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Sort my months descending
Hello all, I have a standard module that will show data by month. But I would like to Sort it starting from Mar 23 and go backwards. How can I make this happen? I was thinking of putting a Sort number in every single column with a date in it. I want it to flip in the screenshot below. Thanks!
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Creating Fuzzy Matching functionality in Anaplan
Hi all Anaplanners, Does anyone have any insights in build the fuzzy matching functionality inside of Anaplan to identify the likelihood of duplicated strings ( company name, rep name, etc)? Alteryx have the fuzzy matching functionality and that's pretty much what I want to replicate inside Anaplan as well. Thanks, Jim
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How to convert Month Line item in text format to Month Format
Hi All I have two month line items in text format as shown in picture and want to convert to Month formatted line item. What steps should I take so that I convert it into Month formatted line item. Thanks in advance
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Preparing Data Exports - Shipping export module and Demond Export module Help needed
Hi I am having some issues with this portion of the level 2 conclusion activity. In the Supply Chain model, create a module to export the shipping costs by location and create a saved view for export: Module Name: INV05 Shipping Export Dimensions: G3 Locations list, Time (months) Category: Inventory Functional Area:…
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Auto-Hide line item based on selected list member
Hi, Is there a way I can hide line item based on the selected list member? I tried to use line item subset but no luck since I have a date format and boolean in my line item. See attached picture. GLA, % of Sales and Sales Quota should be hidden when i select a different list member. Thanks, Tom
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Import Sources
Hello Anaplan community, There are several notions related to import sources that I have trouble comprehending. These are : Source Labels, Source object, Source model (in Actions) and Source models. I can not understand what each term means, what is the difference between them, how should I manage the import sources in ALM…
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Highlight Downward Trend
Hi Guys, I have a question. I am looking at the yearly data by GL levels and want to highlight the GLs that are trending downwards YoY compared to my base year. Is there an easy way to do it? Thanks, Megha
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Anaplan Optimizer - minimize products used
Hi Optimization Pros! Would you be open to providing some input on whether this can be done in Anaplan Optimizer? I want to minimize the number of SKUs picked for shipment (i.e. we would prefer to fill a shipment by picking one SKU rather than two SKUs). These are the two designs I’ve tried with no luck. Variable: SKU Qty…
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Import filter by user
Hello, We are updating a spoke model from our data hub daily, and I need to enable end users to individually update the spoke model for their specific list member (property) only. Currently, imports from the data hub are running daily into staging modules. Now I need a way to allow different users to run a process to…
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How to change date format during a module export.
During a module export I want to change the date format into a fixed format instead. Currently, the date format is exported as per the system's date/time settings. Is there a way where I can change the date format so that it remains the same across regions in the csv export.
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Add the current user to a field when they approve an item
I have an approval process with several gates, i have restricted to ability to approve, but all i want to do is when the approve button is pressed is apply the current user details to the Approver and add Todays date. The date part is done, as I already have the date automatically updating in all models. How can i get the…
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How to differentiate when a line item is input and calc on the same module
Hello! I'm trying to build a module where one of my line items is an input on one hierarchy but a calc on another level of the hierarchy, but I'm not sure if this is possible to build in anaplan, let's have an example: My Hierarchy is: Season Winter Summer On the module I have the following line items: Account Receivables…
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How to automatically populate a boolean from a module with a parent list to a module with a child
, Hello, I'm working with 2 modules: Module 1, where I'm using list "Product Family" (and List Employee) and Module 2 where I'm using list "Products" (and List Employee) . The list "Product Family" is parent of "Products". In my Module 1, I have a boolean used to know which product families are assigned to each employee. I…
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Help me with this issue.
