. In the page selector off course I can only select my own site and only see data from my own site. When I publish this view to a worksheet in the new UX, I am not able to select from any other sites in the line item transfer site! See printscreens attached.    How does it come that it works in the model but not on the worksheet? I don't understand.   Thanks for helping me out!     ... View more

Hi,    I've been trying to upload the budget units (from the sheet input units from the 2017 budgeting excel file) into my Sales Forecast Calculation Module. In that module I look either at the actual units, and if not present, at the forecasted units to calculate revenue, COGS, ...  However, I cannot manage to import the data for the line item "forecasted units".  This is how I proceeded: I created a separate csv file with column headers: customer-product, sales rep, month (see attached When I want to import the data into my module in Anaplan (dimensions: list customer-products, list sales rep), I cannot manage to do the automatic matching (on names & codes), however the names really look the same! see printscreen. Can anybody help me??? What am I doing wrong?   Thanks in advance, Louise ... View more