About StefR

StefR · ‎05-11-2021

Yes, PLEASE. This would be a huge win for our Professional Services use case

StefR · ‎08-28-2015

The Workspace and Model ID are in the URL bar of each model. You may also find from within a model by going to Help > About.

StefR · ‎08-28-2015

Where can I find Workspace ID and Model ID?

StefR · ‎08-18-2015

Currently history exports cannot be automated as an action item is not saved.

StefR · ‎08-18-2015

How can I schedule a weekely history export?

StefR · ‎12-15-2014

Ankesh, I'm not aware of any compatibility issues. I use the 2013 version without a problem. If you need assistance, please open a support ticket by emailing support@anaplan.com Thanks.

StefR · ‎07-29-2014

I have found an alternate solution to this. Create a saved view of the module Import 1 will be from the original view Import 2 will be from the saved view (same data) Result - 2 Actions displayed, instead of Import 2 overriding Import 1

StefR · ‎07-29-2014

Khushboo, I have found an alternate solution to this. Create a saved view of the module Import 1 will be from the original view Import 2 will be from the saved view (same data) Result - 2 Actions displayed, instead of Import 2 overriding Import 1

StefR · ‎07-21-2014

You can restrict access by creating a Role and assigning List and Module permissions for that role. Workspace Admins will have access to everything.

StefR · ‎07-15-2014

Roman, I do not believe this is an option on this time. If this is functionality you would like to see, please feel free to log an enhancement request. https://community.anaplan.com/forums/-/message_boards/category/37848 Thank you.

StefR · ‎07-15-2014

If you would like to do this from a Process button, you would need to edit the process (settings > Actions) to point to the new/correct file. If the file changes over time, you would need to update regularly.

StefR · ‎07-15-2014

Brent, The only way I see this working is by clicking the Fit to Page icon and printing (File > Print). This may not be a great solution depending on how complex the model is. I will check in with Product Development on this issue.

StefR · ‎05-28-2014

This works great, David! Thanks for passing it on.

StefR · ‎05-23-2014

Repost from another thread: https://community.anaplan.com/forums/-/message_boards/message/673839 I had the same problem. Here is my workaround applied to your problem. I assume you have the module "Data" with four line items: A, B, C and D. You want an action button that copies B to C and one copying C to D. Part one, Prepare modules Create two modules. "Saved B" and "Saved D" with the same dimensions as Data. Part two, Creating your import actions -Import line item B in Data to Saved B, name the action Data to Saved B -Import line item D in Data to Saved D, name the action Data to Saved D -Import Saved B to B in Data, name the action Saved B to Data -Import Saved D to D in Data, name the action Saved D to Data -Import (copy) A to B and C to D in Data. Name the action Data to Data Part two, Create your processes -Create a process, call it Copy A to B -Add the following actions to the process in this order: 1, Data to Saved D 2, Data to Data 3, Saved D to Data -Create a process, call it Copy C to D -Add the following actions to the process in this order: 1, Data to Saved B 2, Data to Data 3, Saved B to Data Part three, be amazed -Publish the processes to your dashboard -Click them -Be amazed! If you have any questions reply here or send me a message.

StefR · ‎04-10-2014

Brent, By default, the views will open up to the first week you have shown in your module. You can hide weeks to limit the scrolling or publish new views with only a few weeks before and after the current period. If you choose the latter, you will likely need to update each week. Even with the limited views published, users can right click the module and choose Show All to see all data.

StefR · ‎03-21-2014

Below is a trick that allows you to quickly alphabetize data within the lists (along with their properties). 1. Export the list 2. Sort the list in alphabetical order 3. Copy the descriptions 4. Click the insert dialog box. Paste the descriptions in the list. Change the placement of the object to ‘Start’ and click OK The data now appears in an alphabetical sort order.

StefR · ‎03-11-2014

You will need to be running 32-bit Excel (2007 onward). The add-in works for Windows only.

StefR · ‎03-11-2014

Which version of Excel do I need to run the add-in?

StefR · ‎02-07-2014

For the best possible browsing experience, we recommend the latest versions of Mozilla Firefox and Google Chrome as well as Safari 5. These browsers tend to work faster and apply styling better than IE8, IE9 and Safari 4.

StefR · ‎02-07-2014

Which Internet Browsers do you support?

StefR · ‎02-07-2014

Access to Customer Workspaces needs to be handled internally. Support Agents cannot provide access.

StefR · ‎02-07-2014

Can Support@anaplan.com give me access to a Workspace?

StefR · ‎02-07-2014

It is likely that you are using a bad bookmark. To sign in go to www.anaplan.com and click Login or bookmark sdp.anaplan.com/Launchpad.

StefR · ‎02-07-2014

Why do I get an error when logging in?

StefR · ‎10-25-2013

How can I quickly alphabetize a list?

StefR · ‎10-23-2013

Daniel, Also make sure your Windows setting and browser setting are the same. -Stefanie

StefR · ‎08-21-2013

can show up for a few reasons: [list=1] When a model is first created the first entry in the History is If Workflow is enabled on a list, any automatic change to workflow triggered by data changes will show up as . Eg. If a list item is set to workflow 'Not Started', any data a user enters into a cell relating to that item will automatically change the status of that item to 'In Progress'. It is this automatic change from 'Not Started' to 'In Progress' that is recorded in the history as a Automatic updates to the list of users in a model also show as . Eg. When you add/remove a user in a model, this is done at workspace level - so when you open a different model in the workspace it automatically synchs up with the latest list of users. This means in the model where the user was added/deleted the history will show the user who made that change, but in all other models in the workspace as they automatically synched up to show that change they will show as a in the history.