I have this two modules: AND I want to pull the territory ref ID sys/fil07 to the inp/ter01 so it would only show territories available for that employee, i have tried to do loots of formulas but they dont seem to pull it correctly, not sure if because inp/ter01 is made with subsets its messing it up or something is wrong,…
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Set up a dropdown that follow hierarchy
Hello all, I have a hierarchy that has Cost Center → Jobs. A Center can have several jobs. I have a dashboard where a user can add a new FTE for a job. When they select a center, it should show only the jobs that come from there. Right now, I have a form that they can fill out and when they select a center, it shows all…
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Fortnightly time scale in Anaplan
Could you please share any custom day level time scale hierarchy Fortnightly time scale For January (Jan 1 to Jan 15, Jan 16 to Jan 31 ). For Feburary (Feb 1 to Feb 15, Feb 16 to Feb 28 ) @Misbah, @Manjunath
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Fiscal Year Label in Model Calendar
If we change the label will it interfere with any data/imports/exports or is it only a label?
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Data allocation from one level to other in different module
Hi, I have 2 different list (L3 and L6) I have 2 module, 1st module has L3 list is used and 2nd module with L6 list is used. User able to enter data in 1st module (L3 list) and data should be copied into 2nd module at L3 member--- 1st ask and data should be divided into L6 respective child members evenly. Thanks, Asha
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Bring line item value from parent to child, distributed equally, from one module to another.
Hello, I have a list hierarchy that looks something like this: * Department A (Parent)* Office 1 (Child) * Office 2 * Office 3 * Department B* Office 4 * Office 5 * Department C* Office 6 I have now created two modules, one where Department list is a dimension (Module Department) and one where Office list is a dimension…
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How do I find or trim an inconsistent string of characters in a line item?
I am currently importing data with a concatenation of 3 General Ledger identifiers and a customer code. A sample would look like LE10000.LMF10000.1000000 for the first GL indentifiers. Everything is consistent and All LEs are 7 digits, all LMFs are 8 digites and all account codes are 8 digits. I have customer codes that…
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Get monthly value for base year selected
Hi, I have a module (dimesioned monthly) in which I need the base year values. The user selects the base year. I have created a seperate module in which the user can select the base year. However, when I am using the base year in the lookup, I am getting the full year value, instead of monthly value. Example: if user…
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Data hub - What Data should reside in Data hub
Hi Team, New to Anaplan Modeling. Based on the training, its my understanding that data hub is important to act as source of truth for data that is shared between multiple spoke model. I see data hub as a repository for list, hierarchies and data modules that are shared in more than one spoke models. My question is what…
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Gigabyte Missing for Workspace Calculation
Hello Anaplanners, I am currently working on a size simulation model. The purpose is to reproduce the "model info" shown in a model and apply some changes (create new module, extend a time range...) to see the impact on the model size. I have already calculated the cell counts of my source model but I am not matching the…
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3.3.5.2A Beginning inventory negative balance
Hello Everyone, I have a question, my balance about the beginning inventory is negative. I don't understand why ? As you can see my datas in the DAT01 Beginning Inventory module seems correct : INV01 Inventory Ordering module : Can you help me ? 😅
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Anaplan Dashboard Colors
Does anyone know the color code for the standard grey in Anaplan dashboards?
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Exports into .txt file
Hello, I have a module dimensioned by fake time and need to export it into a .txt file. Because of business processes, I need fake time and the line items in columns unested. Is there a way for Anaplan to accomplish this? Thanks.
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How to show "Display Name" on the module instead?
I have created "Display Name" with formula inside. How to show this "display" name on the Module I created instead of the regular list (on the left)
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How do I add the name of the parent to a list?
I want to have the name of the Parent shown in each row in a column of a list. How can I achieve this?
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Count items in a flat list?
Hello, I am trying to count how many items are in a list and display it in a module? In the example below we have 3 items in the list. Does a function like this exist?
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Growth Assumptions on a consolidated level
Hi Experts, What is the best way to make a growth assuption at a consolidated level and have the same % growth apply to GLs underneath? For example - I need to grow my Salary & wages by 3% and have that 3% apply to all the 10 different S&W GLs underneath it instead of breaking back like 0.3% per GL to get the total of 3%…