About Manuela_Apostol

Manuela_Apostol

Is this something Anaplan support can further assist on this and re-store the broken connection?

Manuela_Apostol

Hi all, Is there a way of restoring a connection to a module via Excel Add-in after the module has been renamed? the re-map functionality does not work either (model ID is the same) . My connection stopped synchronizing and the only change is the module name and I found below restriction on Best Practices for Excel Add-in. https://community.anaplan.com/t5/Best-Practices/Best-Practices-About-Excel-Add-In/ta-p/65668 Thank you

Manuela_Apostol

thank you. The select solution is the only one I could find so far

Manuela_Apostol · ‎09-17-2021

HI, I have a staging Module, version dimensioned where I collect the data I need to export. In the export module, I would like to remove the Native Versions and make the versions selection dynamic. So that the Line Item – Amount collection would collect the amount from a selected version. Version Selection module (below module can be implemented to use a dummy list selection and a mapping to allow drop down selection). How do I extract the data from Staging Module to Export Module via a formula ? thank you

Manuela_Apostol · ‎01-29-2021

That would be a great improvement

Manuela_Apostol · ‎01-29-2021

Thanks Jared, but this is exactly what I want to avoid. it works for a demo though

Manuela_Apostol · ‎01-29-2021

Fab, thanks a lot Alex. I believe one of the options highlighted should work. I'll follow up on which version will work best for my needs

Manuela_Apostol · ‎01-29-2021

HI, When I am publishing an image from an internal shared folder (OneDrive) on a board I get below error: I believe the issue is that my link generated from OneDrive does not end with the image type PNG, JPG, JPEG, or GIF, therefore message above. I am looking for finding out what settings should I request the IT Admin to enable so that Anaplan can display it. Uploading the pictures on a public image website is discarded as we need to store them internally. I am sure somebody else faced same issue so looking to learn from his/her experience. Thank you Manuela Apostol

Manuela_Apostol · ‎12-08-2020

Thank you @MagaliP . Let me better explain how Excel Add-In is used in my organization. There are a number of workbooks shared among end-users, which are used periodically to extract info from Anaplan. Also, end-users might have their own workbooks for processing information as they feel comfortable with Excel. Those workbooks are created using Series 3. Besides the Anaplan extract worksheets, same workbook might also contain other worksheets to process the data extracted or just to give it a different layout, but directly referring Anaplan extracts. Therefore, once we upgrade the users to Version 4 they will still want to access all those workbooks created previously in Version 3. As you said, a conscious action to convert them will be needed, which is what I cannot guarantee that all workbooks are being converted, neither I have visibility on what is left unconverted. As a result, users with Version 4 installed on their computers will be trying to access workbooks with Version 3. Here is the real challenge. I am sure this challenge was already experienced by other organization, so would be great to know how others have overcame it.

Manuela_Apostol · ‎12-04-2020

Thank you for your support @maud_vermeulen and @adithya.sathyanarayana ! As we are moving towards the NUX anyway is where I expect this to happen

Manuela_Apostol · ‎12-02-2020

It is great that Anaplan keeps innovate and Excel Add-In V4 is a great product, so looking forward to even more improvements in the future. However, in our organisation are dozens of users making use of the add-in and share workbooks, so it became a challenge to align everybody to upgrade at the same time. With the help of our internal IT team (and Anaplan Support to answer technical questions) we have prepared an automated roll-out of the new version to all our users. Converting all workbooks is still a great effort even though the upgrade is automated, the end-user should remember this step every-time they work with an old workbook. While we want to get away from installations and migrations by using Anaplan cloud solutions, the Excel update is a time consuming process and I hope the next Series 5 will be taking this feedback into consideration. Thank you Manuela Apostol Anaplan & BI Solutions Architect, Logicor

Manuela_Apostol · ‎12-02-2020

Will the workbooks created in Series 3 still work without converting them assuming the Series 4 version has been upgraded ? Thank you

Manuela_Apostol · ‎12-02-2020

Thanks @CallumW and @PhilippErkinger ! This idea gets kudos everyday so still a desired functionality even after 2 years since has been created.

Manuela_Apostol · ‎10-21-2020

I would like to have the possibility to disable DRILL DOWN functionality for and end-user on a dashboard (classic) / board, in short, introduce this selection under the Menu Options. This functionality can be useful for modules using complex calculations in the background or third-party end-users.

Manuela_Apostol · ‎10-20-2020

I would like to have the possibility to extract different attributes for a list member in the worksheet via Excel Add-In (rather than just the name), in the same way the direct export from Anaplan allows: display name, code, parent, etc. Few examples where I find this functionality useful: reconciliation process after a system update, regression testing before a release, end-user ad-hoc reporting, etc

Manuela_Apostol · ‎07-16-2020

History download is now available for creating actions but it restricts non-administrators users from trigger those action. I would like the users to have the ability to trigger those actions, as with normal actions (the possibility to set up access rights for these actions is already developed). This functionality will help in giving specific user access to those actions and analyse easier what changes have been done in the model without checking cell by cell. This is an important feature which can be used in combination with an Anaplan Audit History model for better visibility and audit. Thank you!

Manuela_Apostol · ‎02-12-2020

I also come across the same point, and more as a request from the client. Although, validation messages are turned on and technically we will prevent the action to create new elements based on filters, still, will be more visual if the action button will be turning from grey to blue once conditions are met. A great improvement which I support! Good idea @deepakammanna

Manuela_Apostol · ‎02-10-2020

In this case, you will need to create a module to save your data (it still can contain versions if you need to) but your data must be stored on a different list. If you want to have the employee detail you then need to create an alternative dummy list of employees that are not being cleared. Or, you store on a more aggregated levels

Manuela_Apostol · ‎02-10-2020

Hi @gaetan_ed, There are some ways, depending on the way the model is built. Read/Write to versions: from Settings - Version to set edit to and from to None, as well as from the User access -> Roles - Versions set to either None or just Read. This you can use it in combination with formula scope explained below: Formula Scope: In the Blue Prints of the modules which are using Versions, you can set up the Formula scope to only affect some specific versions. So your formulas will apply to some specific versions only and the rest of versions will not be calc (there are few options: All except Actual, Current version only, etc). So, let's say your formula scope is set to "Current Version" then the calculation will apply only to the current version and the rest will not change (data will look like input). Use the settings above to give only read access to rest of the versions, so your data will only be changed for the current one with either read or no read possibility for the rest. Manuela Apostol

Manuela_Apostol · ‎01-03-2020

That is a very good short term solution given the circumstances! Thank you!!

Manuela_Apostol · ‎01-02-2020

All the best in the new position! You will be missed! Thank you very much for all the knowledge and advice you have shared! So happy to hear that Planual V2 is going to be released!

Manuela_Apostol · ‎01-02-2020

Thank you ! It is definetely a good time to re-start the discussion of ALM functionality !

Manuela_Apostol · ‎01-02-2020

Thank you @usman.zia for your help. See bellow my answers: How many different data areas / logs does the data hub contain - for example how many unique files / sources - could these be split into their own data hubs? ---> There are two main data sources - History and daily (which contains transactional data) and few other very small loads for set up lists' structure At any one point does all the data need to be in the datahub? - could time ranges be used and copies of the datahub be archived? -> yes, for now we I need the 2 years of history plus on going months Does the client have a database / data lake? - then it could be possible to run uploads of the required data to the datahub? -> yes Does your data validation create an exception report (all the changes) which is then refreshed in the orginal data source? -> no, data validation only for data sent to spoke models

Manuela_Apostol · ‎12-30-2019

Hi @agni_gold., Welcome to Anaplan world. Best is to start on the learning platform with Level 1 and Level 2. What I also like a lot is the Anaplan Essentials course, which walk you through the Anaplan capabilities, how hyperblock works, connected planning concept, etc. So you can take Level 1 and Essentials together, then follow by a more advance model building course with Level 2!

Manuela_Apostol · ‎12-30-2019

and can you attach the error messages you get with the new mapping? I don't think the weeks is the problem

Manuela_Apostol · ‎12-30-2019

HI @Sravan_Kumar , You have to map Time to columns 3 weeks (and apply the match item indicated in a post above) and Column Headers to Data03

Manuela_Apostol · ‎12-28-2019

Thank you so much for your reply @JaredDolich . The article and PLANUAL are amazing and went through many times. I've been also doing a lot of improvements and work with the client to deliver data in the best format. So steps have been already taken, however, still need more space. Regarding ALM, this is only available for Enterprise clients, so not an option. The biggest challenge is the amount of data needed. We are loading transactional data, every month containing about 4-5 millions of transaction some months even 12million and each transaction brings about 30-35 fields which are needed. Business is growing so we expect to even more next year 🙂

Manuela_Apostol · ‎12-28-2019

Thank you David! Sometimes I forget how easy is to use substract and add with time. Sometimes we also need to go outside of the defined time period and include those time ranges in our calculation. In this case, what would you recommend to do?

Manuela_Apostol · ‎12-28-2019

hi @sudhakarp , Have you found meanwhile what the error was ?

Manuela_Apostol · ‎12-28-2019

What are best practices when is needed to create a new Data Hub due to workspace space limitation to 130GB? I have already built the Data Hub which contains historic data and data validation processes. I still need to load further years. The only option I have, without deleting the data already loaded is to create a new Data Hub model on a different workspace and feed the models from both DHs. I am aware of best practices, why Anaplan should not be a DW, but besides this, I am sure there are clients which are using multiple Data Hub due to space limitation of one workspace and I would like to know the challanges and best practices on setting this up. Thank you!